2024-09-29 07:43:41 +07:00
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Gautam Hingrajiya, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-09-24 10:43+0000\n"
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"PO-Revision-Date: 2023-11-08 08:57+0000\n"
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"Last-Translator: Gautam Hingrajiya, 2024\n"
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"Language-Team: Hindi (https://app.transifex.com/odoo/teams/41243/hi/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: hi\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/sales.rst:5
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#: ../../content/applications/sales/sales.rst:8
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msgid "Sales"
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msgstr ""
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#: ../../content/applications/sales/crm.rst:8
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msgid "CRM"
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msgstr ""
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#: ../../content/applications/sales/crm.rst:10
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msgid ""
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"**Odoo CRM** helps you organize your sales activities: track leads, close "
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"opportunities and get accurate forecasts. Keep opportunities organized with "
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"the pipeline and manage your day-to-day activities with meetings and next "
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"activities."
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msgstr ""
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#: ../../content/applications/sales/crm.rst:15
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msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads.rst:5
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msgid "Acquire leads"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
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msgid "Convert leads into opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
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msgid ""
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"*Leads* act as a qualifying step before an opportunity is created. This "
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"provides additional time to review its potential, and gauge its viability, "
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"before the opportunity is assigned to a salesperson."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13
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#: ../../content/applications/sales/crm/optimize/gamification.rst:10
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
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#: ../../content/applications/sales/crm/track_leads/resellers.rst:9
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#: ../../content/applications/sales/point_of_sale/combos.rst:16
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#: ../../content/applications/sales/point_of_sale/configuration.rst:6
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#: ../../content/applications/sales/point_of_sale/configuration.rst:52
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#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12
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#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:22
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#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22
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#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
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#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
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#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12
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#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10
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#: ../../content/applications/sales/sales/invoicing/proforma.rst:14
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:34
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14
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#: ../../content/applications/sales/subscriptions/closing.rst:9
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#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:21
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#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17
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msgid "Configuration"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11
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msgid ""
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"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> "
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"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. "
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"Then, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Leads setting on CRM configuration page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18
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msgid ""
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"Activating this feature adds a new menu option, :guilabel:`Leads`, to the "
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"header bar, located along the top of the screen."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Leads menu on CRM application."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25
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msgid ""
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"Once the *Leads* setting has been activated, it applies to all sales teams "
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"by default. To turn off leads for a specific team, navigate to "
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":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a "
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"team from the list to open that team's configuration page. Clear the "
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":guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` "
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"field, then click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:36
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msgid "Convert a lead into an opportunity"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
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msgid ""
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"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app"
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" --> Leads`, and click on a lead from the list to open it."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:42
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msgid ""
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"If a :guilabel:`Similar Leads` smart button appears at the top of the page "
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"for the lead, it indicates a similar lead or opportunity already exists in "
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"the database. Before converting this lead, click the smart button to confirm"
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" if the lead should be merged."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:0
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msgid "Close up of a lead with emphasis on the Similar Leads smart button."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:50
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msgid ""
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"Click the :guilabel:`Convert to Opportunity` button, located at the top-left"
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" of the page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Create opportunity button on a lead record."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56
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msgid ""
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"This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the "
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":guilabel:`Conversion Action` field, select the :guilabel:`Convert to "
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"opportunity` option."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
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msgid ""
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"To merge this lead with an existing similar lead or opportunity, select "
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":guilabel:`Merge with existing opportunities` in the :guilabel:`Conversion "
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"Action` field. This generates a list of the similar leads/opportunities to "
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"be merged."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:64
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#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:38
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msgid ""
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"When merging, Odoo gives priority to whichever lead/opportunity was created "
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"in the system first, merging the information into the first created "
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"lead/opportunity. However, if a lead and an opportunity are being merged, "
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"the resulting record is referred to as an opportunity, regardless of which "
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"record was created first."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:69
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msgid ""
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"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which"
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" the opportunity should be assigned. Neither field is required, though if a "
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"selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales"
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" Team` field is populated automatically, based on the salesperson's team "
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"assignments."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:74
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msgid ""
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"If the lead has already been assigned to a salesperson or a team, these "
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"fields automatically populate with that information."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Create opportunity pop-up."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:81
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msgid ""
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"Under the :guilabel:`Customer` heading, choose from the following options:"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:83
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msgid ""
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":guilabel:`Create a new customer`: choose this option to use the information"
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" in the lead to create a new customer record."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:85
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msgid ""
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":guilabel:`Link to an existing customer`: choose this option, then select a "
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"customer from the resulting drop-down menu, to link this opportunity to an "
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"existing customer record."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:87
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msgid ""
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":guilabel:`Do not link to a customer`: choose this option to convert the "
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"lead, but not link it to a new or existing customer."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90
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msgid ""
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"Lastly, when all configurations are complete, click :guilabel:`Create "
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"Opportunity`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:92
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msgid ""
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"To view the newly created opportunity, navigate to :menuselection:`CRM app "
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"--> My Pipeline`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95
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msgid ""
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"Some filters may need to be removed from the :guilabel:`Search...` bar on "
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"the top :guilabel:`Pipeline` page to view all opportunities."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3
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msgid "Create leads (from email or manually)"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:8
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msgid ""
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"Leads can be added to the *CRM* app from custom email aliases, and by "
|
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|
|
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"manually creating new records. This is in addition to the leads and "
|
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|
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"opportunities created in the app through the :doc:`website contact form "
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"<opportunities_form>`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:12
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msgid ""
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"First, ensure the *Leads* feature is enabled in the database by navigating "
|
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"to :menuselection:`CRM app --> Configuration --> Settings`. Tick the "
|
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":guilabel:`Leads` checkbox, then click :guilabel:`Save`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19
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msgid "Configure email aliases"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21
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msgid ""
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"Each sales team has the option to create and utilize their own unique email "
|
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"alias. When messages are sent to this address, a lead (or opportunity), is "
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"created with the information from the message."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25
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msgid ""
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|
"To create or update a sales teams' email alias, navigate to "
|
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":menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team "
|
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"from the list to open the team's details page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
|
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msgid "The sales team details page, focused on the email alias section."
|
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msgstr ""
|
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|
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#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32
|
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msgid ""
|
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|
"In the :guilabel:`Email Alias` field, enter a name for the email alias, or "
|
|
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|
|
|
"edit the existing name. In the :guilabel:`Accept Emails From` field, use the"
|
|
|
|
|
|
" drop-down menu to choose who is allowed to send messages to this email "
|
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|
"alias:"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36
|
|
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|
|
msgid ":guilabel:`Everyone`: messages are accepted from any email address."
|
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msgstr ""
|
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|
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Authenticated Partners`: only accepts messages from email "
|
|
|
|
|
|
"addresses associated with a a partner (contact or customer) record."
|
|
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|
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msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Followers only`: only accepts messages from those who are "
|
|
|
|
|
|
"following a record related to the team, such as a lead or opportunity. "
|
|
|
|
|
|
"Messages are also accepted from team members."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Authenticated Employees`: only accepts messages from email "
|
|
|
|
|
|
"addresses that are connected to a record in the *Employees* app."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45
|
|
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|
|
|
msgid "Leads created from email"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Leads created from email alias messages can be viewed by navigating to "
|
|
|
|
|
|
":menuselection:`CRM app --> Leads`. Click a lead from the list to open it, "
|
|
|
|
|
|
"and view the details."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The email received by the alias is added to the *chatter* thread for the "
|
|
|
|
|
|
"lead. The subject line of the message is added to the title field, and the "
|
|
|
|
|
|
":guilabel:`Email` field is updated with the contact's email address."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
|
|
|
|
|
|
msgid "The chatter thread of a newly created lead in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the *leads* feature is **not** enabled on the database, messages to the "
|
|
|
|
|
|
"email alias are added to the database as opportunities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63
|
|
|
|
|
|
msgid ":doc:`../../../general/email_communication`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66
|
|
|
|
|
|
msgid "Manually create leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Leads can be added directly to the *CRM* app by manually creating a new "
|
|
|
|
|
|
"record. Navigate to :menuselection:`CRM app --> Leads` to view a list of "
|
|
|
|
|
|
"existing leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Leads can also be added via the :doc:`Generate Leads <lead_mining>` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top-left of the list, click :guilabel:`New` to open a blank "
|
|
|
|
|
|
":guilabel:`Leads` form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the first field of the new form, enter a title for the new lead. Next, "
|
|
|
|
|
|
"enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a lead is :doc:`converted to an opportunity <convert>`, the "
|
|
|
|
|
|
":guilabel:`Company Name` field is used to either link this opportunity to an"
|
|
|
|
|
|
" existing customer, or to create a new customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84
|
|
|
|
|
|
msgid "Manually create opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To manually create an opportunity, navigate to :menuselection:`CRM app --> "
|
|
|
|
|
|
"Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` "
|
|
|
|
|
|
"to create a new opportunity Kanban card. In the "
|
|
|
|
|
|
":guilabel:`Organization/Contact` field, enter the name of the company the "
|
|
|
|
|
|
"opportunity is for."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a"
|
|
|
|
|
|
" required field.* When manually creating an opportunity, it is helpful to "
|
|
|
|
|
|
"add a name that relates to the details of the opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the example below, the opportunity is named `5 VP Chairs`. This "
|
|
|
|
|
|
"identifies the product the customer is interested in, as well as the "
|
|
|
|
|
|
"potential number of products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0
|
|
|
|
|
|
msgid "An example of an opportunity in the CRM pipeline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter the contact information for the opportunity in the :guilabel:`Email` "
|
|
|
|
|
|
"and :guilabel:`Phone` fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Expected Revenue` field, enter an estimated value for the "
|
|
|
|
|
|
"opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The information in the :guilabel:`Expected Revenue` and priority fields can "
|
|
|
|
|
|
"be used to track performance for individual salespeople, and on a team "
|
|
|
|
|
|
"basis. See :doc:`../performance/expected_revenue_report` and "
|
|
|
|
|
|
":doc:`../track_leads/lead_scoring` for more information."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113
|
|
|
|
|
|
msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115
|
|
|
|
|
|
msgid "|st-o| |st-o| |st-o|: low priority"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116
|
|
|
|
|
|
msgid "|st| |st-o| |st-o|: medium priority"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117
|
|
|
|
|
|
msgid "|st| |st| |st-o|: high priority"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118
|
|
|
|
|
|
msgid "|st| |st| |st|: very high priority"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Assigning a priority changes the order of leads in Kanban view, with higher "
|
|
|
|
|
|
"priority leads displayed first."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all the necessary information has been entered, click :guilabel:`Add`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
|
|
|
|
|
|
msgid "The CRM pipeline with a newly created opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
|
|
|
|
|
|
msgid "Lead mining"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Lead mining* is a feature that allows *CRM* users to generate new leads "
|
|
|
|
|
|
"directly into their Odoo database. To ensure lead qualification, lead mining"
|
|
|
|
|
|
" output is determined by a variety of filtering criteria, such as the "
|
|
|
|
|
|
"country, the company size, and the industry."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To get started, go to :menuselection:`CRM app --> Configuration --> "
|
|
|
|
|
|
"Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the "
|
|
|
|
|
|
"feature. Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
|
|
|
|
|
msgid "Activate lead mining in Odoo CRM settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23
|
|
|
|
|
|
msgid "Generate leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After the *Lead Mining* setting is activated, a new button called *Generate "
|
|
|
|
|
|
"Leads* is available to use in the upper-left corner of the *CRM* *Pipeline* "
|
|
|
|
|
|
"(:menuselection:`CRM app --> Sales --> My Pipeline`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lead mining requests are also available through :menuselection:`CRM app --> "
|
|
|
|
|
|
"Configuration --> Lead Mining Requests`, or through :menuselection:`CRM app "
|
|
|
|
|
|
"--> Leads --> Leads`, where the :guilabel:`Generate Leads` button is also "
|
|
|
|
|
|
"available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
|
|
|
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msgid "The Generate Leads button to use the lead mining feature."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37
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msgid ""
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"Click the :guilabel:`Generate Leads` button, and a pop-up window appears, "
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"offering a variety of criteria by which to generate leads."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
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msgid ""
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"The pop-up window with the selection criteria in order to generate leads in "
|
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"Odoo."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
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msgid ""
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|
"Choose to generate leads for :guilabel:`Companies` to get company "
|
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"information only, or choose |CC| to get company information and individual "
|
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"employee contact information."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
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msgid ""
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"When targeting |CC|, additional options are available to filter contacts "
|
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"based on :guilabel:`Role` or :guilabel:`Seniority`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
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msgid "Additional filtering options include the following:"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53
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msgid ""
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|
":guilabel:`Countries`: filter leads based on the country (or countries) they"
|
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" are located in."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54
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msgid ""
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|
":guilabel:`States`: further filter leads based on the state in which they "
|
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"are located, if applicable."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56
|
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msgid ""
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|
":guilabel:`Industries`: filter leads based on the specific industry they "
|
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|
|
"work in."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57
|
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msgid ""
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|
":guilabel:`Filter on Size`: tick this checkbox to specify the number of "
|
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|
"employees at the company. This generates a field labeled :guilabel:`Size`. "
|
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|
"Fill in the blanks to create a range for the desired company size."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60
|
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|
msgid ""
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|
|
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
|
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|
"to."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
|
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|
msgid ""
|
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|
|
":guilabel:`Salesperson`: choose which member of the Sales Team the leads "
|
|
|
|
|
|
"will be assigned to."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62
|
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|
|
msgid ""
|
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|
|
":guilabel:`Default Tags`: choose which tags are applied directly to the "
|
|
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|
|
"leads once found."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Make sure to be aware of the latest EU regulations when receiving contact "
|
|
|
|
|
|
"information. Get more information about the General Data Protection "
|
|
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|
|
|
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
|
|
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|
|
msgstr ""
|
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|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69
|
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|
|
msgid "View leads"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After leads are generated, they are assigned to the designated salesperson "
|
|
|
|
|
|
"and team. To view additional information regarding the lead, select one from"
|
|
|
|
|
|
" the list, and click to open it."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the chatter thread for the lead, additional information is provided. This"
|
|
|
|
|
|
" can include the number of employees, the technology used by the company, "
|
|
|
|
|
|
"the timezone, and direct contact information."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
|
|
|
|
|
msgid "The chatter thread of a newly generated lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Leads` are **not** enabled for the database, then leads are "
|
|
|
|
|
|
"generated as *opportunities*, and added to the pipeline for the designated "
|
|
|
|
|
|
"salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app"
|
|
|
|
|
|
" --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. "
|
|
|
|
|
|
"Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:88
|
|
|
|
|
|
msgid "Pricing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lead mining is an *In-App Purchase* feature, and each generated lead costs "
|
|
|
|
|
|
"one :ref:`credit <in_app_purchase/credits>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Generating |CC| costs one additional credit for each contact generated. See "
|
|
|
|
|
|
"here for complete pricing information: `Lead Generation by Odoo IAP "
|
|
|
|
|
|
"<https://iap.odoo.com/iap/in-app-services/167?>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
|
|
|
|
|
|
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
|
|
|
|
|
":guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Credits may also be purchased by navigating to the :menuselection:`Settings "
|
|
|
|
|
|
"app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` "
|
|
|
|
|
|
"feature, click :guilabel:`View My Services`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
|
|
|
|
|
msgid "Buy credits in the Odoo IAP settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enterprise Odoo users with a valid subscription get free credits to test "
|
|
|
|
|
|
"|IAP| features before purchasing more credits for the database. This "
|
|
|
|
|
|
"includes demo/training databases, educational databases, and one-app-free "
|
|
|
|
|
|
"databases."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117
|
|
|
|
|
|
msgid ":doc:`/applications/essentials/in_app_purchase`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3
|
|
|
|
|
|
msgid "Create opportunities from web contact forms"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Adding a contact form to a website makes it easy to convert visitors into "
|
|
|
|
|
|
"leads and opportunities. After a visitor submits their information, an "
|
|
|
|
|
|
"opportunity can be created automatically, and assigned to a designated sales"
|
|
|
|
|
|
" team and salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12
|
|
|
|
|
|
msgid "Customize contact forms"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the *Contact Us* page on an Odoo website displays a "
|
|
|
|
|
|
"preconfigured contact form. This form can be customized, as needed, to suit "
|
|
|
|
|
|
"the needs of a specific sales team."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate to :menuselection:`Website app --> Contact Us`, then click "
|
|
|
|
|
|
":guilabel:`Edit` in the top-right of the screen to open the web editor. "
|
|
|
|
|
|
"Click on the form building block in the body of the webpage to open the form"
|
|
|
|
|
|
" configuration settings on the right sidebar. The following options are "
|
|
|
|
|
|
"available to customize the contact form from the :guilabel:`From` section of"
|
|
|
|
|
|
" the right sidebar:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1
|
|
|
|
|
|
msgid "The form configuration settings on an Odoo website."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Action`: the default action for a contact form is :guilabel:`Send"
|
|
|
|
|
|
" an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list"
|
|
|
|
|
|
" to capture the information in the *CRM* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the"
|
|
|
|
|
|
" opportunities from this form should be assigned to. This field **only** "
|
|
|
|
|
|
"appears if the :guilabel:`Action` field is set to :guilabel:`Create an "
|
|
|
|
|
|
"Opportunity`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Salesperson`: if the opportunities should be assigned to a "
|
|
|
|
|
|
"specific salesperson, select them from the drop-down menu. If no selection "
|
|
|
|
|
|
"is made in this field, the opportunities are assigned based on the team's "
|
|
|
|
|
|
"existing rules."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Marked Fields`: use this field to alter how the form handles "
|
|
|
|
|
|
"marked fields. The default option is to treat marked fields as "
|
|
|
|
|
|
":guilabel:`Required`, which is the recommended setting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be "
|
|
|
|
|
|
"identified. The default character is an asterisk (`*`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Labels Width`: use this field to alter the pixel width of the "
|
|
|
|
|
|
"labels, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`On Success`: select how the webpage reacts after a customer "
|
|
|
|
|
|
"successfully submits a form. :guilabel:`Nothing` keeps the customer on the "
|
|
|
|
|
|
"same screen, with the addition of a confirmation message that the form was "
|
|
|
|
|
|
"submitted successfully. :guilabel:`Redirect` sends the customer to a new "
|
|
|
|
|
|
"webpage, based on the address provided in the :guilabel:`URL` field below. "
|
|
|
|
|
|
":guilabel:`Show Message` replaces the form with a preconfigured message that"
|
|
|
|
|
|
" informs the customer someone should respond to them as soon as possible."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On "
|
|
|
|
|
|
"Success` field, enter the URL for the webpage, where customers should be "
|
|
|
|
|
|
"directed after successfully submitting a form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Visibility`: use the drop-down menu to add any visibility "
|
|
|
|
|
|
"conditions for this field, if desired."
|
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an "
|
|
|
|
|
|
"Opportunity` generates a lead instead. To activate leads, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Configuration --> Settings`, and tick the "
|
|
|
|
|
|
":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57
|
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|
|
msgid "Customize contact form fields"
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In addition to the settings for the form, the settings for each field can be"
|
|
|
|
|
|
" customized, as well. With the web editor menu still open, click into a "
|
|
|
|
|
|
"field to open the :guilabel:`Field` configuration settings section on the "
|
|
|
|
|
|
"sidebar. The following options are available to customize a field:"
|
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63
|
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|
|
msgid ""
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|
|
":guilabel:`Type`: choose a custom field option or an existing field type."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64
|
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|
|
msgid ""
|
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|
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|
|
":guilabel:`Input Type`: determine the type of information customers should "
|
|
|
|
|
|
"input. Available options are :guilabel:`Text`, :guilabel:`Email`, "
|
|
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|
|
|
":guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field "
|
|
|
|
|
|
"limits the format that customers can use when entering information."
|
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67
|
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|
|
msgid ":guilabel:`Label`: enter the name for the field."
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Position`: choose the way the label is aligned with the rest of "
|
|
|
|
|
|
"the form. The label can be hidden, above the field, to the left of the "
|
|
|
|
|
|
"field, or right adjusted and closer to the field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Description`: slide the toggle to add a description for the "
|
|
|
|
|
|
"field, which can provide additional instructions to customers. Click under "
|
|
|
|
|
|
"the field on the form to add the description."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Placeholder`: enter an example to help users know how to input "
|
|
|
|
|
|
"information where formatting is important, such as a phone number or email "
|
|
|
|
|
|
"address."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default Value`: enter a value to include in the form, by default,"
|
|
|
|
|
|
" if the customer does not provide information in the field. *It is not "
|
|
|
|
|
|
"recommended to include a default value for required fields*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Required`: slide the toggle to mark this field as required if it "
|
|
|
|
|
|
"**must** be filled in for every submission."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Visibility`: select when this field should be visible. Use the "
|
|
|
|
|
|
"button on the left to choose whether to show or hide this field on a desktop"
|
|
|
|
|
|
" users. Use the button on the right to choose whether to show or hide this "
|
|
|
|
|
|
"field to mobile users."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82
|
|
|
|
|
|
msgid ":guilabel:`Animation`: select if this field should have any animation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1
|
|
|
|
|
|
msgid "The field configuration settings on an Odoo website."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89
|
|
|
|
|
|
msgid "View opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After a customer submits a contact form, and an opportunity is created, it "
|
|
|
|
|
|
"is assigned based on the :ref:`form settings <crm/customize-contact-form>`. "
|
|
|
|
|
|
"To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My "
|
|
|
|
|
|
"Pipeline`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If leads are activated on the database, contact form submissions are "
|
|
|
|
|
|
"generated as leads, not opportunities. To activate leads, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Configuration --> Settings`, and tick the "
|
|
|
|
|
|
":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate to :menuselection:`CRM app --> Leads` to view the newly-created "
|
|
|
|
|
|
"leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in "
|
|
|
|
|
|
"the Kanban view to open the opportunity record. The information submitted by"
|
|
|
|
|
|
" the customer is visible on the opportunity record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As the contact form fields are customizable, the fields on the opportunity "
|
|
|
|
|
|
"record, where the form information is stored, varies accordingly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the preconfigured contact form is used, the *Subject* field is added to "
|
|
|
|
|
|
"the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field,"
|
|
|
|
|
|
" which is labeled as :guilabel:`Your Question`, is added to the "
|
|
|
|
|
|
":guilabel:`Internal Notes` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115
|
|
|
|
|
|
msgid ":doc:`../pipeline/manage_sales_teams`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116
|
|
|
|
|
|
msgid ":doc:`convert`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109
|
|
|
|
|
|
msgid ":doc:`../track_leads/lead_scoring`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118
|
|
|
|
|
|
msgid ":ref:`Website forms <dynamic_content/form>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
|
|
|
|
|
|
msgid "Create and send quotations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once a qualified lead has been converted into an opportunity, the next step "
|
|
|
|
|
|
"is to create and deliver a quotation. This process can be easily handled "
|
|
|
|
|
|
"through Odoo's *CRM* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9
|
|
|
|
|
|
msgid "Create a new quotation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new quotation, open the :menuselection:`CRM app`, revealing the "
|
|
|
|
|
|
":guilabel:`Pipeline` page on the main *CRM* dashboard."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From here, click on any opportunity to open it. Review the existing "
|
|
|
|
|
|
"information and update any fields, if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a quotation has already been created for this opportunity, it can be "
|
|
|
|
|
|
"found by clicking on the :guilabel:`Quotations` smart button at the top of "
|
|
|
|
|
|
"the top of the form. The number of existing quotations is listed on the "
|
|
|
|
|
|
"smart button, as well."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top-left of the form, click the :guilabel:`New Quotation` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
|
|
|
|
|
|
msgid "Qualified lead form with New Quotation button emphasized."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The **Sales** application **must** be installed for the :guilabel:`New "
|
|
|
|
|
|
"Quotation` button to appear."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Customer` field is **not** required on the opportunity form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, customer information must be added or linked before a quotation can"
|
|
|
|
|
|
" be sent. If the :guilabel:`Customer` field is left blank on the "
|
|
|
|
|
|
"opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up "
|
|
|
|
|
|
"window with the following options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Create a new customer`: creates a new customer record, using any "
|
|
|
|
|
|
"available information provided on the opportunity form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Link to an existing customer`: opens a drop-down field with "
|
|
|
|
|
|
"existing customer names. Select a name to link this new quotation to an "
|
|
|
|
|
|
"existing customer record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Do not link to a customer`: the quotation will **not** be linked "
|
|
|
|
|
|
"to a customer, and no changes are made to the customer information."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once this button is clicked, a new quotation form appears. Confirm the "
|
|
|
|
|
|
"information in the top half of the form, and update any missing or incorrect"
|
|
|
|
|
|
" fields:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Customer`: the company or contact for whom this quotation was "
|
|
|
|
|
|
"created."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Referrer`: if this customer was referred by another customer or "
|
|
|
|
|
|
"contact, select it from the drop-down menu in this field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Invoice Address`: physical address where the invoice should be "
|
|
|
|
|
|
"sent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Delivery Address`: physical address where any products should be "
|
|
|
|
|
|
"delivered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:54
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msgid ""
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":guilabel:`Quotation Template`: if applicable, select a pre-configured "
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":doc:`quotation template "
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"</applications/sales/sales/send_quotations/quote_template>` from this field."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56
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msgid ":guilabel:`Expiration`: date when this quotation is no longer valid."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:57
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msgid ""
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":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation"
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" date of confirmed orders. Note that this field is only visible if "
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":doc:`Developer mode (debug mode) </applications/general/developer_mode>` is"
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" active."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:60
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msgid ""
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":guilabel:`Recurring Plan`: if this quotation is for a recurring product or "
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"subscription, select the recurring plan configuration to be used."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62
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msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63
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msgid ""
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":guilabel:`Payment Terms`: select any applicable payment terms for this "
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"quotation."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:70
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msgid ""
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"The :guilabel:`Expiration` field automatically populates based on the "
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"creation date of the quotation, and the default validity time frame."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73
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msgid ""
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"To update the default validity time frame, navigate to :menuselection:`Sales"
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" app --> Configuration --> Settings --> Quotations & Orders` and update the "
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":guilabel:`Default Quotation Validity` field. To disable automatic "
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"expiration, enter `0` in this field."
|
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77
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msgid "When the desired changes are complete, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79
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msgid ""
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|
|
"When using a quotation template, the expiration date is based off of the "
|
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|
|
":guilabel:`Quotation Validity` field on the template. To alter the validity "
|
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|
"date computation on a template, go to :menuselection:`Sales app --> "
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|
|
"Configuration --> Sales Orders --> Quotation Templates`."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83
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msgid ""
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|
"Then, click on a template to open it, and update the number in the "
|
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|
":guilabel:`Quotation Validity` field."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87
|
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|
msgid "Order lines"
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msgstr ""
|
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|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:89
|
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|
msgid ""
|
|
|
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|
|
"After updating the customer, payment, and deadline information on the new "
|
|
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|
|
"quotation, the :guilabel:`Order Lines` tab can be updated with the "
|
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|
|
|
"appropriate product information."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:92
|
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|
|
msgid ""
|
|
|
|
|
|
"To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` "
|
|
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|
|
|
"tab."
|
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|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, type the name of an item into the :guilabel:`Product` field to search "
|
|
|
|
|
|
"through the product catalog. Then, select a product from the drop-down menu,"
|
|
|
|
|
|
" or create a new one by selecting :guilabel:`Create` or :guilabel:`Create "
|
|
|
|
|
|
"and Edit`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After selecting a product, update the :guilabel:`Quantity`, if necessary. "
|
|
|
|
|
|
"Confirm the information in the remaining fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To remove a line from the quotation, click the :icon:`fa-trash-o` "
|
|
|
|
|
|
":guilabel:`(trash can)` icon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To organize products into sections click :guilabel:`Add a section` and type "
|
|
|
|
|
|
"a name for the section. Then, click the :icon:`oi-draggable` "
|
|
|
|
|
|
":guilabel:`(drag)` icon to the left of the name and drag to move the section"
|
|
|
|
|
|
" to the appropriate location. Move each product using the same method to "
|
|
|
|
|
|
"finish organizing the quotation order lines."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Categories are used to create separate sections on the order lines of a "
|
|
|
|
|
|
"quote."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113
|
|
|
|
|
|
msgid "Product catalog"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To quickly add numerous products to the quotation, click the "
|
|
|
|
|
|
":guilabel:`Catalog` button to open the product catalog."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All products in the database are listed as cards and can be sorted in the "
|
|
|
|
|
|
"left panel by :guilabel:`Product Category` and :guilabel:`Attributes`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
|
|
|
|
|
|
msgid "The product catalog displays all products as cards."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button "
|
|
|
|
|
|
"on the product card. Set the quantity of the item using the :icon:`fa-plus` "
|
|
|
|
|
|
":guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or "
|
|
|
|
|
|
"type the quantity in the number field between the two buttons. To remove an "
|
|
|
|
|
|
"item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product "
|
|
|
|
|
|
"card."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The purple add and subtract buttons are used to set the quantity of an item."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all product quantities are set, click the :guilabel:`Back to Quotation`"
|
|
|
|
|
|
" button to return to the quotation. The items selected in the product "
|
|
|
|
|
|
"catalog now appear in the :guilabel:`Order Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138
|
|
|
|
|
|
msgid "Preview and send quotation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To see a preview of the quotation as the customer will see it, click the "
|
|
|
|
|
|
":guilabel:`Preview` button. Doing so opens a preview in the "
|
|
|
|
|
|
":guilabel:`Customer Portal`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After reviewing the customer preview, click :guilabel:`Return to edit mode` "
|
|
|
|
|
|
"to return to the quotation form in the backend."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:146
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the quotation is ready to deliver to the customer, click the "
|
|
|
|
|
|
":guilabel:`Send by Email` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so opens a pop-up window with a pre-configured email message. "
|
|
|
|
|
|
"Information from the quotation, including the contact information, total "
|
|
|
|
|
|
"cost, and quotation title are be imported from the quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152
|
|
|
|
|
|
msgid "A PDF of the quotation is added as an attachment to the email."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A pre-loaded template is used to create the email message. To alter the "
|
|
|
|
|
|
"template, click the internal link to the right of the :guilabel:`Load "
|
|
|
|
|
|
"template` field, located at the bottom of the email pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To select a new template, select an option from the :guilabel:`Load "
|
|
|
|
|
|
"template` drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Proceed to make any necessary changes to the email, then click "
|
|
|
|
|
|
":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of "
|
|
|
|
|
|
"the record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After a quotation is sent, the originating opportunity's "
|
|
|
|
|
|
":guilabel:`Quotations` smart button updates with a new count. This "
|
|
|
|
|
|
"quotation, and all other quotations can be accessed through this smart "
|
|
|
|
|
|
"button at the top of the opportunity in the *CRM* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:168
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Any quotations attached to the opportunity that are confirmed, and have "
|
|
|
|
|
|
"therefore been converted to sales orders, will be deducted from the number "
|
|
|
|
|
|
"listed on the :guilabel:`Quotations` smart button. Instead, the value of the"
|
|
|
|
|
|
" sales order will appear in the :guilabel:`Orders` smart button located in "
|
|
|
|
|
|
"the same control panel."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174
|
|
|
|
|
|
msgid "Mark an opportunity won or lost"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to keep the pipeline up to date and accurate, opportunities need to"
|
|
|
|
|
|
" be identified as *won* or *lost* once a customer has responded to a "
|
|
|
|
|
|
"quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To mark an opportunity as *won* or *lost*, return to the opportunity using "
|
|
|
|
|
|
"the breadcrumbs at the top-left of the quotation form. Or navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct "
|
|
|
|
|
|
"opportunity to open it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top-left of the form, click on either the :guilabel:`Won` or "
|
|
|
|
|
|
":guilabel:`Lost` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:185
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the opportunity is marked *won*, a green :guilabel:`Won` banner is added "
|
|
|
|
|
|
"to the record, and it is moved to the :guilabel:`Won` stage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:188
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a "
|
|
|
|
|
|
":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be "
|
|
|
|
|
|
"entered."
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191
|
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|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Lost Reason` drop-down field, choose an existing lost "
|
|
|
|
|
|
"reason. If no applicable reason is available, create a new one by entering "
|
|
|
|
|
|
"it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196
|
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|
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msgid ""
|
|
|
|
|
|
"It's best practice to try and use pre-configured :guilabel:`Lost Reason` "
|
|
|
|
|
|
"values as much as possible or to limit the creation of new values only to "
|
|
|
|
|
|
"sales team leads. Using consistent values for this parameter will make "
|
|
|
|
|
|
"pipeline analysis easier and more accurate when filtering for the "
|
|
|
|
|
|
":guilabel:`Lost Reason` parameter."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To set up new values for this field, navigate to :menuselection:`CRM --> "
|
|
|
|
|
|
"Configuration --> Lost Reasons`, and click both :guilabel:`New` and "
|
|
|
|
|
|
":guilabel:`Save` for each new entry added to the list."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205
|
|
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|
|
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msgid ""
|
|
|
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|
|
"Additional notes and comments can be added in the :guilabel:`Closing Note` "
|
|
|
|
|
|
"field."
|
|
|
|
|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:207
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:34
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:192
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all the desired information has been entered in the :guilabel:`Mark "
|
|
|
|
|
|
"Lost` pop-up window, click :guilabel:`Mark as Lost`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:210
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and "
|
|
|
|
|
|
"Odoo returns to the opportunity form, where a new red :guilabel:`Lost` "
|
|
|
|
|
|
"banner is now present in the upper-right corner of the opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:214
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once an opportunity is marked as *lost*, it is no longer considered active, "
|
|
|
|
|
|
"and it is removed from the pipeline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:217
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to view a *lost* opportunity from the pipeline, click the "
|
|
|
|
|
|
":guilabel:`down arrow icon` to the right of the search bar, and select "
|
|
|
|
|
|
"either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that"
|
|
|
|
|
|
" appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:222
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"While opportunities that have been marked as *lost* are considered "
|
|
|
|
|
|
"*Archived*, be advised that, in order for an opportunity to be included as "
|
|
|
|
|
|
"*lost* in reporting, it **must** be specifically marked as *lost*, not "
|
|
|
|
|
|
"*Archived*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize.rst:5
|
|
|
|
|
|
msgid "Optimize your Day-to-Day work"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
|
|
|
|
|
|
msgid "CRM Gamification"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo's *CRM* app, *gamification tools* provide the opportunity to "
|
|
|
|
|
|
"evaluate and motivate users through customizable challenges, goals, and "
|
|
|
|
|
|
"rewards. Goals are created to target actions within the *CRM* app, and can "
|
|
|
|
|
|
"be tracked and rewarded automatically to participating sales teams."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To install the *CRM Gamification* module, navigate to the "
|
|
|
|
|
|
":menuselection:`Apps` application. Click into the :guilabel:`Search...` bar "
|
|
|
|
|
|
"at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM "
|
|
|
|
|
|
"Gamification` to search."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This "
|
|
|
|
|
|
"module features goals and challenges related to the *CRM* and *Sales* "
|
|
|
|
|
|
"applications."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
|
|
|
|
|
msgid "View of the gamification module being installed in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification*"
|
|
|
|
|
|
" module is automatically installed on the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the *Gamification Tools* menu, first enable :ref:`developer-mode`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, navigate to :menuselection:`Settings app --> Gamification Tools`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
|
|
|
|
|
msgid "View if the gamification tools menu in Odoo Settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
|
|
|
|
|
|
msgid "Create badges"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Badges* are awarded to users when they have completed a challenge. "
|
|
|
|
|
|
"Different badges can be awarded based on the type of task completed, and can"
|
|
|
|
|
|
" be issued to more than one user, depending on the time they accomplish the "
|
|
|
|
|
|
"goal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view the existing badges, or create a new one, navigate to "
|
|
|
|
|
|
":menuselection:`Settings --> Gamification Tools --> Badges`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
|
|
|
|
|
msgid "View of the badges page in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Some badges can be awarded outside of challenges, as well. Select the Kanban"
|
|
|
|
|
|
" card for the desired badge, then click :guilabel:`Grant`. This opens a "
|
|
|
|
|
|
":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who"
|
|
|
|
|
|
" would you like to reward?` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add any additional information regarding why the user is receiving the "
|
|
|
|
|
|
"reward in the field below, then click :guilabel:`Grant Badge`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new badge, click :guilabel:`New` at the top-left of the page to "
|
|
|
|
|
|
"open a blank form. Enter a name for the :guilabel:`Badge`, followed by a "
|
|
|
|
|
|
"description."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Allowance to Grant` field determines when a badge can be "
|
|
|
|
|
|
"granted, and by whom:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:64
|
|
|
|
|
|
msgid ":guilabel:`Everyone`: this badge can be manually granted by any user."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`A selected list of users`: this badge can only be granted by a "
|
|
|
|
|
|
"select group of users. If this option is selected, it generates a new field,"
|
|
|
|
|
|
" :guilabel:`Authorized Users`. Choose the appropriate users from this drop-"
|
|
|
|
|
|
"down list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`People having some badges`: this badge can only be granted by "
|
|
|
|
|
|
"users who have already been awarded a specific badge. If this option is "
|
|
|
|
|
|
"selected it generates a new field, :guilabel:`Required Badges`. Use this "
|
|
|
|
|
|
"drop-down list to select the badge(s) a user must have before they can award"
|
|
|
|
|
|
" this badge to others."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`No one, assigned through challenges`: this badge cannot be "
|
|
|
|
|
|
"manually granted, it can only be awarded through challenges."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To limit the number of badges a user can send, tick the :guilabel:`Monthly "
|
|
|
|
|
|
"Limited Spending` checkbox. This sets a limit on the number of times a user "
|
|
|
|
|
|
"can grant this badge. In the :guilabel:`Limitation Number` field, enter the "
|
|
|
|
|
|
"maximum number of times this badge can be sent per month, per person."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
|
|
|
|
|
msgid "The details page for a new badge."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:87
|
|
|
|
|
|
msgid "Create a challenge"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a challenge, navigate to to :menuselection:`Settings --> "
|
|
|
|
|
|
"Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left "
|
|
|
|
|
|
"corner to open a blank challenge form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:92
|
|
|
|
|
|
msgid "At the top of the form, enter a :guilabel:`Challenge Name`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:95
|
|
|
|
|
|
msgid "Create assignment rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To assign the challenge to specific users, one or more assignment rules must"
|
|
|
|
|
|
" be utilized."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click into the first field under :guilabel:`Assign Challenge to`, and select"
|
|
|
|
|
|
" a parameter from the drop-down list to define the rule. Then, click into "
|
|
|
|
|
|
"the next field to define the rule's operator. If necessary, click into the "
|
|
|
|
|
|
"third field to further define the parameter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To include all users with permissions in the *Sales* app, create a rule with"
|
|
|
|
|
|
" the following parameters:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:107
|
|
|
|
|
|
msgid ":guilabel:`Groups`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:108
|
|
|
|
|
|
msgid ":guilabel:`is in`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:109
|
|
|
|
|
|
msgid "`Sales/User: Own Documents Only`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:0
|
|
|
|
|
|
msgid "View of the assignation rules section of a Challenge form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Periodicity` field, select a time frame for goals to be "
|
|
|
|
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"automatically assessed."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:118
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msgid "Add goals"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:120
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msgid ""
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"Challenges can be based on a single goal, or can include multiple goals with"
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" different targets. To add a goal to the challenge, click :guilabel:`Add a "
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"line` on the :guilabel:`Goals` tab."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:123
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msgid ""
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"In the :guilabel:`Goal Definition` field, choose a goal from the drop-down "
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"list. The :guilabel:`Condition` field automatically updates to reflect the "
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"condition set on the goal definition."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:128
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msgid ""
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"The *CRM Gamification* module contains preconfigured goals geared towards "
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"salesteams:"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:130
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msgid ":guilabel:`New Leads`"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:131
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msgid ":guilabel:`Time to Qualify a Lead`"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:132
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msgid ":guilabel:`Days to Close a Deal`"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:133
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msgid ":guilabel:`New Opportunities`"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:134
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msgid ":guilabel:`New Sales Orders`"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:136
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msgid ""
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|
"Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`."
|
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|
msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:138
|
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msgid "Repeat these steps for each additional goal."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
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|
msgid "The goals tab of a challenge form."
|
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msgstr ""
|
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#: ../../content/applications/sales/crm/optimize/gamification.rst:145
|
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msgid "Add rewards"
|
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|
msgstr ""
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|
|
|
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|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:147
|
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|
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msgid ""
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|
"Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges <crm/create-"
|
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|
|
"rewards>` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every "
|
|
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|
|
|
"Succeeding User` by selecting them from the drop-down lists."
|
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msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:152
|
|
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|
msgid ""
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|
"Badges are granted when a challenge is finished. This is either at the end "
|
|
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|
|
"of a running period, at the end date of a challenge, or when the challenge "
|
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|
|
"is manually closed."
|
|
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|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/optimize/gamification.rst:155
|
|
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|
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msgid ""
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|
|
|
|
|
"After setup is complete, click the :guilabel:`Start Challenge` button at the"
|
|
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|
|
|
" top-left of the page to begin the challenge."
|
|
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|
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msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3
|
|
|
|
|
|
msgid "Lead enrichment"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Lead enrichment* is a service that provides business information for a "
|
|
|
|
|
|
"contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that"
|
|
|
|
|
|
" requires credits to use, and is available for existing leads in an Odoo "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The information provided by lead enrichment can include general information "
|
|
|
|
|
|
"about the business (including full business name and logo), social media "
|
|
|
|
|
|
"accounts, :guilabel:`Company type`, :guilabel:`Founded` information, "
|
|
|
|
|
|
":guilabel:`Sectors` information, the number of :guilabel:`Employees`, "
|
|
|
|
|
|
":guilabel:`Estimated revenue`, :guilabel:`Phone` number, "
|
|
|
|
|
|
":guilabel:`Timezone`, and :guilabel:`Technologies Used`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enterprise Odoo users with a valid subscription get free credits to test "
|
|
|
|
|
|
":abbr:`IAP (In-App Purchase)` features before deciding to purchase more "
|
|
|
|
|
|
"credits for the database. This includes demo/training databases, educational"
|
|
|
|
|
|
" databases, and one-app-free databases."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *leads* feature **must** be activated in the *CRM* settings page in "
|
|
|
|
|
|
"order to use lead enrichment. To access the *CRM* settings, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Configuration --> Settings`. Under the "
|
|
|
|
|
|
":guilabel:`CRM` section activate the :guilabel:`Leads` option and click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27
|
|
|
|
|
|
msgid "Lead enrichment set up"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To set up lead enrichment in the *CRM* application, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Configuration --> Settings`. Then, under the "
|
|
|
|
|
|
":guilabel:`Lead Generation` section, tick the checkbox next to "
|
|
|
|
|
|
":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on "
|
|
|
|
|
|
"demand only` or :guilabel:`Enrich all leads automatically`. Click the "
|
|
|
|
|
|
":guilabel:`Save` button to activate the changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n"
|
|
|
|
|
|
"leads on demand only chosen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41
|
|
|
|
|
|
msgid "Enrich leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enrichment of leads is based on the domain of the email address of the "
|
|
|
|
|
|
"customer set on the lead. There are two different ways that a lead can be "
|
|
|
|
|
|
"enriched: *automatically* or *manually*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47
|
|
|
|
|
|
msgid "Automatically enrich leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"During set up, if :guilabel:`Enrich all leads automatically` was selected on"
|
|
|
|
|
|
" the *CRM* :guilabel:`Settings` page, then no action needs to be taken by "
|
|
|
|
|
|
"the user to enrich the lead. A scheduled action runs automatically, every "
|
|
|
|
|
|
"sixty minutes, and enrichment occurs on leads, after a remote database is "
|
|
|
|
|
|
"contacted."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the cron that runs for the automatic lead enrichment, activate "
|
|
|
|
|
|
":ref:`developer mode <developer-mode>`, and navigate to "
|
|
|
|
|
|
":menuselection:`Settings app --> Technical menu --> Automation section --> "
|
|
|
|
|
|
"Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click "
|
|
|
|
|
|
"into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any "
|
|
|
|
|
|
"necessary adjustments. In the :guilabel:`Execute Every` field, enter a value"
|
|
|
|
|
|
" greater than, or equal to, five minutes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following is an example of lead enrichment data that has been "
|
|
|
|
|
|
"autocompleted successfully:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0
|
|
|
|
|
|
msgid "Chatter showing lead enrichment data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69
|
|
|
|
|
|
msgid "Manually enrich leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the :guilabel:`Enrich leads on demand only` option was selected on the "
|
|
|
|
|
|
"*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead "
|
|
|
|
|
|
"Enrichment`, each lead that a user wishes to enrich **must** be manually "
|
|
|
|
|
|
"enriched. This is achieved by clicking the :guilabel:`Enrich` button in the "
|
|
|
|
|
|
"top menu of the lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The same information will be retrieved at the same :abbr:`IAP (In-App "
|
|
|
|
|
|
"Puchase)` credit cost (one per enrichment). This method of enrichment is "
|
|
|
|
|
|
"useful when every lead does not need to be enriched, or cost is an issue."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
|
|
|
|
|
msgid "Manual enrich button feature highlighted on the CRM lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Manually enrich leads in bulk using the *list* view. First, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Leads`, and click the list view button "
|
|
|
|
|
|
"(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for"
|
|
|
|
|
|
" the leads that should be manually enriched. Finally, click the "
|
|
|
|
|
|
":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting"
|
|
|
|
|
|
" drop-down menu. This can also be achieved from the *My Pipeline* page. To "
|
|
|
|
|
|
"do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->"
|
|
|
|
|
|
" Sales --> My Pipeline`. Either route reveals leads and opportunities on the"
|
|
|
|
|
|
" :guilabel:`Pipeline` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead "
|
|
|
|
|
|
"costs one credit."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"See here for full pricing information: `Lead Generation by Odoo IAP "
|
|
|
|
|
|
"<https://iap.odoo.com/iap/in-app-services/273>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
|
|
|
|
|
|
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
|
|
|
|
|
":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
|
|
|
|
|
msgid "Buy credits from the lead enrichment settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Credits and balances may also be purchased by navigating to the "
|
|
|
|
|
|
":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under "
|
|
|
|
|
|
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83
|
|
|
|
|
|
msgid ":doc:`../../../essentials/in_app_purchase`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When collecting a company's contact information, make sure to be aware of "
|
|
|
|
|
|
"the latest EU regulations. For more information about General Data "
|
|
|
|
|
|
"Protection Regulation, refer to: `Odoo GDPR <http://odoo.com/gdpr>`__."
|
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
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msgid "Enrich contacts with partner autocomplete"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
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msgid ""
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|
|
"*Partner autocomplete* enriches the contacts database with corporate data. "
|
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"In any module, enter the new company name into the :guilabel:`Customer` "
|
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|
|
|
"field (`partner_id` technical field), and select one of the companies "
|
|
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|
|
|
"suggested in the drop-down menu. Instantly get valuable company information "
|
|
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|
|
|
"full of hard-to-find data for a desired company."
|
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|
msgstr ""
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|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
|
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msgid ""
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|
"A company **cannot** already be manually entered in the *Contacts* "
|
|
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|
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"application prior to enriching it with data."
|
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msgstr ""
|
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14
|
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msgid ""
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|
"The information provided by partner autocomplete can include general "
|
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|
|
"information about the business (including full business name and logo), "
|
|
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|
"social media accounts, :guilabel:`Company type`, :guilabel:`Founded` "
|
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"information, :guilabel:`Sectors` information, the number of "
|
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|
":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` "
|
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|
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"number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21
|
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msgid ""
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|
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|
"When getting a company's contact information make sure to be aware of the "
|
|
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|
|
|
"latest EU regulations. For more information about General Data Protection "
|
|
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|
|
"Regulation refer to: `Odoo GDPR <http://odoo.com/gdpr>`_. In Odoo, "
|
|
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|
|
"individual contact information cannot be searched for with the partner "
|
|
|
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|
|
"autocomplete feature."
|
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msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Settings app --> Contacts section`. Then, activate the"
|
|
|
|
|
|
" :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside "
|
|
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|
|
|
"it, and clicking :guilabel:`Save`."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
|
|
|
|
|
msgid "View of settings page and the activations of the feature in Odoo."
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37
|
|
|
|
|
|
msgid "Enrich contacts with corporate data"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From any module, as the user is typing in the name of a new company contact,"
|
|
|
|
|
|
" Odoo reveals a large drop-down menu of potential match suggestions. If any "
|
|
|
|
|
|
"are selected, the contact is then populated with corporate data related to "
|
|
|
|
|
|
"that specific selection."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43
|
|
|
|
|
|
msgid "For example, after typing `Odoo`, the following information populates:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
|
|
|
|
|
msgid "Creating a new contact in Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the chatter, the following information populates about the company, after"
|
|
|
|
|
|
" clicking on the desired pre-populated contact:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of the information being shown about odoo with the autocomplete option "
|
|
|
|
|
|
"in Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is"
|
|
|
|
|
|
" entered instead of company name."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
|
|
|
|
|
" prepaid credits to be used. Each request consumes one credit."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To buy credits, go to :menuselection:`Settings app --> Contacts section`. "
|
|
|
|
|
|
"Then, locate either the :guilabel:`Partner Autocomplete` feature and click "
|
|
|
|
|
|
":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and "
|
|
|
|
|
|
"click :guilabel:`View My Services`. From the resulting page, select a "
|
|
|
|
|
|
"desired package."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the database runs out of credits, the only information populated when "
|
|
|
|
|
|
"clicking on the suggested company will be the website link and the logo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75
|
|
|
|
|
|
msgid "Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3
|
|
|
|
|
|
msgid "Utilize activities for sales teams"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Activities* are follow-up tasks tied to a record in an *Odoo* database. "
|
|
|
|
|
|
"Activities can be scheduled on any page of the database that contains a "
|
|
|
|
|
|
"chatter thread, Kanban view, list view, or activities view of an "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The summary view of activities for leads and opportunities in an Odoo "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
|
|
|
|
|
|
msgid "Planned Activities for Leads and Opportunities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16
|
|
|
|
|
|
msgid "Activity types"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A set of preconfigured activity types is available in the *CRM* app. To view"
|
|
|
|
|
|
" the list of available activity types, navigate to the :menuselection:`CRM "
|
|
|
|
|
|
"app --> Configuration --> Activity Types`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additional activity types are available within the database, and can be "
|
|
|
|
|
|
"utilized through different applications. To access the complete list of "
|
|
|
|
|
|
"activity types, go to the :menuselection:`Settings app`, then scroll to the "
|
|
|
|
|
|
":guilabel:`Discuss` section, and click :guilabel:`Activity Types`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27
|
|
|
|
|
|
msgid "The preconfigured activity types for the *CRM* app are as follows:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Email`: adds a reminder to the chatter that prompts the "
|
|
|
|
|
|
"salesperson to send an email."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Call`: opens a calendar link where the salesperson can schedule "
|
|
|
|
|
|
"time to call the contact."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Meeting`: opens a calendar link where the salesperson can "
|
|
|
|
|
|
"schedule time to have a meeting with the contact."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34
|
|
|
|
|
|
msgid ":guilabel:`To Do`: adds a general reminder task to the chatter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Upload Document`: adds a link on the activity where an external "
|
|
|
|
|
|
"document can be uploaded. Note that the *Documents* app is **not** required "
|
|
|
|
|
|
"to utilize this activity type."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If other applications are installed, such as *Sales* or *Accounting*, other "
|
|
|
|
|
|
"activity types are made available in the *CRM* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45
|
|
|
|
|
|
msgid "Create a new activity type"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new activity type, click :guilabel:`New` at the top-left of the "
|
|
|
|
|
|
"page to open a blank form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top of the form, start by choosing a :guilabel:`Name` for the new "
|
|
|
|
|
|
"activity type."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53
|
|
|
|
|
|
msgid "Activity settings"
|
|
|
|
|
|
msgstr "गतिविधि सेटिंग्स"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56
|
|
|
|
|
|
msgid "Action"
|
|
|
|
|
|
msgstr "कार्रवाई"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Action* field specifies the intent of the activity. Some actions "
|
|
|
|
|
|
"trigger specific behaviors after an activity is scheduled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"*कार्रवाई* फ़ील्ड गतिविधि के इरादे को निर्दिष्ट करती है। किसी गतिविधि के "
|
|
|
|
|
|
"निर्धारित होने के बाद कुछ क्रियाएं विशिष्ट व्यवहार को ट्रिगर करती हैं।"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
|
|
|
|
|
|
"added directly to the planned activity in the chatter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
|
|
|
|
|
|
"have the option to open their calendar to schedule a time for this activity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
|
|
|
|
|
|
" activity in the chatter that opens a signature request pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Activity settings on a new activity type with emphasis on the Action "
|
|
|
|
|
|
"field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The actions available to select on an activity type vary, depending on the "
|
|
|
|
|
|
"applications currently installed in the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77
|
|
|
|
|
|
msgid "Default user"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To automatically assign this activity to a specific user when this activity "
|
|
|
|
|
|
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
|
|
|
|
|
|
" menu. If this field is left blank, the activity is assigned to the user who"
|
|
|
|
|
|
" creates the activity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84
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msgid "Default summary"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:86
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msgid ""
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"To include notes whenever this activity type is created, enter them into the"
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" :guilabel:`Default Summary` field."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:90
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msgid ""
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"The information in the :guilabel:`Default User` and :guilabel:`Default "
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"Summary` fields are included when an activity is created. However, they can "
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"be altered before the activity is scheduled or saved."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95
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msgid "Next activity"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:97
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msgid ""
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"To automatically suggest, or trigger, a new activity after an activity has "
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"been marked complete, the :guilabel:`Chaining Type` must be set."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101
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msgid "Suggest next activity"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:103
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msgid ""
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"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
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"Activity`. Upon doing so, the field underneath changes to: "
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":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
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"select any activities to recommend as follow-up tasks to this activity type."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
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msgid "The Next Activity section on a new activity type form."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139
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msgid ""
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"In the :guilabel:`Schedule` field, choose a default deadline for these "
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"activities. To do so, configure a desired number of :guilabel:`Days`, "
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":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
|
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":guilabel:`after completion date` or :guilabel:`after previous activity "
|
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"deadline`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116
|
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144
|
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msgid ""
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"This :guilabel:`Schedule` field information can be altered before the "
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"activity is scheduled."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:118
|
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:146
|
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msgid "When all configurations are complete, click :guilabel:`Save`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:121
|
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msgid ""
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|
"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
|
|
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|
"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
|
|
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|
|
"users are presented with recommendations for activities as next steps."
|
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msgstr ""
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|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
|
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|
|
msgid ""
|
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|
"A schedule activity pop-up with emphasis on the recommended activities."
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130
|
|
|
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|
|
msgid "Trigger next activity"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
|
|
|
|
|
|
"immediately launches the next activity once the previous one is completed."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:135
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
|
|
|
|
|
|
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
|
|
|
|
|
|
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
|
|
|
|
|
|
" launched once this activity is completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
|
|
|
|
|
|
" Next Activity`, marking the activity as *Done* immediately launches the "
|
|
|
|
|
|
"next activity listed in the :guilabel:`Trigger` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154
|
|
|
|
|
|
msgid "Activity tracking"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To keep the pipeline up to date with the most accurate view of the status of"
|
|
|
|
|
|
" activities, as soon as a lead is interacted with, the associated activity "
|
|
|
|
|
|
"should be marked as *Done*. This ensures the next activity can be scheduled "
|
|
|
|
|
|
"as needed. It also prevents the pipeline from becoming cluttered with past "
|
|
|
|
|
|
"due activities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pipeline is most effective when it is kept up-to-date and accurate to "
|
|
|
|
|
|
"the interactions it is tracking."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167
|
|
|
|
|
|
msgid "Activity plans"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Activity plans* are preconfigured sequences of activities. When an activity"
|
|
|
|
|
|
" plan is launched, every activity in the sequence is scheduled "
|
|
|
|
|
|
"automatically."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new plan, navigate to :menuselection:`CRM app --> Configuration "
|
|
|
|
|
|
"--> Activity Plan`. Click :guilabel:`New` at the top-left of the page to "
|
|
|
|
|
|
"open a blank :guilabel:`Lead Plans` form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter a name for the new plan in the :guilabel:`Plan Name` field. On the "
|
|
|
|
|
|
":guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a "
|
|
|
|
|
|
"new activity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select an :guilabel:`Activity Type` from the drop-down menu. Click "
|
|
|
|
|
|
":guilabel:`Search More` to see a complete list of available activity types, "
|
|
|
|
|
|
"or to create a :ref:`new one <crm/create-new-activity-type>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, in the :guilabel:`Summary` field, enter any details to describe the "
|
|
|
|
|
|
"specifics of the activity, including instructions for the salesperson or "
|
|
|
|
|
|
"information due upon the completion of the activity. The contents of this "
|
|
|
|
|
|
"field are included with the scheduled activity, and can be edited later."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Assignment` field, select one of the following options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Ask at launch`: activities are assigned to a user when the plan "
|
|
|
|
|
|
"is scheduled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default user`: activities are always assigned to a specific user."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field,"
|
|
|
|
|
|
" choose a user in the :guilabel:`Assigned to` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Activity plans can feature activities that are assigned to default users and"
|
|
|
|
|
|
" users assigned at the plan launch."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
|
|
|
|
|
|
msgid "A Lead Plan form with scheduled activities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, configure the timeline for the activity. Activities can be scheduled "
|
|
|
|
|
|
"to occur either before the plan date or after. Use the :guilabel:`Interval` "
|
|
|
|
|
|
"and :guilabel:`Units` fields to set the deadline for this activity. Lastly, "
|
|
|
|
|
|
"in the :guilabel:`Trigger` field, select whether the activity should occur "
|
|
|
|
|
|
"before or after the plan date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An activity plan is created to handle high priority leads. Specifically, "
|
|
|
|
|
|
"these leads should be contacted quickly, with a meeting scheduled within two"
|
|
|
|
|
|
" days of the initial contact. The plan is configured with the following "
|
|
|
|
|
|
"activities:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212
|
|
|
|
|
|
msgid "Email two days **before** plan date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213
|
|
|
|
|
|
msgid "Meeting zero days **before** plan date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214
|
|
|
|
|
|
msgid "Make quote three days **after** plan date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215
|
|
|
|
|
|
msgid "Upload document three days **after** plan date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216
|
|
|
|
|
|
msgid "Follow-up five days **after** plan date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This sets the *plan date* as the meeting deadline, which is the objective of"
|
|
|
|
|
|
" the plan. Before that date, there is lead time to contact the customer and "
|
|
|
|
|
|
"prepare for the meeting. After that date, the salesperson has time to create"
|
|
|
|
|
|
" a quote, upload the document, and follow-up."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222
|
|
|
|
|
|
msgid "Repeat these steps for each activity included in the plan."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225
|
|
|
|
|
|
msgid "Launch an activity plan"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To launch an activity plan on a *CRM* opportunity, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app` and click on the Kanban card of an opportunity to "
|
|
|
|
|
|
"open it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top-right of the chatter, click :guilabel:`Activities` to open the "
|
|
|
|
|
|
":guilabel:`Schedule Activity` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Plan` field, select the desired activity plan to launch. "
|
|
|
|
|
|
"This generates a :guilabel:`Plan summary`, listing out the activities "
|
|
|
|
|
|
"included in the plan. Select a :guilabel:`Plan Date` using the calendar "
|
|
|
|
|
|
"popover. This updates the :guilabel:`Plan summary` with deadlines based on "
|
|
|
|
|
|
"the intervals configured on the :ref:`activity plan <crm/activity-plans>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238
|
|
|
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msgid ""
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|
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|
|
"Select a user in the :guilabel:`Assigned To` field. This user is assigned to"
|
|
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|
|
" any of the activities on the plan were configured with :guilabel:`Ask at "
|
|
|
|
|
|
"launch` in the :guilabel:`Assignment` field."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
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msgid "The schedule activity pop-up window with an Activity plan selected."
|
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msgstr ""
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|
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245
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msgid "Click :guilabel:`Schedule`."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247
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msgid ""
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"The details of the plan are added to the chatter, in addition to each of the"
|
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" activities."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
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msgid "The chatter thread of a CRM opportunity with a launched activity plan."
|
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254
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msgid ":doc:`Activities </applications/essentials/activities>`"
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msgstr ""
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#: ../../content/applications/sales/crm/performance.rst:5
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msgid "Analyze performance"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3
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msgid "Expected revenue report"
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msgstr ""
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|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5
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msgid ""
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|
"*Expected revenue* is the total cash value of leads that are expected to "
|
|
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|
|
|
"close by a certain date, usually the end of the current month."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8
|
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msgid ""
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|
"An *expected revenue report* compiles all active leads in a sales pipeline "
|
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|
"that have a set expected closing date, and compares how sales teams are "
|
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|
|
|
"performing in a given time frame."
|
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|
msgstr ""
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|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
|
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|
|
msgid "Close up of the expected closing date on a lead in the CRM app."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15
|
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|
|
msgid ""
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|
|
|
|
|
"By pulling a monthly expected revenue report, sales managers can see which "
|
|
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|
|
|
"team members are reaching their goals, and who may need additional "
|
|
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|
|
|
"assistance to close valuable deals."
|
|
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|
msgstr ""
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19
|
|
|
|
|
|
msgid "Create an expected revenue report"
|
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create an expected revenue report, first navigate to :menuselection:`CRM "
|
|
|
|
|
|
"app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline "
|
|
|
|
|
|
"Analysis` dashboard."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Pipeline Analysis* dashboard includes several filters in the search bar"
|
|
|
|
|
|
" by default. Remove these before adding any additional custom filters."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the top-left of the report, click :guilabel:`Measures`, then select "
|
|
|
|
|
|
":guilabel:`Expected Revenue` from the drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon "
|
|
|
|
|
|
"to the right of the :guilabel:`Search...` bar to open the drop-down menu "
|
|
|
|
|
|
"that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
|
|
|
|
|
|
":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click "
|
|
|
|
|
|
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
|
|
|
|
|
|
"pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68
|
|
|
|
|
|
msgid "Add custom filters"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to generate an expected revenue report, filters need to be created "
|
|
|
|
|
|
"for the following conditions:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Expected closing date <expected_revenue_report/closing-date>`: limits "
|
|
|
|
|
|
"results to only include leads expected to close within a specific time "
|
|
|
|
|
|
"frame."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Exclude unassigned leads <expected_revenue_report/unassigned-leads>`: "
|
|
|
|
|
|
"excludes leads without an assigned salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Specific sales teams <expected_revenue_report/sales-team>`: limits "
|
|
|
|
|
|
"results to only include leads assigned to one or more sales teams. This "
|
|
|
|
|
|
"filter is optional and should not be included if the report is intended for "
|
|
|
|
|
|
"the entire company."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55
|
|
|
|
|
|
msgid "Add filter for expected closing date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Add Custom Filter` pop-up window, click into the first "
|
|
|
|
|
|
"field of the new rule. Type `Expected Closing` into the "
|
|
|
|
|
|
":guilabel:`Search...` bar, or scroll to select it from the list. Click in "
|
|
|
|
|
|
"the second field and select :guilabel:`is set`. This limits the results to "
|
|
|
|
|
|
"only include leads where an estimated closing date is listed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to "
|
|
|
|
|
|
"duplicate it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules "
|
|
|
|
|
|
"based on the same filter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the second field of the new rule, select :guilabel:`is between` from the "
|
|
|
|
|
|
"drop-down menu. This creates a set time frame during which the expected "
|
|
|
|
|
|
"closing date must occur for leads to be included in the results."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click in each date field, one at a time, and use the calendar popover window"
|
|
|
|
|
|
" to add both a start and end date to the rule. This is usually the beginning"
|
|
|
|
|
|
" and ending of the current month, or fiscal quarter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107
|
|
|
|
|
|
msgid "Exclude unassigned leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After filtering for the expected closing date, add a :guilabel:`New Rule`. "
|
|
|
|
|
|
"Then, click into the new rule's first field, and type `Salesperson` in the "
|
|
|
|
|
|
":guilabel:`Search...` bar, or scroll through the list to select it. Click in"
|
|
|
|
|
|
" the rule's second field and select :guilabel:`is set` from the drop-down "
|
|
|
|
|
|
"menu. This excludes any results without an assigned salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89
|
|
|
|
|
|
msgid "Add a filter for sales teams"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This filter is optional. To view results for the entire company, do **not** "
|
|
|
|
|
|
"add this filter, and continue to :ref:`View results "
|
|
|
|
|
|
"<expected_revenue_report/view-results>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To limit the results of the report to one or more sales teams, click "
|
|
|
|
|
|
":guilabel:`New Rule`. Next, click the first field for the new rule, and type"
|
|
|
|
|
|
" `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through "
|
|
|
|
|
|
"the list to locate it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the rule's second field, select :guilabel:`is in` from the drop-down "
|
|
|
|
|
|
"menu. Selecting this operator limits results to the sales teams indicated in"
|
|
|
|
|
|
" the next field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, click into the third field, and either: make a selection from the "
|
|
|
|
|
|
"complete list revealed in the popover menu, or type the first few characters"
|
|
|
|
|
|
" of the specific sales team's title to quickly find and select it as a "
|
|
|
|
|
|
"parameter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Multiple teams can be added to the `Sales Team` rule, where each parameter "
|
|
|
|
|
|
"is treated with an \"or\" (e.g. \"any\") operator in the search logic."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add Custom Filters pop-up window with custom filters configured for expected revenue\n"
|
|
|
|
|
|
"report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:85
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:39
|
|
|
|
|
|
msgid "View results"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top of the :guilabel:`Add Custom Filter` form, there is an option to "
|
|
|
|
|
|
"match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly "
|
|
|
|
|
|
"run the report, only records that match **all** of the following filters "
|
|
|
|
|
|
"should be included. Before adding the filters, make sure :guilabel:`all` is "
|
|
|
|
|
|
"selected in this field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Emphasis on the match all filters option on the Add Custom Filter pop-up "
|
|
|
|
|
|
"window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the bottom of the :guilabel:`Add Custom Filter` form, click "
|
|
|
|
|
|
":guilabel:`Add`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:279
|
|
|
|
|
|
msgid "View options"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The expected revenue report benefits from utilizing multiple views. The "
|
|
|
|
|
|
"default graph view can be used to identify which salespeople are expected to"
|
|
|
|
|
|
" bring in the most revenue, while the list view and pivot view provide more "
|
|
|
|
|
|
"detail on specific deals."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:92
|
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|
|
msgid "Graph view"
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142
|
|
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|
|
|
msgid ""
|
|
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|
|
|
"The *graph view* is used to visualize data, and is beneficial in identifying"
|
|
|
|
|
|
" patterns and trends."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145
|
|
|
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|
|
msgid ""
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|
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|
|
|
"*Bar charts* are used to show the distribution of data across several "
|
|
|
|
|
|
"categories or among several salespeople."
|
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msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148
|
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|
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msgid ""
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|
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|
|
|
"*Line charts* are useful to show changing trends over a period of time."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150
|
|
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|
|
msgid ""
|
|
|
|
|
|
"*Pie charts* are useful to show the distribution, or comparison, of data "
|
|
|
|
|
|
"among a small number of categories or salespeople, specifically how they "
|
|
|
|
|
|
"form the meaningful part of a whole picture."
|
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|
msgstr ""
|
|
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|
|
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|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default view for the expected revenue report is the bar chart, stacked. "
|
|
|
|
|
|
"To change to a different graph view, click one of the icons at the top-left "
|
|
|
|
|
|
"of the report. While both the line chart and bar chart are available in "
|
|
|
|
|
|
"stacked view, the pie chart is not."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Close up view of the graph icons on the Pipeline analysis report in the CRM "
|
|
|
|
|
|
"app."
|
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162
|
|
|
|
|
|
msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:131
|
|
|
|
|
|
msgid "List view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *list view* provides a list of all leads that are expected to close by "
|
|
|
|
|
|
"the designated date. Clicking on a lead in list view opens the record for "
|
|
|
|
|
|
"detailed analysis, but many insights can be gleaned from the basic view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-"
|
|
|
|
|
|
"right of the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
|
|
|
|
|
|
msgid "Close up of the list view icon in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add additional metrics to the report, click the *additional options menu*"
|
|
|
|
|
|
" indicated by the :guilabel:`toggle` icon at the top-right of the list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
|
|
|
|
|
|
msgid "Close up of the toggle icon in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking the toggle icon in *list view* opens the *additional options menu*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select any additional metrics from the drop-down menu to add them to the "
|
|
|
|
|
|
"list view. Some options that may be useful are :guilabel:`Expected Closing` "
|
|
|
|
|
|
"and :guilabel:`Probability`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:143
|
|
|
|
|
|
msgid "Pivot view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *pivot view* arranges all leads that are expected to close by the "
|
|
|
|
|
|
"designated date into a dynamic table."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-"
|
|
|
|
|
|
"right of the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
|
|
|
|
|
|
msgid "Close up of the pivot view icon in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the pivot view is selected for this report, the X-axis lists the stages"
|
|
|
|
|
|
" in the pipeline, while the Y-axis defaults to group the results by their "
|
|
|
|
|
|
"creation date. To switch these groupings, click the flip access icon "
|
|
|
|
|
|
"(:guilabel:`⇄`) at the top of the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add additional measures to the report, click the :guilabel:`Measures` "
|
|
|
|
|
|
"button at the top-left of the report. Select any additional metrics from the"
|
|
|
|
|
|
" drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a group to a row or column to the pivot view, click the :guilabel:`➕ "
|
|
|
|
|
|
"(plus sign)` next to :guilabel:`Total`, and then select one of the groups. "
|
|
|
|
|
|
"To remove one, click the :guilabel:`➖ (minus sign)` and de-select the "
|
|
|
|
|
|
"appropriate option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an "
|
|
|
|
|
|
"editable spreadsheet format within the *Dashboards* app. If the Odoo "
|
|
|
|
|
|
"*Documents* app is installed, the report can be inserted into a blank or "
|
|
|
|
|
|
"existing spreadsheet, and exported."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:3
|
|
|
|
|
|
msgid "Forecast report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Forecast* report in the *CRM* app allows users to view upcoming "
|
|
|
|
|
|
"opportunities and build a forecast of potential sales. Opportunities are "
|
|
|
|
|
|
"grouped by the month of their expected closing date, and can be dragged-and-"
|
|
|
|
|
|
"dropped to adjust the deadline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the *Forecast* report, navigate to :menuselection:`CRM app --> "
|
|
|
|
|
|
"Reporting --> Forecast`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:16
|
|
|
|
|
|
msgid "Navigate the forecast report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default :guilabel:`Forecast` report includes opportunities assigned to "
|
|
|
|
|
|
"the current user's pipeline, and are expected to close within four months. "
|
|
|
|
|
|
"It also shows opportunities without an assigned expected closing date. The "
|
|
|
|
|
|
"opportunities are grouped by month in a :icon:`oi-view-kanban` "
|
|
|
|
|
|
":guilabel:`(Kanban)` view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst-1
|
|
|
|
|
|
msgid "A sample version of the Forecast report in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:28
|
|
|
|
|
|
msgid "Expected closing date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Opportunities are grouped by the date assigned in the *Expected Closing* "
|
|
|
|
|
|
"field on an opportunity form. To change this date directly from the "
|
|
|
|
|
|
":guilabel:`Forecast` page, select the Kanban card for the desired "
|
|
|
|
|
|
"opportunity, then click and drag the card to the desired column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default time frame for the forecast is *month*. This can be changed by "
|
|
|
|
|
|
"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the"
|
|
|
|
|
|
" report. Under the :guilabel:`Group By` heading in the resulting drop-down "
|
|
|
|
|
|
"menu, click :guilabel:`Expected Closing` to expand the list of available "
|
|
|
|
|
|
"options, and select a desired amount of time from the list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After an opportunity is added to a new month, the *Expected Closing* field "
|
|
|
|
|
|
"on the opportunity form is updated to the *last* date of the new month."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Expected Closing* field can also be manually updated on the opportunity"
|
|
|
|
|
|
" card. To do that, click on the Kanban card for an opportunity on the "
|
|
|
|
|
|
":guilabel:`Forecast` page to open the opportunity's detail form. Click in "
|
|
|
|
|
|
"the :guilabel:`Expected Closing` field, and use the calendar popover to "
|
|
|
|
|
|
"select a new closing date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:50
|
|
|
|
|
|
msgid "Prorated revenue"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top of the column for each month on the :guilabel:`Forecast` "
|
|
|
|
|
|
"reporting page, to the right of the progress bar, is a sum of the prorated "
|
|
|
|
|
|
"revenue for that time frame."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:55
|
|
|
|
|
|
msgid "The prorated revenue is calculated using the formula below:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated "
|
|
|
|
|
|
"Revenue}"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As opportunities are moved from one column to another, the column's revenue "
|
|
|
|
|
|
"is automatically updated to reflect the change."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:65
|
|
|
|
|
|
msgid "A forecast report for June includes two opportunities:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The first opportunity, `Global Solutions`, has an expected revenue of "
|
|
|
|
|
|
"`$3,800`, and a probability of `90%`. This results in a prorated revenue of "
|
|
|
|
|
|
"`$3,420`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of "
|
|
|
|
|
|
"`$22,500`, and a probability of `20%`. This results in a prorated revenue of"
|
|
|
|
|
|
" `$4,500`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The combined prorated revenue of the opportunities is `$7,920`, which is "
|
|
|
|
|
|
"listed at the top of the column for the month."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/forecast_report.rst:0
|
|
|
|
|
|
msgid ""
|
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"An example of the prorated revenue for one month of the forecast report."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst:81
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msgid ""
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"For more information on how probability is assigned to opportunities, see "
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":doc:`../track_leads/lead_scoring`"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst:87
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msgid ""
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"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to "
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"graph view. Then, click the corresponding icon at the top of the report to "
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"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-"
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"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie "
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"chart)`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst-1
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msgid "A pie chart view of the Forecast report."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst:96
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msgid ""
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"Click the |pivot| to change to the pivot view, or the |list| to change to "
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"the list view."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst:99
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#: ../../content/applications/sales/members/members_analysis.rst:49
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msgid ""
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"The :ref:`pivot view <reporting/using-pivot>` can be used to view and "
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"analyze data in a more in-depth manner. Multiple measures can be selected, "
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"and data can be viewed by month, and by opportunity stage."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst:0
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msgid "A sample of the forecast report in the pivot view."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/forecast_report.rst:108
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msgid "To save this report as a *favorite*, see :ref:`search/favorites`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:3
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msgid "Pipeline Analysis"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:5
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msgid ""
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"The *CRM* app manages the sales pipeline as leads/opportunities move from "
|
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"stage to stage, origination to sale (**Won**) or archival (**Lost**)."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:8
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msgid ""
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|
"After organizing the pipeline, use the search options and reports available "
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"on the *Pipeline Analysis* page to gain insight into the effectiveness of "
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"the pipeline and its users."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:11
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msgid ""
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|
"To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> "
|
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"Reporting --> Pipeline`."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst-1
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msgid ""
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|
"Open the CRM app and click on the Reporting tab along the top, then click "
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"Pipeline."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:20
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msgid "Navigate the pipeline analysis page"
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:22
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msgid ""
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|
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|
|
"Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph "
|
|
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|
|
|
"showcasing the leads from the past year automatically populates. The bars "
|
|
|
|
|
|
"represent the number of leads in each stage of the sales pipeline, color-"
|
|
|
|
|
|
"coded to show the month the lead reached that stage."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"The default state of the Pipeline Analysis page is a graph, with many "
|
|
|
|
|
|
"options to change it."
|
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|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The interactive elements of the :guilabel:`Pipeline Analysis` page "
|
|
|
|
|
|
"manipulate the graph to report different metrics in several views. From "
|
|
|
|
|
|
"left-to-right, top-to-bottom, the elements include:"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located "
|
|
|
|
|
|
"next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-"
|
|
|
|
|
|
"down menu appears with three options, each with their own sub-menu: "
|
|
|
|
|
|
":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See "
|
|
|
|
|
|
":ref:`Save and share reports <win_loss/save_reports>` for more information)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Knowledge` option is for linking to or inserting the graph in"
|
|
|
|
|
|
" a *Knowledge* app article."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Dashboard` option is for adding the graph to a dashboard in "
|
|
|
|
|
|
"the *Dashboards* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet"
|
|
|
|
|
|
" in the *Documents* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Search...` bar: shows the filters and groupings currently being "
|
|
|
|
|
|
"applied to the graph. To add new filters/groups, type them into the search "
|
|
|
|
|
|
"bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, "
|
|
|
|
|
|
"to open a drop-down menu of options. (See :ref:`Search Options "
|
|
|
|
|
|
"<win_loss/search>` for more information)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the upper-right corner, there are view options represented by different "
|
|
|
|
|
|
"icons. (See :ref:`View Options <win_loss/view>` for more information)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Graph` view: displays the data in a bar graph. This is the "
|
|
|
|
|
|
"default view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Pivot` view: displays the data in a customizable, categorized "
|
|
|
|
|
|
"metrics table."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Cohort` view: displays and organizes the data, based on their "
|
|
|
|
|
|
":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, "
|
|
|
|
|
|
"month, or year."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:56
|
|
|
|
|
|
msgid ":guilabel:`List` view: displays the data in a list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Located on the far-left side of the page, beneath the :guilabel:`Pipeline "
|
|
|
|
|
|
"Analysis` page title, there are more configurable filter and view options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Measures`: opens a drop-down menu of different measurement "
|
|
|
|
|
|
"options that can be seen in the graph, pivot, or cohort view. The "
|
|
|
|
|
|
":guilabel:`Measure` drop-down menu is not available in the list view. (See "
|
|
|
|
|
|
":ref:`Measurement Options <win_loss/measure>` for more information)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for "
|
|
|
|
|
|
"adding a graph or pivot table to a spreadsheet in the *Documents* app or a "
|
|
|
|
|
|
"dashboard in the *Dashboards* app. This option is not available in the "
|
|
|
|
|
|
"cohort or list view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:68
|
|
|
|
|
|
msgid "With the graph view selected, the following options are available:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:70
|
|
|
|
|
|
msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:71
|
|
|
|
|
|
msgid ":guilabel:`Line Chart`: switches the graph to a line chart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:72
|
|
|
|
|
|
msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Stacked`: when selected, the results of each stage of the graph "
|
|
|
|
|
|
"are stacked on top of each other. When not selected, the results in each "
|
|
|
|
|
|
"stage are shown as individual bars."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Descending`: re-orders the stages in the graph in descending "
|
|
|
|
|
|
"order from left-to-right. Click the icon a second time to deselect it. "
|
|
|
|
|
|
"Depending on the search criteria, this option may not be available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Ascending`: re-orders the stages in the graph in ascending order "
|
|
|
|
|
|
"from left-to-right. Click the icon a second time to deselect it. Depending "
|
|
|
|
|
|
"on the search criteria, this option may not be available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:82
|
|
|
|
|
|
msgid "With the pivot view selected, the following options are available:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:84
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:326
|
|
|
|
|
|
msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:85
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:327
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Expand All`: when additional groupings are selected using the "
|
|
|
|
|
|
":guilabel:`➕ (plus sign)` icons, this button opens those groupings under "
|
|
|
|
|
|
"every row."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:87
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:329
|
|
|
|
|
|
msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:92
|
|
|
|
|
|
msgid "Search options"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Pipeline Analysis` page can be customized with various "
|
|
|
|
|
|
"filters and grouping options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add new search criteria, type the desired criteria into the search bar, "
|
|
|
|
|
|
"or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to "
|
|
|
|
|
|
"open a drop-down menu of all options. See the sections below for more "
|
|
|
|
|
|
"information on what each option does."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking on the down arrow next to the search bar opens a menu of filters "
|
|
|
|
|
|
"for the analysis."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:106
|
|
|
|
|
|
msgid "Filters"
|
|
|
|
|
|
msgstr ""
|
|
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#: ../../content/applications/sales/crm/performance/win_loss.rst:108
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msgid ""
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"The :guilabel:`Filters` section allows users to add pre-made and custom "
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"filters to the search criteria. Multiple filters can be added to a single "
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"search."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:111
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msgid ":guilabel:`My Pipeline`: show leads assigned to the current user."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:112
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msgid ""
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":guilabel:`Opportunities`: show leads that have been qualified as "
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"opportunities."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:113
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msgid ""
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":guilabel:`Leads`: show leads that have yet to be qualified as "
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"opportunities."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:114
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msgid ":guilabel:`Active`: show active leads."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:115
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msgid ":guilabel:`Inactive`: show inactive leads."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:116
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msgid ":guilabel:`Won`: show leads that have been marked **Won**."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:117
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msgid ":guilabel:`Lost`: show leads that have been marked **Lost**."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:118
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msgid ""
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":guilabel:`Created On`: show leads that were created during a specific "
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"period of time. By default, this is the past year, but it can be adjusted as"
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" needed, or removed entirely."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:120
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msgid ""
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":guilabel:`Expected Closing`: show leads that are expected to close (marked "
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"**Won**) during a specific period of time."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:122
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msgid ""
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":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during"
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" a specific period of time."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:124
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msgid ""
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":guilabel:`Archived`: show leads that have been archived (marked **Lost**)."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:125
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msgid ""
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|
":guilabel:`Add Custom Filter`: allows the user to create a custom filter "
|
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|
"with numerous options. (See :ref:`Add Custom Filters and Groups "
|
|
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|
|
"<win_loss/custom_filters>` for more information)"
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:129
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msgid "Group By"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:131
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msgid ""
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|
"The :guilabel:`Group By` section allows users to add pre-made and custom "
|
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|
"groupings to the search results. Multiple groupings can be added to split "
|
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|
"results into more manageable chunks."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:135
|
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msgid ""
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|
|
"The order that groupings are added affects how the final results are "
|
|
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|
|
|
"displayed. Try selecting the same combinations in a different order to see "
|
|
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|
|
|
"what works best for each use case."
|
|
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|
msgstr ""
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|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:139
|
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msgid ""
|
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|
|
":guilabel:`Salesperson`: groups the results by the Salesperson to whom a "
|
|
|
|
|
|
"lead is assigned."
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:140
|
|
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|
|
msgid ""
|
|
|
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|
|
":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead "
|
|
|
|
|
|
"is assigned."
|
|
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|
msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:141
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`City`: groups the results by the city from which a lead "
|
|
|
|
|
|
"originated."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:142
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Country`: groups the results by the country from which a lead "
|
|
|
|
|
|
"originated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:143
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Company`: groups the results by the company to which a lead "
|
|
|
|
|
|
"belongs (if multiple companies are activated in the database)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:145
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Stage`: groups the results by the stages of the sales pipeline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:146
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Campaign`: groups the results by the marketing campaign from "
|
|
|
|
|
|
"which a lead originated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:148
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords,"
|
|
|
|
|
|
" Website, etc.) from which a lead originated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Source`: groups the results by the source (Search engine, Lead "
|
|
|
|
|
|
"Recall, Newsletter, etc.) from which a lead originated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Creation Date`: groups the results by the date a lead was added "
|
|
|
|
|
|
"to the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Conversion Date`: groups the results by the date a lead was "
|
|
|
|
|
|
"converted to an opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Expected Closing`: groups the results by the date a lead is "
|
|
|
|
|
|
"expected to close (marked \"Won\")."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:157
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Closed Date`: groups the results by the date a lead was "
|
|
|
|
|
|
"closed(marked \"Won\")."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:158
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Lost Reason`: groups the results by the reason selected when a "
|
|
|
|
|
|
"lead was marked \"Lost.\""
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:160
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Add Custom Group`: allows the user to create a custom group with "
|
|
|
|
|
|
"numerous options. (See :ref:`Adding Custom Filters and Groups "
|
|
|
|
|
|
"<win_loss/custom_filters>` for more information)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:164
|
|
|
|
|
|
msgid "Comparison"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Comparison` section allows users to add comparisons to the "
|
|
|
|
|
|
"same search criteria over another period of time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This option is only available if the search includes time-based filters, "
|
|
|
|
|
|
"such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or "
|
|
|
|
|
|
":guilabel:`Date Closed`. While multiple time-based filters can be added at "
|
|
|
|
|
|
"once, only one comparison can be selected at a time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Previous Period`: adds a comparison to the same search criteria "
|
|
|
|
|
|
"from the previous period."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Previous Year`: adds a comparison to the same search criteria "
|
|
|
|
|
|
"from the previous year."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:179
|
|
|
|
|
|
msgid "Favorites"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:181
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Favorites` section allows users to save a search for later, "
|
|
|
|
|
|
"so it does not need to be recreated every time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:184
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Multiple searches can be saved, shared with others, or even set as the "
|
|
|
|
|
|
"default for whenever the :guilabel:`Pipeline Analysis` page is opened."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:187
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Save current search`: save the current search criteria for later."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default filter`: when saving a search, check this box to make it "
|
|
|
|
|
|
"the default search filter when the :guilabel:`Pipeline Analysis` page is "
|
|
|
|
|
|
"opened."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Shared`: when saving a search, check this box to make it "
|
|
|
|
|
|
"available to other users."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:197
|
|
|
|
|
|
msgid "Add custom filters and groups"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:199
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In addition to the pre-made options in the search bar, the "
|
|
|
|
|
|
":guilabel:`Pipeline Analysis` page can also utilize custom filters and "
|
|
|
|
|
|
"groups."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Custom filters are complex rules that further customize the search results, "
|
|
|
|
|
|
"while custom groups display the information in a more organized fashion."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:205
|
|
|
|
|
|
msgid "**To add a custom filter:**"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
|
|
|
|
|
|
"icon next to the :guilabel:`Search...` bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:209
|
|
|
|
|
|
msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:210
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Add Custom Filter` pop-up window appears with a default rule "
|
|
|
|
|
|
"(:guilabel:`Country is in _____`) comprised of three unique fields. These "
|
|
|
|
|
|
"fields can be edited to make a custom rule, and multiple rules can be added "
|
|
|
|
|
|
"to a single custom filter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:213
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To edit a rule, start by clicking the first field (:guilabel:`Country`), and"
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" select an option from the drop-down menu. The first field determines the "
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"primary subject of the rule."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:215
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msgid ""
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"Next, click the second field, and select an option from the drop-down menu. "
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"The second field determines the relationship of the first and third fields, "
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"and is usually an **is** or **is not** statement, but can also be **greater "
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"than or less than** statements, and more."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:218
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msgid ""
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"Finally, click the third field, and select an option from the drop-down "
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"menu. The third field determines the secondary subject of the rule."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:220
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msgid "With all three fields selected, the rule is complete."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:222
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msgid ""
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"**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as "
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"needed."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:223
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msgid ""
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"**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of "
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"the rule."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:224
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msgid ""
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"**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon "
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"to the right of the rule."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:226
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msgid ""
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"**To create more complex rules:** click the :guilabel:`Add branch` icon to "
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"the right of the rule. This adds another modifier below the rule for adding "
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"an \"all of\" or \"any of\" statement."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst-1
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msgid ""
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"The add branch feature allows the creation of more complex all or any "
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"statements for rules."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:233
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msgid ""
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"Once all rules have been added, click :guilabel:`Add` to add the custom "
|
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"filter to the search criteria."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:236
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msgid ""
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"**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the "
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"filter in the search bar."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:239
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msgid "**To add a custom group:**"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:241
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msgid ""
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"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
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"icon next to the search bar."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:243
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msgid ""
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|
"In the drop-down menu that appears, click :guilabel:`Add Custom Group`."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/performance/win_loss.rst:244
|
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msgid ""
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|
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|
|
"Scroll through the options in the drop-down menu, and select one or more "
|
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|
"groups."
|
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msgstr ""
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|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:246
|
|
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|
|
msgid ""
|
|
|
|
|
|
"**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the "
|
|
|
|
|
|
"custom group in the search bar."
|
|
|
|
|
|
msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:252
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|
|
msgid "Measurement options"
|
|
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|
|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:254
|
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|
|
msgid ""
|
|
|
|
|
|
"By default, the :guilabel:`Pipeline Analysis` page measures the total "
|
|
|
|
|
|
":guilabel:`Count` of leads that match the search criteria, but can be "
|
|
|
|
|
|
"changed to measure other items of interest."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:257
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change the selected measurement, click the :guilabel:`Measures` button on"
|
|
|
|
|
|
" the top-left of the page, and select one of the following options from the "
|
|
|
|
|
|
"drop-down menu:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:260
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Days to Assign`: measures the number of days it took a lead to be"
|
|
|
|
|
|
" assigned after creation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:262
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Days to Close`: measures the number of days it took a lead to be "
|
|
|
|
|
|
"closed (marked **Won**)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:264
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Days to Convert`: measures the number of days it took a lead to "
|
|
|
|
|
|
"be converted to an opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:266
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Exceeded Closing Days`: measures the number of days by which a "
|
|
|
|
|
|
"lead exceeded its Expected Closing date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:268
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:269
|
|
|
|
|
|
msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:270
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of"
|
|
|
|
|
|
" a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:271
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring "
|
|
|
|
|
|
"Revenues of a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:272
|
|
|
|
|
|
msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:273
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:274
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Count`: measures the total amount of leads that match the search "
|
|
|
|
|
|
"criteria."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:281
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After configuring filters, groupings, and measurements, the "
|
|
|
|
|
|
":guilabel:`Pipeline Analysis` page can display the data in a variety of "
|
|
|
|
|
|
"ways. By default, the page uses the graph view, but can be changed to a "
|
|
|
|
|
|
"pivot view, cohort view, or list view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:285
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change the pipeline to a different view, click one of the four view "
|
|
|
|
|
|
"icons, located in the top-right of the :guilabel:`Pipeline Analysis` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:290
|
|
|
|
|
|
msgid "Graph View"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:292
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The graph view is the default selection for the :guilabel:`Pipeline "
|
|
|
|
|
|
"Analysis` page. It displays the analysis as either a: bar chart, line chart,"
|
|
|
|
|
|
" or pie chart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:295
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This view option is useful for quickly visualizing and comparing simple "
|
|
|
|
|
|
"relationships, like the :guilabel:`Count` of leads in each stage, or the "
|
|
|
|
|
|
"leads assigned to each :guilabel:`Salesperson`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:299
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the graph measures the :guilabel:`Count` of leads in each group,"
|
|
|
|
|
|
" but this can be changed by clicking the :guilabel:`Measures` button, and "
|
|
|
|
|
|
":ref:`selecting another option <win_loss/measure>` from the resulting drop-"
|
|
|
|
|
|
"down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie "
|
|
|
|
|
|
"Chart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:308
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When using a bar chart in this view, consider deselecting the "
|
|
|
|
|
|
":guilabel:`Stacked` option, in order to make the breakdown of results more "
|
|
|
|
|
|
"legible."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:311
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:512
|
|
|
|
|
|
msgid "Pivot View"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:313
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pivot view displays the results of the analysis as a table. By default, "
|
|
|
|
|
|
"the table groups the results by the stages of the sales pipeline, and "
|
|
|
|
|
|
"measures :guilabel:`Expected Revenue`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:316
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pivot view is useful for analyzing more detailed numbers than the graph "
|
|
|
|
|
|
"view can handle, or for adding the data to a spreadsheet, where custom "
|
|
|
|
|
|
"formulas can be set up, like in an Excel file."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid "The Pivot View displays the analysis as a table."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:324
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The three icons at the top-left of the page perform the following functions:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:332
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Stage` grouping cannot be removed, but the measurement can be"
|
|
|
|
|
|
" changed by clicking the :guilabel:`Measures` button, and selecting another "
|
|
|
|
|
|
"option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:335
|
|
|
|
|
|
msgid "Cohort View"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:337
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The cohort view displays the analysis as periods of time (cohorts) that can "
|
|
|
|
|
|
"be set to days, weeks, months, or years. By default, :guilabel:`Week` is "
|
|
|
|
|
|
"selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:340
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This view option is useful specifically for comparing how long it has taken "
|
|
|
|
|
|
"to close leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid "The Cohort View displays the analysis as individual weeks of the year."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:346
|
|
|
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msgid ""
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"From left-to-right, top-to-bottom, the columns in the chart represent the "
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"following:"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:348
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msgid ""
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":guilabel:`Created On`: rows in this column represent the weeks of the year,"
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" in which records matching the search criteria exist."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:351
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msgid ""
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"When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` "
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"means the results occurred in: Week 52 of the Year 2023."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:353
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msgid ""
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":guilabel:`Measures`: the second column in the chart is the measurement of "
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"the results. By default, it is set to :guilabel:`Count`, but can be changed "
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"by clicking the :guilabel:`Measures` button, and selecting an option from "
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"the drop-down menu."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:356
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msgid ""
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":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what "
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"percentage of the measured results were closed in subsequent "
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"days/weeks/months/years."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:358
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msgid ""
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":guilabel:`Average`: this row provides the average of all other rows in the "
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"column."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:360
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msgid ""
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"The cohort view can also be downloaded as an Excel file, by clicking the "
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":guilabel:`Download` icon in the top-left of the page."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:363
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#: ../../content/applications/sales/crm/performance/win_loss.rst:537
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msgid "List View"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:365
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msgid ""
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"The list view displays a single list of all leads matching the search "
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"criteria. Clicking a lead opens the record for closer review. Additional "
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"details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be "
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"added to the list, by clicking the :guilabel:`Filters` icon in the top-right"
|
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" of the list."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:370
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msgid "This view option is useful for reviewing many records at once."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:0
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msgid ""
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|
"The List View displays a single list of all records matching the search "
|
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"criteria."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:376
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msgid ""
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|
"Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, "
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"with options for the following:"
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:379
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msgid ""
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|
":guilabel:`Import records`: opens a page for uploading a spreadsheet of "
|
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|
"data, as well as a template spreadsheet to easily format that data."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/performance/win_loss.rst:381
|
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msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:382
|
|
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|
|
msgid ""
|
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|
|
":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article"
|
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|
|
|
" in the *Knowledge* app."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:384
|
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|
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msgid ""
|
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|
":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* "
|
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|
|
"app."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:385
|
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|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in "
|
|
|
|
|
|
"the *Documents* app."
|
|
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|
msgstr ""
|
|
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|
|
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|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:389
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"On the list view, clicking :guilabel:`New` closes the list, and opens the "
|
|
|
|
|
|
"*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up "
|
|
|
|
|
|
"window for lead generation. Neither feature is intended to manipulate the "
|
|
|
|
|
|
"list view."
|
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:396
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77
|
|
|
|
|
|
msgid "Create reports"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:398
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After understanding how to :ref:`navigate the pipeline analysis page "
|
|
|
|
|
|
"<win_loss/pipeline>`, the :guilabel:`Pipeline Analysis` page can be used to "
|
|
|
|
|
|
"create and share different reports. Between the pre-made options and custom "
|
|
|
|
|
|
"filter and groupings, almost any combination is possible."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:402
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once created, reports can be :ref:`saved to favorites, shared with other "
|
|
|
|
|
|
"users, and/or added to dashboards and spreadsheets <win_loss/save_reports>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:405
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A few common reports that can be created using the :guilabel:`Pipeline "
|
|
|
|
|
|
"Analysis` page are detailed below."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:411
|
|
|
|
|
|
msgid "Win/Loss reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:413
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Win/Loss is a calculation of active or previously active leads in a pipeline"
|
|
|
|
|
|
" that were either marked as **Won** or **Lost** over a specific period of "
|
|
|
|
|
|
"time. By calculating opportunities won over opportunities lost, teams can "
|
|
|
|
|
|
"clarify key performance indicators (KPIs) that are converting leads into "
|
|
|
|
|
|
"sales, such as specific teams or team members, certain marketing mediums or "
|
|
|
|
|
|
"campaigns, and so on."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:419
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"\\begin{equation}\n"
|
|
|
|
|
|
"Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n"
|
|
|
|
|
|
"\\end{equation}\n"
|
|
|
|
|
|
"\n"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:424
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A win/loss report filters the leads from the past year, whether won or lost,"
|
|
|
|
|
|
" and groups the results by their stage in the pipeline. Creating this report"
|
|
|
|
|
|
" requires a custom filter, and grouping the results by :guilabel:`Stage`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The search criteria for win/loss reports is Created On, Stage, and Active is"
|
|
|
|
|
|
" in true false."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:432
|
|
|
|
|
|
msgid "Follow the steps below to create a win/loss report:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:434
|
|
|
|
|
|
msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:435
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
|
|
|
|
|
|
"arrow)` icon, next to the search bar, to open a drop-down menu of filters "
|
|
|
|
|
|
"and groupings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid "The Search menu containing the filters for a basic win/loss report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:442
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In drop-down menu that appears, under the :guilabel:`Group By` heading, "
|
|
|
|
|
|
"click :guilabel:`Stage`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:443
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` "
|
|
|
|
|
|
"to open another pop-up menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:445
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field "
|
|
|
|
|
|
"in the :guilabel:`Match any of the following rules:` section. By default, "
|
|
|
|
|
|
"this field displays :guilabel:`Country`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:448
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking that first field reveals a sub-menu with numerous options to choose"
|
|
|
|
|
|
" from. From this sub-menu, locate and select the :guilabel:`Active` option. "
|
|
|
|
|
|
"Doing so automatically populates the remaining fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:452
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The first field reads: :guilabel:`Active`. The second field reads: "
|
|
|
|
|
|
":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:455
|
|
|
|
|
|
msgid "In total, the rule reads: :guilabel:`Active is set`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:456
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, "
|
|
|
|
|
|
"and the last field to :guilabel:`not set`. In total, the rule reads "
|
|
|
|
|
|
":guilabel:`Active is not set`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:458
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:640
|
|
|
|
|
|
msgid "Click :guilabel:`Add`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Add Custom Filter menu showing two rules: (1) Active is set, and (2) "
|
|
|
|
|
|
"Active is not set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:464
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The report now displays the total :guilabel:`Count` of leads, whether "
|
|
|
|
|
|
"\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over "
|
|
|
|
|
|
"a section of the report to see the number of leads in that stage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A basic win/loss report showing all leads whether won or lost grouped by "
|
|
|
|
|
|
"stage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:473
|
|
|
|
|
|
msgid "Customize win/loss reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:475
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After :ref:`creating a win/loss report <win_loss/win_loss>`, consider using "
|
|
|
|
|
|
"the options below to customize the report for different needs."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:479
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A sales manager might group wins and losses by salesperson, or sales team, "
|
|
|
|
|
|
"to see who has the best conversion rate. Or, a marketing team might group by"
|
|
|
|
|
|
" sources, or medium, to determine where their advertising has been most "
|
|
|
|
|
|
"successful."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:485
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msgid "Filters and groups"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:487
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msgid ""
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"To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, "
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"next to the search bar, and select one or more options from the drop-down "
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"menu."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:490
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msgid "Some useful options include:"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:492
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msgid ""
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":guilabel:`Created on`: adjusting this filter to a different period of time,"
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" such as the last 30 days, or the last quarter, can provide more timely "
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"results."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:494
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msgid ""
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":guilabel:`Add Custom Filter`: clicking this option, and scrolling through "
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"the numerous options in the drop-down menu, opens up additional search "
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"criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:497
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msgid ""
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":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom "
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"Group --> Active` separates the results into **Won** (:guilabel:`true`) or "
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"**Lost** (:guilabel:`false`). This shows at what stage leads are being "
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"marked **Won** or **Lost**."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:500
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msgid ""
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":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections"
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" to split results into more relevant and manageable chunks."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:503
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msgid ""
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"Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total"
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" count of leads in each :guilabel:`Stage`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:505
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msgid ""
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"Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing "
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"avenues generate more sales."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:0
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msgid "The Search menu open and the Won and Lost filters highlighted."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:514
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msgid ""
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"By default, pivot view groups win/loss reports by :guilabel:`Stage` and "
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"measures :guilabel:`Expected Revenue`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:517
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msgid "To flesh out the table:"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:519
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msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:520
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msgid ""
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"In the pop-up menu, replace the :guilabel:`Stage` grouping with something "
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"like :guilabel:`Salesperson` or :guilabel:`Medium`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:522
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msgid ""
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|
"Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the"
|
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|
|
|
" number of leads back into the report."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:525
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msgid ""
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|
"Other useful measures for pivot view include :guilabel:`Days to Assign` and "
|
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|
":guilabel:`Days to Close`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
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|
|
msgid "A win/loss report in Pivot View displays the data in table form."
|
|
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msgstr ""
|
|
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|
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|
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|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:533
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|
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msgid ""
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|
|
"In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed "
|
|
|
|
|
|
"out due to the report containing :guilabel:`duplicate group bys`. To fix "
|
|
|
|
|
|
"this, replace the :guilabel:`Stage` grouping in the search bar with another "
|
|
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|
|
|
"option."
|
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|
msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:539
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|
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|
|
|
msgid "In list view, a win/loss report displays all leads on a single page."
|
|
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|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:541
|
|
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|
|
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msgid ""
|
|
|
|
|
|
"To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to "
|
|
|
|
|
|
"the search bar, and add more relevant groupings or re-organize the existing "
|
|
|
|
|
|
"ones. To re-order the nesting, remove all :guilabel:`Group By` options and "
|
|
|
|
|
|
"re-add them in the desired order."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:545
|
|
|
|
|
|
msgid "To add more columns to the list:"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:547
|
|
|
|
|
|
msgid "Click the :guilabel:`Filters` icon in the top-right of the page."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:548
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Select options from the resulting drop-down menu. Some useful filters "
|
|
|
|
|
|
"include:"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:550
|
|
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|
|
|
msgid "**Campaign**: Shows the marketing campaign that originated each lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:551
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Medium**: Shows the marketing medium (Banner, Direct, Email, Google "
|
|
|
|
|
|
"Adwords, Phone, Website, etc.) that originated each lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:553
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search "
|
|
|
|
|
|
"Engine, etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A win/loss report in List View displays all leads in an easy-to-read list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:562
|
|
|
|
|
|
msgid "Save and share reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:564
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After :ref:`creating a report <win_loss/reports>`, the search criteria can "
|
|
|
|
|
|
"be saved, so the report does not need to be created again in the future. "
|
|
|
|
|
|
"Saved searches automatically update their results every time the report is "
|
|
|
|
|
|
"opened."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:568
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additionally, reports can be shared with others, or added to "
|
|
|
|
|
|
"spreadsheets/dashboards for greater customization and easier access."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:573
|
|
|
|
|
|
msgid "Save to Favorites"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:575
|
|
|
|
|
|
msgid "To save a report for later:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:577
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
|
|
|
|
|
|
"arrow)` icon, next to the search bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:579
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the drop-down menu that appears, under the :guilabel:`Favorites` heading,"
|
|
|
|
|
|
" click :guilabel:`Save current search`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:581
|
|
|
|
|
|
msgid "In the next drop-down menu that appears, enter a name for the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:583
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Checking the :guilabel:`Default filter` box sets this report as the default "
|
|
|
|
|
|
"analysis when the :guilabel:`Pipeline Analysis` page is accessed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:585
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Checking the :guilabel:`Shared` box makes this report available to other "
|
|
|
|
|
|
"users."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:587
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Finally, click :guilabel:`Save`. The report is now saved under the "
|
|
|
|
|
|
":guilabel:`Favorites` heading."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the Favorites heading, click Save current search and save the report "
|
|
|
|
|
|
"for later."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:594
|
|
|
|
|
|
msgid "Add to a Spreadsheet"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:596
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Inserting a report into a spreadsheet not only saves a copy of the report, "
|
|
|
|
|
|
"it allows users to add charts and formulas like in an Excel file."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:599
|
|
|
|
|
|
msgid "To save a report as a spreadsheet:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:601
|
|
|
|
|
|
msgid "**In Graph or Pivot View**:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:603
|
|
|
|
|
|
msgid "Click the :guilabel:`Insert in spreadsheet` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:604
|
|
|
|
|
|
msgid "In the pop-up menu that appears, click :guilabel:`Confirm`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:606
|
|
|
|
|
|
msgid "**In Cohort or List View**:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:608
|
|
|
|
|
|
msgid "Click the :guilabel:`⚙️ (gear)` icon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:609
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:610
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` "
|
|
|
|
|
|
"or :guilabel:`Link in spreadsheet`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:613
|
|
|
|
|
|
msgid "Saved reports are viewable in the *Documents* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pivot View reports especially benefit from being inserted in spreadsheets."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:620
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After modifying a spreadsheet and adding additional formulas, consider then "
|
|
|
|
|
|
"adding the entire spreadsheet to a dashboard. Using this method, the "
|
|
|
|
|
|
"spreadsheet can be added to a public dashboard instead of only :guilabel:`My"
|
|
|
|
|
|
" Dashboard`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/performance/win_loss.rst:624
|
|
|
|
|
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msgid "Click :menuselection:`File --> Add to dashboard`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:625
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msgid ""
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"In the pop-up menu that appears, name the spreadsheet and select a "
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":guilabel:`Dashboard Section` to house the report."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:627
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msgid "Click :guilabel:`Create`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:629
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msgid "Add to a Dashboard"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:631
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msgid ""
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"Adding a report to a dashboard saves it for later and makes it easy to view "
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"alongside the rest of :guilabel:`My Dashboard`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:634
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msgid "To add a report to :guilabel:`My dashboard`:"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:636
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msgid ""
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"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` "
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"icon."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:637
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msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:638
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msgid ""
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"In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the "
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"report (by default, it is named :guilabel:`Pipeline`)."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:642
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msgid "To view a saved report:"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:644
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msgid ""
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"Return to the main apps page, and navigate to :menuselection:`Dashboards app"
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" --> My Dashboard`."
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:0
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msgid ""
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"To access the saved report, open the Dashboard app and click My Dashboard."
|
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:652
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msgid ":doc:`../acquire_leads/convert`"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:653
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msgid ":doc:`../acquire_leads/send_quotes`"
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msgstr ""
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#: ../../content/applications/sales/crm/performance/win_loss.rst:654
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msgid ":doc:`../pipeline/lost_opportunities`"
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline.rst:5
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msgid "Organize the pipeline"
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
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msgid "Manage lost opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
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msgid ""
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|
"Not every opportunity results in a successful sale. To keep the pipeline up-"
|
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|
"to-date, *lost* opportunities need to be identified. Specifying why an "
|
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|
"opportunity was lost provides additional insight that can prove useful for "
|
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|
"future opportunities."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
|
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|
msgid "Mark an opportunity as lost"
|
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msgstr ""
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|
|
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|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
|
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|
|
msgid ""
|
|
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|
|
|
"To mark an opportunity as lost, first open the :menuselection:`CRM app`, and"
|
|
|
|
|
|
" select an opportunity from the pipeline, by clicking on its corresponding "
|
|
|
|
|
|
"Kanban card. Doing so reveals that opportunity's detail form."
|
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click :guilabel:`Lost`, located at the top of the opportunity's detail"
|
|
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|
|
|
" form."
|
|
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|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Buttons from the top of an opportunity record with the lost button "
|
|
|
|
|
|
"emphasized."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost"
|
|
|
|
|
|
" Reason` drop-down menu, choose an existing lost reason. If no applicable "
|
|
|
|
|
|
"reason is available, create a new one by entering it into the "
|
|
|
|
|
|
":guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additional notes and comments can be added below the lost reason in the "
|
|
|
|
|
|
"designated :guilabel:`Closing Note` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` "
|
|
|
|
|
|
"field, on the :guilabel:`Mark Lost` pop-up window are required. However, it "
|
|
|
|
|
|
"is recommended to include this information for the sake of traceability, "
|
|
|
|
|
|
"accountability, and reporting purposes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
|
|
|
|
|
msgid "Lost reasons popup with sample reasons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is "
|
|
|
|
|
|
"added to the upper-right corner of the opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
|
|
|
|
|
msgid "A lost opportunity with the lost banner added."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To mark an *inactive* (archived) opportunity as lost, set the "
|
|
|
|
|
|
":guilabel:`Probability` field to `0` percent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55
|
|
|
|
|
|
msgid "Create/edit lost reasons"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new lost reason, or edit an existing one, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Configuration --> Lost Reasons`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60
|
|
|
|
|
|
msgid "To edit an existing lost reason:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62
|
|
|
|
|
|
msgid "Click on the reason to be edited to highlight it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Change the selected lost reason by editing the :guilabel:`Description` "
|
|
|
|
|
|
"field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64
|
|
|
|
|
|
msgid "When finished, click :guilabel:`Save` in the upper-left corner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
|
|
|
|
|
|
msgid "To create a new lost reason:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost "
|
|
|
|
|
|
"Reasons` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the new blank line, click in the :guilabel:`Description` field, then type"
|
|
|
|
|
|
" the new lost reason."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70
|
|
|
|
|
|
msgid "When finished, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73
|
|
|
|
|
|
msgid "View lost opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM "
|
|
|
|
|
|
"app`. On the main :guilabel:`Pipeline` dashboard, click into the "
|
|
|
|
|
|
":guilabel:`Search...` bar at the top of the page, and remove all of the "
|
|
|
|
|
|
"default filters."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
|
|
|
|
|
msgid "Search bar with lost filter emphasized."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Open the :guilabel:`Filters` drop-down menu, by clicking the "
|
|
|
|
|
|
":guilabel:`🔻(triangle pointed down)` icon to the right of the "
|
|
|
|
|
|
":guilabel:`Search...` bar to open the drop-down menu containing "
|
|
|
|
|
|
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
|
|
|
|
|
|
"options, designated into respective columns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. "
|
|
|
|
|
|
"Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` "
|
|
|
|
|
|
"appear on the :guilabel:`Pipeline` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92
|
|
|
|
|
|
msgid "Sort opportunities by lost reason"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To filter opportunities by a specific lost reason, click the "
|
|
|
|
|
|
":guilabel:`🔻(triangle pointed down)` icon to the right of the "
|
|
|
|
|
|
":guilabel:`Search...` bar again to open the drop-down menu. In addition to "
|
|
|
|
|
|
"the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click "
|
|
|
|
|
|
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
|
|
|
|
|
|
"pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Add Custom Filter` pop-up window, click in the first "
|
|
|
|
|
|
"field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to"
|
|
|
|
|
|
" search through the list to locate it. Then, click into the next field, and "
|
|
|
|
|
|
"select :guilabel:`=` from the drop-down menu. Click into the third field, "
|
|
|
|
|
|
"and select a lost reason from the drop-down menu. Finally, click "
|
|
|
|
|
|
":guilabel:`Add`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
|
|
|
|
|
msgid "Search bar with custom filter added for lost reason."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view results for more than one lost reason, select the operator "
|
|
|
|
|
|
":guilabel:`is in` in the second field of the custom filter in the "
|
|
|
|
|
|
":guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it"
|
|
|
|
|
|
" possible to choose multiple lost reasons in the third field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0
|
|
|
|
|
|
msgid "Add Custom Filter pop-up with multiple lost reasons selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118
|
|
|
|
|
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msgid "Restore lost opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120
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msgid ""
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"To restore a lost opportunity, open the :menuselection:`CRM app` to reveal "
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"the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app "
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"--> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle "
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|
"pointed down)` icon to the right of the :guilabel:`Search...` bar to open "
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"the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, "
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"and :guilabel:`Favorites` columns."
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126
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msgid ""
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"Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so "
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"reveals all the lost opportunities on the :guilabel:`Pipeline` page."
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130
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msgid ""
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"To see all opportunities in the database, remove the default :guilabel:`My "
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"Pipeline` filter from the :guilabel:`Search...` bar."
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133
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msgid ""
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"Then, click on the Kanban card of the desired lost opportunity to restore, "
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"which opens that opportunity's detail form."
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136
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msgid ""
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"From the lost opportunity's detail form, click :guilabel:`Restore` in the "
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"upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the"
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|
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" opportunity form, signifying the opportunity has been restored."
|
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
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msgid "Lost opportunity with emphasis on the Restore button."
|
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145
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msgid "Restore multiple opportunities at once"
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:147
|
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msgid ""
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|
"To restore multiple opportunities at once, navigate to the main "
|
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|
":guilabel:`Pipeline` dashboard in the *CRM* app, open the "
|
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":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150
|
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msgid ""
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|
"Next, select the list view option, represented by the :guilabel:`≣ (list)` "
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|
"icon in the upper-right corner. Doing so places all the opportunities from "
|
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|
"the :guilabel:`Pipeline` page in a list view. With the list view chosen, "
|
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"select the checkbox to the left of each opportunity to be restored."
|
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154
|
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msgid ""
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|
"Once the desired opportunities have been selected, click the :guilabel:`⚙️ "
|
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|
"Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From "
|
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|
|
"the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`."
|
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msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Doing so removes those selected opportunities from the :guilabel:`Pipeline` "
|
|
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|
|
|
"page because they no longer fit the :guilabel:`Lost` filter criteria. Delete"
|
|
|
|
|
|
" the :guilabel:`Lost` filter from the search bar to reveal these newly-"
|
|
|
|
|
|
"restored opportunities."
|
|
|
|
|
|
msgstr ""
|
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|
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|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
|
|
|
|
|
msgid "Action button from list view with the Unarchive option emphasized."
|
|
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|
msgstr ""
|
|
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|
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|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167
|
|
|
|
|
|
msgid "Manage lost leads"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If *Leads* are enabled on a database, they can be marked as *lost* in the "
|
|
|
|
|
|
"same manner as opportunities. Leads use the same :ref:`lost reasons "
|
|
|
|
|
|
"<crm/lost-reasons>` as opportunities."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable leads, navigate to :menuselection:`CRM app --> Configuration --> "
|
|
|
|
|
|
"Settings` and check the :guilabel:`Leads` checkbox. Then, click "
|
|
|
|
|
|
":guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu "
|
|
|
|
|
|
"bar at the top of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178
|
|
|
|
|
|
msgid "Mark a lead as lost"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and "
|
|
|
|
|
|
"select a lead from the list. Doing so reveals that lead's detail form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click :guilabel:`Lost`, located at the top of the lead's detail form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additional notes and comments can be added below the lost reason designated "
|
|
|
|
|
|
"in the :guilabel:`Closing Note` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196
|
|
|
|
|
|
msgid "Restore lost leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then"
|
|
|
|
|
|
" click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the "
|
|
|
|
|
|
":guilabel:`Search...` bar to open the drop-down menu that contains the "
|
|
|
|
|
|
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
|
|
|
|
|
|
"columns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so "
|
|
|
|
|
|
"reveals all the lost leads on the :guilabel:`Leads` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click on the desired lost lead to restore, which opens that lead's "
|
|
|
|
|
|
"detail form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the lost lead's detail form, click :guilabel:`Restore` in the upper-"
|
|
|
|
|
|
"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead "
|
|
|
|
|
|
"form, signifying the lead has been restored."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211
|
|
|
|
|
|
msgid "Restore multiple leads at once"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To restore multiple leads at once, navigate to :menuselection:`CRM app --> "
|
|
|
|
|
|
"Leads`, open the :guilabel:`Filters` drop-down menu, and select the "
|
|
|
|
|
|
":guilabel:`Lost` option. Select the checkbox to the left of each lead to be "
|
|
|
|
|
|
"restored."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` "
|
|
|
|
|
|
"drop-down menu at the top of the :guilabel:`Leads` page. From the "
|
|
|
|
|
|
":guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so removes those selected leads from the :guilabel:`Leads` page "
|
|
|
|
|
|
"because they no longer fit the :guilabel:`Lost` filter criteria. Delete the "
|
|
|
|
|
|
":guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these "
|
|
|
|
|
|
"newly-restored leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226
|
|
|
|
|
|
msgid ":doc:`../performance/win_loss`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3
|
|
|
|
|
|
msgid "Manage sales teams"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Sales Teams* feature within Odoo's *CRM* app allows for the creation "
|
|
|
|
|
|
"and management of multiple sales teams, each with their own assignment "
|
|
|
|
|
|
"rules, invoicing targets, and roster of salespeople."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9
|
|
|
|
|
|
msgid "Create a sales team"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new sales team, go to :menuselection:`CRM app --> Configuration "
|
|
|
|
|
|
"--> Sales Teams`, then click :guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the blank sales team form, enter a name in the :guilabel:`Sales Team` "
|
|
|
|
|
|
"field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16
|
|
|
|
|
|
msgid "Next, select a :guilabel:`Team Leader` from the drop-down list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity "
|
|
|
|
|
|
"for this sales team whenever a message is sent to that unique email address."
|
|
|
|
|
|
" Choose whether to accept emails from :guilabel:`Everyone`, "
|
|
|
|
|
|
":guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or "
|
|
|
|
|
|
":guilabel:`Authenticated Employees`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select a :guilabel:`Company` from the drop-down menu to assign this team to."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Company` field is only visible in multi-company databases, "
|
|
|
|
|
|
"and is not required."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
|
|
|
|
|
|
msgid "The settings page for a new sales team."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the *Sales* app is installed on the database, an :guilabel:`Invoicing "
|
|
|
|
|
|
"Target` field appears on the sales team form. This is the revenue target for"
|
|
|
|
|
|
" the current month. The amount entered in this field is used to populate the"
|
|
|
|
|
|
" invoicing progress bar on the :ref:`sales team dashboard <crm/sales-team-"
|
|
|
|
|
|
"dashboard>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39
|
|
|
|
|
|
msgid "Add sales team members"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab"
|
|
|
|
|
|
" when editing the sales team's configuration page. This opens a "
|
|
|
|
|
|
":guilabel:`Create Sales Team Members` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on"
|
|
|
|
|
|
" the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the "
|
|
|
|
|
|
":guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up "
|
|
|
|
|
|
"window. Tick the checkbox to the far-left of the salesperson to be added to "
|
|
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|
|
"the team, then click :guilabel:`Select`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0
|
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|
|
msgid "The Add: Salespersons pop-up window on a new sales team."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54
|
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|
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msgid ""
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|
|
|
|
|
"Select a user from the :guilabel:`Salesperson` drop-down list to add them to"
|
|
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|
|
" the team. To prevent this salesperson from being automatically assigned "
|
|
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|
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"leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature "
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|
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"is activated, the salesperson can still be assigned leads manually."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
|
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|
|
|
|
msgid "The Create Sales Team Members pop-up window."
|
|
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|
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msgstr ""
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|
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|
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|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62
|
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|
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msgid ""
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|
|
|
|
|
"The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson "
|
|
|
|
|
|
"has been assigned in the past thirty days for this team, and the maximum "
|
|
|
|
|
|
"number of leads they should be assigned. To edit the maximum number of leads"
|
|
|
|
|
|
" this salesperson can be assigned, enter that amount in the :guilabel:`Leads"
|
|
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|
|
" (30 days)` field."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for "
|
|
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|
|
|
"individual salespeople using the :guilabel:`Domain` section."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to "
|
|
|
|
|
|
"add additional members."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74
|
|
|
|
|
|
msgid "Enable multi teams"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To allow salespeople to be assigned to more than one sales team, the *Multi "
|
|
|
|
|
|
"Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM "
|
|
|
|
|
|
"app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick"
|
|
|
|
|
|
" the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` "
|
|
|
|
|
|
"at the top-left of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
|
|
|
|
|
|
msgid "The settings page of the CRM app with the Multi Teams setting enabled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88
|
|
|
|
|
|
msgid "Sales team dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view the sales team dashboard, go to :menuselection:`CRM app --> Sales "
|
|
|
|
|
|
"--> Teams`. Any team the user is a member of appears in the dashboard."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
|
|
|
|
|
|
msgid "The sales team dashboard in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Each Kanban card gives an overview of the sales team's open opportunities, "
|
|
|
|
|
|
"quotations, sales orders, and expected revenue, as well as a bar graph of "
|
|
|
|
|
|
"new opportunities per week, and an invoicing progress bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* "
|
|
|
|
|
|
"pipeline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in "
|
|
|
|
|
|
"the top-right corner of the Kanban card to open a drop-down menu. Then, to "
|
|
|
|
|
|
"view or edit the team's settings, click :guilabel:`Configuration`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108
|
|
|
|
|
|
msgid ":doc:`../optimize/utilize_activities`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3
|
|
|
|
|
|
msgid "Merge similar leads and opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo automatically detects similar *leads* and *opportunities* within the "
|
|
|
|
|
|
"*CRM* app. Identifying these duplicated records allows them to be merged "
|
|
|
|
|
|
"without losing any information in the process. Not only does this help keep "
|
|
|
|
|
|
"the *pipeline* organized, but it also prevents customers from being "
|
|
|
|
|
|
"contacted by more than one salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When merging opportunities, no information is lost. Data from the other "
|
|
|
|
|
|
"opportunity is logged in the chatter, and the information fields, for "
|
|
|
|
|
|
"reference."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15
|
|
|
|
|
|
msgid "Identify similar leads and opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Similar leads and opportunities are identified by comparing the *email "
|
|
|
|
|
|
"address* and *phone number* of the associated contact. If a similar "
|
|
|
|
|
|
"lead/opportunity is found, a *Similar Leads* smart button appears at the top"
|
|
|
|
|
|
" of the lead (or opportunity) record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
|
|
|
|
|
|
msgid "An opportunity record with emphasis on the Similar Leads smart button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26
|
|
|
|
|
|
msgid "Comparing similar leads and opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To compare the details of similar leads/opportunities, navigate to "
|
|
|
|
|
|
":menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`."
|
|
|
|
|
|
" Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart "
|
|
|
|
|
|
"button. Doing so opens a Kanban view that only displays similar "
|
|
|
|
|
|
"leads/opportunities. Click on a card to view the details for the "
|
|
|
|
|
|
"lead/opportunity, and confirm if they should be merged."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35
|
|
|
|
|
|
msgid "Merging similar leads and opportunities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After confirming that the leads/opportunities should be merged, return to "
|
|
|
|
|
|
"the Kanban view using the breadcrumb link, or by clicking the "
|
|
|
|
|
|
":guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` "
|
|
|
|
|
|
":guilabel:`(list)` icon to change to list view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Check the box on the left of the page for the leads/opportunities to be "
|
|
|
|
|
|
"merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top "
|
|
|
|
|
|
"of the page, to reveal a drop-down menu. From that drop-down menu, select "
|
|
|
|
|
|
"the :guilabel:`Merge` option to merge the selected opportunities or leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Merge` is selected from the :icon:`fa-cog` "
|
|
|
|
|
|
":guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal "
|
|
|
|
|
|
"appears. In that pop-up modal, under the :guilabel:`Assign opportunities to`"
|
|
|
|
|
|
" heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from "
|
|
|
|
|
|
"the appropriate drop-down menus."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Below those fields, the leads/opportunities to merge are listed, along with "
|
|
|
|
|
|
"their related information. To merge those selected leads/opportunities, "
|
|
|
|
|
|
"click :guilabel:`Merge`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"List of similar leads and opportunities selected for merge in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Merging is an irreversible action. Do **not** merge leads/opportunities "
|
|
|
|
|
|
"unless absolutely certain they should be combined."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69
|
|
|
|
|
|
msgid "When leads/opportunities should not be merged"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There may be instances where a similar lead or opportunity is identified, "
|
|
|
|
|
|
"but should *not* be merged. These circumstances vary, based on the processes"
|
|
|
|
|
|
" of the sales team and organization. Some potential scenarios are listed "
|
|
|
|
|
|
"below."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76
|
|
|
|
|
|
msgid "Lost leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a lead/opportunity has been marked as :doc:`lost <lost_opportunities>`, "
|
|
|
|
|
|
"it can still be merged with an active lead or opportunity. The resulting "
|
|
|
|
|
|
"lead/opportunity is marked active, and added to the pipeline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83
|
|
|
|
|
|
msgid "Different contact within an organization"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Leads/opportunities from the same organization, but with different points of"
|
|
|
|
|
|
" contact, may not have the same needs. In this case, it is beneficial to "
|
|
|
|
|
|
"*not* merge these records, though assigning the same salesperson, or sales "
|
|
|
|
|
|
"team, can prevent duplicated work and miscommunication."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90
|
|
|
|
|
|
msgid "Existing duplicates with more than one salesperson"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If more than one lead/opportunity exists in the database, there may be "
|
|
|
|
|
|
"multiple salespeople assigned to them, who are actively working on them "
|
|
|
|
|
|
"independently. While these leads/opportunities may need to be managed "
|
|
|
|
|
|
"separately, it is recommended that any affected salespeople be tagged in an "
|
|
|
|
|
|
"internal note for visibility."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98
|
|
|
|
|
|
msgid "Contact information is similar but not exact"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Similar leads and opportunities are identified by comparing the email "
|
|
|
|
|
|
"addresses and phone numbers of the associated contacts. However, if the "
|
|
|
|
|
|
"email address is *similar*, but not *exact*, they may need to remain "
|
|
|
|
|
|
"independent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Three different leads were added to the pipeline and assigned to different "
|
|
|
|
|
|
"salespeople. They were identified as *Similar Leads* due to the email "
|
|
|
|
|
|
"addresses of the contacts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Two of the leads appear to come from the same individual, `Robin`, and have "
|
|
|
|
|
|
"identical email addresses. These leads should be merged."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The third lead has the same email domain, but the address is different, as "
|
|
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|
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"is the contact name. While this lead is most likely from the same "
|
|
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|
|
|
"organization, it is from a different contact, and should **not** be merged."
|
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msgstr ""
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#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0
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msgid ""
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|
"List of similar leads with emphasis on the contact information in the CRM "
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"app."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads.rst:5
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msgid "Assign and track leads"
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3
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msgid "Lead distribution report"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5
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msgid ""
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|
|
"A *lead distribution report* can be used to see if active leads are being "
|
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|
"assigned equitably across sales members. It can also be used to view the "
|
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|
|
"distribution of good or :doc:`quality leads <quality_leads_report>`, and see"
|
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|
|
" how frequently each salesperson is receiving (and keeping) leads."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9
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msgid ""
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"Lead distribution reports can be run each week to help keep salespeople on "
|
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|
|
"track, while providing them with ample good leads. These reports can also be"
|
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" used to see whether sales members are staying productive, if good leads are"
|
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" being lost too often by one salesperson, and what percentage of good leads "
|
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"are being retained overall."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15
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msgid "Create lead distribution reports"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17
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msgid ""
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|
"To create a lead distribution report, first navigate to :menuselection:`CRM "
|
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|
"app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline "
|
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|
|
"Analysis` dashboard."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20
|
|
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|
|
msgid ""
|
|
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|
|
"Remove all the default filters in the search bar at the top of the page. "
|
|
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|
|
"Doing so displays data related to *all* leads."
|
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msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23
|
|
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|
|
msgid ""
|
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|
|
":ref:`Custom filters <search/custom-filters>` can now be added by clicking "
|
|
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|
|
|
"the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the"
|
|
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|
|
|
" search bar, to reveal a drop-down menu of search and filter options."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27
|
|
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|
|
msgid ""
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|
|
"Three columns are displayed: :ref:`Filters <search/filters>`, :ref:`Group By"
|
|
|
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|
|
" <search/group>`, and :ref:`Favorites <search/favorites>`. To begin, "
|
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|
|
"navigate to the bottom of the :guilabel:`Filters` column, and click "
|
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|
|
":guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` "
|
|
|
|
|
|
"pop-up window, where the essential filters can be added one at a time."
|
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35
|
|
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|
|
|
msgid "Essential filters"
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following filter conditions are used to create a basic lead distribution"
|
|
|
|
|
|
" report. Together they gather all leads created within a certain timespan "
|
|
|
|
|
|
"that have an associated contact method and have been assigned to a sales "
|
|
|
|
|
|
"team."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42
|
|
|
|
|
|
msgid "Lead creation date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the first field, under :guilabel:`Match any of the following rules:`, "
|
|
|
|
|
|
"that has the value :guilabel:`Country` in it. In the popover that appears, "
|
|
|
|
|
|
"type `Created on` in the search bar, or scroll to search through the list to"
|
|
|
|
|
|
" locate and select it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, in the second field of that row, select :guilabel:`>=` from the drop-"
|
|
|
|
|
|
"down menu. This operator **only** includes values greater than (or equal to)"
|
|
|
|
|
|
" the value in the third, rightmost field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The third field on the :guilabel:`Add Custom Filter` pop-up window should "
|
|
|
|
|
|
"contain the earliest date leads are selected from."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, setting `01/01/2024 00:00:00` only includes leads created from,"
|
|
|
|
|
|
" and including, the first day of 2024."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
|
|
|
|
|
|
msgid "Add a Created On rule for the start of the year onward."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64
|
|
|
|
|
|
msgid "Sales team"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`New rule` to add another row to the form, and choose "
|
|
|
|
|
|
":guilabel:`Sales Team` for this rule's parameter. Then, click the second "
|
|
|
|
|
|
"field of the new rule, and select :guilabel:`contains` from the drop-down "
|
|
|
|
|
|
"menu. Selecting this operator filters for any records that contain the words"
|
|
|
|
|
|
" in the third, rightmost field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For certain pre-determined, limited choices like a sales team, the "
|
|
|
|
|
|
":guilabel:`is in` operator helps make for an easier and more accurate "
|
|
|
|
|
|
"selection, via a drop-down menu in the third field, instead of risking a "
|
|
|
|
|
|
"typo or incorrect value in the text box field that accompanies the "
|
|
|
|
|
|
":guilabel:`contains` operator."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In this third field, enter the name of the desired sales team(s) that are to"
|
|
|
|
|
|
" be included in the report. It is important for all :guilabel:`contains` "
|
|
|
|
|
|
"argument values to be specific enough and spelled correctly as they exist in"
|
|
|
|
|
|
" Odoo, otherwise this risks returning multiple (or zero) values."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
|
|
|
|
|
|
msgid "Use Sales Team to filter the location the lead is associated with."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By adding more than one rule to the form, a new option emerges at the top of"
|
|
|
|
|
|
" the pop-up window above all the filters, to specify whether :guilabel:`any`"
|
|
|
|
|
|
" :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the "
|
|
|
|
|
|
"conditions should match. This distinction is important to set correctly, as "
|
|
|
|
|
|
"it impacts the driving logic of how the filters return data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be "
|
|
|
|
|
|
"sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. "
|
|
|
|
|
|
"This setting will **only** show records that match *all* the rules contained"
|
|
|
|
|
|
" inside the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98
|
|
|
|
|
|
msgid "Contact method"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The instruction below is not necessary, however, it's highly recommended to "
|
|
|
|
|
|
"add a set contact value to the report's search criteria. A lot of spam, "
|
|
|
|
|
|
"duplicate, or low quality leads can easily be screened out of the report "
|
|
|
|
|
|
"simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add another :guilabel:`New rule` to the form and set the first field to the "
|
|
|
|
|
|
"first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the "
|
|
|
|
|
|
"drop-down menu in the second field. Selecting this operator **only** filters"
|
|
|
|
|
|
" for records that have a phone number associated with the lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Alternatively (or in addition to the above rule), click :guilabel:`New rule`"
|
|
|
|
|
|
" and set the first field to :guilabel:`Email`. Then, select :guilabel:`is "
|
|
|
|
|
|
"set` from the drop-down menu in the second field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These rules add only leads with an associated contact method to the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119
|
|
|
|
|
|
msgid "Active status"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of "
|
|
|
|
|
|
"the `Phone is set` line, to add a new rule that branches from the rules "
|
|
|
|
|
|
"above."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Two horizontal sets of fields appear below a line showing :guilabel:`any` "
|
|
|
|
|
|
":icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for "
|
|
|
|
|
|
"records that match **any** of the rules contained inside. This uses the same"
|
|
|
|
|
|
" logic as an OR (`|`) logical operator."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` "
|
|
|
|
|
|
"in the next field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to "
|
|
|
|
|
|
":guilabel:`Active is set` to create a new line of fields beneath it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not "
|
|
|
|
|
|
"set` in the next field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
|
|
|
|
|
|
msgid "Use Active to include active status in the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139
|
|
|
|
|
|
msgid "This rule adds the activity status of the lead to the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Active status is an important filter to include when creating a lead "
|
|
|
|
|
|
"distribution report because it includes **all** leads regardless of won/lost"
|
|
|
|
|
|
" or active/inactive status in the report. This provides a comprehensive view"
|
|
|
|
|
|
" of all the leads assigned to each sales member."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147
|
|
|
|
|
|
msgid "Group by"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all filters are set, click the :guilabel:`Add` button to add these "
|
|
|
|
|
|
"filters to the search bar. To have the report grouped appropriately, click "
|
|
|
|
|
|
"the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the"
|
|
|
|
|
|
" search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` "
|
|
|
|
|
|
"section. All results are now grouped by the salesperson assigned to each "
|
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"lead."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154
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msgid ""
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"Once the rules for the filter are set, click the purple :guilabel:`Confirm` "
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"button at the bottom of the pop-up menu to save the custom filter and close "
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"the pop-up menu."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157
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msgid ""
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"The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each"
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" filter rule in the search bar."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160
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msgid ""
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"Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of "
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"the search bar, to view the report as a bar chart. Alternatively, click the "
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":icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped "
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"list."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165
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msgid ""
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"To save the filter so it can easily be re-applied, click the :guilabel:`Save"
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" current search` button in the :guilabel:`Favorites` section of the search "
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"bar drop-down menu."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168
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msgid ""
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"Next, type a name for the filter in the text box below. Check the "
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":guilabel:`Shared` checkbox to have the filter shared with any user with "
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"access to the pipeline. Finally, click the purple :guilabel:`Save` button "
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"below to save the filter."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172
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msgid ""
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|
"The filter will now appear with the name it was given under the "
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":guilabel:`Favorites` section of the drop-down menu and can be re-applied by"
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" clicking on it."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176
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msgid "Filter for quality leads"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178
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msgid ""
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|
"The following additional conditions are provided as an example of a *good*, "
|
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|
|
"but *not comprehensive*, set of rules for finding quality leads. These "
|
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|
"filters should be applied on top of the :ref:`crm/track_leads/essential-"
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|
"filters` in the order specified to achieve a heavily-detailed filter."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183
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msgid ""
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|
"**Referred-by:** Filter for referrals, such as by appointment or sales "
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|
"member."
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184
|
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msgid ""
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|
"**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185
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|
msgid "**Notes:** Filter for internal notes."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186
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msgid "**Tags:** Filter for categorical tags."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187
|
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|
|
msgid ""
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|
|
"**Email:** Filter for specific email domains, such as gmail.com or "
|
|
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|
|
"yahoo.com."
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188
|
|
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|
|
msgid ""
|
|
|
|
|
|
"**Salesperson:** Filter for leads associated with certain sales members."
|
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|
msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These conditions can be added, removed, or modified to best fit the desired "
|
|
|
|
|
|
"information in the report."
|
|
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|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194
|
|
|
|
|
|
msgid ":ref:`quality_leads_report/add-quality-rules`"
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195
|
|
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|
|
msgid ":doc:`../../../essentials/search`"
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
|
|
|
|
|
|
msgid "Assign leads with predictive lead scoring"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *CRM* app can automatically assign leads/opportunities to sales "
|
|
|
|
|
|
"teams and salespeople. A standard practice is to assign leads based on the "
|
|
|
|
|
|
"probability of winning each lead. Companies can prioritize the leads that "
|
|
|
|
|
|
"are more likely to result in successful deals by quickly assigning them to "
|
|
|
|
|
|
"the appropriate salespeople."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo automatically calculates the probability of winning each lead using a "
|
|
|
|
|
|
"method called *predictive lead scoring*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
|
|
|
|
|
|
msgid "Predictive lead scoring"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Predictive lead scoring is a machine-learning model that uses historical "
|
|
|
|
|
|
"data from Odoo *CRM* to score open leads/opportunities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As a company processes opportunities through the CRM pipeline, Odoo collects"
|
|
|
|
|
|
" data on which opportunities are won and lost. Predictive lead scoring uses "
|
|
|
|
|
|
"this data to predict the probability of winning each new lead or "
|
|
|
|
|
|
"opportunity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The more opportunities that are sent through the CRM pipeline, the more data"
|
|
|
|
|
|
" Odoo collects, resulting in more accurate probabilities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Specifically, Odoo's predictive lead scoring uses the *naive Bayes* "
|
|
|
|
|
|
"probability model:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"\\begin{equation}\n"
|
|
|
|
|
|
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
|
|
|
|
|
|
"\\end{equation}\n"
|
|
|
|
|
|
"\n"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
|
|
|
|
|
|
msgid "Breaking down the equation:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35
|
|
|
|
|
|
msgid "P(A|B) = The probability of a successful lead *in this case*"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"P(A) = The overall probability of a lead being successful regardless of the "
|
|
|
|
|
|
"conditions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"P(B|A) = The probability of this being the case given a lead is successful"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38
|
|
|
|
|
|
msgid "P(B) = The probability of this being the case"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The term *in this case* refers to the variables that can affect a lead being"
|
|
|
|
|
|
" successful in Odoo. This can include variables such as the assigned "
|
|
|
|
|
|
"Salesperson, the source of the lead, the language of the lead, and other "
|
|
|
|
|
|
"historical and demographic data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Which variables are considered in this calculation can be :ref:`configured "
|
|
|
|
|
|
"<lead_scoring/configuration>` to tailor the calculation to each business's "
|
|
|
|
|
|
"needs."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The probability of success of each opportunity is displayed on the "
|
|
|
|
|
|
"opportunity form, and it updates automatically as the opportunity progresses"
|
|
|
|
|
|
" through the CRM pipeline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
|
|
|
|
|
msgid "The probability of success displayed on the opportunity form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When an opportunity moves to the next stage, its probability of success "
|
|
|
|
|
|
"automatically increases according to the predictive lead scoring algorithm."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Predictive lead scoring is always active in Odoo *CRM*. However, the "
|
|
|
|
|
|
"variables used to calculate the probability of success can be customized in "
|
|
|
|
|
|
"the settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To customize the variables used by predictive lead scoring, go to "
|
|
|
|
|
|
":menuselection:`CRM --> Configuration --> Settings`. Under "
|
|
|
|
|
|
":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update "
|
|
|
|
|
|
"Probabilities` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click on the drop-down menu to choose which variables the predictive "
|
|
|
|
|
|
"lead scoring feature will take into account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Update Probabilities window in the Predictive Lead Scoring settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
|
|
|
|
|
|
msgid "Any number of the following variables can be activated:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`State`: the geographical state from which the opportunity "
|
|
|
|
|
|
"originates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Country`: the geographical country from which the opportunity "
|
|
|
|
|
|
"originates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Phone Quality`: whether or not a phone number is listed for the "
|
|
|
|
|
|
"opportunity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Email Quality`: whether or not an email address is listed for the"
|
|
|
|
|
|
" opportunity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Source`: the source of an opportunity (e.g. search engine, social"
|
|
|
|
|
|
" media)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83
|
|
|
|
|
|
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
|
|
|
|
|
|
msgstr ""
|
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
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msgid ":guilabel:`Tags`: the tags placed on the opportunity"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87
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msgid ""
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|
"The variables `Stage` and `Team` are always in effect. `Stage` refers to the"
|
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" CRM pipeline stage that an opportunity is in. `Team` refers to the sales "
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"team that is assigned to an opportunity. Predictive lead scoring *always* "
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"takes into account these two variables, regardless of which optional "
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"variables are selected."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
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msgid ""
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"Next, click on the date field next to the option :guilabel:`Consider leads "
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"created as of the:` to select the date from which predictive lead scoring "
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"will begin its calculations."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95
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msgid "Lastly, click :guilabel:`Confirm` to save changes."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98
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msgid "Change the probability manually"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100
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msgid ""
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"An opportunity's probability of success can be changed manually on the "
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"opportunity form. Click on the probability number to edit it."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104
|
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msgid ""
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|
"Manually changing the probability removes the automatic probability updates "
|
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"for that opportunity. The probability will no longer update automatically as"
|
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" the opportunity moves through each stage of the pipeline."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
|
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msgid ""
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|
|
"To reactivate automatic probability, click on the gear icon next to the "
|
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|
|
"probability percentage."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
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msgid ""
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|
|
"The gear icon used to reactivate automatic probability on an opportunity "
|
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"form."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115
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msgid "Assign leads based on probability"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117
|
|
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|
|
msgid ""
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|
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|
|
"Odoo *CRM* can assign leads/opportunities to sales teams and salespeople "
|
|
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|
|
"based on specified rules. Create assignment rules based on the leads' "
|
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|
|
|
"probability of success to prioritize those that are more likely to result in"
|
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|
" deals."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122
|
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|
msgid "Configure rule-based assignment"
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124
|
|
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|
|
|
msgid ""
|
|
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|
|
|
"To activate *rule-based assignment*, navigate to :menuselection:`CRM --> "
|
|
|
|
|
|
"Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`."
|
|
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msgstr ""
|
|
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|
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|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"The rule-based assignment feature can be set to run :guilabel:`Manually`, "
|
|
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|
|
|
"meaning an Odoo user must manually trigger the assignment, or "
|
|
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|
|
|
":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the "
|
|
|
|
|
|
"assignment according to the chosen time period."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To set up automatic lead assignment, select :guilabel:`Repeatedly` for the "
|
|
|
|
|
|
":guilabel:`Running` section. Then, customize how often Odoo will trigger the"
|
|
|
|
|
|
" automatic assignment in the :guilabel:`Repeat every` section."
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
|
|
|
|
|
msgid "The Rule-Based Assignment setting in CRM settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If rule-based assignment is set to run :guilabel:`Repeatedly`, the "
|
|
|
|
|
|
"assignment can still be triggered manually using the circular arrow icon in "
|
|
|
|
|
|
"the :guilabel:`Rule-Based Assignment` settings (or using the "
|
|
|
|
|
|
":guilabel:`Assign Leads` button on the sales team configuration page)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144
|
|
|
|
|
|
msgid "Configure assignment rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, configure the *assignment rules* for each sales team and/or "
|
|
|
|
|
|
"salesperson. These rules determine which leads Odoo assigns to which people."
|
|
|
|
|
|
" To get started, navigate to :menuselection:`CRM --> Configuration --> Sales"
|
|
|
|
|
|
" Teams`, and select a sales team."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the sales team configuration form, under :guilabel:`Assignment Rules`, "
|
|
|
|
|
|
"click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to "
|
|
|
|
|
|
"determine lead assignment for this sales team. The rules can include "
|
|
|
|
|
|
"anything that may be relevant for this company or team, and any number of "
|
|
|
|
|
|
"rules can be added."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Add Filter` to start creating assignment rules. Click on "
|
|
|
|
|
|
"the :guilabel:`+` sign on the right of the assignment rule to add another "
|
|
|
|
|
|
"line. Click on the :guilabel:`x` symbol to remove the line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create an assignment rule based on an opportunity's probability of "
|
|
|
|
|
|
"success, click on the far left drop-down menu of an assignment rule line, "
|
|
|
|
|
|
"and select :guilabel:`Probability`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the middle drop-down menu, select the desired equation symbol—most "
|
|
|
|
|
|
"likely the symbol for *greater than*, *less than*, *greater than or equal "
|
|
|
|
|
|
"to*, or *less than or equal to*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the far right space, enter the desired number value of the probability. "
|
|
|
|
|
|
"Finally, click :guilabel:`Save` to save changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure an assignment rule such that a sales team receives leads that "
|
|
|
|
|
|
"have a probability of success of 20% or greater, create a :guilabel:`Domain`"
|
|
|
|
|
|
" line that reads: `Probability >= 20`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sales team domain set to probability greater than or equal to twenty "
|
|
|
|
|
|
"percent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Separate assignment rules can also be configured for individual team "
|
|
|
|
|
|
"members. From the sales team configuration page, click on a team member in "
|
|
|
|
|
|
"the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click"
|
|
|
|
|
|
" :guilabel:`Save` to save changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If automatic lead assignment is configured in the settings, both the sales "
|
|
|
|
|
|
"team and individual team members have the option to :guilabel:`Skip auto "
|
|
|
|
|
|
"assignment`. Check this box to omit a particular sales team or salesperson "
|
|
|
|
|
|
"from being assigned leads automatically by Odoo's rule-based assignment "
|
|
|
|
|
|
"feature. If :guilabel:`Skip auto assignment` is activated, the sales team or"
|
|
|
|
|
|
" salesperson can still be assigned leads manually."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To manually assign leads to this sales team, click on the :guilabel:`Assign "
|
|
|
|
|
|
"Leads` button at the top of the sales team configuration page. This will "
|
|
|
|
|
|
"assign any leads that are currently unassigned and match this team's "
|
|
|
|
|
|
"specified domain."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3
|
|
|
|
|
|
msgid "Marketing attribution reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use the Odoo *CRM* app to compile a *marketing attribution report*, which "
|
|
|
|
|
|
"analyzes the source of leads, and groups them in such a way as to calculate "
|
|
|
|
|
|
"marketing's overall impact on lead generation, attribution, won rate, and "
|
|
|
|
|
|
"more."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10
|
|
|
|
|
|
msgid "Leads Analysis dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to "
|
|
|
|
|
|
":menuselection:`CRM app --> Reporting --> Leads`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard,"
|
|
|
|
|
|
" which is **only** accessible if the *Leads* feature has been activated on "
|
|
|
|
|
|
"the *Settings* page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the *Leads* feature has **not** been activated, the :menuselection:`CRM "
|
|
|
|
|
|
"app --> Sales --> My Pipeline` dashboard can also be used to run reports."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Both dashboards contain the necessary *Filters* and *Group By* criteria to "
|
|
|
|
|
|
"run an attribution report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26
|
|
|
|
|
|
msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27
|
|
|
|
|
|
msgid ":doc:`Create leads <../acquire_leads/email_manual>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Open the CRM app and click on the Reporting tab at the top of the page, then"
|
|
|
|
|
|
" click Leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, "
|
|
|
|
|
|
"with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current "
|
|
|
|
|
|
"year]` filters active in the :guilabel:`Search...` bar. The graph "
|
|
|
|
|
|
"visualization displays the number of leads generated, by month and by sales "
|
|
|
|
|
|
"team, with each sales team attributed to its own color per month shown."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by "
|
|
|
|
|
|
"clicking the respective icon located at the top-right of the dashboard. This"
|
|
|
|
|
|
" allows leads to easily be displayed in the grouping set by the *Group By* "
|
|
|
|
|
|
"parameters."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the button with four horizontal lines on the top right of the Leads "
|
|
|
|
|
|
"Analysis page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47
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msgid "Add UTM parameters"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49
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msgid ""
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"*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that "
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"are used to track visitor data. This includes parameters relating to how a "
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"visitor reached the link, such as the type of website visited, and/or "
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"marketing campaign the visit came from."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53
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msgid ""
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"Odoo can use these UTMs as parameters in the marketing attribution report to"
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" track the metrics and performance of marketing campaigns."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57
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msgid "Create UTMs"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59
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msgid ""
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"The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` "
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"in Odoo can be used to create and configure UTMs."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62
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msgid ""
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"UTMs can also be automatically generated by the :doc:`Email Marketing "
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"<../../../marketing/email_marketing>` and :doc:`Marketing Automation "
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"<../../../marketing/marketing_automation>` apps."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66
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msgid ""
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"The UTM parameters used in a marketing attribution report are *Medium*, "
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"*Source*, and *Campaign*, in descending order of coverage."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69
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msgid ""
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"*Medium* is the UTM with the widest coverage, and is used to identify the "
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"medium used to access the link. This can include mediums such as social "
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"media, email, or cost per click (CPC)."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71
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msgid ""
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"*Source* is more narrow, and is used to identify the source of traffic. For "
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"example, the name of a website, search engine used, or a specific social "
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"media platform."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73
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msgid ""
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"*Campaign* is the most narrow, and can track specific marketing campaigns by"
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" name. This can include a contest or product name, type of sale, etc."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79
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msgid ""
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"To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down"
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" arrow)` to the right of the :guilabel:`Search...` bar to see the list of "
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"filtering and grouping parameters."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82
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msgid ""
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|
":guilabel:`Filters`, located in the left column of the search options, can "
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"be used to keep only the results that fit the filter. For example, selecting"
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" the :guilabel:`Won` filter only shows leads that have been won in the "
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"attribution report."
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86
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msgid ""
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|
":guilabel:`Group By`, found in the middle column, is used to organize the "
|
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|
"results into groups, and can be used with or without filters."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
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msgid "Select any number of filters and groups in the search options."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94
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msgid ""
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|
"Setting multiple :guilabel:`Group By` options creates nested groups, "
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"according to which option is selected first. For example, selecting "
|
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|
":guilabel:`Medium`, followed by :guilabel:`Source`, and then "
|
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|
":guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results "
|
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|
"*first* by medium, *then* by the specific sources in each medium, followed "
|
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|
"by the campaigns in each source."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99
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msgid ""
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|
"This can be verified by looking at the direction, and order, of the "
|
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|
"selections in the group tile that appears in the :guilabel:`Search...` bar."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0
|
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msgid ""
|
|
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|
"The text in the tile is `Country > City`, showing that city is a subgroup of"
|
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|
" country."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107
|
|
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|
|
msgid "For a useful first report:"
|
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msgstr ""
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|
|
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|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109
|
|
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|
|
msgid ""
|
|
|
|
|
|
"#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter"
|
|
|
|
|
|
" to view only leads that are still marked as active. #. From the "
|
|
|
|
|
|
":guilabel:`Group By` column, select (in this specific order) "
|
|
|
|
|
|
":guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`,"
|
|
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|
|
|
" depending on which grouping is more relevant."
|
|
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msgstr ""
|
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|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
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|
msgid "Each lead is now sorted by source, followed by city or country."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119
|
|
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msgid ""
|
|
|
|
|
|
"This report contains all active leads, grouped first by the source of the "
|
|
|
|
|
|
"lead, then by the city or country each lead is from. This is useful to see "
|
|
|
|
|
|
"the density of active opportunities sorted by location."
|
|
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msgstr ""
|
|
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|
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|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123
|
|
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|
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msgid ""
|
|
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|
|
|
"With this data, marketing campaigns, such as conferences or billboards, can "
|
|
|
|
|
|
"be targeted to the locations generating the largest amount of potential "
|
|
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|
|
|
"revenue. Similarly, more attention can be put toward increasing outreach in "
|
|
|
|
|
|
"locations where existing marketing campaigns are less effective."
|
|
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|
msgstr ""
|
|
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|
|
|
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|
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|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129
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|
|
msgid "Export reports"
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msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To set the measures of the report, begin by navigating to the :icon:`oi-"
|
|
|
|
|
|
"view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` "
|
|
|
|
|
|
"dashboard."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`Measures` button to view the available measures of the "
|
|
|
|
|
|
"report. Select the desired measures from the drop-down menu (multiple "
|
|
|
|
|
|
"measures can be selected), and verify the measures, filters, and groups are "
|
|
|
|
|
|
"all displayed correctly in the pivot table. This ensures the data is ready "
|
|
|
|
|
|
"for export."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To quickly export the data in a list, as a .xlsx file, navigate to the "
|
|
|
|
|
|
":icon:`oi-view-list` :guilabel:`(list view)`. Click on the "
|
|
|
|
|
|
":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the "
|
|
|
|
|
|
"right of :guilabel:`Lead Analysis` in the top-left of the page, and click "
|
|
|
|
|
|
":icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically"
|
|
|
|
|
|
" as a .xlsx file."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more export options, the report can be exported to the Odoo *Documents* "
|
|
|
|
|
|
"app. From the :icon:`oi-view-list` :guilabel:`(list view)` of "
|
|
|
|
|
|
":guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` "
|
|
|
|
|
|
":icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-"
|
|
|
|
|
|
"table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` "
|
|
|
|
|
|
":guilabel:`Insert list in spreadsheet`. A pop-up window titled, "
|
|
|
|
|
|
":guilabel:`Select a spreadsheet to insert your list.` appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The report can be renamed using the `Name of the list` field, if desired. "
|
|
|
|
|
|
"The number of items on the report can be set with the field labeled: `Insert"
|
|
|
|
|
|
" the first _ records of the list`. Next, select either a new "
|
|
|
|
|
|
":guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. "
|
|
|
|
|
|
"Finally, click the :guilabel:`Confirm` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the name, number of records, and location of the export in the option "
|
|
|
|
|
|
"menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To export the report as a .xlsx file, for use in an external spreadsheets "
|
|
|
|
|
|
"program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` "
|
|
|
|
|
|
"icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If "
|
|
|
|
|
|
"prompted, choose a file location, name the file, then click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3
|
|
|
|
|
|
msgid "Quality leads report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A *quality lead* is a lead that is likely to result in a sale. It should "
|
|
|
|
|
|
"match the characteristics most commonly believed to help salespeople close a"
|
|
|
|
|
|
" deal, in addition to more precise criteria that is specific to each "
|
|
|
|
|
|
"organization."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The specific criteria that defines a *quality lead* is different for every "
|
|
|
|
|
|
"organization. For more information, see :ref:`Define a quality lead "
|
|
|
|
|
|
"<track_links/define-a-lead>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A quality leads *report* compares how many quality leads each salesperson "
|
|
|
|
|
|
"has received over a specific amount of time, such as within the past 30 "
|
|
|
|
|
|
"days. Sales managers can use such a report to make more informed decisions "
|
|
|
|
|
|
"when assigning new leads to their team"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A sales manager pulls a quality leads report using their company's criteria:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20
|
|
|
|
|
|
msgid "Leads must include a phone number and an email address."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21
|
|
|
|
|
|
msgid "The email address must be from a professional domain."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The source for the lead must be from a live chat conversation or an "
|
|
|
|
|
|
"appointment with a salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After running the report, the manager can see that, although everyone's "
|
|
|
|
|
|
"ability to close a deal has varied, some members of the sales team have "
|
|
|
|
|
|
"received a higher number of quality leads than others."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
|
|
|
|
|
|
msgid "An example of a quality leads report in the Odoo CRM application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
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|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33
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msgid ""
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"Using this information, the sales manager may decide to assign more quality "
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"leads to the sales people currently on the lower end, to balance out the "
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"distribution of quality leads."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39
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msgid "Create a quality leads report"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41
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msgid ""
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"To create a quality leads report, first navigate to :menuselection:`CRM app "
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"--> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` "
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"dashboard. Click into the :guilabel:`Search...` bar at the top of the page "
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"and remove any active filters."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45
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msgid ""
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"Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the "
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":guilabel:`Search...` bar to open the drop-down mega menu that contains "
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":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
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"columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add "
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"Custom Filter` pop-up window."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65
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msgid ""
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"The :guilabel:`Add Custom Filter` pop-up window allows for the creation of "
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"more specific filters."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55
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msgid ""
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"In order to generate a quality leads report, filters need to be created for "
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"the following conditions:"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58
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msgid ""
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":ref:`Starting date <quality_leads_report/starting-date>`: limits results to"
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" those created within a specific time frame."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60
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msgid ""
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":ref:`Specific sales teams <quality_leads_report/sales-team>`: limits "
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"results to only include leads for one or more sales teams. This filter is "
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"optional and should not be included if the is intended for the entire "
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"company."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63
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msgid ""
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":ref:`Exclude unassigned leads <quality_leads_report/unassigned-leads>`: "
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"excludes leads without an assigned salesperson."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65
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msgid ""
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":ref:`Include archived leads <quality_leads_report/archived-leads>`: ensures"
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" that both active and inactive leads are included in the results."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67
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msgid ""
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|
":ref:`Add rules for quality leads <quality_leads_report/add-quality-rules>`:"
|
|
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|
" includes or excludes results based on criteria that is specific to a "
|
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"company or sales team."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140
|
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msgid ""
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|
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|
"An example of the Custom Filter pop-up window with all of the rules "
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|
"configured."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74
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msgid ""
|
|
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|
"An example of the *Custom Filter* pop-up window with all of the default "
|
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|
"rules configured."
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79
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msgid "Add a starting date filter"
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81
|
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msgid ""
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|
|
|
|
|
"Begin by first defining the rule's parameter with a date range, by clicking "
|
|
|
|
|
|
"into the first field, on the left of the row, and typing `Created On` in the"
|
|
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|
|
|
" :guilabel:`Search...` bar, or by scrolling through the menu's list to "
|
|
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|
"locate it."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85
|
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|
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msgid ""
|
|
|
|
|
|
"In the rule's operator drop-down menu, define the parameter further by "
|
|
|
|
|
|
"selecting either:"
|
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msgstr ""
|
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|
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|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`>= (greater than or equal to)` to specify a start date and "
|
|
|
|
|
|
"include all entries *after* that start date (as well as the initial value "
|
|
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|
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|
"itself); or"
|
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msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`is between` to more sharply define a time frame with a clear "
|
|
|
|
|
|
"start and end date. All matching entries that fit within the defined start "
|
|
|
|
|
|
"and end dates are included in the report."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With either option, use the pop-up calendar's day and time pickers, in the "
|
|
|
|
|
|
"far right field, to define the respective date range. Setting these values "
|
|
|
|
|
|
"concludes the creation of the first rule."
|
|
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|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98
|
|
|
|
|
|
msgid "Add a sales team filter"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This filter is optional. To view results for the entire company, do **not** "
|
|
|
|
|
|
"add this filter."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the rule's second field, select :guilabel:`is in` from the drop-down "
|
|
|
|
|
|
"menu. Selecting this operator limits results to the sales teams selected in "
|
|
|
|
|
|
"the next field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, in the third field, select the desired sales team from the drop-down"
|
|
|
|
|
|
" menu. Multiple teams can be added in this field, where each parameter is "
|
|
|
|
|
|
"treated with an \"or\" (e.g. \"any\") operator in the search logic."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, add a :guilabel:`New Rule`. Then, click into the first field for the "
|
|
|
|
|
|
"new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll"
|
|
|
|
|
|
" to search through the list to locate it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the rule's second field, select :guilabel:`is set` from the drop-down "
|
|
|
|
|
|
"menu. Selecting this operator excludes any leads not assigned to a specific "
|
|
|
|
|
|
"salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128
|
|
|
|
|
|
msgid "Include archived leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This filter is also optional, as it adds archived (inactive) leads to the "
|
|
|
|
|
|
"report, however it is recommended to include this since it pulls *all* "
|
|
|
|
|
|
"assigned leads, regardless of status, into the report. This ensures a more "
|
|
|
|
|
|
"accurate representation of assigned leads is captured. However, to pull a "
|
|
|
|
|
|
"report that only includes active leads, do **not** activate this feature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up "
|
|
|
|
|
|
"window, move the :guilabel:`Include archived` toggle to active."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Add Custom Filter pop-up with emphasis on the Include Archived toggle."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143
|
|
|
|
|
|
msgid "Enabling this feature adds archived (inactive) leads to the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148
|
|
|
|
|
|
msgid "Add rules for quality leads"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The filters added in this step vary, based on how an organization defines a "
|
|
|
|
|
|
"*quality lead*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155
|
|
|
|
|
|
msgid "Define a quality lead"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As defined earlier, a *quality lead* is a lead that is likely to result in a"
|
|
|
|
|
|
" won opportunity. Although the exact criteria for a quality lead varies from"
|
|
|
|
|
|
" organization to organization, it is often a combination of factors commonly"
|
|
|
|
|
|
" attributed to positive sales outcomes, in addition to factors valued by the"
|
|
|
|
|
|
" specific organization."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In addition to the basic filters and grouping options outlined in the "
|
|
|
|
|
|
"general :ref:`Quality leads report <track_links/create-quality-leads-"
|
|
|
|
|
|
"report>`, consider the following filters when defining a quality lead:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can "
|
|
|
|
|
|
"help determine whether or not a lead is a professional contact."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Source`: this field links to the marketing and lead generation "
|
|
|
|
|
|
"efforts from other Odoo applications, including *Live Chat*, *Social "
|
|
|
|
|
|
"Marketing*, and *Email Marketing*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Stage`: this filter can be used to eliminate or target leads that"
|
|
|
|
|
|
" have reached specific stages."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Medium`: a lead's source can indicate its quality level, as "
|
|
|
|
|
|
"various channels have different won rates and expected revenues."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Campaign`: adding this filter helps track of the success of "
|
|
|
|
|
|
"different marketing efforts to capture high quality leads."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Lost Reason`: exclude leads that may appear to be quality based "
|
|
|
|
|
|
"on various criteria, but have been marked as *lost* for specified reasons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Tags`: include or exclude results based on one or more customized"
|
|
|
|
|
|
" tags."
|
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181
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msgid ""
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"When adding rules to a custom filter, keep the statements preceding each "
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"rule in mind. The statement above a rule determines whether the search "
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"results must match **all** of the rules below the statement, or **any** of "
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"the rules below the statement."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
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msgid ""
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"Close up of the match rule options on a add custom filter pop-up window."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190
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msgid "View the report"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
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msgid ""
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"Close up on the match all rules option on the add a custom filter pop-up "
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"window."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202
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msgid ""
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"After the filters are configured, click :guilabel:`Add`. The default display"
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" for the report is a bar graph, where the leads are grouped by *stage*."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205
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msgid ""
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|
"To group the results by salesperson, click the :guilabel:`🔻(triangle pointed"
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" down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
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"down mega menu. Under the :guilabel:`Group By` heading, select "
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|
":guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` "
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|
"heading, click :guilabel:`Add a Custom Group`, then select "
|
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|
|
":guilabel:`Active` on the resulting drop-down menu to layer in lead "
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|
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|
|
|
"*status*, under the parent :guilabel:`Salesperson` grouping."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211
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msgid ""
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|
"The report now displays the total count of *quality leads* each salesperson "
|
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|
"has received in the designated time period. Because there are layered "
|
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|
|
":guilabel:`Group By` filters, the grouped leads are also color-coded to "
|
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|
|
"identify whether they are *active* or *marked as lost*."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216
|
|
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|
msgid ""
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|
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|
|
"To save this search for later, click the :guilabel:`🔻(triangle pointed "
|
|
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|
|
"down)` icon next to the :guilabel:`Search...` bar to open the drop-down "
|
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|
|
"menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current"
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|
|
" search`."
|
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220
|
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msgid ""
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|
"In the drop-down menu, rename the report from the default `Pipeline` label "
|
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|
|
"to `Quality Leads`, and click :guilabel:`Save`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:3
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|
msgid "Resellers"
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:5
|
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|
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msgid ""
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|
|
"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). "
|
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|
"Leads can be manually assigned, or automatically assigned, based on the "
|
|
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|
|
|
"resellers' designated *level* and location."
|
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msgstr ""
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|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To utilize the reseller features, the *Resellers* module first needs to be "
|
|
|
|
|
|
"installed. Navigate to the :menuselection:`Apps application`, and remove the"
|
|
|
|
|
|
" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search "
|
|
|
|
|
|
"for `Resellers`."
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst-1
|
|
|
|
|
|
msgid "The resellers module in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that "
|
|
|
|
|
|
"appears. Doing so installs the module, and returns to the main Odoo "
|
|
|
|
|
|
"dashboard."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After the module is installed, navigate to the :menuselection:`CRM app`. "
|
|
|
|
|
|
"Under the :menuselection:`Configuration` menu is a new section, titled "
|
|
|
|
|
|
":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner "
|
|
|
|
|
|
"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:30
|
|
|
|
|
|
msgid "Partner levels"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Partner *levels* are used to differentiate between various resellers. To "
|
|
|
|
|
|
"view the partner levels, navigate to :menuselection:`CRM app --> "
|
|
|
|
|
|
"Configuration --> Resellers: Partner Levels`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Partner Levels` page that appears, there are three default"
|
|
|
|
|
|
" levels:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:37
|
|
|
|
|
|
msgid ":guilabel:`Gold`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:38
|
|
|
|
|
|
msgid ":guilabel:`Silver`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:39
|
|
|
|
|
|
msgid ":guilabel:`Bronze`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"New levels can be added, as needed, by clicking :guilabel:`New`, and filling"
|
|
|
|
|
|
" out the resulting level form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Existing levels can also be edited and renamed, if desired, as well. To "
|
|
|
|
|
|
"modify a level, select it from the list, and proceed to make any desired "
|
|
|
|
|
|
"changes from the level form page that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Level weight is used to decide the probability a partner to be assigned a "
|
|
|
|
|
|
"lead or opportunity. On the level form, assign a numerical value (greater "
|
|
|
|
|
|
"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no "
|
|
|
|
|
|
"leads are assigned."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Level Weight* can be assigned on an individual contact record. The weight "
|
|
|
|
|
|
"assigned on the individual record overwrites the default weight assigned on "
|
|
|
|
|
|
"the level configuration form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:58
|
|
|
|
|
|
msgid "Partner activations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Partner *activations* are used to identify the status of a partner. "
|
|
|
|
|
|
"Activations are assigned on an individual contact record, and can be used to"
|
|
|
|
|
|
" group or filter the *Partnership Analysis* report (:menuselection:`CRM app "
|
|
|
|
|
|
"--> Reporting --> Partnerships`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view the partner levels, navigate to :menuselection:`CRM app --> "
|
|
|
|
|
|
"Configuration --> Partner Activations`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:67
|
|
|
|
|
|
msgid "Three activation types are created by default in the *CRM* app:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:69
|
|
|
|
|
|
msgid ":guilabel:`Fully Operational`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:70
|
|
|
|
|
|
msgid ":guilabel:`Ramp-up`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:71
|
|
|
|
|
|
msgid ":guilabel:`First Contact`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"New partner activations can be added, as needed, by clicking "
|
|
|
|
|
|
":guilabel:`New`, and entering a :guilabel:`Name` on the new line that "
|
|
|
|
|
|
"appears. Then, select the desired status in the :guilabel:`Active` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Existing partner activations can also be edited and renamed, if desired. To "
|
|
|
|
|
|
"rename a status, click the :guilabel:`Name` field of a desired level, and "
|
|
|
|
|
|
"enter a new name."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change the active status of an activation, slide the toggle in the "
|
|
|
|
|
|
":guilabel:`Active` column of the desired activation to the *inactive* "
|
|
|
|
|
|
"position."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:87
|
|
|
|
|
|
msgid "The list of default partner activations in the CRM app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The list of default Partner Activations in the CRM app. The toggle for First"
|
|
|
|
|
|
" Contact is in the inactive position, while the rest are active."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:91
|
|
|
|
|
|
msgid "Partner assignments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After :ref:`partner levels <crm/partner-levels>` and :ref:`partner "
|
|
|
|
|
|
"activations <crm/partner-activations>` configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To update an individual partner record, navigate to :menuselection:`CRM app "
|
|
|
|
|
|
"--> Sales --> Customers`, and click the Kanban card for the desired partner "
|
|
|
|
|
|
"to open the customer record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:99
|
|
|
|
|
|
msgid "On the customer record, click the :guilabel:`Partner Assignment` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`Partner Level` field, and select an option from the "
|
|
|
|
|
|
"drop-down menu to assign a level. Click the :guilabel:`Activation` field, "
|
|
|
|
|
|
"and select a partner activation type from the drop-down list, if desired. "
|
|
|
|
|
|
"Then, click the :guilabel:`Level Weight` field to assign a different level "
|
|
|
|
|
|
"weight, if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:107
|
|
|
|
|
|
msgid "Publish partners"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the Odoo *Website* and *Resellers* apps installed, a new webpage "
|
|
|
|
|
|
"(`/partners`) is created to display a list of all active partners from the "
|
|
|
|
|
|
"*CRM* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/resellers.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click "
|
|
|
|
|
|
"the Kanban card for a partner. From that partner's contact form, click the "
|
|
|
|
|
|
":guilabel:`Go to Website` smart button at the top of the page to open that "
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"partner's webpage."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/resellers.rst:116
|
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msgid ""
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|
|
"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and "
|
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"use the :doc:`building blocks "
|
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"<../../../websites/website/web_design/building_blocks>` to add any "
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"additional design elements, or information about the partner."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/resellers.rst:121
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msgid "A company summary is a useful addition to this page."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/resellers.rst:123
|
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msgid ""
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"After making any necessary changes to the page, click :guilabel:`Save`. At "
|
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"the top of the page, slide the :guilabel:`Unpublished` toggle to the active,"
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" :guilabel:`Published` position, if needed."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/resellers.rst:126
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msgid "Repeat these steps for all partners."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/resellers.rst-1
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msgid ""
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|
"An example of the partners webpage, displaying available partners by level "
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"and location."
|
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3
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msgid "Unattended leads report"
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msgstr ""
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|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5
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msgid ""
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|
"*Unattended leads* are leads that have scheduled activities that are either "
|
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"due or past due. Whenever an activity is scheduled, Odoo tracks the due "
|
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|
"date, and sends email reminders to the users the activity is assigned to."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9
|
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msgid ""
|
|
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|
|
|
"An *unattended leads report* compiles all active leads in the pipeline with "
|
|
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|
|
|
"due or past due activities, allowing a sales manager to identify which "
|
|
|
|
|
|
"opportunities require immediate attention."
|
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|
msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"By pulling a daily unattended leads report, sales managers can remind their "
|
|
|
|
|
|
"teams to address outstanding activities before they become past due, helping"
|
|
|
|
|
|
" avoid neglected leads and reinforcing proactive behaviors in their "
|
|
|
|
|
|
"salespeople."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A sales manager starts their day by pulling an unattended leads report, and "
|
|
|
|
|
|
"upon switching to list view, they see the following:"
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"List view of a sample Unattended Leads report with the activities "
|
|
|
|
|
|
"emphasized."
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Their team member, Mitchell, has two leads in the *Proposition* stage with "
|
|
|
|
|
|
"activities that are due."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space`"
|
|
|
|
|
|
" lead has a phone call activity scheduled for today. The red :guilabel:`✉️ "
|
|
|
|
|
|
"(envelope)` icon indicates that the `5 VP Chairs` lead has an email activity"
|
|
|
|
|
|
" scheduled that is past due."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking on the `5 VP Chairs` lead, the sales manager opens the record of "
|
|
|
|
|
|
"the lead and reviews the chatter. They see that the email was scheduled to "
|
|
|
|
|
|
"be sent two days ago, but Mitchell never marked this activity as done."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1
|
|
|
|
|
|
msgid "Example of overdue activities notification in the chatter of a lead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to pull a unattended leads report, sales teams **must** be "
|
|
|
|
|
|
"regularly utilizing activity in the *CRM* pipeline, on individual lead and "
|
|
|
|
|
|
"opportunity cards."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is **not** possible to compile a complete report if the sales people are "
|
|
|
|
|
|
"not using the *Activities* feature in the *chatter*"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information, refer to :doc:`Activities "
|
|
|
|
|
|
"<../../../essentials/activities>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50
|
|
|
|
|
|
msgid "Create an unattended leads report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create an unattended leads report, first navigate to :menuselection:`CRM "
|
|
|
|
|
|
"app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` "
|
|
|
|
|
|
"dashboard. Click into the :guilabel:`Search...` bar at the top of the page, "
|
|
|
|
|
|
"and remove all of the default filters."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Created on` filter can remain active, as this variable may be"
|
|
|
|
|
|
" useful to include in the report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed "
|
|
|
|
|
|
"down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
|
|
|
|
|
|
"down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
|
|
|
|
|
|
":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click "
|
|
|
|
|
|
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
|
|
|
|
|
|
"pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to generate an unattended leads report, filters need to be created "
|
|
|
|
|
|
"for the following conditions:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Past due activities <unattended_leads_report/past-due>`: limits the "
|
|
|
|
|
|
"results to only include leads with an assigned activity where the due date "
|
|
|
|
|
|
"has past. This can be altered to include activities due to occur on the date"
|
|
|
|
|
|
" the report is generated as well."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Unassigned leads <unattended_leads_report/exclude-unassigned>`: "
|
|
|
|
|
|
"excludes leads without an assigned salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Specific sales teams <unattended_leads_report/sales-team>`: limits "
|
|
|
|
|
|
"results to only include leads assigned to one or more sales teams. This "
|
|
|
|
|
|
"filter is optional and should not be included if the report is intended for "
|
|
|
|
|
|
"the entire company."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85
|
|
|
|
|
|
msgid "Add filter for past due activities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the first field for the new rule, and type `Activities` in the "
|
|
|
|
|
|
":guilabel:`Search...` bar, or scroll to search through the list to locate "
|
|
|
|
|
|
"it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater "
|
|
|
|
|
|
"than sign)` to open a new drop-down menu with secondary conditions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search "
|
|
|
|
|
|
"through the list. Click :guilabel:`Due Date` to add it to the rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Custom filter pop-up with emphasis on the options for activities and due "
|
|
|
|
|
|
"date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click into then next field and select :guilabel:`<=` from the drop-"
|
|
|
|
|
|
"down menu. Selecting this operator includes all activities with a due date "
|
|
|
|
|
|
"up to, and including, the date selected in the next field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102
|
|
|
|
|
|
msgid "The third field can be left as today's date, or adjusted as needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After filtering for activities, add a :guilabel:`New Rule`. Then, click into"
|
|
|
|
|
|
" the first field for the new rule, and type `Salesperson` in the "
|
|
|
|
|
|
":guilabel:`Search...` bar, or scroll to search through the list to locate "
|
|
|
|
|
|
"it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119
|
|
|
|
|
|
msgid "Add a Sales team"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This filter is optional. To view results for the entire company, do **not** "
|
|
|
|
|
|
"add this filter, and continue to :ref:`View results "
|
|
|
|
|
|
"<unattended_leads_report/view-results>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An example of the **Add Custom Filter** pop-up window with all of the rules "
|
|
|
|
|
|
"configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After the filters are configured, click :guilabel:`Add`. The resulting "
|
|
|
|
|
|
"report displays all leads assigned to a salesperson where an activity is "
|
|
|
|
|
|
"past due, or is due on the current date. The default display is a bar graph,"
|
|
|
|
|
|
" where the leads are grouped by *stage*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To group the results by salesperson, click the :guilabel:`🔻(triangle pointed"
|
|
|
|
|
|
" down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
|
|
|
|
|
|
"down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
|
|
|
|
|
|
":guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, "
|
|
|
|
|
|
"select :guilabel:`Salesperson`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The option to group by :guilabel:`Sales Team` is also available under the "
|
|
|
|
|
|
":guilabel:`Group By` heading."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-"
|
|
|
|
|
|
"right corner of the screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173
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msgid ""
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"Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional "
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"columns that can be added to the report."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176
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msgid "Some options that are beneficial for this report include:"
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178
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msgid ""
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":guilabel:`Activities`: the summary of the latest activity for this lead."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179
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msgid ""
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":guilabel:`Expected Closing`: the estimated date on which the lead will be "
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"won."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180
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msgid ":guilabel:`Probability`: estimated success rate based on the stage."
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msgstr ""
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#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187
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msgid ":doc:`Activities <../../../essentials/activities>`"
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msgstr ""
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#: ../../content/applications/sales/members.rst:5
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msgid "Members"
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msgstr ""
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#: ../../content/applications/sales/members.rst:7
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msgid ""
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"The *Members* application is where all operations related to memberships can"
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" be configured and managed. The *Members* app integrates with the *Sales* "
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"and *Accounting* applications to sell and invoice memberships directly to "
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"customers."
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msgstr ""
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#: ../../content/applications/sales/members.rst:12
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msgid "Membership products"
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msgstr ""
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#: ../../content/applications/sales/members.rst:14
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msgid ""
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"To create a new membership product, navigate to :menuselection:`Members app "
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"--> Configuration --> Membership Products`, and click :guilabel:`New` to "
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"open a blank product record."
|
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msgstr ""
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#: ../../content/applications/sales/members.rst:17
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msgid ""
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"Complete the blank form with the necessary information, including the "
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":guilabel:`Membership Duration`."
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msgstr ""
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#: ../../content/applications/sales/members.rst:21
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msgid ""
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|
"Membership products require a start and end date, as they are used to "
|
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"determine :ref:`membership status <sales/membership-status>`. Membership "
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|
"products can be sold *before* their active start date."
|
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msgstr ""
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#: ../../content/applications/sales/members.rst-1
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msgid "A new membership product in the members app."
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msgstr ""
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|
#: ../../content/applications/sales/members.rst:29
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msgid ""
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|
"Membership products can be added to a sales order, and invoiced as regular "
|
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|
|
"products or subscriptions."
|
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msgstr ""
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|
#: ../../content/applications/sales/members.rst:33
|
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|
msgid "Activate a membership"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/members.rst:35
|
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|
msgid ""
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|
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|
|
"To activate a membership from the *Contacts* application, navigate to "
|
|
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|
|
|
":menuselection:`Contacts app`, and click on a contact to open that specific "
|
|
|
|
|
|
"contact's detail form."
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/members.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the resulting contact form, open the :guilabel:`Membership` tab, and "
|
|
|
|
|
|
"click :guilabel:`Buy Membership`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Join Membership` pop-up window that appears, select a "
|
|
|
|
|
|
":guilabel:`Membership` from the drop-down menu. Then, configure a "
|
|
|
|
|
|
":guilabel:`Member Price`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Invoice Membership` when both fields are filled in. Doing "
|
|
|
|
|
|
"so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be "
|
|
|
|
|
|
"confirmed and completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` "
|
|
|
|
|
|
"checkbox, in the :guilabel:`Membership` tab of a contact form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:53
|
|
|
|
|
|
msgid "Membership status"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Current Membership Status` is listed on the "
|
|
|
|
|
|
":guilabel:`Membership` tab of each contact record:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Non Member`: a partner who has **not** applied for membership."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Cancelled Member`: a member who has cancelled their membership."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:60
|
|
|
|
|
|
msgid ":guilabel:`Old Member`: a member whose membership end date has passed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Waiting Member`: a member who has applied for membership, but "
|
|
|
|
|
|
"whose invoice has not yet been created."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Invoiced Member`: a member whose invoice has been created, but "
|
|
|
|
|
|
"has not been paid."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:64
|
|
|
|
|
|
msgid ":guilabel:`Paid Member`: a member who has paid the membership fee."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:67
|
|
|
|
|
|
msgid "Publish members directory"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To publish a list of active members on the website, the *Online Members "
|
|
|
|
|
|
"Directory* application must first be :ref:`installed <general/install>`. "
|
|
|
|
|
|
"After installing the module, add the `/members` page to the website's menu "
|
|
|
|
|
|
"by :doc:`editing the website menu <../websites/website/pages/menus>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst-1
|
|
|
|
|
|
msgid "The Online Members directory module in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:78
|
|
|
|
|
|
msgid "Publish individual members"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the "
|
|
|
|
|
|
"Kanban card for a member. From the resulting customer form that appears, "
|
|
|
|
|
|
"click the :guilabel:`Go to Website` smart button at the top of the page to "
|
|
|
|
|
|
"open the member's webpage."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of "
|
|
|
|
|
|
"editing tools. After making any necessary changes to the page, click "
|
|
|
|
|
|
":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` "
|
|
|
|
|
|
"toggle to the active, :guilabel:`Published` position."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members.rst:88
|
|
|
|
|
|
msgid "Repeat these steps for all desired members."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:3
|
|
|
|
|
|
msgid "Members analysis"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Members Analysis* report provides a detailed overview of all "
|
|
|
|
|
|
"memberships sold and managed within the *Members* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the *Memberships Analysis* report, navigate to "
|
|
|
|
|
|
":menuselection:`Members app --> Reporting`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:15
|
|
|
|
|
|
msgid "Navigate the report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default *Members Analysis* report displays a bar chart, measuring the "
|
|
|
|
|
|
":guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue"
|
|
|
|
|
|
" Done`. The data is grouped by the assigned salesperson, then by the month "
|
|
|
|
|
|
"the membership begins."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst-1
|
|
|
|
|
|
msgid "A sample of the members analysis report."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additional :ref:`Group By <search/group>` options include the following:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Salesperson`: the internal user in charge of the contact. This "
|
|
|
|
|
|
"information is managed in the *Salesperson* field on the *Sales & Purchase* "
|
|
|
|
|
|
"tab on the contact's record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Associated Partner`: the contact listed as the *Associated "
|
|
|
|
|
|
"Member* on the *Membership* tab on the contact's record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Membership Product`: the type of membership assigned to a "
|
|
|
|
|
|
"contact. This includes both purchased memberships and free memberships."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:33
|
|
|
|
|
|
msgid ":guilabel:`Current Membership State`: the status of the membership."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Company`: the company the membership is purchased through. This "
|
|
|
|
|
|
"option only appears in multi-company databases."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:36
|
|
|
|
|
|
msgid ":guilabel:`Month`: the month the membership began."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph "
|
|
|
|
|
|
"view. Then, click the corresponding icon at the top of the report to switch "
|
|
|
|
|
|
"to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` "
|
|
|
|
|
|
":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:46
|
|
|
|
|
|
msgid "Click the |pivot| to change to the pivot view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:54
|
|
|
|
|
|
msgid ":ref:`search/custom-filters`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/members/members_analysis.rst:55
|
|
|
|
|
|
msgid ":ref:`search/favorites`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:6
|
|
|
|
|
|
msgid "Point of Sale"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:8
|
|
|
|
|
|
msgid ""
|
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|
|
"With **Odoo Point of Sale**, run your shops and restaurants easily. The app "
|
|
|
|
|
|
"works on any device with a web browser, even if you are temporarily offline."
|
|
|
|
|
|
" Product moves are automatically registered in your stock, you get real-time"
|
|
|
|
|
|
" statistics, and your data is consolidated across all shops."
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale.rst:13
|
|
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|
|
msgid ""
|
|
|
|
|
|
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
|
|
|
|
|
|
"of-sale-28>`_"
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale.rst:14
|
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|
msgid ":doc:`IoT Boxes Documentations </applications/general/iot>`"
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale.rst:19
|
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|
|
msgid "Start a session"
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale.rst:21
|
|
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|
|
msgid ""
|
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|
|
"From the **POS dashboard**, click :guilabel:`New Session`, and at the "
|
|
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|
|
|
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
|
|
|
|
|
|
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
|
|
|
|
|
|
" already opened."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:26
|
|
|
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|
|
msgid ""
|
|
|
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|
|
":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the "
|
|
|
|
|
|
"same session at the same time. However, the session can only be opened once "
|
|
|
|
|
|
"on the same browser."
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale.rst:32
|
|
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|
|
msgid "Sell products"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:34
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Click on products to add them to the cart. To change the **quantity**, click"
|
|
|
|
|
|
" :guilabel:`Qty` and enter the number of products using the keypad. To add a"
|
|
|
|
|
|
" **discount** or modify the product **price**, click respectively "
|
|
|
|
|
|
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once an order is completed, proceed to checkout by clicking "
|
|
|
|
|
|
":guilabel:`Payment`. Select the **payment method**, enter the received "
|
|
|
|
|
|
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
|
|
|
|
|
|
"on to the next customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst-1
|
|
|
|
|
|
msgid "POS session interface."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:46
|
|
|
|
|
|
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Cash** is selected by default if you enter the amount without choosing a "
|
|
|
|
|
|
"payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The system can only load a limited number of products for effective opening."
|
|
|
|
|
|
" Click :guilabel:`Search more` if the desired product is not loaded "
|
|
|
|
|
|
"automatically."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:56
|
|
|
|
|
|
msgid "Set customers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Registering your customer is necessary to :doc:`collect their loyalty points"
|
|
|
|
|
|
" and grant them rewards <point_of_sale/pricing/loyalty>`, automatically "
|
|
|
|
|
|
"apply the :doc:`attributed pricelist <point_of_sale/pricing/pricelists>`, or"
|
|
|
|
|
|
" :ref:`generate and print an invoice <receipts-invoices/invoices>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can create customers from an :ref:`open POS session <pos/session-start>`"
|
|
|
|
|
|
" by clicking :menuselection:`Customer --> Create`, and filling in the "
|
|
|
|
|
|
"contact information. You can also create customers from the backend by going"
|
|
|
|
|
|
" to :menuselection:`Point of Sale --> Orders --> Customers` and clicking "
|
|
|
|
|
|
":guilabel:`New`. Then, fill in the information and save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To set a customer during an order, access the list of customers by clicking "
|
|
|
|
|
|
":guilabel:`Customer` on the POS interface. You can also set a customer at "
|
|
|
|
|
|
"the payment screen by clicking :guilabel:`Customer`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:75
|
|
|
|
|
|
msgid "Customer notes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can add **customer notes** about specific products directly from an open"
|
|
|
|
|
|
" :ref:`POS session <pos/session-start>`. For instance, to provide cleaning "
|
|
|
|
|
|
"and maintenance tips. They can also be used to track a customer's particular"
|
|
|
|
|
|
" request, such as not wanting the product to be assembled for them."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do so, select a product and click :guilabel:`Customer Note` on the pad. "
|
|
|
|
|
|
"Doing so opens a pop-up window in which you can add or modify content for "
|
|
|
|
|
|
"the note."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` "
|
|
|
|
|
|
"are displayed identically in the cart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customer note button and notes (SO and POS session) on products in the cart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customer notes appear on customers' receipts and invoices similarly to how "
|
|
|
|
|
|
"they appear in the cart, under the related product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customer receipt with notes from an SO and from the customer note feature"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:100
|
|
|
|
|
|
msgid "Return and refund products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:102
|
|
|
|
|
|
msgid "To return and refund a product,"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:104
|
|
|
|
|
|
msgid ":ref:`start a session <pos/session-start>` from the **POS dashboard**;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:105
|
|
|
|
|
|
msgid "click :guilabel:`Refund` and select the corresponding order;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:106
|
|
|
|
|
|
msgid "select the product and the quantity to refund using the keypad;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:107
|
|
|
|
|
|
msgid "click :guilabel:`Refund` to go back to the previous screen;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"once the order is completed, click :guilabel:`Payment` to proceed to the "
|
|
|
|
|
|
"refund;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
|
|
|
|
|
|
"customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst-1
|
|
|
|
|
|
msgid "refund view from a POS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
|
|
|
|
|
|
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also refund a product by selecting the returned product from an open"
|
|
|
|
|
|
" session, and setting a negative quantity that equals the number of returned"
|
|
|
|
|
|
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
|
|
|
|
|
|
"the quantity of returned products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:124
|
|
|
|
|
|
msgid "Manage the cash register"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add or take out cash from the register, click the **menu icon** in the "
|
|
|
|
|
|
"upper right corner of your screen and :guilabel:`Cash In/Out`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n"
|
|
|
|
|
|
"orders"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so opens a pop-up window on which you can select :guilabel:`Cash In` "
|
|
|
|
|
|
"or :guilabel:`Cash Out`, enter the amount and the reason, and click "
|
|
|
|
|
|
":guilabel:`Confirm`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:139
|
|
|
|
|
|
msgid "Close the POS session"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To close your session, click the **menu icon** in the upper right corner of "
|
|
|
|
|
|
"your screen and :guilabel:`Close Session`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so opens the :guilabel:`Closing Control` pop-up screen. From this "
|
|
|
|
|
|
"screen, you can retrieve various information:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"the number of orders made and the total amount made during the session;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:148
|
|
|
|
|
|
msgid "the expected amounts grouped by payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before closing this window, count your cash using the calculator icon. Doing"
|
|
|
|
|
|
" so opens a pop-up window that computes the total amount in the cash drawer "
|
|
|
|
|
|
"depending on the coins and bills counted and added manually. Then, click "
|
|
|
|
|
|
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
|
|
|
|
|
|
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
|
|
|
|
|
|
"Details` are specified in the **Notes** section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst-1
|
|
|
|
|
|
msgid "How to close a POS session."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
|
|
|
|
|
|
"to close and go back to the **POS dashboard**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:163
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To reach the backend without closing the session, click :guilabel:`Backend` "
|
|
|
|
|
|
"on the dropdown menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:165
|
|
|
|
|
|
msgid "To abort, click :guilabel:`Discard` on the pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Depending on your setup, you might only be allowed to close a session if the"
|
|
|
|
|
|
" expected cash revenue equals the counted cash. To close it anyway, click "
|
|
|
|
|
|
":guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
|
|
|
|
|
|
msgstr ""
|
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale.rst:171
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"It is strongly advised to close your POS session at the end of each day."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale.rst:172
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
|
|
|
|
|
|
"--> Orders --> Sessions`."
|
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:3
|
|
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|
|
|
msgid "Product combos"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:5
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"The **Product Combos** feature allows users to define and manage combination"
|
|
|
|
|
|
" options for a single product."
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the context of a restaurant, the feature enables users to create "
|
|
|
|
|
|
"multiple-choice menus. For example, a user can define a main dish and "
|
|
|
|
|
|
"specify various options for sides, drinks, or desserts that customers can "
|
|
|
|
|
|
"combine with the main dish."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:12
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"In retail, this feature allows you to create a product set with multiple "
|
|
|
|
|
|
"products to choose from and combine."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:18
|
|
|
|
|
|
msgid "First, you need to create combination choices. To do so:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Products --> Product Combos` and "
|
|
|
|
|
|
"click :guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Name your combo and add the products you want customers to choose from by "
|
|
|
|
|
|
"clicking :guilabel:`Add a line`. You can also include an extra price for "
|
|
|
|
|
|
"each option in the :guilabel:`Extra Price` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As a reference, the selected product's original price is displayed in the "
|
|
|
|
|
|
":guilabel:`Original Price` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Second, you need to create a specific product to gather combo choices. To do"
|
|
|
|
|
|
" this:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Products --> Products` and click "
|
|
|
|
|
|
":guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the "
|
|
|
|
|
|
":guilabel:`General Information` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The sales price of the combo product is fixed and does not vary based on the"
|
|
|
|
|
|
" individual prices of included items or the quantity of items in the combo. "
|
|
|
|
|
|
"The combo product price is only affected by the extra price optionally "
|
|
|
|
|
|
"defined at the combo choice creation or if a variant of one of the items has"
|
|
|
|
|
|
" a specified extra price."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and "
|
|
|
|
|
|
"select the combinations to add. You can also create a new combination at "
|
|
|
|
|
|
"this step by clicking :guilabel:`New` on the popup window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once you have created and added the combo choices into a product, you can "
|
|
|
|
|
|
"sell combos in your retail store or restaurant."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:54
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:26
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32
|
|
|
|
|
|
msgid "Practical application"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/combos.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Open a POS session <pos/session-start>` and select the combo product. "
|
|
|
|
|
|
"Choose the options and click :guilabel:`Add to order`. As a reminder, the "
|
|
|
|
|
|
"extra price appears under the related choices."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:11
|
|
|
|
|
|
msgid "Access the POS settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the general POS settings, go to :menuselection:`Point of Sale --> "
|
|
|
|
|
|
"Configuration --> Settings`. Then, open the dropdown menu in the "
|
|
|
|
|
|
":guilabel:`Point of Sale` field and select the POS to configure."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
|
|
|
|
|
msgid "Dropdown menu to select the POS in the app settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These settings are available to users with the :doc:`access rights "
|
|
|
|
|
|
"</applications/general/users>` :guilabel:`Administration` set as "
|
|
|
|
|
|
":guilabel:`Settings`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also configure some settings from the dashboard by clicking the "
|
|
|
|
|
|
"vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a "
|
|
|
|
|
|
"popup window, from which you can:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:27
|
|
|
|
|
|
msgid ":doc:`Enable multiple employees to log in. <employee_login>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:28
|
|
|
|
|
|
msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:29
|
|
|
|
|
|
msgid ":doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
|
|
|
|
|
msgid "popup window to access quick settings in POS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These settings are available to users with the :doc:`access rights "
|
|
|
|
|
|
"</applications/general/users>` :guilabel:`Point of Sale` set as "
|
|
|
|
|
|
":guilabel:`Administrator`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:39
|
|
|
|
|
|
msgid "Make products available"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To make products available for sale, go to :menuselection:`Point of Sale -->"
|
|
|
|
|
|
" Products --> Products`, and select a product to open the product form. In "
|
|
|
|
|
|
"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
|
|
|
|
|
msgid "Making a product available in your POS."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:49
|
|
|
|
|
|
msgid "PoS product categories"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"POS product categories allow users to categorize products and get a more "
|
|
|
|
|
|
"structured and clean POS interface."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To manage PoS categories, go to :menuselection:`Point of Sale --> "
|
|
|
|
|
|
"Configuration --> PoS Product Categories`. To add a new category, click "
|
|
|
|
|
|
":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To associate a category with a parent category, fill in the "
|
|
|
|
|
|
":guilabel:`Parent Category` field. A parent category groups one or more "
|
|
|
|
|
|
"child categories."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:0
|
|
|
|
|
|
msgid "The PoS product categories grouped by parent categories"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:69
|
|
|
|
|
|
msgid "Assign PoS product categories"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Products --> Products` and open a "
|
|
|
|
|
|
"product form. Then, go to the :guilabel:`Sales` tab and fill in the "
|
|
|
|
|
|
":guilabel:`Category` field under the :guilabel:`Point of Sale` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
|
|
|
|
|
msgid "Sales tab of a product form to add a PoS product category"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:79
|
|
|
|
|
|
msgid "Adapt the POS interface"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:82
|
|
|
|
|
|
msgid "Start category"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can select one product category to display when :ref:`opening a POS "
|
|
|
|
|
|
"session <pos/session-start>`. To configure it, go to your :ref:`POS settings"
|
|
|
|
|
|
" <configuration/settings>` and select a PoS category from the dropdown menu "
|
|
|
|
|
|
"of the :guilabel:`Start Category` field within the :guilabel:`PoS Interface`"
|
|
|
|
|
|
" section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
|
|
|
|
|
msgid "Setting to set up the start category feature"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:93
|
|
|
|
|
|
msgid "Restrict categories"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also limit the categories displayed on your POS interface. To "
|
|
|
|
|
|
"achieve this, go to your :ref:`POS settings <configuration/settings>` and "
|
|
|
|
|
|
"choose the specific categories to display in the :guilabel:`Restrict "
|
|
|
|
|
|
"Categories` field within the :guilabel:`PoS Interface` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
|
|
|
|
|
msgid "Setting to set up the restrict category feature"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3
|
|
|
|
|
|
msgid "ePOS printers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"ePOS printers are designed to work seamlessly with Point of Sale systems. "
|
|
|
|
|
|
"Once connected, these devices automatically share information, allowing for "
|
|
|
|
|
|
"direct printing of tickets from the POS system to the ePOS printer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK "
|
|
|
|
|
|
"Javascript protocol "
|
|
|
|
|
|
"<https://download4.epson.biz/sec_pubs/pos/reference_en/technology/epson_epos_sdk.html>`_"
|
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|
|
|
" are compatible with Odoo **without** needing an :doc:`IoT Box "
|
|
|
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|
|
"</applications/general/iot/devices/printer>`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14
|
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|
|
msgid ""
|
|
|
|
|
|
"Thermal printers using ESC/POS or StarPRNT protocol are compatible **with** "
|
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|
|
|
|
"an :doc:`IoT Box </applications/general/iot/devices/printer>`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16
|
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|
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msgid ""
|
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|
|
|
"Epson printers using only USB connections are compatible **with** an "
|
|
|
|
|
|
":doc:`IoT Box </applications/general/iot/devices/printer>`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:18
|
|
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|
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msgid "Epson printers that connect via Bluetooth are **not compatible**."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:21
|
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|
msgid ":doc:`https`"
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22
|
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#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22
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msgid ":doc:`epos_ssc`"
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25
|
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|
msgid "Directly supported ePOS printers"
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27
|
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|
|
msgid ""
|
|
|
|
|
|
"The following ePOS printers are directly compatible with Odoo without "
|
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|
|
|
|
"needing an :doc:`IoT Box </applications/general/iot/devices/printer>`."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30
|
|
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|
|
msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31
|
|
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|
|
msgid "Epson TM-H6000IV-DT (Receipt printer only)"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32
|
|
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|
|
msgid "Epson TM-T70II-DT"
|
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33
|
|
|
|
|
|
msgid "Epson TM-T88V-DT"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34
|
|
|
|
|
|
msgid "Epson TM-L90-i"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35
|
|
|
|
|
|
msgid "Epson TM-T70-i"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36
|
|
|
|
|
|
msgid "Epson TM-T82II-i"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37
|
|
|
|
|
|
msgid "Epson TM-T83II-i"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38
|
|
|
|
|
|
msgid "Epson TM-U220-i"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39
|
|
|
|
|
|
msgid "Epson TM-m10"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40
|
|
|
|
|
|
msgid "Epson TM-P20 (Wi-Fi® model)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41
|
|
|
|
|
|
msgid "Epson TM-P60II (Receipt: Wi-Fi® model)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42
|
|
|
|
|
|
msgid "Epson TM-P60II (Peeler: Wi-Fi® model)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43
|
|
|
|
|
|
msgid "Epson TM-P80 (Wi-Fi® model)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46
|
|
|
|
|
|
msgid "ePOS printers with IoT Box integration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following printers require an :doc:`IoT Box "
|
|
|
|
|
|
"</applications/general/iot/devices/printer>` to be compatible with Odoo:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51
|
|
|
|
|
|
msgid "Epson TM-T20 family (incompatible ePOS software)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52
|
|
|
|
|
|
msgid "Epson TM-T88 family (incompatible ePOS software)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53
|
|
|
|
|
|
msgid "Epson TM-U220 family (incompatible ePOS software)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5
|
|
|
|
|
|
msgid "Self-signed certificate for ePOS printers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To work with Odoo, some printer models that can be used without an :doc:`IoT"
|
|
|
|
|
|
" box </applications/general/iot/config/connect>` may require :doc:`the HTTPS"
|
|
|
|
|
|
" protocol <https>` to establish a secure connection between the browser and "
|
|
|
|
|
|
"the printer. However, trying to reach the printer's IP address using HTTPS "
|
|
|
|
|
|
"leads to a warning page on most web browsers. In that case, you can "
|
|
|
|
|
|
"temporarily :ref:`force the connection <epos_ssc/instructions>`, which "
|
|
|
|
|
|
"allows you to reach the page in HTTPS and use the ePOS printer in Odoo as "
|
|
|
|
|
|
"long as the browser window stays open."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The connection is lost after closing the browser window. Therefore, this "
|
|
|
|
|
|
"method should only be used as a **workaround** or as a pre-requisite for the"
|
|
|
|
|
|
" :ref:`following instructions <epos_ssc/instructions>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22
|
|
|
|
|
|
msgid "Generate, export, and import self-signed certificates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For a long-term solution, you must generate a **self-signed certificate**. "
|
|
|
|
|
|
"Then, export and import it into your browser."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Generating** an SSL certificate should only be done **once**. If you "
|
|
|
|
|
|
"create another certificate, devices using the previous one will lose HTTPS "
|
|
|
|
|
|
"access."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33
|
|
|
|
|
|
msgid "Windows 10 & Linux OS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166
|
|
|
|
|
|
msgid "Generate a self-signed certificate"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force "
|
|
|
|
|
|
"the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to "
|
|
|
|
|
|
"[IP address] (unsafe)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
|
|
|
|
|
msgid "warning page about the connection privacy on Google Chrome"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176
|
|
|
|
|
|
msgid "Warning page on Google Chrome, Windows 10"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, sign in using your printer credentials to access the ePOS printer "
|
|
|
|
|
|
"settings. To sign in, enter `epson` in the :guilabel:`ID` field and your "
|
|
|
|
|
|
"printer serial number in the :guilabel:`Password` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Certificate List` in the :guilabel:`Authentication` "
|
|
|
|
|
|
"section, and click :guilabel:`create` to generate a new **Self-Signed "
|
|
|
|
|
|
"Certificate**. The :guilabel:`Common Name` should be automatically filled "
|
|
|
|
|
|
"out. If not, fill it in with the printer IP address number. Select the years"
|
|
|
|
|
|
" the certificate will be valid in the :guilabel:`Validity Period` field, "
|
|
|
|
|
|
"click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the "
|
|
|
|
|
|
"printer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The self-signed certificate is generated. Reload the page and click "
|
|
|
|
|
|
":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure "
|
|
|
|
|
|
"**Selfsigned Certificate** is correctly selected in the :guilabel:`Server "
|
|
|
|
|
|
"Certificate` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193
|
|
|
|
|
|
msgid "Export a self-signed certificate"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The export process is heavily dependent on the :abbr:`OS (Operating System)`"
|
|
|
|
|
|
" and the browser. Start by accessing your ePOS printer settings on your web "
|
|
|
|
|
|
"browser by navigating to its IP address (e.g., `https://192.168.1.25`). "
|
|
|
|
|
|
"Then, force the connection as explained in the **Generate a self-signed "
|
|
|
|
|
|
"certificate tab**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200
|
|
|
|
|
|
msgid "If you are using **Google Chrome**,"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"click :guilabel:`Not secure` next to the search bar, and "
|
|
|
|
|
|
":guilabel:`Certificate is not valid`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
|
|
|
|
|
msgid "Connection to the printer not secure button in Google Chrome browser."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208
|
|
|
|
|
|
msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"add `.crt` at the end of the file name to ensure it has the correct "
|
|
|
|
|
|
"extension;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210
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msgid ""
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"select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom "
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"of the pop-up window;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229
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msgid "save, and the certificate is exported."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86
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msgid ""
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"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
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"some browsers might not see the file during the import process."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218
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msgid "If you are using **Mozilla Firefox**,"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220
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msgid "click the **lock-shaped** icon on the left of the address bar;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221
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msgid ""
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"go to :menuselection:`Connection not secure --> More information --> "
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"Security tab --> View certificate`;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
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msgid "Connection is not secure button in Mozilla Firefox browser"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227
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msgid "scroll down to the :guilabel:`Miscellaneous` section;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228
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msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102
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msgid "Import a self-signed certificate"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104
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msgid ""
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"The import process is heavily dependent on the :abbr:`OS (Operating System)`"
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" and the browser."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109
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msgid "Windows 10"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111
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msgid ""
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|
"Windows 10 manages certificates, which means that self-signed certificates "
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|
"must be imported from the certification file rather than the browser. To do "
|
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|
"so,"
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114
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msgid ""
|
|
|
|
|
|
"open the Windows File Explorer and locate the downloaded certification file;"
|
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msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115
|
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|
msgid ""
|
|
|
|
|
|
"right-click on the certification file and click :guilabel:`Install "
|
|
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|
|
|
"Certificate`;"
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117
|
|
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|
|
msgid ""
|
|
|
|
|
|
"select where to install the certificate and for whom - either for the "
|
|
|
|
|
|
":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, "
|
|
|
|
|
|
"click :guilabel:`Next`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"on the `Certificate Store` screen, tick :guilabel:`Place all certificates in"
|
|
|
|
|
|
" the following store`, click :guilabel:`Browse...`, and select "
|
|
|
|
|
|
":guilabel:`Trusted Root Certification Authorities`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126
|
|
|
|
|
|
msgid "click :guilabel:`Finish`, accept the pop-up security window;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127
|
|
|
|
|
|
msgid "restart the computer to make sure that the changes are applied."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129
|
|
|
|
|
|
msgid "Linux"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133
|
|
|
|
|
|
msgid "open Chrome;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"go to :menuselection:`Settings --> Privacy and security --> Security --> "
|
|
|
|
|
|
"Manage certificates`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select "
|
|
|
|
|
|
"the exported certification file;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138
|
|
|
|
|
|
msgid "accept all warnings;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139
|
|
|
|
|
|
msgid "click :guilabel:`ok`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150
|
|
|
|
|
|
msgid "restart your browser."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145
|
|
|
|
|
|
msgid "open Firefox;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"go to :menuselection:`Settings --> Privacy & Security --> Security --> View "
|
|
|
|
|
|
"Certificates... --> Import`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148
|
|
|
|
|
|
msgid "select the exported certification file;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149
|
|
|
|
|
|
msgid "tick the checkboxes and validate;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152
|
|
|
|
|
|
msgid "Mac OS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On Mac OS, you can secure the connection for all browsers by following these"
|
|
|
|
|
|
" steps:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"open Safari and navigate to your printer's IP address. Doing so leads to a "
|
|
|
|
|
|
"warning page;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"on the warning page, go to :menuselection:`Show Details --> visit this "
|
|
|
|
|
|
"website --> Visit Website`, validate;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159
|
|
|
|
|
|
msgid "reboot the printer so you can use it with any other browser."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To generate and export an SSL certificate and send it to IOS devices, open "
|
|
|
|
|
|
"**Google Chrome** or **Mozilla Firefox**. Then,"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
|
|
|
|
|
msgid "Warning page about the connection privacy on Google Chrome"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
|
|
|
|
|
msgid "Connection to the printer not secure button in Google Chrome"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
|
|
|
|
|
|
"some browsers might not find the file during the import process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
|
|
|
|
|
msgid "Connection is not secure button in Mozilla Firefox"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231
|
|
|
|
|
|
msgid "Android OS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To import an SSL certificate into an Android device, first create and export"
|
|
|
|
|
|
" it from a computer. Next, transfer the `.crt` file to the device using "
|
|
|
|
|
|
"email, Bluetooth, or USB. Once the file is on the device,"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237
|
|
|
|
|
|
msgid "open the settings and search for `certificate`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238
|
|
|
|
|
|
msgid "click :guilabel:`Certificate AC` (Install from device storage);"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239
|
|
|
|
|
|
msgid "select the certificate file to install it on the device."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The specific steps for installing a certificate may vary depending on the "
|
|
|
|
|
|
"version of Android and the device manufacturer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245
|
|
|
|
|
|
msgid "iOS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To import an SSL certificate into an iOS device, first create and export it "
|
|
|
|
|
|
"from a computer. Then, transfer the `.crt` file to the device using email, "
|
|
|
|
|
|
"Bluetooth, or any file-sharing service."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Downloading this file triggers a warning pop-up window. Click "
|
|
|
|
|
|
":guilabel:`Allow` to download the configuration profile, and close the "
|
|
|
|
|
|
"second pop-up window. Then,"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254
|
|
|
|
|
|
msgid "go to the **Settings App** on the iOS device;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255
|
|
|
|
|
|
msgid "click :guilabel:`Profile Downloaded` under the user's details box;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256
|
|
|
|
|
|
msgid "locate the downloaded `.crt` file and select it;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257
|
|
|
|
|
|
msgid "click :guilabel:`Install` on the top right of the screen;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258
|
|
|
|
|
|
msgid "if a passcode is set on the device, enter the passcode;"
|
|
|
|
|
|
msgstr ""
|
|
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|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259
|
|
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|
|
msgid ""
|
|
|
|
|
|
"click :guilabel:`Install` on the top right of the certificate warning screen"
|
|
|
|
|
|
" and the pop-up window;"
|
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|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261
|
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|
msgid "click :guilabel:`Done`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The certificate is installed, but it still needs to be authenticated. To do "
|
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|
|
|
"so,"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267
|
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msgid ""
|
|
|
|
|
|
"go to :menuselection:`Settings --> General --> About > Certificate Trust "
|
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|
"Settings`;"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268
|
|
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|
msgid "enable the installed certificate using the **slide button**;"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269
|
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|
msgid "click :guilabel:`Continue` on the pop-up window."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272
|
|
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|
|
msgid ""
|
|
|
|
|
|
"If you need to export SSL certificates from an operating system or web "
|
|
|
|
|
|
"browser that has not been mentioned, search for `export SSL certificate` + "
|
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|
|
|
"`the name of your browser or operating system` in your preferred search "
|
|
|
|
|
|
"engine."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Similarly, to import SSL certificates from an unmentioned OS or browser, "
|
|
|
|
|
|
"search for `import SSL certificate root authority` + `the name of your "
|
|
|
|
|
|
"browser or operating system` in your preferred search engine."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280
|
|
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|
|
|
msgid "Check if the certificate was imported correctly"
|
|
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|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To confirm your printer's connection is secure, connect to its IP address "
|
|
|
|
|
|
"using HTTPS. For example, navigate to `https://192.168.1.25` in your "
|
|
|
|
|
|
"browser. If the SSL certificate has been applied correctly, you should no "
|
|
|
|
|
|
"longer see a warning page, and the address bar should display a padlock "
|
|
|
|
|
|
"icon, indicating that the connection is secure."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:3
|
|
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|
|
msgid "Secure connection (HTTPS)"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
|
|
|
|
|
|
"if you use an :doc:`ePos printer <epos_printers>`), HTTP becomes the default"
|
|
|
|
|
|
" protocol."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:9
|
|
|
|
|
|
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add a new **key** in the **System Parameters** to force your Point of Sale "
|
|
|
|
|
|
"to use a secure connection with the HTTPS protocol."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
|
|
|
|
|
|
":menuselection:`Settings --> Technical --> Parameters --> System "
|
|
|
|
|
|
"Parameters`, then create a new parameter, add the following values and click"
|
|
|
|
|
|
" on *Save*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:18
|
|
|
|
|
|
msgid "**Key**: `point_of_sale.enforce_https`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:19
|
|
|
|
|
|
msgid "**Value**: `True`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:3
|
|
|
|
|
|
msgid "Multi-employee management"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo Point of Sale allows you to manage access to a specific POS by enabling"
|
|
|
|
|
|
" the **Multi Employees per Session** feature. When activated, :ref:`you can "
|
|
|
|
|
|
"select which users can log into the POS <employee_login/use>` and :ref:`keep"
|
|
|
|
|
|
" track of the employees involved in each order <employee_login/analytics>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
|
|
|
|
|
|
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
|
|
|
|
|
|
"click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per "
|
|
|
|
|
|
"Session`, and add the allowed employees in the :guilabel:`Allowed Employees`"
|
|
|
|
|
|
" field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
|
|
|
|
|
msgid "setting to enable multiple cashiers in POS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the feature is activated, cashiers can log in :ref:`by scanning their "
|
|
|
|
|
|
"badge <employee_login/badge>` or selecting their name from the list of "
|
|
|
|
|
|
"allowed employees to :ref:`open the session <pos/session-start>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
|
|
|
|
|
msgid "window to open a session when the multiple cashiers feature is enabled"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To switch to another user :ref:`from an open session <pos/session-start>`, "
|
|
|
|
|
|
"click the employee name at the top-right of the screen and select the "
|
|
|
|
|
|
"employee to swap with from the list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
|
|
|
|
|
msgid "button to switch from one cashier to another."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also require your employees to enter a pin code every time they log "
|
|
|
|
|
|
"into a POS to prevent them from logging in as someone else. To define the "
|
|
|
|
|
|
"code, go to the **Employees** app, open the employee form, and click the "
|
|
|
|
|
|
":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the "
|
|
|
|
|
|
":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` "
|
|
|
|
|
|
"category."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
|
|
|
|
|
msgid "setting on the employee form to assign a badge ID and a PIN code."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:52
|
|
|
|
|
|
msgid "Log in using badges"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For your employees to be able to log in by scanning their badge, they must "
|
|
|
|
|
|
"have a badge ID assigned. To do so, go to the **Employees** app, open the "
|
|
|
|
|
|
"employee form, and click the :guilabel:`HR settings` tab. Then, enter the "
|
|
|
|
|
|
"badge ID of your choice in the :guilabel:`Badge ID` field of the "
|
|
|
|
|
|
":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To switch to another user, lock the session by clicking the lock-shaped icon"
|
|
|
|
|
|
" (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:65
|
|
|
|
|
|
msgid "Analytics"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once you close and post the POS session, access the comprehensive report to "
|
|
|
|
|
|
"review all session activities, including who initiated the session and who "
|
|
|
|
|
|
"handled specific orders. To access the session's report, click the vertical "
|
|
|
|
|
|
"ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
|
|
|
|
|
":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a "
|
|
|
|
|
|
"specific session for more detailed information, and click the "
|
|
|
|
|
|
":guilabel:`Orders` button to view a list of all orders placed during that "
|
|
|
|
|
|
"session."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/employee_login.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To get an overview of all orders, regardless of the session, click the "
|
|
|
|
|
|
"vertical ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
|
|
|
|
|
":guilabel:`Orders` from the :guilabel:`View` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:5
|
|
|
|
|
|
msgid "Payment methods"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a payment method, you first need to create it. Go to "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
|
|
|
|
|
|
"New`, and set a name. Check :guilabel:`Identify Customer` to allow this "
|
|
|
|
|
|
"payment method *exclusively* for registered customers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
|
|
|
|
|
|
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
|
|
|
|
|
|
"payments."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst-1
|
|
|
|
|
|
msgid "Creating a new payment method for a POS."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
|
|
|
|
|
|
" Payment Terminal` field in which you can add your :doc:`payment terminal's "
|
|
|
|
|
|
"information <payment_methods/terminals>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:23
|
|
|
|
|
|
msgid ":doc:`payment_methods/terminals`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:25
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:63
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the payment method is created, you can select it in your POS settings. "
|
|
|
|
|
|
"To do so, go to the :ref:`POS' settings <configuration/settings>`, click "
|
|
|
|
|
|
":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` "
|
|
|
|
|
|
"section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5
|
|
|
|
|
|
msgid "Payment terminals"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting and integrating a payment terminal with your POS system allows "
|
|
|
|
|
|
"you to accept multiple payment options, including credit and debit cards, "
|
|
|
|
|
|
"making the payment process more efficient."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to the :ref:`application settings <configuration/settings>`, scroll down "
|
|
|
|
|
|
"to the :guilabel:`Payment Terminals` section, and tick your terminal's "
|
|
|
|
|
|
"checkbox."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1
|
|
|
|
|
|
msgid "checkbox in the settings to enable a payment terminal"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21
|
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msgid "Then, follow the corresponding documentation to configure your device:"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23
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msgid ":doc:`Adyen configuration <terminals/adyen>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24
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msgid ":doc:`Ingenico configuration <terminals/ingenico>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25
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msgid ":doc:`Mercado Pago configuration <terminals/mercado_pago>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26
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msgid ":doc:`Razorpay configuration <terminals/razorpay>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27
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msgid ":doc:`SIX configuration <terminals/six>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28
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msgid ":doc:`Stripe configuration <terminals/stripe>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29
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msgid ":doc:`Vantiv configuration <terminals/vantiv>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30
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msgid ":doc:`Viva Wallet configuration <terminals/viva_wallet>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:31
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msgid ":doc:`Worldline configuration <terminals/worldline>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:33
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msgid ""
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"Once the terminal is configured, you can :doc:`create the corresponding "
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"payment method and add it to the POS <../payment_methods>`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3
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msgid "Adyen"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5
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msgid ""
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"Connecting an **Adyen payment terminal** allows you to offer a fluid payment"
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" flow to your customers and ease the work of your cashiers."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9
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msgid ""
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"Adyen payment terminals do not require an :doc:`IoT Box "
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"</applications/general/iot>`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10
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msgid ""
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"Adyen terminals can be used in many countries, but not worldwide. Check the "
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"`List of countries supported by Adyen <https://docs.adyen.com/point-of-"
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"sale/what-we-support/supported-languages/>`_."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12
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msgid ""
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"Adyen works only with businesses processing more than **$10 million "
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"annually** or invoicing a minimum of **1,000 transactions per month**."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16
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msgid ""
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"`List of payment methods supported by Adyen <https://docs.adyen.com/point-"
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"of-sale/what-we-support/payment-methods/>`_"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17
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msgid ""
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"`List of Adyen terminals <https://docs.adyen.com/point-of-sale/what-we-"
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"support/select-your-terminals/>`_"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22
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msgid ""
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"Start by creating your Adyen account on `Adyen's website "
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"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
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"described on your terminal's screen."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26
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msgid ""
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"`Adyen Docs - Payment terminal quickstart guides "
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"<https://docs.adyen.com/point-of-sale/user-manuals>`_"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31
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msgid "Generate an Adyen API key"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33
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msgid ""
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"The **Adyen API key** is used to authenticate requests from your Adyen "
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"terminal. To generate an API key, go to your :menuselection:`Adyen account "
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"--> Developers --> API credentials`, and **create** new credentials or "
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"select **existing** ones. Click :guilabel:`Generate an API key` and save the"
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" key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the "
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"payment method creation <adyen/method-creation>`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40
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msgid ""
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"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
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"resources/api-credentials#generate-api-key>`_."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46
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msgid "Locate the Adyen terminal identifier"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48
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msgid ""
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"The **Adyen Terminal Identifier** is the terminal's serial number, which is "
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"used to identify the hardware."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51
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msgid ""
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"To find this number, go to your :menuselection:`Adyen account --> Point of "
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"Sale --> Terminals`, select the terminal to link with, and save its serial "
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"number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field"
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" at :ref:`the payment method creation <adyen/method-creation>`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57
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msgid "Set the Event URLs"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59
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msgid ""
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"For Odoo to know when a payment is made, you must configure the terminal "
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"**Event URLs**. To do so,"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61
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msgid "Log in to `Adyen's website <https://www.adyen.com/>`_;"
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62
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msgid ""
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"Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
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|
" select the connected terminal;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64
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msgid "From the terminal settings, click :guilabel:`Integrations`;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65
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msgid ""
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"Set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
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":guilabel:`Decrypted`;"
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66
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msgid ""
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"Click the **pencil icon** button and enter your server address, followed by "
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|
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|
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field;"
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68
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msgid "Click :guilabel:`Save` at the bottom of the screen to save changes."
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53
|
|
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22
|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81
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|
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|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72
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|
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msgid "Configure the payment method"
|
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msgstr ""
|
|
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|
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|
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75
|
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msgid ""
|
|
|
|
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|
"Enable the payment terminal :ref:`in the application settings "
|
|
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|
|
|
"<configuration/settings>` and :doc:`create the related payment method "
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|
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|
|
|
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
|
|
|
|
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"select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field."
|
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msgstr ""
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79
|
|
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msgid ""
|
|
|
|
|
|
"Finally, fill in the mandatory fields with your :ref:`Adyen API key "
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|
"<adyen/api>`, :ref:`Adyen Terminal Identifier <adyen/identifier>`, and "
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":guilabel:`Adyen Merchant Account`."
|
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msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:89
|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55
|
|
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56
|
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68
|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:123
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96
|
|
|
|
|
|
msgid "Pay with a payment terminal"
|
|
|
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msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select :guilabel:`Adyen` as the payment method. "
|
|
|
|
|
|
"Check the amount and click on :guilabel:`Send`. Once the payment is "
|
|
|
|
|
|
"successful, the status changes to :guilabel:`Payment Successful`."
|
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|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In case of connection issues between Odoo and the payment terminal, force "
|
|
|
|
|
|
"the payment by clicking on :guilabel:`Force Done`, which allows you to "
|
|
|
|
|
|
"validate the order."
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This option is only available after receiving an error message informing you"
|
|
|
|
|
|
" that the connection failed."
|
|
|
|
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|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:100
|
|
|
|
|
|
msgid "To cancel the payment request, click on :guilabel:`cancel`."
|
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|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3
|
|
|
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|
|
msgid "Ingenico"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5
|
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|
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Connecting a payment terminal allows you to offer a fluid payment flow to "
|
|
|
|
|
|
"your customers and ease the work of your cashiers."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9
|
|
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msgid ""
|
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|
|
"Ingenico payment terminals require an :doc:`IoT Box "
|
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"</applications/general/iot>`."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10
|
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msgid ""
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|
"Ingenico is currently only available in Belgium, the Netherlands and "
|
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"Luxembourg."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11
|
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msgid ""
|
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|
"Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as "
|
|
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|
|
"they support the TLV communication protocol through TCP/IP."
|
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18
|
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19
|
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msgid "Connect an IoT Box"
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msgstr ""
|
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20
|
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|
msgid ""
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|
|
"Connecting an Ingenico payment terminal to Odoo is a feature that requires "
|
|
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|
|
|
"an IoT Box. For more information on how to connect an IoT Box to your "
|
|
|
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|
|
"database, please refer to the :doc:`IoT documentation "
|
|
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|
"</applications/general/iot/config/connect>`."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25
|
|
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|
|
msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX"
|
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msgstr ""
|
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27
|
|
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|
|
msgid ""
|
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|
|
"Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on "
|
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|
|
"Desk/5000 and Move/5000)."
|
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msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
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|
|
"Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings "
|
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|
|
"password."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next "
|
|
|
|
|
|
"screen."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31
|
|
|
|
|
|
msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`."
|
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msgstr ""
|
|
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|
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32
|
|
|
|
|
|
msgid "On the next screen, enter the IP address of your IoT Box."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter `9000` as port number and press :guilabel:`OK` on the next screen."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At this point, the terminal restarts and should be displayed in your IoT Box"
|
|
|
|
|
|
" form in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enable the payment terminal :ref:`in the application settings "
|
|
|
|
|
|
"<configuration/settings>` and :doc:`create the related payment method "
|
|
|
|
|
|
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
|
|
|
|
|
"select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field."
|
|
|
|
|
|
" Then, select your terminal device in the :guilabel:`Payment Terminal "
|
|
|
|
|
|
"Device` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In your *PoS interface*, when processing a payment, select a *Payment "
|
|
|
|
|
|
"Method* using a payment terminal. Check that the amount in the tendered "
|
|
|
|
|
|
"column is the one that has to be sent to the payment terminal and click on "
|
|
|
|
|
|
"*Send*. When the payment is successful, the status will change to *Payment "
|
|
|
|
|
|
"Successful*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you want to cancel the payment request, click on cancel. You can still "
|
|
|
|
|
|
"retry to send the payment request."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there is any issue with the payment terminal, you can still force the "
|
|
|
|
|
|
"payment using the *Force Done*. This will allow you to validate the order in"
|
|
|
|
|
|
" Odoo even if the connection between the terminal and Odoo has issues."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This option will only be available if you received an error message telling "
|
|
|
|
|
|
"you the connection failed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once your payment is processed, on the payment record, you’ll find the type "
|
|
|
|
|
|
"of card that has been used and the transaction ID."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3
|
|
|
|
|
|
msgid "Mercado Pago"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and "
|
|
|
|
|
|
"**Mexico** are supported. They can be purchased on `Mercado Pago's website "
|
|
|
|
|
|
"<https://www.mercadopago.com.mx/herramientas-para-vender/lectores-point>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Mercado Pago online payments <https://www.mercadopago.com.mx/herramientas-"
|
|
|
|
|
|
"para-vender/check-out#benefits-checkout>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22
|
|
|
|
|
|
msgid "Create a `Mercado Pago account <https://www.mercadopago.com.mx/>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Associate your Point Smart terminal with a :guilabel:`store` and a "
|
|
|
|
|
|
":guilabel:`cash drawer` by following `Mercado Pago's documentation "
|
|
|
|
|
|
"<https://vendedores.mercadolibre.com.ar/nota/locales-una-herramienta-para-"
|
|
|
|
|
|
"mejorar-la-gestion-de-tus-puntos-de-venta/>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All purchased terminals are automatically displayed on your Mercado "
|
|
|
|
|
|
"dashboard."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set your Point Smart terminal to the :guilabel:`Point of Sale` operation "
|
|
|
|
|
|
"mode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32
|
|
|
|
|
|
msgid "Odoo does not support the :guilabel:`Standalone` operation mode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Create a Point Smart application <pos-mercado-pago-application>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35
|
|
|
|
|
|
msgid ":ref:`Generate your credentials <pos-mercado-pago-credentials>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":ref:`Create and configure the related payment method <pos-mercado-pago-"
|
|
|
|
|
|
"method>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41
|
|
|
|
|
|
msgid "Point Smart application"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create a new application from Mercado Pago's `developer panel "
|
|
|
|
|
|
"<https://www.mercadopago.com/developers>`_ by following `Mercado Pago's "
|
|
|
|
|
|
"applications documentation <https://www.mercadopago.com.mx/ayuda/20152>`_, "
|
|
|
|
|
|
"making sure you select :guilabel:`In person Payments`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51
|
|
|
|
|
|
msgid "Credentials"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the Point Smart application is created, three credentials are required:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55
|
|
|
|
|
|
msgid "An access token that Odoo uses to call Mercado Pago."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A webhook secret key that Odoo uses to authenticate notifications sent by "
|
|
|
|
|
|
"Mercado Pago."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The **terminal serial number** at the back of your Point Smart terminal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Retrieve the access token and webhook secret key by following `Mercado "
|
|
|
|
|
|
"Pago's credentials documentation "
|
|
|
|
|
|
"<https://www.mercadopago.com.mx/developers/en/docs/your-"
|
|
|
|
|
|
"integrations/credentials>`_. Then, copy and paste them into Odoo when "
|
|
|
|
|
|
"creating the payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For the webhooks configuration, add the URL of your Odoo database (e.g., "
|
|
|
|
|
|
"`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` "
|
|
|
|
|
|
"(e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0
|
|
|
|
|
|
msgid "Webhooks configuration on Mercado Pago."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74
|
|
|
|
|
|
msgid "Payment method"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Activate the POS Mercado Pago module "
|
|
|
|
|
|
"<../../../../general/apps_modules>` to enable the payment terminal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Create the related payment method <../../payment_methods>` by going to"
|
|
|
|
|
|
" :menuselection:`Point of Sale --> Configuration --> Payment Methods`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80
|
|
|
|
|
|
msgid "Set the journal type as :guilabel:`Bank`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` "
|
|
|
|
|
|
"field."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Fill in the mandatory fields with the :ref:`previously generated credentials"
|
|
|
|
|
|
" <pos-mercado-pago-credentials>`:"
|
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msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85
|
|
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msgid ""
|
|
|
|
|
|
"Fill in the :guilabel:`Production user token` field using the access token."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86
|
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|
|
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msgid ""
|
|
|
|
|
|
"Fill in the :guilabel:`Production secret key` field using the webhook secret"
|
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" key."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87
|
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msgid ""
|
|
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|
|
|
"Fill in the :guilabel:`Terminal S/N` field using the terminal serial number."
|
|
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|
|
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" You can find it at the back of your terminal."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89
|
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|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`Force PDV` button to activate the Point of Sale mode."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst-1
|
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|
msgid "Form to create a new payment method."
|
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msgstr ""
|
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Select the payment method by going to the :ref:`POS' settings "
|
|
|
|
|
|
"<configuration/settings>` and adding it to the payment method under the "
|
|
|
|
|
|
":guilabel:`Payment Methods` field of the :guilabel:`Payment` section."
|
|
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|
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msgstr ""
|
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|
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|
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|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:101
|
|
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|
|
|
msgid "Paying with a payment terminal"
|
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|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select your Mercado Pago payment method, check "
|
|
|
|
|
|
"the amount, and click :guilabel:`Send`. Once the payment is successful, the "
|
|
|
|
|
|
"status changes to :guilabel:`Payment Successful`."
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In case of connection issues between Odoo and the payment terminal, force "
|
|
|
|
|
|
"the payment by clicking :guilabel:`Force Done`, which allows you to validate"
|
|
|
|
|
|
" the order. This option is only available after receiving an error message "
|
|
|
|
|
|
"informing you that the connection failed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:111
|
|
|
|
|
|
msgid "To cancel the payment request, click :guilabel:`Cancel`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Any action made on the terminal should trigger a notification on the POS "
|
|
|
|
|
|
"interface. Ensure the :ref:`webhook secret key <pos-mercado-pago-"
|
|
|
|
|
|
"credentials>` is correctly configured if you are not notified."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3
|
|
|
|
|
|
msgid "Razorpay"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting a Razorpay payment terminal allows you to offer a fluid payment "
|
|
|
|
|
|
"flow to your customers and ease the work of your cashiers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Use Razorpay as apayment provider. "
|
|
|
|
|
|
"<../../../../finance/payment_providers/razorpay>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17
|
|
|
|
|
|
msgid "Locate your Razorpay credentials"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Create a Razorpay account <https://razorpay.com/docs/payments/easy-create-"
|
|
|
|
|
|
"account/>`_ and set it up on their website."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You need the following credentials to set up the payment method in Odoo:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`API key <https://razorpay.com/docs/payments/dashboard/account-settings/api-"
|
|
|
|
|
|
"keys/>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25
|
|
|
|
|
|
msgid "Razorpay username"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Razorpay device serial number, which can be found underneath the device or "
|
|
|
|
|
|
"on `Razorpay's dashboard <https://dashboard.razorpay.com/>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` "
|
|
|
|
|
|
"to enable the payment terminal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37
|
|
|
|
|
|
msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter your username in the :guilabel:`Razorpay Username` field and your "
|
|
|
|
|
|
"device's serial number in the :guilabel:`Razorpay Device Serial No` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API "
|
|
|
|
|
|
"key <razorpay/credentials>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst-1
|
|
|
|
|
|
msgid "Razorpay connection form"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can enable the :guilabel:`Razorpay Test Mode` field while testing or "
|
|
|
|
|
|
"keep it unchecked for production."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the payment method is created, you can enable it for your POS. To do "
|
|
|
|
|
|
"so, go to the :ref:`POS' settings <configuration/settings>` and add the "
|
|
|
|
|
|
"payment method under the :guilabel:`Payment` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select the Razorpay payment method. Check the "
|
|
|
|
|
|
"amount and click :guilabel:`Send`. Once the payment is successful, the "
|
|
|
|
|
|
"status changes to :guilabel:`Payment Successful`. To cancel the payment "
|
|
|
|
|
|
"request, click :guilabel:`Cancel`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:70
|
|
|
|
|
|
msgid "The terminal must have at least a 10% battery level to use it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3
|
|
|
|
|
|
msgid "SIX"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting a **SIX payment terminal** allows you to offer a fluid payment "
|
|
|
|
|
|
"flow to your customers and ease the work of your cashiers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Even though Worldline has acquired SIX Payment Services and both companies "
|
|
|
|
|
|
"use Yomani payment terminals, the firmware they run is different. Terminals "
|
|
|
|
|
|
"received from Worldline are, therefore, not compatible with this "
|
|
|
|
|
|
"integration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17
|
|
|
|
|
|
msgid "Install the POS IoT Six module"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the "
|
|
|
|
|
|
":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds "
|
|
|
|
|
|
"the necessary driver and interface to your database to detect Six terminals."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24
|
|
|
|
|
|
msgid "This module replaces the **POS Six** module."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27
|
|
|
|
|
|
msgid "Connect an IoT box"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting a Six payment terminal to Odoo is requires :doc:`using a "
|
|
|
|
|
|
"Raspberry Pi or virtual (for Windows OS only) IoT box "
|
|
|
|
|
|
"</applications/general/iot/config/connect>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33
|
|
|
|
|
|
msgid "Configure the terminal ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate to your IoT Box homepage, where you can find the :guilabel:`Six "
|
|
|
|
|
|
"payment terminal` field once your database server is connected to the IoT "
|
|
|
|
|
|
"box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field "
|
|
|
|
|
|
"with the ID received from Six, and click :guilabel:`Connect`. Your Six "
|
|
|
|
|
|
"terminal ID should appear in the :guilabel:`Current Terminal Id` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
|
|
|
|
|
msgid "Setting the Six terminal ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo automatically restarts the IoT box when the Six terminal ID is "
|
|
|
|
|
|
"configured. If your Six terminal is online, it will be automatically "
|
|
|
|
|
|
"detected and connected to the database. Check the IoT box homepage under the"
|
|
|
|
|
|
" :guilabel:`Payments` section to confirm the connection."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
|
|
|
|
|
msgid "Confirming the connection to the Six payment terminal"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enable the payment terminal :ref:`in the application settings "
|
|
|
|
|
|
"<configuration/settings>` and :doc:`create the related payment method "
|
|
|
|
|
|
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
|
|
|
|
|
"select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. "
|
|
|
|
|
|
"Then, select your terminal device in the :guilabel:`Payment Terminal Device`"
|
|
|
|
|
|
" field."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
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|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
|
|
|
|
|
msgid "Creating a new payment method for the SIX payment terminal"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select :ref:`your Six payment method "
|
|
|
|
|
|
"<six/configure>` in the :guilabel:`Payment Method` section and click "
|
|
|
|
|
|
":guilabel:`Send`. To cancel the payment request, click :guilabel:`Cancel`. "
|
|
|
|
|
|
"Once the payment is successful, the status switches to :guilabel:`Payment "
|
|
|
|
|
|
"Successful`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
|
|
|
|
|
msgid "Paying with Six"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:79
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once your payment is processed, the type of card used and the transaction ID"
|
|
|
|
|
|
" appear on the payment record."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The language used for error messages is the same as the Six terminal. "
|
|
|
|
|
|
"Configure the terminal to change the language or contact Six."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:83
|
|
|
|
|
|
msgid "By default, the port used by the Six terminal is `7784`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there are connection issues between the payment terminal and Odoo, you "
|
|
|
|
|
|
"can still force the payment validation in Odoo using the :guilabel:`Force "
|
|
|
|
|
|
"Done` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3
|
|
|
|
|
|
msgid "Stripe"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Stripe payment terminals do not require an :doc:`IoT Box "
|
|
|
|
|
|
"</applications/general/iot>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Stripe terminals can be used in many countries, but not worldwide. Check the"
|
|
|
|
|
|
" `global availability for Stripe Terminal "
|
|
|
|
|
|
"<https://support.stripe.com/questions/global-availability-for-stripe-"
|
|
|
|
|
|
"terminal>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Stripe's integration works with `Stripe Terminal smart readers "
|
|
|
|
|
|
"<https://docs.stripe.com/terminal/smart-readers>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Stripe as payment provider "
|
|
|
|
|
|
"<../../../../finance/payment_providers/stripe>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`List of payment methods supported by Stripe "
|
|
|
|
|
|
"<https://stripe.com/payments/payment-methods>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
|
|
|
|
|
|
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
|
|
|
|
|
|
":guilabel:`Stripe`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27
|
|
|
|
|
|
msgid "Then, create the payment method:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
|
|
|
|
|
|
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
|
|
|
|
|
|
"your payment method's name;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
|
|
|
|
|
|
" a Payment Terminal` field as :guilabel:`Stripe`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
|
|
|
|
|
|
"Number` field;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
|
|
|
|
|
|
"payment method.`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
|
|
|
|
|
|
msgid "payment method creation form"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Identify Customer` to allow this payment method "
|
|
|
|
|
|
"**exclusively** for identified customers. For any unidentified customers to "
|
|
|
|
|
|
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
|
|
|
|
|
|
"unchecked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
|
|
|
|
|
|
" can stay empty to use the default accounts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Find your payment terminal serial number under the device or on `Stripe's "
|
|
|
|
|
|
"dashboard <https://dashboard.stripe.com>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50
|
|
|
|
|
|
msgid "Connect Stripe to Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
|
|
|
|
|
|
"configuration page. Fill in all the information to create your Stripe "
|
|
|
|
|
|
"account and link it with Odoo. Once the forms are completed, the API keys "
|
|
|
|
|
|
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
|
|
|
|
|
|
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
|
|
|
|
|
|
"Publishable keys`, click the keys to copy them, and paste them into the "
|
|
|
|
|
|
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
|
|
|
|
|
|
"POS."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
|
|
|
|
|
msgid "stripe connection form"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you use **Stripe** exclusively in Point of Sale, you only need the "
|
|
|
|
|
|
"**Secret Key** to use your terminal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
|
|
|
|
|
|
"set as :guilabel:`Disabled`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
|
|
|
|
|
|
"does not work. To retrieve the API keys manually, log in to your `Stripe "
|
|
|
|
|
|
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
|
|
|
|
|
|
"and click :guilabel:`Developers > API`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74
|
|
|
|
|
|
msgid "Configure the payment terminal"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
|
|
|
|
|
|
"admin PIN code, validate and select your network."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80
|
|
|
|
|
|
msgid "The user's device and the terminal must share the same network."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81
|
|
|
|
|
|
msgid "In case of a Wi-Fi connection, the network must be secured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You must enter the admin PIN code to access your payment terminal settings. "
|
|
|
|
|
|
"By default, this code is `07139`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116
|
|
|
|
|
|
msgid "Link the payment method to a POS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a **payment method** to your point of sale, go to "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
|
|
|
|
|
|
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
|
|
|
|
|
|
"method for **Stripe** in the :guilabel:`Payment Methods` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select :guilabel:`Stripe` as the payment method. "
|
|
|
|
|
|
"Check the amount and click :guilabel:`Send`. Once the payment is successful,"
|
|
|
|
|
|
" the status changes to :guilabel:`Payment Successful`. To cancel the payment"
|
|
|
|
|
|
" request, click :guilabel:`cancel`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104
|
|
|
|
|
|
msgid "The terminal must have at least 10% battery level to use it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:105
|
|
|
|
|
|
msgid "The device does not work for payments under €0.50."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108
|
|
|
|
|
|
msgid "Troubleshooting"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111
|
|
|
|
|
|
msgid "Payment terminal unavailable in your Stripe account"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the payment terminal is unavailable in your Stripe account, you must add "
|
|
|
|
|
|
"it manually:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
|
|
|
|
|
|
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
|
|
|
|
|
|
"already created location;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
|
|
|
|
|
|
"in the required information."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You must provide a **registration code**. To retrieve that code, swipe right"
|
|
|
|
|
|
" on your device, enter the admin PIN code (by default: `07139`), validate, "
|
|
|
|
|
|
"and click :guilabel:`Generate a registration code`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3
|
|
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|
|
msgid "Vantiv"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:5
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
|
|
|
|
|
|
"flow to your customers and ease the work of your cashiers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Please note MercuryPay only operates with US and Canadian banks, making this"
|
|
|
|
|
|
" procedure only suitable for North American businesses."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Vantiv card readers should be purchased exclusively from Vantiv, as certain "
|
|
|
|
|
|
"Vantiv terminals bought on Amazon do not include the correct encryption "
|
|
|
|
|
|
"needed to be used with an Odoo database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enable the payment terminal in the :guilabel:`Payment Terminals` section "
|
|
|
|
|
|
":ref:`of the application settings <configuration/settings>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment "
|
|
|
|
|
|
"Methods`, and :doc:`create the related payment method "
|
|
|
|
|
|
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
|
|
|
|
|
"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Type the name you want to give to your :guilabel:`Vantiv Credentials` and "
|
|
|
|
|
|
"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and "
|
|
|
|
|
|
":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1
|
|
|
|
|
|
msgid "Vantiv payment method"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the payment method is created, you can select it in your POS settings. "
|
|
|
|
|
|
"To do so, go to the :ref:`POS' settings <configuration/settings>` and add "
|
|
|
|
|
|
"the payment method under the :guilabel:`Payment` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select the related payment method. Check the "
|
|
|
|
|
|
"amount and click on :guilabel:`Send`. Once the payment is successful, the "
|
|
|
|
|
|
"status changes to :guilabel:`Payment Successful`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3
|
|
|
|
|
|
msgid "Viva Wallet"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows "
|
|
|
|
|
|
"you to offer a fluid payment flow to your customers and ease the work of "
|
|
|
|
|
|
"your cashiers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Viva Wallet lets you turn your phone into a mobile card reader: `Tap On "
|
|
|
|
|
|
"Phone <https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Start by creating your Viva Wallet account on `Viva Wallet's website "
|
|
|
|
|
|
"<https://www.vivawallet.com>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18
|
|
|
|
|
|
msgid "Locate your Viva Wallet credentials"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When configuring Viva Wallet in Point of Sale, you need to use specific "
|
|
|
|
|
|
"credentials that are available in your Viva Wallet account. These "
|
|
|
|
|
|
"credentials include your :ref:`Merchant ID <viva_wallet/id-key>`, :ref:`API "
|
|
|
|
|
|
"key <viva_wallet/id-key>`, :ref:`POS API credentials <viva_wallet/pos-api>`,"
|
|
|
|
|
|
" and :ref:`Terminal ID <viva_wallet/identifier>` number."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28
|
|
|
|
|
|
msgid "Merchant ID and API key"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Locate your `Merchant ID and API key following the Viva documentation "
|
|
|
|
|
|
"<https://developer.vivawallet.com/getting-started/find-your-account-"
|
|
|
|
|
|
"credentials/merchant-id-and-api-key/>`_. Then, save the keys and paste them "
|
|
|
|
|
|
"into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields "
|
|
|
|
|
|
":ref:`when creating the payment method <viva_wallet/method-creation>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
|
|
|
|
|
|
msgid "merchant ID and API key fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39
|
|
|
|
|
|
msgid "These credentials are used for APIs that authenticate with Basic Auth."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44
|
|
|
|
|
|
msgid "POS API credentials"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Locate and generate your `POS API credentials following the Viva "
|
|
|
|
|
|
"documentation <https://developer.vivawallet.com/getting-started/find-your-"
|
|
|
|
|
|
"account-credentials/pos-api-credentials/>`_. Then, save the keys and paste "
|
|
|
|
|
|
"them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields "
|
|
|
|
|
|
":ref:`when creating the payment method <viva_wallet/method-creation>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These credentials are only displayed once. Ensure you keep a copy to secure "
|
|
|
|
|
|
"them."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
|
|
|
|
|
|
msgid "Client secret and client ID fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These credentials are used for Android and iOS POS Activation requests, as "
|
|
|
|
|
|
"well as the Cloud Terminal API."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64
|
|
|
|
|
|
msgid "Terminal ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66
|
|
|
|
|
|
msgid "Your terminal ID number is used to identify your terminal. To find it:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68
|
|
|
|
|
|
msgid "Go to your Viva Wallet account and select the relevant account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the"
|
|
|
|
|
|
" navigation menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The terminal ID number is located under the :guilabel:`Terminal ID (TID)` "
|
|
|
|
|
|
"column. Save it to paste it into the :guilabel:`Terminal ID` field "
|
|
|
|
|
|
":ref:`when creating the payment method <viva_wallet/method-creation>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
|
|
|
|
|
|
msgid "Viva terminal ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Activate the POS Viva Wallet module "
|
|
|
|
|
|
"<../../../../general/apps_modules>` to enable the payment terminal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Create the related payment method <../../payment_methods>` by going to"
|
|
|
|
|
|
" :menuselection:`Point of Sale --> Configuration --> Payment Methods` and "
|
|
|
|
|
|
"clicking :guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88
|
|
|
|
|
|
msgid "Set the journal type as :guilabel:`Bank`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` "
|
|
|
|
|
|
"field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90
|
|
|
|
|
|
msgid "Fill in the mandatory fields with your:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92
|
|
|
|
|
|
msgid ":ref:`Merchant ID and API key <viva_wallet/ID-key>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93
|
|
|
|
|
|
msgid ":ref:`Client ID and Client secret <viva_wallet/pos-api>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94
|
|
|
|
|
|
msgid ":ref:`Terminal ID <viva_wallet/identifier>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Save the form and copy the generated webhook URL from the :guilabel:`Viva "
|
|
|
|
|
|
"Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring"
|
|
|
|
|
|
" the webhook <viva_wallet/webhook>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106
|
|
|
|
|
|
msgid "Configure the webhook"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Webhooks allow you to receive real-time notifications whenever a transaction"
|
|
|
|
|
|
" occurs within your Viva Wallet account. Set them up for `payment "
|
|
|
|
|
|
"transactions following the Viva documentation "
|
|
|
|
|
|
"<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-"
|
|
|
|
|
|
"created/>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Setting up webhooks <https://developer.viva.com/webhooks-for-"
|
|
|
|
|
|
"payments/#setting-up-webhooks>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can select the payment method in your POS settings once the payment "
|
|
|
|
|
|
"method is created. To do so, go to the :ref:`POS' settings "
|
|
|
|
|
|
"<configuration/settings>` and add the payment method under the "
|
|
|
|
|
|
":guilabel:`Payment methods` field of the :guilabel:`Payment` section."
|
|
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:134
|
|
|
|
|
|
msgid "To cancel the payment request, click :guilabel:`cancel`."
|
|
|
|
|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3
|
|
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|
|
|
msgid "Worldline"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Worldline payment terminals require an :doc:`IoT Box "
|
|
|
|
|
|
"</applications/general/iot>`."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Worldline is currently only available in Belgium, the Netherlands and "
|
|
|
|
|
|
"Luxembourg."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo is compatible with Worldline terminals that use the CTEP protocol "
|
|
|
|
|
|
"(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact "
|
|
|
|
|
|
"your payment provider to ensure your terminal's compatibility."
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
|
|
|
|
|
|
"an IoT Box. For more information on how to connect one to your database, "
|
|
|
|
|
|
"please refer to the :doc:`IoT documentation "
|
|
|
|
|
|
"</applications/general/iot/config/connect>`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26
|
|
|
|
|
|
msgid "Configure the protocol"
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
|
|
|
|
|
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
|
|
|
|
|
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
|
|
|
|
|
|
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
|
|
|
|
|
|
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
|
|
|
|
|
|
"Finally, press **Stop** three times; the terminal automatically restarts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35
|
|
|
|
|
|
msgid "Set the IP address"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
|
|
|
|
|
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
|
|
|
|
|
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
|
|
|
|
|
|
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
|
|
|
|
|
|
" (*TCP Configuration client* screen)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42
|
|
|
|
|
|
msgid "Finally, set up the hostname and port number."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45
|
|
|
|
|
|
msgid "Hostname"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To set up the hostname, enter your IoT box's IP address' sequence numbers "
|
|
|
|
|
|
"and press **OK** at each \".\" until you reach the colon symbol."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49
|
|
|
|
|
|
msgid "Then, press **OK** twice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
|
|
|
|
|
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
|
|
|
|
|
|
"19 --> OK --> 4 --> OK --> OK`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Your IoT box's IP address is available in your IoT Box application's "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60
|
|
|
|
|
|
msgid "Port number"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the *Port number* screen, enter **9001** (or **9050** for Windows) and "
|
|
|
|
|
|
"click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> "
|
|
|
|
|
|
"OK`. Click on **Stop** three times; the terminal automatically restarts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For **Windows** IoT devices, it is necessary to add a firewall exception. "
|
|
|
|
|
|
"Follow the :ref:`additional instructions in the Windows IoT documentation "
|
|
|
|
|
|
"<iot/windows/wordline>` to add the exception to Windows Firewall."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enable the payment terminal :ref:`in the application settings "
|
|
|
|
|
|
"<configuration/settings>` and :doc:`create the related payment method "
|
|
|
|
|
|
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
|
|
|
|
|
"select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` "
|
|
|
|
|
|
"field. Then, select your terminal device in the :guilabel:`Payment Terminal "
|
|
|
|
|
|
"Device` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88
|
|
|
|
|
|
msgid "Technician password: `1235789`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
|
|
|
|
|
|
"\"merchant\". Your call is automatically transferred to the desired service."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Configure the cashier terminal if you have both a customer and a cashier "
|
|
|
|
|
|
"terminal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To avoid blocking the terminal, check the initial configuration beforehand."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set a fixed IP to your IoT Box’s router to prevent losing the connexion."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When processing a payment, select *Worldline* as payment method. Check the "
|
|
|
|
|
|
"amount and click on *Send*. Once the payment is successful, the status "
|
|
|
|
|
|
"changes to *Payment Successful*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In case of connexion issues between Odoo and the payment terminal, force the"
|
|
|
|
|
|
" payment by clicking on *Force Done*, which allows you to validate the "
|
|
|
|
|
|
"order. This option is only available after receiving an error message "
|
|
|
|
|
|
"informing you that the connection failed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:111
|
|
|
|
|
|
msgid "To cancel the payment request, click on **cancel**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing.rst:5
|
|
|
|
|
|
msgid "Pricing features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3
|
|
|
|
|
|
msgid "Cash rounding"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Cash rounding** is required when the lowest physical denomination of "
|
|
|
|
|
|
"currency, or the smallest coin, is higher than the minimum unit of account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, some countries require their companies to round up or down the "
|
|
|
|
|
|
"total amount of an invoice to the nearest five cents, when the payment is "
|
|
|
|
|
|
"made in cash."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Each point of sale in Odoo can be configured to apply cash rounding to the "
|
|
|
|
|
|
"totals of its bills or receipts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
|
|
|
|
|
|
"enable *Cash Rounding*, then click on *Save*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
|
|
|
|
|
"open the point of sale you want to configure, and enable the *Cash Rounding*"
|
|
|
|
|
|
" option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To define the **Rounding Method**, open the drop-down list and click on "
|
|
|
|
|
|
"*Create and Edit...*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
|
|
|
|
|
|
" then save both the Rounding Method and your Point of Sale settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All total amounts of this point of sale now add a line to apply the rounding"
|
|
|
|
|
|
" according to your settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo Point of Sale only supports the :guilabel:`Add a rounding line` "
|
|
|
|
|
|
"rounding strategy."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3
|
|
|
|
|
|
msgid "Discount tags (barcode scanner)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you want to sell your products with a discount, for a product getting "
|
|
|
|
|
|
"close to its expiration date for example, you can use discount tags. They "
|
|
|
|
|
|
"allow you to scan discount barcodes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10
|
|
|
|
|
|
msgid "To use discount tags you will need to use a barcode scanner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13
|
|
|
|
|
|
msgid "Barcode Nomenclature"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15
|
|
|
|
|
|
msgid "To use discounts tags, we need to learn about barcode nomenclature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Let's say you want to have a discount for the product with the following "
|
|
|
|
|
|
"barcode:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can find the *Default Nomenclature* under the settings of your PoS "
|
|
|
|
|
|
"interface."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32
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msgid ""
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"Let's say you want 50% discount on a product you have to start your barcode "
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"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
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"before adding the product barcode. In our example, the barcode would be:"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41
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msgid "Scan the products & tags"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43
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msgid "You first have to scan the desired product (in our case, a lemon)."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48
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msgid ""
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"And then scan the discount tag. The discount will be applied and you can "
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"finish the transaction."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333
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msgid "Discounts"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5
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msgid ""
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"By offering discounts, you can entice your customers and drastically "
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"increase your revenue. It is vital to offer discounts, whether they are "
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"time-limited, seasonal or manually given."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9
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msgid ""
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"To manage discounts, Odoo has powerful features that help set up a pricing "
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"strategy tailored to every business."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13
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msgid "Apply manual discounts"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15
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msgid ""
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|
"If you seldom use discounts, applying manual ones might be the easiest "
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"solution for your Point of Sale."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18
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msgid ""
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|
"You can either apply a discount on the whole order or on specific products "
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"inside an order."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22
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msgid "Apply a discount on a product"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24
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msgid "From your PoS session interface, use the *Disc* button."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
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msgid "View of the discount button for manual discount"
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msgstr ""
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|
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#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30
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msgid ""
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|
"Then, you can input a discount over the product that is currently selected."
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34
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|
msgid "Apply a global discount"
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msgstr ""
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|
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|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36
|
|
|
|
|
|
msgid ""
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|
|
|
|
|
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
|
|
|
|
|
|
" --> Configuration --> Point of Sale` and select your PoS."
|
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msgstr ""
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
|
|
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|
|
|
"category."
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
|
|
|
|
|
msgid "View of the feature to enable for global discount"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45
|
|
|
|
|
|
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
|
|
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|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
|
|
|
|
|
msgid "View of the button to use for global discount via the pos interface"
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51
|
|
|
|
|
|
msgid "Click on it and enter the wanted discount."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
|
|
|
|
|
msgid "View of the discount offered in the payment summary"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On this example, there is a global discount of 50% as well as a specific 50%"
|
|
|
|
|
|
" discount on oranges."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62
|
|
|
|
|
|
msgid "Apply time-limited discounts"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To activate time-limited discounts, you must activate the *Pricelists* "
|
|
|
|
|
|
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
|
|
|
|
|
|
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
|
|
|
|
|
msgid "View of the pricelist feature"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once activated, you must choose the pricelists you want to make available in"
|
|
|
|
|
|
" the PoS and define a default one."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77
|
|
|
|
|
|
msgid "Create a pricelist"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
|
|
|
|
|
|
"create."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When creating a pricelist, you can set several criteria to use a specific "
|
|
|
|
|
|
"price: period, min. quantity, etc. You can also decide to apply that "
|
|
|
|
|
|
"pricelist on specific products or on the whole range."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
|
|
|
|
|
msgid "View of a time-limited pricelist for two products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92
|
|
|
|
|
|
msgid "Using a pricelist with the PoS interface"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the PoS interface, a new button appears. Use it to select a pricelist."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"View of the button to use for time-limited discounts via the pos interface"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on it to instantly update the prices with the selected pricelist. "
|
|
|
|
|
|
"Then, you can finalize the order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3
|
|
|
|
|
|
msgid "Electronic shelf labels"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Electronic shelf labels allow you to display product information like prices"
|
|
|
|
|
|
" and barcodes on store shelves and to synchronize them remotely from the "
|
|
|
|
|
|
"backend. This removes the need to print new labels when product information "
|
|
|
|
|
|
"changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
|
|
|
|
|
|
msgid "electronic label from Pricer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13
|
|
|
|
|
|
msgid "Odoo uses electronic labels from `Pricer <https://www.pricer.com/>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19
|
|
|
|
|
|
msgid "Pricer setup"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Get in touch with Pricer <https://www.pricer.com/contact>`_ to create and "
|
|
|
|
|
|
"configure your Pricer account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23
|
|
|
|
|
|
msgid "Create your stores: one pricer store equates to one physical store."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24
|
|
|
|
|
|
msgid "Link as many transceivers as needed to the Pricer store(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create the following variables to share product information between your "
|
|
|
|
|
|
"Odoo database system and Pricer. These variables act like placeholders on "
|
|
|
|
|
|
"the label template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`itemId`: this holds the unique internal identifier assigned to each product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29
|
|
|
|
|
|
msgid "`itemName`: the actual name of the product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`price`: the selling price of the product, including any applicable taxes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`presentation`: the template name used in Pricer for displaying the product "
|
|
|
|
|
|
"information on the label"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33
|
|
|
|
|
|
msgid "`currency`: the currency of your company (e.g., USD, EUR)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34
|
|
|
|
|
|
msgid "`barcode`: the barcode number associated with each product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The names for these variables must be **identical** in your Pricer database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create a template named `NORMAL`. This template is used to display "
|
|
|
|
|
|
"information on your digital tags."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once your account, stores, variables, and template are configured on Pricer,"
|
|
|
|
|
|
" you can proceed with the setup of your Odoo database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The account associated with your Pricer store must have access to send API "
|
|
|
|
|
|
"requests to Pricer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49
|
|
|
|
|
|
msgid "Odoo setup"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51
|
|
|
|
|
|
msgid ""
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"As a pre-requisite, :ref:`activate <general/install>` the :guilabel:`POS "
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"Pricer` module *(technical name: pos_pricer)* to have all the required "
|
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|
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"features to use Pricer electronic tags."
|
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
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msgid "Installing POS Pricer module from Apps"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57
|
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msgid ""
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"Once the module is activated, configure your :ref:`pricer stores "
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"<pricer_tags/stores>` and associate :ref:`Pricer tags <pricer_tags/tags>` "
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"with your products."
|
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63
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msgid "Pricer stores"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65
|
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msgid ""
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|
"Similarly to the configuration in Pricer, you need to create one pricer "
|
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"store per physical location. To do so, go to :menuselection:`Point of Sale "
|
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|
"--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the"
|
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" line with the required information:"
|
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69
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msgid ":guilabel:`Store Name`: you can put any name of your liking."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70
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msgid ""
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|
":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, "
|
|
|
|
|
|
"usually followed by `-country_code`. This value is provided by Pricer."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72
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msgid ":guilabel:`Pricer Login`: the login of your Pricer account."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73
|
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|
|
msgid ":guilabel:`Pricer Password`: the password of your Pricer account."
|
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msgstr ""
|
|
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|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74
|
|
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|
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msgid ""
|
|
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|
|
|
":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined "
|
|
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|
|
|
"on your Pricer database."
|
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msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
|
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|
|
msgid "Configuring a Pricer Store"
|
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|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81
|
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|
|
msgid ""
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|
|
|
|
|
"The :guilabel:`Pricer Tags` column is updated automatically when a label is "
|
|
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|
|
|
"linked to a product."
|
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msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are "
|
|
|
|
|
|
"updated automatically when the tags are updated."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89
|
|
|
|
|
|
msgid "Pricer tags"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For a label to display specific product information, the label needs to be "
|
|
|
|
|
|
"associated with the product. To do so:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Open the product form by going to :menuselection:`Point of Sale --> Products"
|
|
|
|
|
|
" --> Products` and clicking :guilabel:`New` or selecting an existing "
|
|
|
|
|
|
"product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you are creating a new product, configure and save it before associating "
|
|
|
|
|
|
"any Pricer tags."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, "
|
|
|
|
|
|
"and select the corresponding :guilabel:`Pricer Store`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0
|
|
|
|
|
|
msgid "Linking Pricer tags to products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from"
|
|
|
|
|
|
" the label itself or scanning its barcode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111
|
|
|
|
|
|
msgid "Pricer tag IDs are composed of a letter followed by 16 digits."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"We recommended using a barcode scanner to speed up the encoding process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When setting up Pricer with Odoo for the first time, it is recommended that "
|
|
|
|
|
|
"you configure only one product first. Before configuring more products, "
|
|
|
|
|
|
"ensure you can display their information on a Pricer tag."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now that you have a product associated with a Pricer tag, we can send its "
|
|
|
|
|
|
"information to Pricer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo automatically sends requests to Pricer to synchronize the tags every 12"
|
|
|
|
|
|
" hours if you make any modifications to:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137
|
|
|
|
|
|
msgid "Product name, price, barcode, or customer taxes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138
|
|
|
|
|
|
msgid "Currency"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139
|
|
|
|
|
|
msgid "Associated Pricer store or Pricer tags"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To force the update, activate the :ref:`developer mode <developer-mode>`. "
|
|
|
|
|
|
"Then:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134
|
|
|
|
|
|
msgid "Select the desired store(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Update tags` to update all tags affected by changes to:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Alternatively, click :guilabel:`Update all tags` to force the update of "
|
|
|
|
|
|
"every tag, regardless of whether changes were made."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
|
|
|
|
|
|
msgid "Update all Pricer tags"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If Pricer has processed and accepted the request, the status field shows "
|
|
|
|
|
|
":guilabel:`Update successfully sent to Pricer`. If there is any issue, the "
|
|
|
|
|
|
"system displays an error message."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a request sent to Pricer fails, Odoo still considers that the product has"
|
|
|
|
|
|
" been updated. In that case, we recommend forcing the update of all tags."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3
|
|
|
|
|
|
msgid "Flexible taxes (fiscal positions)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When running a business, you may need to apply different taxes and record "
|
|
|
|
|
|
"transactions on various accounts based on the location and type of business "
|
|
|
|
|
|
"of your customers and providers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The **fiscal positions** feature enables you to establish rules that "
|
|
|
|
|
|
"automatically select the right taxes and accounts used for each transaction."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51
|
|
|
|
|
|
msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13
|
|
|
|
|
|
msgid ":doc:`../../../finance/accounting/taxes`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable the feature, go to :menuselection:`Point of Sale --> Configuration"
|
|
|
|
|
|
" --> Settings`, scroll down to the :guilabel:`Accounting` section, and "
|
|
|
|
|
|
"enable :guilabel:`Flexible Taxes`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, set a default fiscal position that should be applied to all sales in "
|
|
|
|
|
|
"the selected POS in the :guilabel:`Default` field. You can also add more "
|
|
|
|
|
|
"fiscal positions to choose from in the :guilabel:`Allowed` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"According to the :doc:`fiscal localization package "
|
|
|
|
|
|
"<../../../finance/fiscal_localizations>` activated, several fiscal positions"
|
|
|
|
|
|
" are preconfigured and can be set and used in POS. However, you can also "
|
|
|
|
|
|
":ref:`create new fiscal positions <fiscal_positions/mapping>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you do not set a fiscal position, the tax remains as defined in the "
|
|
|
|
|
|
"**customer taxes** field on the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37
|
|
|
|
|
|
msgid "Use fiscal positions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Open a :ref:`POS session <pos/session-start>` to use one of the allowed "
|
|
|
|
|
|
"fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-"
|
|
|
|
|
|
"shaped** icon and select a fiscal position from the list. Doing so applies "
|
|
|
|
|
|
"the defined rules automatically to all the products subject to the chosen "
|
|
|
|
|
|
"fiscal position's regulations."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a default fiscal position is set, the tax button displays the name of the"
|
|
|
|
|
|
" fiscal position."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3
|
|
|
|
|
|
msgid "Loyalty programs"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5
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msgid ""
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"Encourage your customers to continue to shop at your point of sale with a "
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"*Loyalty Program*."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11
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msgid ""
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"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
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"Sale --> Configuration --> Point of sale` and select your PoS interface. "
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"Under the Pricing features, select *Loyalty Program*"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19
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msgid "From there you can create and edit your loyalty programs."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24
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msgid ""
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"You can decide what type of program you wish to use, if the reward is a "
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"discount or a gift, make it specific to some products or cover your whole "
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"range. Apply rules so that it is only valid in specific situation and "
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"everything in between."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30
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msgid "Use the loyalty program in your PoS interface"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32
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msgid ""
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"When a customer is set, you will now see the points they will get for the "
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"transaction and they will accumulate until they are spent. They are spent "
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"using the button *Rewards* when they have enough points according to the "
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"rules defined in the loyalty program."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40
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msgid ""
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"You can see the price is instantly updated to reflect the pricelist. You can"
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" finalize the order in your usual way."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44
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msgid ""
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"If you select a customer with a default pricelist, it will be applied. You "
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"can of course change it."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38
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#: ../../content/applications/sales/subscriptions/products.rst:116
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msgid "Pricelists"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5
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msgid ""
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"Pricelists allow you to adjust product prices depending on various criteria "
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"automatically. For example, you can set POS-specific prices, create "
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"temporary discount periods, reward specific customers, or offer discounts "
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"when set quantities are ordered."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14
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msgid ""
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|
"Navigate to the :ref:`general POS app settings <configuration/settings>` and"
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" ensure :guilabel:`Flexible Pricelists` are enabled under the "
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":guilabel:`Pricing` section."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17
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msgid ""
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|
":ref:`Multiple prices per product <pricelists/simple>` is the default "
|
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|
"pricelist option for setting simple fixed price rules per product. Select "
|
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|
":ref:`Advanced price rules (discounts, formulas) <pricelists/advanced>` to "
|
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|
"apply price rules to multiple products at once and to compute prices "
|
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|
"dynamically using percentage discounts or more complex formulas in addition "
|
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|
|
"to setting fixed prices."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
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|
msgid "Enabling pricelists in the general P0S settings"
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26
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|
|
msgid ""
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|
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|
|
|
"The selected pricelist type applies to the entire database, including the "
|
|
|
|
|
|
":doc:`Sales <../../sales/products_prices/prices/pricing>` and "
|
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|
|
":ref:`eCommerce <ecommerce/pricelists>` apps."
|
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msgstr ""
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|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33
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|
msgid "Create pricelists"
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click "
|
|
|
|
|
|
":guilabel:`New` or select an existing pricelist. The pricelist setup differs"
|
|
|
|
|
|
" depending on the :ref:`selected pricelist option "
|
|
|
|
|
|
"<pricelists/configuration>`."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:255
|
|
|
|
|
|
msgid "Multiple prices per product"
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|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When pricelists are configured to use the :guilabel:`Multiple prices per "
|
|
|
|
|
|
"product` option, it is possible to use multiple fixed prices for different "
|
|
|
|
|
|
"products or their variants depending, if necessary, on one or several "
|
|
|
|
|
|
"conditions. To add a new price rule to a pricelist:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Add a line`, and select a **product** and its **variant** "
|
|
|
|
|
|
"if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49
|
|
|
|
|
|
msgid "Add the condition(s):"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"a product quantity to be reached by using the :guilabel:`Min. Quantity` "
|
|
|
|
|
|
"column;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"a determined period during which the pricelist is applied by using the "
|
|
|
|
|
|
":guilabel:`Start Date` and :guilabel:`End Date` columns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add the :guilabel:`Price` to be applied when the conditions are met (if "
|
|
|
|
|
|
"any)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
|
|
|
|
|
msgid "Setup form of a multiple prices pricelist"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414
|
|
|
|
|
|
msgid "Advanced price rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When pricelists are configured to use the :guilabel:`Advanced price rules "
|
|
|
|
|
|
"(discounts, formulas)` option, it is possible to use percentage "
|
|
|
|
|
|
"discounts/mark-ups and formulas in addition to using fixed prices. To add a "
|
|
|
|
|
|
"new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up "
|
|
|
|
|
|
"windows:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69
|
|
|
|
|
|
msgid "Select a :guilabel:`Computation` method:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Fixed Price` to set a new fixed price (similarly to the "
|
|
|
|
|
|
":guilabel:`Multiple prices per product` option)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or "
|
|
|
|
|
|
"mark-up (e.g., `-10.00` %)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Formula` to compute the price according to a formula. It is "
|
|
|
|
|
|
"required to define what the calculation is **based on** (:guilabel:`Sales "
|
|
|
|
|
|
"Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79
|
|
|
|
|
|
msgid "Apply a percentage :guilabel:`Discount` or mark-up."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount "
|
|
|
|
|
|
"(e.g., $ `-5.00`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after "
|
|
|
|
|
|
":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra"
|
|
|
|
|
|
" Fee` is applied afterward."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To have the final price end with `.99`, set the :guilabel:`Rounding Method` "
|
|
|
|
|
|
"to `1.00` and the :guilabel:`Extra Fee` to `-0.01`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit"
|
|
|
|
|
|
" :guilabel:`Margins` for computations based on :guilabel:`Cost`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92
|
|
|
|
|
|
msgid "Select on which product(s) the price rule should be **applied**:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94
|
|
|
|
|
|
msgid ":guilabel:`All Products`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95
|
|
|
|
|
|
msgid "a :guilabel:`Product Category`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96
|
|
|
|
|
|
msgid "a :guilabel:`Product`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97
|
|
|
|
|
|
msgid "a :guilabel:`Product Variant`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Add conditions, such as a specific quantity to reach for the price to change"
|
|
|
|
|
|
" by using the :guilabel:`Min. Quantity` field or a specific period during "
|
|
|
|
|
|
"which the pricelist should be applied by using the :guilabel:`Validity` "
|
|
|
|
|
|
"fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
|
|
|
|
|
msgid "Setup form to configure an advanced pricelist"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107
|
|
|
|
|
|
msgid "Select pricelists"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to the :ref:`specific POS settings <configuration/settings>` and add all "
|
|
|
|
|
|
"the available pricelists in the :guilabel:`Available` field. Then, set its "
|
|
|
|
|
|
"**default pricelist** in the :guilabel:`Default` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you :ref:`open a POS session <pos/session-start>`, click the "
|
|
|
|
|
|
"**pricelists** button, and select the desired pricelist from the list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
|
|
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msgid "Button to select a pricelist on the POS frontend"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120
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msgid ""
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"Multiple pricelists must be selected for the **pricelist button** to be "
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"displayed."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121
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msgid ""
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"If a pricelist is selected on a POS order while its conditions are **not** "
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"met, the price will **not** be adjusted."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125
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msgid ""
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"You can also set a pricelist to be selected automatically once a specific "
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":ref:`customer is set <pos/customers>`. To do so, go to the customer form "
|
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"and switch to the preferred pricelist in the :guilabel:`Pricelist` field of "
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"the :guilabel:`Sales & Purchase` tab."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130
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msgid ":doc:`../../sales/products_prices/prices/pricing`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131
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msgid ""
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|
":ref:`How to use pricelists in an ecommerce environment "
|
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"<ecommerce/pricelists>`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3
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msgid "Receipts and invoices"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6
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msgid "Receipts"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8
|
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msgid ""
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|
"Set up receipts by going to :menuselection:`Point of Sale --> Configuration "
|
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|
|
"--> Point of Sale`, selecting a POS, and scrolling down to the "
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|
":guilabel:`Bills & Receipts` section."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11
|
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msgid ""
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|
"To **customize** the **header** and **footer**, activate :guilabel:`Header &"
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|
" Footer` and fill in both fields with the information to be printed on the "
|
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|
"receipts."
|
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|
msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14
|
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msgid ""
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|
"To **print receipts** automatically once the payment is registered, enable "
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|
"the :guilabel:`Automatic Receipt Printing` setting."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
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msgid "POS receipt"
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22
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|
msgid ":doc:`restaurant/bill_printing`"
|
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|
msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23
|
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|
msgid ":doc:`configuration/epos_printers`"
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26
|
|
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|
|
msgid "Reprint a receipt"
|
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|
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|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the POS interface, click :guilabel:`Orders`, open the dropdown "
|
|
|
|
|
|
"selection menu next to the search bar, and change the default :guilabel:`All"
|
|
|
|
|
|
" active orders` filter to :guilabel:`Paid`. Then, select the corresponding "
|
|
|
|
|
|
"order and click :guilabel:`Print Receipt`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
|
|
|
|
|
msgid "Print receipt button from the backend"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can filter the list of orders using the search bar. Type in your "
|
|
|
|
|
|
"reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or "
|
|
|
|
|
|
":guilabel:`Customer`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42
|
|
|
|
|
|
msgid "Invoices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Point of Sale allows you to issue and print invoices for :ref:`registered "
|
|
|
|
|
|
"customers <pos/customers>` upon payment and retrieve all past invoiced "
|
|
|
|
|
|
"orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An invoice created in a POS creates an entry into the corresponding "
|
|
|
|
|
|
":ref:`accounting journal <cheat_sheet/journals>`, previously :ref:`set up "
|
|
|
|
|
|
"<receipts_invoices/invoice_configuration>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To define what journals will be used for a specific POS, go to the "
|
|
|
|
|
|
":ref:`POS' settings <configuration/settings>` and scroll down to the "
|
|
|
|
|
|
"accounting section. Then, you can determine the accounting journals used by "
|
|
|
|
|
|
"default for orders and invoices in the :guilabel:`Default Journals` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
|
|
|
|
|
msgid "accounting section in the POS settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65
|
|
|
|
|
|
msgid "Invoice a customer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon processing a payment, click :guilabel:`Invoice` underneath the "
|
|
|
|
|
|
"customer's name to issue an invoice for that order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
|
|
|
|
|
|
" automatically issued and ready to be downloaded and/or printed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To be able to issue an invoice, a :ref:`customer <pos/customers>` must be "
|
|
|
|
|
|
"selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77
|
|
|
|
|
|
msgid "Retrieve invoices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79
|
|
|
|
|
|
msgid "To retrieve invoices from the **POS dashboard**,"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"access all orders made through your POS by going to :menuselection:`Point of"
|
|
|
|
|
|
" Sale --> Orders --> Orders`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"to access an order's invoice, open the **order form** by selecting the "
|
|
|
|
|
|
"order, then click :guilabel:`Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
|
|
|
|
|
msgid "invoice smart button from an order form"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
|
|
|
|
|
|
"the :guilabel:`Status` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can filter the list of orders to invoiced orders by clicking "
|
|
|
|
|
|
":guilabel:`Filters` and :guilabel:`Invoiced`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96
|
|
|
|
|
|
msgid "QR codes to generate invoices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customers can also request an invoice by scanning the **QR code** printed on"
|
|
|
|
|
|
" their receipt. Upon scanning, they must fill in a form with their billing "
|
|
|
|
|
|
"information and click :guilabel:`Get my invoice`. On the one hand, doing so "
|
|
|
|
|
|
"generates an invoice available for download. On the other hand, the order "
|
|
|
|
|
|
"status goes from :guilabel:`Paid` or :guilabel:`Posted` to "
|
|
|
|
|
|
":guilabel:`Invoiced` in the Odoo backend."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
|
|
|
|
|
msgid "order status change"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use this feature, you have to enable QR codes on receipts by going to "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select "
|
|
|
|
|
|
"the POS in the :guilabel:`Point of Sale` field, scroll down to the "
|
|
|
|
|
|
":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on "
|
|
|
|
|
|
"ticket`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/reporting.rst:3
|
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/reporting.rst:6
|
|
|
|
|
|
msgid "View statistics"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/reporting.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
|
|
|
|
|
|
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
|
|
|
|
|
|
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/reporting.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These statistics are available in a graph or pivot view that you can filter "
|
|
|
|
|
|
"or group depending on your needs."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
|
|
|
|
|
|
msgid "Restaurant features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Managing a restaurant or a bar comes with specific needs. The Point of Sale "
|
|
|
|
|
|
"application provides various features that allow performing all the required"
|
|
|
|
|
|
" tasks in such businesses."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:10
|
|
|
|
|
|
msgid "Once the POS is set to be used in a restaurant or a bar, you can:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`organize your floors and tables to reflect your interior "
|
|
|
|
|
|
"<restaurant/floors_tables>`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:13
|
|
|
|
|
|
msgid ":ref:`take orders <restaurant/orders>`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`communicate with the kitchen or the bar through the POS "
|
|
|
|
|
|
"<restaurant/kitchen_printing>`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`print bills in advance and split them <restaurant/bill_printing>`;"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:16
|
|
|
|
|
|
msgid ":doc:`collect tips <restaurant/tips>`; and"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`set different taxes for takeaway food <pricing/fiscal_position>`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:24
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msgid ""
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"To enable the restaurant and bar-specific features, go to "
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":menuselection:`Point of Sale --> Configuration --> Settings`, select the "
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"POS, and activate :guilabel:`Is a Bar/Restaurant`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:27
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msgid ""
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"These features are displayed in the :guilabel:`Restaurant & Bar` section."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst-1
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msgid "restaurant and bar-specific features"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:36
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msgid "Take orders"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:38
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msgid ""
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"Click a table to access the POS interface and start taking your customer's "
|
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"order. The system automatically associates the orders and the table, "
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"allowing you to add more items later and generate a bill specifically for "
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"that table's orders."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:42
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msgid ""
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"Once you have taken an order, click :guilabel:`Change table` to return to "
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"the floor plan view."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:45
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msgid ""
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"As soon as you click a table, the number of guests is automatically set to "
|
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"one. If you mistakenly select a table, click :guilabel:`Release table` to "
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"free it or :ref:`transfer the customer <floors_tables/transfer>` to another "
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"table."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
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msgid "Bills"
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
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|
msgid ""
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|
|
"Typical practices in restaurants or bars are to request the bill before "
|
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|
|
"proceeding to payment or splitting it based on the items ordered. Odoo POS "
|
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|
|
"provides two features to perform these tasks seamlessly: **Bill Printing** "
|
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"and **Bill Splitting**."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To activate the features, go to :menuselection:`Point of Sale --> "
|
|
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|
|
|
"Configuration --> Settings`, select the POS, and activate :guilabel:`Early "
|
|
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|
|
|
"Receipt Printing` and :guilabel:`Allow Bill Splitting` in the "
|
|
|
|
|
|
":guilabel:`Restaurant & Bar` section."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1
|
|
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|
|
msgid ""
|
|
|
|
|
|
"activate the bill printing and bill splitting features in the POS settings"
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21
|
|
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|
|
msgid "Bill printing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"From an open session, click :menuselection:`Bill --> Print` at any moment to"
|
|
|
|
|
|
" generate and print a bill."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The printed bill is **not** final and will be updated to reflect any changes"
|
|
|
|
|
|
" to the order."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30
|
|
|
|
|
|
msgid "Bill splitting"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From an open session, click :guilabel:`Split` to select the items to "
|
|
|
|
|
|
"regroup. Once everything is selected, click :guilabel:`Payment` and proceed "
|
|
|
|
|
|
"to checkout for these items. Repeat for each guest."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once you return to the table, the selected items are no longer on order, as "
|
|
|
|
|
|
"they have been paid for."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38
|
|
|
|
|
|
msgid "The feature is available as soon as at least two items are ordered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41
|
|
|
|
|
|
msgid ":doc:`floors_tables`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3
|
|
|
|
|
|
msgid "Floors and tables"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The **Floor plan view** enables you to manage restaurant floors and table "
|
|
|
|
|
|
"arrangements and monitor table status in real time, including occupancy, "
|
|
|
|
|
|
"reservations, and kitchen orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0
|
|
|
|
|
|
msgid "example of a floor plan view with visual keys to understand it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13
|
|
|
|
|
|
msgid "Table 1: An order has been placed and sent to the kitchen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Table 3: An order of four items has been placed and needs to be sent to the "
|
|
|
|
|
|
"kitchen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15
|
|
|
|
|
|
msgid "Tables 2, 4, and 5: These tables are available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and"
|
|
|
|
|
|
" 8 people."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17
|
|
|
|
|
|
msgid "Table 1: The table of two is full."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18
|
|
|
|
|
|
msgid "Table 3: The table of four is taken by one person."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19
|
|
|
|
|
|
msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25
|
|
|
|
|
|
msgid "From the POS backend"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create floors and tables from the backend, go to :menuselection:`Point of"
|
|
|
|
|
|
" Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to "
|
|
|
|
|
|
"create a floor. Name it, select the related point(s) of sales, and click "
|
|
|
|
|
|
":guilabel:`Add a line` to create a table. Name the table and assign a number"
|
|
|
|
|
|
" of seats. You can also link it to an appointment resource to make the table"
|
|
|
|
|
|
" bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & "
|
|
|
|
|
|
"New` to confirm."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
|
|
|
|
|
msgid "window to create a table in the POS backend"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The POS must be opened and :ref:`edited from the frontend "
|
|
|
|
|
|
"<floors_tables/frontend>` to create a map of your restaurant or bar "
|
|
|
|
|
|
"reflecting your actual floor plan."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create floors on the spot: :ref:`access your POS settings "
|
|
|
|
|
|
"<configuration/settings>`, type your floor name in the :guilabel:`Floor` "
|
|
|
|
|
|
"field of the :guilabel:`Floors & Tables Map` category, and press *enter*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0
|
|
|
|
|
|
msgid "setting to create floors from the POS settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53
|
|
|
|
|
|
msgid "From the POS frontend"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create floors and tables from the frontend, :ref:`open a POS session "
|
|
|
|
|
|
"<pos/session-start>`, click the hamburger menu icon :guilabel:`≡` in the "
|
|
|
|
|
|
"upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-"
|
|
|
|
|
|
"up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To "
|
|
|
|
|
|
"move it, select it and drag and drop it as desired. You can also modify the "
|
|
|
|
|
|
"attributes of the selected table, such as the number of seats by clicking "
|
|
|
|
|
|
":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color "
|
|
|
|
|
|
"using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To"
|
|
|
|
|
|
" duplicate an existing table, select it and click :guilabel:`COPY`. You can "
|
|
|
|
|
|
"also remove the table by clicking :guilabel:`DELETE`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After making all the necessary modifications, click :guilabel:`CLOSE` to "
|
|
|
|
|
|
"save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
|
|
|
|
|
msgid "the floor plan view in edit mode."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74
|
|
|
|
|
|
msgid "If no table is selected, the modifications are applied to the floor."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77
|
|
|
|
|
|
msgid "Removing a table or a floor cannot be undone."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82
|
|
|
|
|
|
msgid "Table transfer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To move customers from one table to another, select a table and click "
|
|
|
|
|
|
":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor"
|
|
|
|
|
|
" plan view, where you can choose the new table to which you want to transfer"
|
|
|
|
|
|
" the customers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you transfer customers, all of the orders they have placed and that are"
|
|
|
|
|
|
" linked to the original table are also transferred."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
|
|
|
|
|
|
msgid "Orders printing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Integrating printers in a restaurant or bar's workflow can enhance "
|
|
|
|
|
|
"communication and collaboration between the front-of-house and back-of-house"
|
|
|
|
|
|
" teams, leading to a more streamlined and efficient service."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15
|
|
|
|
|
|
msgid "Enable and create printers"
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17
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msgid ""
|
|
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|
|
|
"To enable sending orders to a kitchen or bar printer, go to "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down "
|
|
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|
|
|
"to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen "
|
|
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|
|
|
"Printers`. Type in a name for the printer in the :guilabel:`Printers` field "
|
|
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|
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"and click :guilabel:`Create and edit...` to open a setup form."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
|
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msgid ""
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|
|
"To get a list of all the printers already created or to modify an already "
|
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"created printer, click :guilabel:`--> Printers` and select the desired "
|
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|
|
"printer to open the setup form."
|
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msgstr ""
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
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msgid "settings to enable the kitchen printers"
|
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msgstr ""
|
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32
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msgid "Setup form"
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msgstr ""
|
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
|
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msgid ""
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|
"From the :ref:`setup form <kitchen_printing/enable>`, select the "
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":guilabel:`Printer Type` according to your installation:"
|
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msgstr ""
|
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
|
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msgid ""
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|
"If your printer is connected to an IoT box, select :guilabel:`Use a printer "
|
|
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|
|
"connected to the IoT Box` and select the device in the :guilabel:`IoT "
|
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|
|
"Device` field."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
|
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msgid ""
|
|
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|
|
"If you use an Epson printer that does not need an IoT box, select "
|
|
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|
|
":guilabel:`Use an Epson printer` and enter the printer's IP address in the "
|
|
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|
|
|
":guilabel:`Epson Printer IP Address` field."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43
|
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msgid ":doc:`/applications/general/iot/config/connect`"
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
|
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msgid ":doc:`/applications/general/iot/devices/printer`"
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45
|
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msgid ":doc:`../configuration/epos_ssc`"
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set your printer to print specific products based on their POS category. To "
|
|
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|
|
|
"do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product "
|
|
|
|
|
|
"Categories` field. If you leave this field empty, all products are sent to "
|
|
|
|
|
|
"the printer regardless of their POS category."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
|
|
|
|
|
msgid "setup form to configure a kitchen printer"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56
|
|
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|
|
msgid "Print orders"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From an open session, start taking an order and click :guilabel:`Order` to "
|
|
|
|
|
|
"send it to the bar or the kitchen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
|
|
|
|
|
msgid "order button from the POS UI to send orders to a kitchen or a bar"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When products can be printed, they appear in green in the cart, and the "
|
|
|
|
|
|
"order button turns green."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
|
|
|
|
|
|
msgid "Tips"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
|
|
|
|
|
|
":ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants "
|
|
|
|
|
|
"<../restaurant>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
|
|
|
|
|
|
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
|
|
|
|
|
|
" the page, select the POS in which you wish to allow **tipping**, scroll "
|
|
|
|
|
|
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
|
|
|
|
|
|
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
|
|
|
|
|
|
" The designated product will be used as a reference on customers' receipts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
|
|
|
|
|
msgid "enable tips in a POS"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25
|
|
|
|
|
|
msgid "Tip products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Tip products** can be created on the spot. To do so, enter a product's "
|
|
|
|
|
|
"name in the :ref:`Tip Product <configuration>` field and click "
|
|
|
|
|
|
":guilabel:`Create` or press **enter**. The product is automatically "
|
|
|
|
|
|
"configured to be used as a tip at the payment screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, if you wish to be able to select the tip product in a POS session, "
|
|
|
|
|
|
"you must activate the **Available in POS** setting. To do so, click "
|
|
|
|
|
|
":guilabel:`Create and edit...` to open the product configuration form. Then,"
|
|
|
|
|
|
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
|
|
|
|
|
|
"checkbox, and click :guilabel:`Save & Close`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you create a product to use as a tip, leave the **product type** as "
|
|
|
|
|
|
":guilabel:`Consumable` to avoid unnecessary inventory movements."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can only select one tip product per POS, but you can choose a different "
|
|
|
|
|
|
"one for each."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72
|
|
|
|
|
|
msgid "Tip using an Adyen terminal"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment "
|
|
|
|
|
|
"terminal and wish to enable **tips** using the terminal, check "
|
|
|
|
|
|
":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip "
|
|
|
|
|
|
"settings <configuration>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79
|
|
|
|
|
|
msgid "Tip after payment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you use a POS system in a bar or a restaurant, you can enable "
|
|
|
|
|
|
":guilabel:`Add tip after payment (North America specific)`. Doing so "
|
|
|
|
|
|
"generates a bill to print and complete manually by the customer and the "
|
|
|
|
|
|
"waiter. That bill indicates the tip value the customer chooses to give after"
|
|
|
|
|
|
" the payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use this feature, the selected payment method must have a bank journal "
|
|
|
|
|
|
"attributed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59
|
|
|
|
|
|
msgid "Add tips"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add tips to an order, :ref:`access the payment screen <pos/sell>` and "
|
|
|
|
|
|
"click :guilabel:`♥ Tip`. Then, enter the tipping amount, click "
|
|
|
|
|
|
":guilabel:`Confirm` to validate, and process the payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
|
|
|
|
|
msgid "tip popup window"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
|
|
|
|
|
|
"POS interface to add it to the cart. When selected, the product is "
|
|
|
|
|
|
"automatically set as a tip, and its default value equals its **Sales "
|
|
|
|
|
|
"Price**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"During checkout, select **Adyen** as the payment terminal, and send the "
|
|
|
|
|
|
"payment request to the device by clicking :guilabel:`Send`. The customers "
|
|
|
|
|
|
"are asked to enter the desired tipping amount on the terminal's screen "
|
|
|
|
|
|
"before proceeding to the payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
|
|
|
|
|
|
"Doing so generates a bill to complete by the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
|
|
|
|
|
msgid "tipping bill after payment to complete by customers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the following screen, click the percentage (:guilabel:`15%`, "
|
|
|
|
|
|
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
|
|
|
|
|
|
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
|
|
|
|
|
|
" the following order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
|
|
|
|
|
msgid "screen to select a tip amount to collect after payment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop.rst:5
|
|
|
|
|
|
msgid "Shop features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
|
|
|
|
|
|
msgid "Barcodes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Using a barcode scanner to process point-of-sale orders improves your "
|
|
|
|
|
|
"efficiency in providing quicker customer service. Barcode scanners can be "
|
|
|
|
|
|
"used both to scan products or to log employees into a POS session."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use a barcode scanner, you must enable the feature in the Inventory app. "
|
|
|
|
|
|
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
|
|
|
|
|
|
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1
|
|
|
|
|
|
msgid "barcode setting in the Inventory application"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Set up a barcode scanner "
|
|
|
|
|
|
"</applications/inventory_and_mrp/barcode/setup/hardware>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
|
|
|
|
|
|
msgid ""
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|
":doc:`Activate barcode scanners "
|
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|
|
"</applications/inventory_and_mrp/barcode/setup/software>`"
|
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|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
|
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|
|
msgid ""
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|
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|
|
|
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
|
|
|
|
|
|
" Sale** with products that have a barcode number assigned."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
|
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|
msgid "Assign barcodes"
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
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|
msgid "To your products"
|
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|
msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
|
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|
|
msgid ""
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|
|
|
|
|
"To use this feature in POS, your products must have barcodes assigned. To do"
|
|
|
|
|
|
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
|
|
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|
|
|
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
|
|
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|
|
|
"in the :guilabel:`General Information` tab."
|
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|
msgstr ""
|
|
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|
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|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
|
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|
msgid "To your employees"
|
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|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add an identification number to an employee, go to the **Employees** app "
|
|
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|
|
|
"and open an **employee form**. Choose an identification number for your "
|
|
|
|
|
|
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
|
|
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|
|
"Settings` tab."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
|
|
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|
|
|
msgid "Use barcodes"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
|
|
|
|
|
|
msgid "Scan products"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
|
|
|
|
|
|
"to the cart. To change the quantity, scan a product as many times as needed,"
|
|
|
|
|
|
" or click :guilabel:`Qty` and enter the number of products using the keypad."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also enter the barcode number manually in the search bar to look for"
|
|
|
|
|
|
" the product. Then, click it to add it to the cart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
|
|
|
|
|
|
msgid "Log employees"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can also use a barcode scanner to log your employees. To do so, "
|
|
|
|
|
|
":ref:`restrict access <employee_login/configuration>` to the POS and "
|
|
|
|
|
|
":ref:`use barcodes to log your employees in <employee_login/badge>` your "
|
|
|
|
|
|
"POS."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3
|
|
|
|
|
|
msgid "Customer display"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The **customer display** feature provides customers with real-time checkout "
|
|
|
|
|
|
"updates on a secondary display."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
|
|
|
|
|
|
msgid "customer screen"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Depending on your POS setup, the feature can be displayed :ref:`locally on a"
|
|
|
|
|
|
" secondary screen <customer_display/local>` or on :ref:`another monitor "
|
|
|
|
|
|
"connected to an IoT Box <customer_display/iot>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To activate the feature, go to the POS settings, scroll down to the "
|
|
|
|
|
|
":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer "
|
|
|
|
|
|
"Display` checkbox."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
|
|
|
|
|
|
msgid "customer display setting checkbox"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27
|
|
|
|
|
|
msgid "Local"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connect a second screen to your POS and :ref:`open a POS session "
|
|
|
|
|
|
"<pos/session-start>`. Then, click :guilabel:`Customer Screen` to open a new "
|
|
|
|
|
|
"window to drag and drop onto the second screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35
|
|
|
|
|
|
msgid "IoT box"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Connect an IoT box to your database and the second screen to the IoT box. "
|
|
|
|
|
|
"Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, "
|
|
|
|
|
|
"scroll down to the :guilabel:`Connected Devices` section, tick the "
|
|
|
|
|
|
":guilabel:`IoT Box` checkbox, and select the second monitor in the "
|
|
|
|
|
|
":guilabel:`Customer Display` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
|
|
|
|
|
|
msgid "iot setting to connect a customer display"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:46
|
|
|
|
|
|
msgid "Both devices need to be connected to the same local network."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49
|
|
|
|
|
|
msgid ":doc:`../../../general/iot/config/pos`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
|
|
|
|
|
|
msgid "Sales orders"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When working in retail, you might need to order products directly from your "
|
|
|
|
|
|
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
|
|
|
|
|
|
" Sales, meaning that you can create a sales order and pay for it directly "
|
|
|
|
|
|
"from your point of sale."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
|
|
|
|
|
|
msgid "Select a sales order"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the **Point of Sale** application, open a new session. Then, click on "
|
|
|
|
|
|
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
|
|
|
|
|
|
"sales orders created on the sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
|
|
|
|
|
msgid "Quotations and sales order button on the Point of Sale interface"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To ease finding the right sales order, you can filter that list on the "
|
|
|
|
|
|
"**customer** or on the **order reference**. You can also set the customer "
|
|
|
|
|
|
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
|
|
|
|
|
|
"particular customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
|
|
|
|
|
|
msgid "Apply a down payment or settle the order"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
|
|
|
|
|
|
msgid "From the list of sales order, select one to make a payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
|
|
|
|
|
msgid "list view of sales orders and quotations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
|
|
|
|
|
|
msgid "You can either:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
|
|
|
|
|
|
"payment`, enter the percentage of down payment you want the customer to pay."
|
|
|
|
|
|
" Then, click on :guilabel:`ok` and proceed with the order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
|
|
|
|
|
|
"pay for the total of the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once you settle a sales order, the applied down payment is automatically "
|
|
|
|
|
|
"deducted from the total amount."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
|
|
|
|
|
|
msgid "Serial numbers and lots"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Working with **serial numbers** and **lots** allows tracking your products' "
|
|
|
|
|
|
"movements. When products are tracked, the system identifies their location "
|
|
|
|
|
|
"based on their last movement."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
|
|
|
|
|
|
" Products`. Then, select a product and check the :guilabel:`Tracking By "
|
|
|
|
|
|
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
|
|
|
|
|
|
":guilabel:`Inventory` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
|
|
|
|
|
msgid "Enable traceability settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
|
|
|
|
|
|
msgid "Serial numbers and lots importation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can import serial numbers in Point of Sale. To do so, select a **sales "
|
|
|
|
|
|
"order** or a **quotation** containing tracked products. Then, agree to load "
|
|
|
|
|
|
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
|
|
|
|
|
msgid "Pop-up window for serial number import"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The imported tracking numbers appear below the tracked products. You can "
|
|
|
|
|
|
"modify them by clicking on the list-view button next to the products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
|
|
|
|
|
|
msgid ":doc:`../shop/sales_order`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
|
|
|
|
|
|
msgid "Serial numbers and lots creation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a tracked product is available in your POS, adding the product to the "
|
|
|
|
|
|
"cart opens a pop-up window where you can type or scan the product's serial "
|
|
|
|
|
|
"or lot numbers. To add more than one of the same tracked products, click on "
|
|
|
|
|
|
"**enter** to validate and start a new line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
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msgid "adding new serial and lots numbers"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
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msgid ""
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"Changing a tracked product's quantity using the numpad turns the list-view "
|
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"button red. Click on it to add the missing lot and serial numbers."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
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msgid ""
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":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
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"products but not mandatory. Meaning that not attributing some or any does "
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"**not** prevent from completing the sale."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
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msgid ""
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":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
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msgid ""
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":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3
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msgid "Ship later"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5
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msgid ""
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"The **Ship Later** feature allows you to sell products and schedule delivery"
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" at a later date. It is useful, for example, when a product is out of stock "
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"or so voluminous that it requires to be shipped, or if, for any reason, the "
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"customer needs their order to be shipped later, etc."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12
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msgid ""
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|
":ref:`Go to the POS settings <configuration/settings>`, scroll down to the "
|
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":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`."
|
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msgstr ""
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#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
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msgid "settings to enable and configure the ship later feature"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19
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msgid "Once activated, you can:"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21
|
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msgid ""
|
|
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|
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|
"Choose the location from where the products are shipped by selecting a "
|
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|
":guilabel:`Warehouse`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22
|
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|
msgid ""
|
|
|
|
|
|
"Define a :guilabel:`Specific route`, or leave this field empty to use the "
|
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|
"default route."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23
|
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msgid ""
|
|
|
|
|
|
"Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as "
|
|
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|
|
|
"possible` if the products can be delivered separately or :guilabel:`When all"
|
|
|
|
|
|
" products are ready` to ship all the products at once."
|
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msgstr ""
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34
|
|
|
|
|
|
msgid ":ref:`Open a session <pos/session-start>` and make a sale."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the payment screen, set a customer and select :guilabel:`Ship Later`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the popup window, set a shipping date and click :guilabel:`Confirm` to "
|
|
|
|
|
|
"proceed to payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
|
|
|
|
|
|
msgid "selecting ship later at checkout."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The system instantly creates a delivery order from the warehouse to the "
|
|
|
|
|
|
"shipping address."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The selected customer must have referenced an address in the system for "
|
|
|
|
|
|
"products to be shipped."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:3
|
|
|
|
|
|
msgid "Rental"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Rental* application provides comprehensive solutions to configure "
|
|
|
|
|
|
"and manage rentals."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Send quotations, confirm orders, schedule rentals, register products when "
|
|
|
|
|
|
"they are picked up and returned, and invoice customers from this single "
|
|
|
|
|
|
"platform."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:11
|
|
|
|
|
|
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:12
|
|
|
|
|
|
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:17
|
|
|
|
|
|
msgid "Dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon opening the *Rental* application, the :guilabel:`Rental Orders` "
|
|
|
|
|
|
"dashboard is revealed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Example of the Rental Orders dashboard available in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the default kanban view, all rentals are visible. Each rental card "
|
|
|
|
|
|
"displays the customer name, the price of the rental, the related sales order"
|
|
|
|
|
|
" number, along with the status of the rental."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Rental kanban cards that do **not** display a rental status means those "
|
|
|
|
|
|
"rentals have confirmed quotations, but have not been picked up yet."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the left sidebar, the :guilabel:`Rental Status` for each rental can be "
|
|
|
|
|
|
"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is "
|
|
|
|
|
|
"accessible. Clicking any option in the left sidebar filters the displayed "
|
|
|
|
|
|
"rentals on the dashboard."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:37
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17
|
|
|
|
|
|
msgid "Settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure additional rental delay costs, availability of rental items, or"
|
|
|
|
|
|
" minimum time of rental, navigate to :menuselection:`Rental app --> "
|
|
|
|
|
|
"Configuration --> Settings`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid "How the Settings page appears in the Odoo Rental application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Rental` section, there are options to configure "
|
|
|
|
|
|
":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There "
|
|
|
|
|
|
"is also the option to activate :guilabel:`Rental Transfers` and "
|
|
|
|
|
|
":guilabel:`Digital Documents`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:50
|
|
|
|
|
|
msgid ":guilabel:`Default Delay Costs` are additional costs for late returns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default Padding Time` represents the minimum amount of time "
|
|
|
|
|
|
"between two rentals."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Rental Transfers` means stock deliveries and receipts can be used"
|
|
|
|
|
|
" for rental orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Digital Documents` allows users to upload documents for customers"
|
|
|
|
|
|
" to sign prior to"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:54
|
|
|
|
|
|
msgid "confirming their rental."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Rent Online` section, there are options to configure a "
|
|
|
|
|
|
":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability "
|
|
|
|
|
|
"days`, or days during which pickup and return are not possible."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:61
|
|
|
|
|
|
msgid "Rental products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view all products that can rented in the database, navigate to "
|
|
|
|
|
|
":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be"
|
|
|
|
|
|
" Rented` search filter appears in the search bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Each product kanban card displays that product's name, rental price, and "
|
|
|
|
|
|
"product image (if applicable)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:70
|
|
|
|
|
|
msgid "Rental pricing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To adjust the rental pricing on a product, go to the :guilabel:`Products` "
|
|
|
|
|
|
"page in the *Rental* app, then select the desired product or click "
|
|
|
|
|
|
":guilabel:`New` to create a new product from scratch."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the product form, ensure the :guilabel:`Can be Rented` checkbox is "
|
|
|
|
|
|
"ticked. Then, open the :guilabel:`Rental prices` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If creating a rental product outside of the *Rental* app, just ensure the "
|
|
|
|
|
|
":guilabel:`Can be Rented` checkbox is ticked on the product form. By "
|
|
|
|
|
|
"default, this checkbox is ticked whenever a product is created directly in "
|
|
|
|
|
|
"the *Rental* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, "
|
|
|
|
|
|
"designate custom rental prices and rental periods for the product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
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#: ../../content/applications/sales/rental.rst:93
|
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|
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msgid ""
|
|
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|
|
|
"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a "
|
|
|
|
|
|
"*pricing period* (:dfn:`the unit of duration of the rental`) in the "
|
|
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|
|
|
":guilabel:`Period` column, or create a new pricing period by typing in the "
|
|
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|
|
|
"name and clicking :guilabel:`Create`."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/sales/rental.rst:97
|
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msgid ""
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|
"Next, decide whether or not to apply this custom rental price to a specific "
|
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":guilabel:`Pricelist`."
|
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msgstr ""
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|
#: ../../content/applications/sales/rental.rst:99
|
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msgid ""
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|
|
"Lastly, enter the desired :guilabel:`Price` for that specific "
|
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":guilabel:`Period`."
|
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msgstr ""
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|
#: ../../content/applications/sales/rental.rst:102
|
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msgid ""
|
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|
|
"There is no limit to how many pricing lines can be added. Multiple pricing "
|
|
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|
|
"options for rental products are typically used to give discounts for "
|
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|
|
"customers who agree to longer rental durations."
|
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msgstr ""
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|
#: ../../content/applications/sales/rental.rst:105
|
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msgid ""
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|
"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, "
|
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|
"and that row is deleted."
|
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msgstr ""
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#: ../../content/applications/sales/rental.rst:109
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msgid "Reservations"
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msgstr ""
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|
#: ../../content/applications/sales/rental.rst:111
|
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msgid ""
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|
|
"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` "
|
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|
|
"tab, there is the option to configure additional fines for any "
|
|
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|
|
|
":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to "
|
|
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|
|
|
"return a rental."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/rental.rst:115
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"There is also the option to set a :guilabel:`Security Time`, expressed in "
|
|
|
|
|
|
"hours, to make the rental product temporarily unavailable between two rental"
|
|
|
|
|
|
" orders. Such a feature may prove useful if maintenance or cleaning is "
|
|
|
|
|
|
"required between rentals."
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:120
|
|
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|
|
msgid "Price computing"
|
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msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/rental.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo always uses two rules to compute the price of a product when a rental "
|
|
|
|
|
|
"order is created:"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:124
|
|
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|
|
|
msgid "Only one price line is used."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:125
|
|
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|
|
msgid "The cheapest line is selected."
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:128
|
|
|
|
|
|
msgid "Consider the following rental pricing configuration for a product:"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:130
|
|
|
|
|
|
msgid "1 day: $100"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:131
|
|
|
|
|
|
msgid "3 days: $250"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:132
|
|
|
|
|
|
msgid "1 week: $500"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A customer wants to rent this product for eight days. What price will they "
|
|
|
|
|
|
"pay?"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After an order is created, Odoo selects the second line as this is the "
|
|
|
|
|
|
"cheapest option. The customer has to pay three times '3 days' to cover the "
|
|
|
|
|
|
"rental's eight days, for a total of $750."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:142
|
|
|
|
|
|
msgid "Rental orders"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a rental order in the *Rental* app, navigate to "
|
|
|
|
|
|
":menuselection:`Rental app --> Orders --> Orders`, and click "
|
|
|
|
|
|
":guilabel:`New`. Doing so reveals a blank rental order form to be filled in "
|
|
|
|
|
|
"accordingly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sample of a filled out rental order available in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Start by adding a :guilabel:`Customer`, then configure the desired duration "
|
|
|
|
|
|
"of the rental in the :guilabel:`Rental period` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To adjust the rental duration, click the first date in the :guilabel:`Rental"
|
|
|
|
|
|
" period` field, and select the range of dates to represent the rental "
|
|
|
|
|
|
"duration from the pop-up calendar form that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sample of a rental period calendar pop-up window in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:163
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once complete, click :guilabel:`Apply` in the calendar pop-up form. "
|
|
|
|
|
|
"Following that, the pop-up form disappears, and the designated time period "
|
|
|
|
|
|
"of the rental is represented in the :guilabel:`Duration` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:167
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking "
|
|
|
|
|
|
":guilabel:`Add a product`, and selecting the desired rental product to add "
|
|
|
|
|
|
"to the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:171
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a rental product is added *before* the :guilabel:`Rental period` field "
|
|
|
|
|
|
"has been properly configured, the user can *still* adjust the "
|
|
|
|
|
|
":guilabel:`Rental period` field accordingly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Simply select the desired range of dates to represent the duration of the "
|
|
|
|
|
|
"rental, then click :guilabel:`Update Rental Prices` in the "
|
|
|
|
|
|
":guilabel:`Duration` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The update rental prices option that appears in the Odoo Rental application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:181
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is "
|
|
|
|
|
|
"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price "
|
|
|
|
|
|
"accordingly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:184
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all the information has been entered correctly on the rental order "
|
|
|
|
|
|
"form, click the :guilabel:`Send by Email` button to send the quotation to "
|
|
|
|
|
|
"the customer, or click the :guilabel:`Confirm` button to confirm the order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:189
|
|
|
|
|
|
msgid "Customer signature"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon confirming a rental order, the :guilabel:`Sign Documents` button "
|
|
|
|
|
|
"appears. This gives the ability to request the customer sign a rental "
|
|
|
|
|
|
"agreement, outlining the arrangement between the company and customer, "
|
|
|
|
|
|
"*before* they pick up the rental product(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Such documents can ensure everything is returned on-time and in its original"
|
|
|
|
|
|
" condition."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:198
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Sign Documents` button/option **only** appears if the "
|
|
|
|
|
|
":guilabel:`Digital Documents` feature has been activated in the *Rental* "
|
|
|
|
|
|
"application settings. To do so, navigate to :menuselection:`Rental app --> "
|
|
|
|
|
|
"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and "
|
|
|
|
|
|
"click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This feature also requires the :doc:`Sign <../productivity/sign>` app. If "
|
|
|
|
|
|
"necessary, Odoo automatically installs it after activating the "
|
|
|
|
|
|
":guilabel:`Digital Documents` setting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To request a customer signature on a rental agreement, select a confirmed "
|
|
|
|
|
|
"rental order, and click the :guilabel:`Sign Documents` button to reveal a "
|
|
|
|
|
|
":guilabel:`Sign Documents` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Sign Documents pop-up window that appears in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:214
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From here, select the desired document from the :guilabel:`Document "
|
|
|
|
|
|
"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a "
|
|
|
|
|
|
":guilabel:`New Signature Request` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The New Signature Request pop-up window that appears in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:221
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon confirming the information in the :guilabel:`New Signature Request` "
|
|
|
|
|
|
"pop-up form, click :guilabel:`Sign Now` to initiate the signing process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:224
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A separate page is then revealed, showcasing the document to be signed, "
|
|
|
|
|
|
"which is accessible to the customer via the customer portal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:227
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo guides the customer through the signing process with clear, clickable "
|
|
|
|
|
|
"indicators, and allows them to create electronic signatures to quickly "
|
|
|
|
|
|
"complete the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The adopt your signature pop-up window that appears in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:234
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the document has been signed and completed, click the "
|
|
|
|
|
|
":guilabel:`Validate & Send Completed Document` button at the bottom of the "
|
|
|
|
|
|
"document."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The validate and send completed document button in the Odoo Rental "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:241
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon clicking the :guilabel:`Validate & Send Completed Document` button, "
|
|
|
|
|
|
"Odoo presents the option to download the signed document for record-keeping "
|
|
|
|
|
|
"purposes, if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:245
|
|
|
|
|
|
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/rental.rst:250
|
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|
msgid "Pickup products"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/rental.rst:252
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a customer picks up the product(s), navigate to the appropriate rental "
|
|
|
|
|
|
"order, click the :guilabel:`Pickup` button, and then click "
|
|
|
|
|
|
":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that "
|
|
|
|
|
|
"appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:256
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so places a :guilabel:`Picked-up` status banner on the rental order."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:259
|
|
|
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|
|
msgid "Return products"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:261
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a customer returns the product(s), navigate to the appropriate rental "
|
|
|
|
|
|
"order, click the :guilabel:`Return` button, and validate the return by "
|
|
|
|
|
|
"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up "
|
|
|
|
|
|
"form that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:265
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so places a :guilabel:`Returned` status banner on the rental order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:268
|
|
|
|
|
|
msgid "Print pickup and return receipts"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:270
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pickup and return receipts can be printed for customers when they pick up "
|
|
|
|
|
|
"and/or return rental products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:273
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To print pickup and/or return receipts, navigate to the appropriate rental "
|
|
|
|
|
|
"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pickup and return receipt print option in the Odoo Rental application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:280
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From this drop-down menu, hover over the :guilabel:`Print` option to reveal "
|
|
|
|
|
|
"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/rental.rst:283
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo generates and downloads a PDF, detailing all information about the "
|
|
|
|
|
|
"current status of the rented item(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Odoo Sales** is the application to run your sales process (from quotation "
|
|
|
|
|
|
"to sales order) and deliver and invoice what has been sold."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector.rst:5
|
|
|
|
|
|
msgid "Amazon Connector"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
|
|
|
|
|
|
msgid "Amazon Connector features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which "
|
|
|
|
|
|
"considerably reduces the amount of time spent manually entering Amazon "
|
|
|
|
|
|
"orders (from the Amazon Seller account) into Odoo. It also allows users to "
|
|
|
|
|
|
"accurately keep track of Amazon sales in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
|
|
|
|
|
|
msgid "Supported features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
|
|
|
|
|
|
msgid "The Amazon Connector is able to:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and "
|
|
|
|
|
|
"their order items, which include:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
|
|
|
|
|
|
msgid "product name, description, and quantity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
|
|
|
|
|
|
msgid "shipping costs for the product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
|
|
|
|
|
|
msgid "gift wrapping charges"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create any missing partner related to an order in Odoo (contact types "
|
|
|
|
|
|
"supported: contact and delivery address)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:24
|
|
|
|
|
|
msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Synchronize (Odoo to Amazon) all available quantities of your products "
|
|
|
|
|
|
"(FBM)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:28
|
|
|
|
|
|
msgid "Support multiple seller accounts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:30
|
|
|
|
|
|
msgid "Support multiple marketplaces per seller account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following table lists capabilities provided by Odoo when using the "
|
|
|
|
|
|
"Amazon Connector:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
|
|
|
|
|
msgid "Fulfilled By Amazon (FBA)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
|
|
|
|
|
msgid "Fulfilled By Merchant (FBM)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
|
|
|
|
|
msgid "**Orders**"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
|
|
|
|
|
msgid "Synchronize shipped and canceled orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
|
|
|
|
|
msgid "Synchronize unshipped and canceled orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
|
|
|
|
|
msgid "**Shipping**"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Shipping cost is computed by Amazon, and included in the synchronized order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Shipping cost is computed by Amazon and included in the synchronized orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:44
|
|
|
|
|
|
msgid "Shipping done by Amazon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A delivery order is automatically created in Odoo for each new order. Once "
|
|
|
|
|
|
"it has been processed in Odoo, the status is then synchronized in Amazon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
|
|
|
|
|
|
msgid "**Gift Wrapping**"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
|
|
|
|
|
|
msgid "Handled by Amazon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Cost is computed by Amazon, and included in the synchronized order. Gift "
|
|
|
|
|
|
"message is added on a line of the order and on the delivery order. Then it "
|
|
|
|
|
|
"is up to the user."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
|
|
|
|
|
|
msgid "**Stock Management**"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Managed by Amazon, and synchronized with a virtual location to follow it in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
|
|
|
|
|
|
msgid "Managed in Odoo Inventory app, and synchronized with Amazon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
|
|
|
|
|
|
msgid "**Delivery Notifications**"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
|
|
|
|
|
|
msgid "Send by Amazon, based on delivery status synchronized from Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The stock synchronization does **not** currently support selling the same "
|
|
|
|
|
|
"product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled "
|
|
|
|
|
|
"By Amazon)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:69
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At times, when stock is sent for all products, it triggers a stock problem "
|
|
|
|
|
|
"with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By "
|
|
|
|
|
|
"Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:73
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, "
|
|
|
|
|
|
"instead of taking from their own warehouse. Odoo developers are currently "
|
|
|
|
|
|
"working on resolving this issue to avoid future discrepancies."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Amazon Connector is designed to synchronize the data of sales orders. "
|
|
|
|
|
|
"Other actions, such as downloading monthly fees reports, handling disputes, "
|
|
|
|
|
|
"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as"
|
|
|
|
|
|
" usual."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As of February 19, 2024, in North American marketplaces, :abbr:`FBA "
|
|
|
|
|
|
"(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not "
|
|
|
|
|
|
"get the customer's name passed onto the sales/delivery order in Odoo. This "
|
|
|
|
|
|
"is due to the fact that Amazon now calculates, and remits, sales tax on "
|
|
|
|
|
|
"behalf of sellers. In other words, personally identifiable customer "
|
|
|
|
|
|
"information is not transmitted to the seller any longer, after a :abbr:`FBA "
|
|
|
|
|
|
"(Fulfilled by Amazon)` order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:92
|
|
|
|
|
|
msgid "Supported marketplaces"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a marketplace is not listed in your Amazon marketplaces, it's possible to"
|
|
|
|
|
|
" :ref:`add a new marketplace <amazon/add-new-marketplace>`."
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:98
|
|
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|
|
msgid "**North America region**"
|
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|
|
|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
|
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|
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msgid "Canada"
|
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|
|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
|
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|
msgid "Amazon.ca"
|
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|
|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
|
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|
msgid "Mexico"
|
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|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
|
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msgid "Amazon.com.mx"
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:104
|
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msgid "US"
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:104
|
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|
|
msgid "Amazon.com"
|
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|
msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:108
|
|
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|
|
msgid "**Europe region**"
|
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|
|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
|
|
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|
|
msgid "Germany"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
|
|
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|
|
msgid "Amazon.de"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
|
|
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|
|
|
msgid "Spain"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
|
|
|
|
|
|
msgid "Amazon.es"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
|
|
|
|
|
|
msgid "France"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
|
|
|
|
|
|
msgid "Amazon.fr"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
|
|
|
|
|
|
msgid "UK"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
|
|
|
|
|
|
msgid "Amazon.co.uk"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
|
|
|
|
|
|
msgid "Italy"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
|
|
|
|
|
|
msgid "Amazon.it"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:120
|
|
|
|
|
|
msgid "Netherlands"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:120
|
|
|
|
|
|
msgid "Amazon.nl"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:124
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:208
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8
|
|
|
|
|
|
msgid ":doc:`setup`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/features.rst:125
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:155
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9
|
|
|
|
|
|
msgid ":doc:`manage`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
|
|
|
|
|
|
msgid "Amazon order management"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
|
|
|
|
|
|
msgid "Order synchronization"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Orders are automatically fetched from Amazon, and synchronized in Odoo, at "
|
|
|
|
|
|
"regular intervals."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The synchronization is based on the Amazon status: only orders whose status "
|
|
|
|
|
|
"has changed since the last synchronization are fetched from Amazon. This "
|
|
|
|
|
|
"includes changes on either end (Amazon or Odoo)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are "
|
|
|
|
|
|
"fetched."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and "
|
|
|
|
|
|
"*Canceled* orders. For each synchronized order, a sales order and customer "
|
|
|
|
|
|
"are created in Odoo (if the customer is not already registered in the "
|
|
|
|
|
|
"database)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When an order is canceled in Amazon, and was already synchronized in Odoo, "
|
|
|
|
|
|
"the corresponding sales order is automatically canceled in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
|
|
|
|
|
|
msgid "Force synchronization"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to force the synchronization of an order, whose status has **not** "
|
|
|
|
|
|
"changed since the previous synchronization, start by activating the "
|
|
|
|
|
|
":ref:`developer mode <developer-mode>`. This includes changes on either end "
|
|
|
|
|
|
"(Amazon or Odoo)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> "
|
|
|
|
|
|
"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
|
|
|
|
|
|
"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> "
|
|
|
|
|
|
"Last Order Sync`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Be sure to pick a date that occurs prior to the last status change of the "
|
|
|
|
|
|
"desired order to synchronize and save. This will ensure synchronization "
|
|
|
|
|
|
"occurs correctly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To immediately synchronize the orders of an Amazon account, switch to "
|
|
|
|
|
|
":ref:`developer mode <developer-mode>`, head to the Amazon account in Odoo, "
|
|
|
|
|
|
"and click :guilabel:`Sync Orders`. The same can be done with pickings by "
|
|
|
|
|
|
"clicking :guilabel:`Sync Pickings`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:56
|
|
|
|
|
|
msgid "Manage deliveries in FBM"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a "
|
|
|
|
|
|
"picking is instantly created in the *Inventory* app, along with a sales "
|
|
|
|
|
|
"order and customer record. Then, decide to either ship all the ordered "
|
|
|
|
|
|
"products to the customer at once, or ship products partially using "
|
|
|
|
|
|
"backorders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a picking related to the order is confirmed, a notification is then "
|
|
|
|
|
|
"sent to Amazon, who, in turn, notifies the customer that the order (or a "
|
|
|
|
|
|
"part of it) is on its way."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Amazon requires users to provide a tracking reference with each delivery. "
|
|
|
|
|
|
"This is needed to assign a carrier."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the carrier doesn't automatically provide a tracking reference, one must "
|
|
|
|
|
|
"be set manually. This rule applies to all Amazon marketplaces."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the chosen carrier isn't supported by Odoo, a carrier with the same name "
|
|
|
|
|
|
"can still be created (e.g. create a carrier named `easyship`). The name used"
|
|
|
|
|
|
" is **not** case sensitive, but be mindful to avoid typos. If there are "
|
|
|
|
|
|
"typos, Amazon will **not** recognize them. Next, create a delivery carrier "
|
|
|
|
|
|
"named `Self Delivery` to inform Amazon that the user will make the "
|
|
|
|
|
|
"deliveries. Even with this route, a tracking reference still **must** be "
|
|
|
|
|
|
"entered. Remember, the customer is notified by email about the delivery, and"
|
|
|
|
|
|
" the carrier, along with the tracking reference, are displayed in the email "
|
|
|
|
|
|
"to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87
|
|
|
|
|
|
msgid "Manage errors when synchronizing deliveries"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sometimes, Amazon can fail to correctly process all the information sent by "
|
|
|
|
|
|
"Odoo. In this case, Odoo sends an email listing all the shipments that "
|
|
|
|
|
|
"failed and the errors Amazon sent with them. In addition, these shipments "
|
|
|
|
|
|
"are flagged with a :guilabel:`Synchronization with Amazon failed` tag."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Usually, the error can be corrected directly in the Amazon backend or in "
|
|
|
|
|
|
"Odoo. If the problem is corrected in Odoo, synchronize the shipment again "
|
|
|
|
|
|
"using the :guilabel:`Retry Amazon Sync` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It might happen that Odoo receives a notification from Amazon saying that "
|
|
|
|
|
|
"some delivery information was not processed, but without specifying which "
|
|
|
|
|
|
"shipments were affected. In that case, all the shipments in an unknown state"
|
|
|
|
|
|
" will be treated as if they failed to synchronize. Once Odoo receives a "
|
|
|
|
|
|
"notification from Amazon saying that a shipment was processed, its tag will "
|
|
|
|
|
|
"change to :guilabel:`Synchronized with Amazon`. To speed up this process, on"
|
|
|
|
|
|
" your Amazon account, click on :guilabel:`Sync Orders` to manually "
|
|
|
|
|
|
"synchronize these orders, or click on :guilabel:`Recover Order` and enter "
|
|
|
|
|
|
"the relevant Amazon Order Reference."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:106
|
|
|
|
|
|
msgid "Follow deliveries in FBA"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
|
|
|
|
|
|
"move is recorded in the *Inventory* app for each sales order item. That way,"
|
|
|
|
|
|
" it's saved in the system."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Inventory managers can access these stock moves by navigating to "
|
|
|
|
|
|
":menuselection:`Inventory app --> Reporting --> Moves History`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For FBA orders, the stock move is automatically created in Odoo by the "
|
|
|
|
|
|
"Amazon connector, thanks to the shipping status of Amazon. When sending new "
|
|
|
|
|
|
"products to Amazon, the user should manually create a picking (delivery "
|
|
|
|
|
|
"order) to transfer these products from their warehouse to the Amazon "
|
|
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|
|
"location."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:119
|
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|
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msgid ""
|
|
|
|
|
|
"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after "
|
|
|
|
|
|
"replenishing stock. An automated replenishment from reordering rules can "
|
|
|
|
|
|
"also be triggered on the Amazon location."
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122
|
|
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|
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msgid ""
|
|
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|
|
"The Amazon location is configurable by accessing the Amazon account managed "
|
|
|
|
|
|
"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales"
|
|
|
|
|
|
" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> "
|
|
|
|
|
|
"Amazon Accounts`."
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:126
|
|
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|
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msgid ""
|
|
|
|
|
|
"All accounts of the same company use the same Amazon location, by default. "
|
|
|
|
|
|
"However, it is possible to follow the stock filtered by marketplace."
|
|
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|
|
msgstr ""
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|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:129
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"To do that, first remove the marketplace, where the desired stock to follow "
|
|
|
|
|
|
"separately can be found, from the list of synchronized marketplaces, which "
|
|
|
|
|
|
"can be found by navigating to :menuselection:`Sales app --> Configuration "
|
|
|
|
|
|
"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`."
|
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:134
|
|
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|
|
msgid ""
|
|
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|
|
|
"Next, create another registration for this account, and remove all "
|
|
|
|
|
|
"marketplaces--- **except** the marketplace this is desired to be isolated "
|
|
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|
|
|
"from the others."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, assign another stock location to the second registration of the "
|
|
|
|
|
|
"account."
|
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140
|
|
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|
|
|
msgid "Invoice and register payments"
|
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:143
|
|
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|
|
|
msgid "Issue invoices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:145
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Due to Amazon's policy of not sharing customer email addresses, it is "
|
|
|
|
|
|
"**not** possible to send invoices directly to Amazon customers from Odoo. "
|
|
|
|
|
|
"However, it **is** possible to manually upload the generated invoices from "
|
|
|
|
|
|
"Odoo to the Amazon back-end."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additionally, for B2B clients, it is currently required to manually retrieve"
|
|
|
|
|
|
" VAT numbers from the Amazon back-end **before** creating an invoice in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: "
|
|
|
|
|
|
"invoices created from Amazon sales orders are **not** synchronized with "
|
|
|
|
|
|
"TaxCloud, since Amazon already includes them in its own tax report to "
|
|
|
|
|
|
"TaxCloud."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:158
|
|
|
|
|
|
msgid "TaxCloud integration will be decommissioned in Odoo 17+."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:161
|
|
|
|
|
|
msgid "Register payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:163
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* "
|
|
|
|
|
|
"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* "
|
|
|
|
|
|
"intermediary account is recommended."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additionally, as Amazon makes a single monthly payment, selecting all the "
|
|
|
|
|
|
"invoices linked to a single payment is necessary when registering payments."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon "
|
|
|
|
|
|
"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment "
|
|
|
|
|
|
"Method`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select all the generated payments, and click :menuselection:`Actions "
|
|
|
|
|
|
"--> Create batch payment --> Validate`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This same action can be performed with vendor bills from Amazon dedicated to"
|
|
|
|
|
|
" commissions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the balance is received in the bank account at the end of the month, "
|
|
|
|
|
|
"and the bank statements are recorded, credit the Amazon intermediary account"
|
|
|
|
|
|
" by the amount received."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182
|
|
|
|
|
|
msgid "Follow Amazon sales in sales reporting"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the Amazon account profile in Odoo, a sales team is set under the "
|
|
|
|
|
|
":guilabel:`Order Follow-up` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:187
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This gives quick access to important metrics related to sales reporting. By "
|
|
|
|
|
|
"default, the Amazon account's sales team is shared between all of the "
|
|
|
|
|
|
"company's accounts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:190
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If desired, the sales team on the account can be changed for another, in "
|
|
|
|
|
|
"order to perform a separate reporting for the sales of this account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:194
|
|
|
|
|
|
msgid "It is also possible to perform reporting on a per-marketplace basis."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"First, remove the desired marketplace from the list of synchronized "
|
|
|
|
|
|
"marketplaces."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:198
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the list of synchronized marketplaces in Odoo, navigate to "
|
|
|
|
|
|
":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> "
|
|
|
|
|
|
"Amazon Sync --> Amazon Accounts`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:201
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, create another registration for this account, and remove all other "
|
|
|
|
|
|
"marketplaces **except** the one to isolate."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, assign another sales team to one of the two registrations of the "
|
|
|
|
|
|
"account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:207
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:154
|
|
|
|
|
|
msgid ":doc:`features`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
|
|
|
|
|
|
msgid "Amazon Connector configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo allows users to register an Amazon seller account in the database, but "
|
|
|
|
|
|
"the user **must** have a paid Amazon Seller account prior to completing the "
|
|
|
|
|
|
"configuration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set up a paid Seller account on Amazon by first logging into the Amazon "
|
|
|
|
|
|
"platform, and navigating to :menuselection:`Account \\& Lists --> Start a "
|
|
|
|
|
|
"Selling Account` from the drop-down menu located in the header section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process "
|
|
|
|
|
|
"and finally proceed to follow the instructions below to register and link "
|
|
|
|
|
|
"that Amazon Seller account in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:16
|
|
|
|
|
|
msgid "`Sell with Amazon <https://www.amazon.com/b/?node=12766669011>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:19
|
|
|
|
|
|
msgid "Connect Amazon Seller account to Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To connect an Amazon Seller account in Odoo, navigate to "
|
|
|
|
|
|
":menuselection:`Sales app --> Configuration --> Settings --> Connectors "
|
|
|
|
|
|
"section`, activate the :guilabel:`Amazon Sync` feature, and click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, return to :menuselection:`Sales app --> Configuration --> Settings -->"
|
|
|
|
|
|
" Connectors section`, and click on the :guilabel:`Amazon Accounts` link "
|
|
|
|
|
|
"under the :guilabel:`Amazon Sync` setting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, "
|
|
|
|
|
|
"click :guilabel:`New` to create and link a new Amazon account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the blank :guilabel:`Amazon Account` form page, start by choosing a name "
|
|
|
|
|
|
"for the account (e.g. `American Marketplace`). Then, in the "
|
|
|
|
|
|
":guilabel:`Credentials` tab, select the marketplace on which the seller "
|
|
|
|
|
|
"account was initially created from the :guilabel:`Home Marketplace` drop-"
|
|
|
|
|
|
"down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
|
|
|
|
|
msgid "A typical Amazon Account form page in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After saving, the field in the :guilabel:`Credentials` tab is replaced by a "
|
|
|
|
|
|
":guilabel:`Link with Amazon` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A typical Amazon Account form page and Link with Amazon button in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking that button redirects to either the Amazon login page, or directly "
|
|
|
|
|
|
"to the required consent page, if the user is already logged in to Amazon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:55
|
|
|
|
|
|
msgid "On the login page, log in to the desired Amazon seller account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the consent page, confirm that Amazon is allowed to give Odoo access to "
|
|
|
|
|
|
"the account and related data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon confirmation, Amazon returns the user to Odoo, and the account has been"
|
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|
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" registered."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:62
|
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|
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msgid ""
|
|
|
|
|
|
"With the Amazon account successfully registered, the marketplaces available "
|
|
|
|
|
|
"to this specific account are synchronized with Odoo and listed under the "
|
|
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|
|
|
":guilabel:`Marketplaces` tab."
|
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|
|
msgstr ""
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|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:65
|
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msgid ""
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|
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|
|
|
"If desired, remove items from the list of synchronized marketplaces to "
|
|
|
|
|
|
"disable synchronization."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:68
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msgid "Amazon orders in Odoo"
|
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|
msgstr ""
|
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|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:70
|
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|
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msgid ""
|
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|
|
"When an Amazon order is synchronized, up to three line items are created on "
|
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|
|
|
"the sales order in Odoo. Each one represents a product sold on Amazon: one "
|
|
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|
|
"for the product that was sold on Amazon Marketplace, one for the shipping "
|
|
|
|
|
|
"charges (if any), and one for the gift wrapping charges (if any)."
|
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|
|
msgstr ""
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|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
|
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msgid ""
|
|
|
|
|
|
"The selection of a database product for a sales order item is done by "
|
|
|
|
|
|
"matching its :guilabel:`Internal Reference` (a customizable product "
|
|
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|
|
|
"reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for "
|
|
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|
|
|
"marketplace items, the Amazon *Shipping Code* for delivery charges, and the "
|
|
|
|
|
|
"Amazon *Gift Wrapping* code for gift wrapping charges."
|
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:81
|
|
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|
|
msgid ""
|
|
|
|
|
|
"For marketplace products, pairings are saved as *Amazon Offers*, which are "
|
|
|
|
|
|
"listed under the :guilabel:`Offers` smart button on the account form."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
|
|
|
|
|
msgid "The Amazon Offers smart button on the account form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Offers are automatically created when the pairing is established, and "
|
|
|
|
|
|
"they're used for subsequent orders to lookup SKUs. If no offer with a "
|
|
|
|
|
|
"matching SKU is found, :ref:`the internal reference is used instead "
|
|
|
|
|
|
"<amazon/matching>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It's possible to force the pairing of a marketplace item with a specific "
|
|
|
|
|
|
"product, by changing either the product or the SKU of an offer to ensure "
|
|
|
|
|
|
"they match. The offer can be manually created if it was not automatically "
|
|
|
|
|
|
"done yet."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This is useful if the internal reference is not used as the SKU, or if the "
|
|
|
|
|
|
"product sells under different conditions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If no database product with a matching internal reference is found for a "
|
|
|
|
|
|
"given Amazon SKU or gift wrapping code, then a default database product, "
|
|
|
|
|
|
"*Amazon Sale*, is used. The same is done with the default product *Amazon "
|
|
|
|
|
|
"Shipping* if no database product is found for a given Amazon shipping code."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To modify default products, activate the :ref:`developer mode <developer-"
|
|
|
|
|
|
"mode>`, and navigate to :menuselection:`Sales app --> Configuration --> "
|
|
|
|
|
|
"Settings --> Connectors --> Amazon Sync --> Default Products`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:110
|
|
|
|
|
|
msgid "Product tax configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
|
|
|
|
|
|
"the sales order items are those set on the product, or determined by the "
|
|
|
|
|
|
"fiscal position."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure to have the correct taxes set on your products in Odoo, or have it"
|
|
|
|
|
|
" done by a fiscal position, to avoid discrepancies in the subtotals between "
|
|
|
|
|
|
"*Amazon Seller Central* and Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As Amazon does not necessarily apply the same taxes as those configured in "
|
|
|
|
|
|
"Odoo, it may happen that order totals differ by a few cents between Odoo and"
|
|
|
|
|
|
" *Amazon Seller Central*. Those differences can be resolved with a write-off"
|
|
|
|
|
|
" when reconciling the payments in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:126
|
|
|
|
|
|
msgid "Add a new marketplace"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All marketplaces are supported by the Amazon Connector. To add a new "
|
|
|
|
|
|
"marketplace, proceed as follows:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:131
|
|
|
|
|
|
msgid "Activate the :ref:`developer mode <developer-mode>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to :menuselection:`Sales app --> Configuration --> Settings --> "
|
|
|
|
|
|
"Connectors --> Amazon Sync --> Amazon Marketplaces`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:134
|
|
|
|
|
|
msgid "Click :guilabel:`New` to create a new marketplace record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:135
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select "
|
|
|
|
|
|
"the :guilabel:`Amazon Region` for your marketplace as described in the "
|
|
|
|
|
|
"`Amazon Documentation for marketplace IDs and regions <https://developer-"
|
|
|
|
|
|
"docs.amazon.com/sp-api/docs/marketplace-ids>`_, and the :guilabel:`Seller "
|
|
|
|
|
|
"Central URL` as described in the `Amazon Documentation for seller central "
|
|
|
|
|
|
"URLs <https://developer-docs.amazon.com/sp-api/docs/seller-central-urls>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily "
|
|
|
|
|
|
"retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the "
|
|
|
|
|
|
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
|
|
|
|
|
|
"respectively hold the *Marketplace ID*, the selected Amazon region, and the "
|
|
|
|
|
|
"*Seller Central URL* values from the Amazon Documentation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the marketplace is saved, update the Amazon Account configuration by "
|
|
|
|
|
|
"going to :menuselection:`Sales app --> Configuration --> Settings --> "
|
|
|
|
|
|
"Connectors --> Amazon Sync --> Amazon Accounts`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select the account on which to use the new marketplace, go to the "
|
|
|
|
|
|
":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available "
|
|
|
|
|
|
"marketplaces`. An animation should confirm the success of the operation. "
|
|
|
|
|
|
"Newly added marketplaces are automatically added to the list of synchronized"
|
|
|
|
|
|
" marketplaces. If the new marketplace is not added to the list, it means "
|
|
|
|
|
|
"that it is either incompatible or unavailable for the seller account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector.rst:5
|
|
|
|
|
|
msgid "eBay Connector"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3
|
|
|
|
|
|
msgid "Linking existing listings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the eBay account is linked existing listings from within the eBay "
|
|
|
|
|
|
"seller account need to be added manually to the Odoo product listings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The process will be as follows: - Turn off eBay scheduled actions - Add "
|
|
|
|
|
|
"products and link listings - Turn on eBay scheduled actions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6
|
|
|
|
|
|
msgid "To learn more about the eBay connector visit these pages as well:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19
|
|
|
|
|
|
msgid ":doc:`troubleshooting`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21
|
|
|
|
|
|
msgid "Turn off eBay scheduled actions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To start linking existing listings in eBay, first turn off the eBay "
|
|
|
|
|
|
"notifications in the scheduled actions in Odoo. The reason for this is so "
|
|
|
|
|
|
"that no orders or eBay data syncs during this process. The "
|
|
|
|
|
|
":guilabel:`Scheduled Actions` can be accessed by first activating "
|
|
|
|
|
|
":ref:`developer mode <developer-mode>`. After doing so, go to "
|
|
|
|
|
|
":menuselection:`Settings --> Technical --> Automation --> Scheduled "
|
|
|
|
|
|
"Actions`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`../../../general/developer_mode` must be activated to ensure the "
|
|
|
|
|
|
"technical menu appears for the user."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Disabling scheduled actions enables users to sync and validate eBay data "
|
|
|
|
|
|
"before receiving orders. The following are descriptions of scheduled actions"
|
|
|
|
|
|
" that need to be temporarily deactivated:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo"
|
|
|
|
|
|
" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order "
|
|
|
|
|
|
"reference` field). This command also updates existing orders, where changes "
|
|
|
|
|
|
"we made in eBay. New and updated orders are then placed in draft mode. "
|
|
|
|
|
|
"Customers will be created if they are not already in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eBay: update categories`: eBay will push updated monthly "
|
|
|
|
|
|
"categories (only up to fourth layer; a manual update required for the rest)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To toggle off the eBay notification, select the entry from the "
|
|
|
|
|
|
":guilabel:`Scheduled Actions` list. Then, on the page, click the "
|
|
|
|
|
|
":guilabel:`Active` toggle button to turn it off."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48
|
|
|
|
|
|
msgid "Sync eBay categories"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To ensure that Odoo's eBay products have all the categories available on "
|
|
|
|
|
|
"eBay, the eBay categories should be synced to Odoo next."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53
|
|
|
|
|
|
msgid ""
|
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"Navigate to :menuselection:`Settings --> Technical --> Automation --> "
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"Scheduled Actions`. Click into the scheduled action labeled: "
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|
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":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:58
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msgid ""
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"Odoo only recognizes eBay category paths up to four layers deep. If a "
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"product has a listing of more than four, the category field will only "
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"populate up to the fourth layer."
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:61
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msgid ""
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"If product categories beyond four paths are required, users need to manually"
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" add those paths. This has historically been done by getting a list of all "
|
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|
|
"product categories beyond 4 paths, manually importing them into the Product "
|
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|
"Category model in Odoo, then linking them individually to the product."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:66
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msgid ""
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"Users can import the remaining product categories into the eBay product "
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|
|
"categories manually using using the :guilabel:`Action` menu and "
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":guilabel:`Import` feature."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:70
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msgid "Link eBay listings"
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:72
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msgid ""
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"To add eBay listings in Odoo, either manually add products, using a listing "
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"ID, or establish an automatic listing link between Odoo and eBay."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:76
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msgid ""
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|
"For more information on listing a product from scratch visit: :ref:`How to "
|
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|
|
"list a product? <ebay-connector/listing>`"
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:80
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msgid "Manual listing link"
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msgstr ""
|
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#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:82
|
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|
msgid ""
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|
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|
|
|
"To add an eBay listing to products in Odoo, begin by going to "
|
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|
":menuselection:`Sales app --> Products --> Products` and selecting the "
|
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|
|
"desired product. Click on :guilabel:`Sell on eBay` (either in the "
|
|
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|
|
|
":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select "
|
|
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|
|
":guilabel:`Save` if necessary."
|
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|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:86
|
|
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|
|
msgid ""
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|
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|
|
"Still the product form, click :guilabel:`link to listing` in the top menu "
|
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|
|
"and enter in listing ID from eBay in the pop up (the listing ID is in the "
|
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|
|
"eBay product URL)."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:90
|
|
|
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|
|
msgid ""
|
|
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|
|
|
"An example URL would be as such: "
|
|
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|
|
|
"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The "
|
|
|
|
|
|
"listing ID is `272222656444` in this case. Once the listing ID has been "
|
|
|
|
|
|
"entered the eBay listing information will sync into Odoo."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:96
|
|
|
|
|
|
msgid "Turn on eBay scheduled Actions"
|
|
|
|
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|
msgstr ""
|
|
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|
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|
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|
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|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The next step is to turn on the eBay notifications in the scheduled actions "
|
|
|
|
|
|
"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled "
|
|
|
|
|
|
"Actions` can be accessed by first activating :ref:`developer mode "
|
|
|
|
|
|
"<developer-mode>` and go to :menuselection:`Settings --> Technical --> "
|
|
|
|
|
|
"Automation --> Scheduled Actions`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Turning on the following scheduled actions allows users to sync and validate"
|
|
|
|
|
|
" eBay data automatically."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:106
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eBay: get new orders`: eBay will push all new orders not already "
|
|
|
|
|
|
"in Odoo (based on client_order_reference, or sales order reference field), "
|
|
|
|
|
|
"and will update orders if there has been a change from eBay. Orders will be "
|
|
|
|
|
|
"put in draft mode. Customers will be created if they are not already in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eBay: update categories`: eBay will push updated monthly "
|
|
|
|
|
|
"categories (only up to fourth layer, will need to manually update the rest)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If an order comes in and the listing from the order is not linked to a "
|
|
|
|
|
|
"product, eBay will create a consumable product.product in its place. These "
|
|
|
|
|
|
"consumables should be altered on the *Sales Order* while in draft state to "
|
|
|
|
|
|
"represent a storable product, and then the user can link to the listing as "
|
|
|
|
|
|
"they come in."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:121
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/ebay_connector/manage`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:160
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:162
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/ebay_connector/setup`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
|
|
|
|
|
|
msgid "How to list a product?"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to list a product on eBay and Odoo there are two methods in Odoo to"
|
|
|
|
|
|
" do so:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9
|
|
|
|
|
|
msgid "(*Preferred method*) Make a product in Odoo and list the item eBay."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`List Item on eBay` in the top menu of the product template."
|
|
|
|
|
|
" The product template can be accessed by navigating to :menuselection:`Sales"
|
|
|
|
|
|
" app --> Products --> Product` and selecting the individual product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"(*Less preferred method*) List the item on eBay, then create the product in "
|
|
|
|
|
|
"Odoo, and finally link product to the item on eBay."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the "
|
|
|
|
|
|
"product template.The product template can be accessed by navigating to "
|
|
|
|
|
|
":menuselection:`Sales app --> Product --> Product` and selecting the "
|
|
|
|
|
|
"individual product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If an order comes in and the listing from the order is not linked to a "
|
|
|
|
|
|
"product, eBay will create a consumable product.product in its place. These "
|
|
|
|
|
|
"consumables should be altered on the *sales order* while in draft state to "
|
|
|
|
|
|
"represent a storable product, and then the user can link to the listing as "
|
|
|
|
|
|
"they come in."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10
|
|
|
|
|
|
msgid ":doc:`linking_listings`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
|
|
|
|
|
|
msgid "Listing without variation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Access the product template by navigating to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Products --> Product` and selecting the individual product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to list a product, select the :guilabel:`Sell on eBay` field on a "
|
|
|
|
|
|
"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` "
|
|
|
|
|
|
"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if "
|
|
|
|
|
|
"necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1
|
|
|
|
|
|
msgid "The eBay template form listed in the product template in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set "
|
|
|
|
|
|
"on eBay is the Odoo *Forecast Quantity* (Odoo *Inventory* app)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The policies need to be set in order to be able to list on eBay. A value "
|
|
|
|
|
|
"must be selected for the following fields :guilabel:`Payment Policy`, "
|
|
|
|
|
|
":guilabel:`Return Policy`, and :guilabel:`Shipping Policy`. The options are "
|
|
|
|
|
|
"imported from the eBay database. If no option appears, they can be imported "
|
|
|
|
|
|
"by navigating to :menuselection:`Sales app --> Configuration --> Settings "
|
|
|
|
|
|
"--> eBay`, and clicking on the :guilabel:`Policies` button in the "
|
|
|
|
|
|
":guilabel:`Synchronization` field. This button **only** appears once the "
|
|
|
|
|
|
"production and sandbox credentials have been set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Description Template` allows the administrator to use "
|
|
|
|
|
|
"templates in listings. The default template only uses the :guilabel:`eBay "
|
|
|
|
|
|
"Description` field of the product. HTML can be used inside the "
|
|
|
|
|
|
":guilabel:`Description Template`, and in the :guilabel:`eBay Description` in"
|
|
|
|
|
|
" Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in "
|
|
|
|
|
|
"the template and description. Simply type a forward slash `/` to reveal a "
|
|
|
|
|
|
"menu with formatting, layout, and text options. To add an image, type "
|
|
|
|
|
|
"`/image`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use images in the listing, an image needs to be added as one of the "
|
|
|
|
|
|
"*Attachments* on the product template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information on template configuration in Odoo visit: "
|
|
|
|
|
|
":doc:`../../../general/companies/email_template`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73
|
|
|
|
|
|
msgid "Listing with variations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Sell on eBay` is checked on a product containing "
|
|
|
|
|
|
"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the "
|
|
|
|
|
|
"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or "
|
|
|
|
|
|
"click :guilabel:`Configure Variants` in the top menu to configure the "
|
|
|
|
|
|
"variant settings. Pricing can be configured for each variation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, "
|
|
|
|
|
|
"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in "
|
|
|
|
|
|
"which the :guilabel:`Fixed Price` can be entered, and the decision to "
|
|
|
|
|
|
":guilabel:`Publish on eBay` can be made for specific variants, along with "
|
|
|
|
|
|
"other options."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The fixed price listing type in the eBay tab on a product form in Odoo "
|
|
|
|
|
|
"sales."
|
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|
|
msgstr ""
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|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90
|
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|
|
msgid "Product identifiers"
|
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|
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|
|
msgstr ""
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|
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|
|
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|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:92
|
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|
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msgid ""
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|
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|
|
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
|
|
|
|
|
|
"the eBay categories."
|
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|
msgstr ""
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|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:95
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|
|
msgid "EAN and UPC identifiers"
|
|
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|
msgstr ""
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|
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|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:97
|
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|
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msgid ""
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|
|
|
|
|
"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` "
|
|
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|
|
|
"field of the product variant. If the :guilabel:`Barcode` field is empty or "
|
|
|
|
|
|
"is value is not valid, the EAN and UPC values will be set as 'Does not "
|
|
|
|
|
|
"apply' as recommended by eBay."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Barcodes can be found on the product template, under the the "
|
|
|
|
|
|
":guilabel:`General Information` tab. Access the product template, first, by "
|
|
|
|
|
|
"navigating to :menuselection:`Sales app --> Products --> Product` and "
|
|
|
|
|
|
"selecting the individual product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:106
|
|
|
|
|
|
msgid "Listing with item specifics"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to add item specifics, one should create a product attribute with a"
|
|
|
|
|
|
" single value in the :guilabel:`Attributes & Variants` tab on the product "
|
|
|
|
|
|
"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and "
|
|
|
|
|
|
"MPN values are working as item specifics and should be defined in the "
|
|
|
|
|
|
":guilabel:`Attributes & Variants` tab on the product form. If these values "
|
|
|
|
|
|
"are not set, 'Does not apply' will be used for the eBay listing."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:115
|
|
|
|
|
|
msgid "Process invoices and payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118
|
|
|
|
|
|
msgid "Posting payment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When eBay orders are placed they are always paid for up front, via the eBay "
|
|
|
|
|
|
"site. At no point will users pay for items on eBay through Odoo. Therefore, "
|
|
|
|
|
|
"once orders are synced into Odoo from eBay they are already paid for. Odoo's"
|
|
|
|
|
|
" invoicing and payment functionalities are not utilized. However, invoices "
|
|
|
|
|
|
"need to be created and marked as Paid to “close” the *Sales Order*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Users can opt to mass create and post invoices in batches. To do so, "
|
|
|
|
|
|
"navigate to Quotations in the list view by going to :menuselection:`Sales "
|
|
|
|
|
|
"app --> Orders --> Quotations`. In the upper right corner, select the list "
|
|
|
|
|
|
"view icon. Hover over the icons to reveal the name of each. Then check the "
|
|
|
|
|
|
"boxes on the left that invoices should be made for and go to the "
|
|
|
|
|
|
":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create "
|
|
|
|
|
|
"Invoices`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A pop-up will appear and click on the :guilabel:`Create and view invoice` "
|
|
|
|
|
|
"button. A new screen will populate with the newly created invoices. Next, "
|
|
|
|
|
|
"select all of them by clicking on the box icon next to :guilabel:`Number` in"
|
|
|
|
|
|
" the header row of the list, this will select all the records. Then navigate"
|
|
|
|
|
|
" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. "
|
|
|
|
|
|
"Following this step, a pop-up will appear and click on :guilabel:`Post "
|
|
|
|
|
|
"journal entries`. This will take the invoices out of *draft* and set them to"
|
|
|
|
|
|
" *posted*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:139
|
|
|
|
|
|
msgid "Reconciling payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Users typically utilize PayPal to receive payment from eBay, and then send "
|
|
|
|
|
|
"lump sums from PayPal into their bank account. To reconcile this income, "
|
|
|
|
|
|
"users can reconcile the one PayPal transfer with all related invoices."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:145
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"First navigate to the :guilabel:`Accounting Dashboard` by going to the "
|
|
|
|
|
|
":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a"
|
|
|
|
|
|
" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out "
|
|
|
|
|
|
"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on "
|
|
|
|
|
|
":guilabel:`Create and edit`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For the :guilabel:`Ending Balance` field, enter the same account that was "
|
|
|
|
|
|
"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, "
|
|
|
|
|
|
"open the new balance that needs to be reconciled. Under the tab marked: "
|
|
|
|
|
|
":guilabel:`Match Existing Entries` select the entries that are included in "
|
|
|
|
|
|
"this balance."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After adding all the necessary entries, click :guilabel:`Validate` to "
|
|
|
|
|
|
"complete the reconciliation. To verify the payment, navigate to "
|
|
|
|
|
|
":menuselection:`Customers --> Invoices` and select the desired customer "
|
|
|
|
|
|
"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`"
|
|
|
|
|
|
" column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:161
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
|
|
|
|
|
|
msgid "eBay connector setup"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
|
|
|
|
|
|
msgid "Overview"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo's eBay connector allows eBay listings to connect with Odoo products. "
|
|
|
|
|
|
"Once connected, :doc:`updates to the listings <linking_listings>` can be "
|
|
|
|
|
|
"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* "
|
|
|
|
|
|
"are created in Odoo for the user to review and confirm. Once the sales order"
|
|
|
|
|
|
" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull "
|
|
|
|
|
|
"products out of inventory, and allow the user to create invoices."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
|
|
|
|
|
|
msgid "eBay - Odoo linked fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following are eBay product details. Each of these eBay fields update "
|
|
|
|
|
|
"corresponding fields in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27
|
|
|
|
|
|
msgid "eBay URL"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28
|
|
|
|
|
|
msgid "eBay status"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
|
|
|
|
|
|
msgid "Quantity sold"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30
|
|
|
|
|
|
msgid "Start date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31
|
|
|
|
|
|
msgid "Title"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32
|
|
|
|
|
|
msgid "Subtitle"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
|
|
|
|
|
|
msgid "Item condition"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34
|
|
|
|
|
|
msgid "Category"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35
|
|
|
|
|
|
msgid "Category 2"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
|
|
|
|
|
|
msgid "Store category"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37
|
|
|
|
|
|
msgid "Store category 2"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38
|
|
|
|
|
|
msgid "Payment policy"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39
|
|
|
|
|
|
msgid "Seller profiles"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
|
|
|
|
|
|
msgid "Postal code"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41
|
|
|
|
|
|
msgid "Shipping policy"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
|
|
|
|
|
|
msgid "Listing type (fixed price or auction)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44
|
|
|
|
|
|
msgid "Starting price for Auction"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45
|
|
|
|
|
|
msgid "Buy it now price"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46
|
|
|
|
|
|
msgid "Fixed Price amount"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48
|
|
|
|
|
|
msgid "Use stock quantity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49
|
|
|
|
|
|
msgid "Quantity on eBay"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50
|
|
|
|
|
|
msgid "Duration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
|
|
|
|
|
|
msgid "Allow best offer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52
|
|
|
|
|
|
msgid "Private listing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53
|
|
|
|
|
|
msgid "eBay description"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54
|
|
|
|
|
|
msgid "eBay product image"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55
|
|
|
|
|
|
msgid "Country"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58
|
|
|
|
|
|
msgid "eBay terms"
|
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60
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msgid ""
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|
|
"*Variations* group multiple products into one, with variation (or variant) "
|
|
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|
|
"options. Variations can sync to Odoo's attributes and values. Variations "
|
|
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|
|
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"will appear in drop down menus near the top of the page when viewing an eBay"
|
|
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|
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" listing. These are comparable to product variants in Odoo."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
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msgid "An example on eBay of the variations that can be added to a product."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68
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msgid ""
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|
"*Item specifics*, located at the bottom of the listing, detail product-"
|
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"specific information. These specifics don't sync with Odoo fields by "
|
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"default; a development is required to link these fields."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
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msgid "Item specifics listed on an eBay product."
|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75
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msgid ""
|
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|
|
"*Sandbox* and *Production* are terms that are used to categorize the eBay "
|
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|
|
"environments as either still in development/testing (*Sandbox*) or for use "
|
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|
|
"in the real instance of the database with real customer information/dataset "
|
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|
"(*Production*). It is recommended to start first in the *Sandbox* to test, "
|
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|
|
"and then following the processes below, create a *Production* instance."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81
|
|
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msgid ""
|
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|
|
"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox "
|
|
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|
"portal <https://sandbox.ebay.com/>`_ at `https://sandbox.ebay.com/`. eBay's "
|
|
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|
|
|
"production environment can be accessed by navigating to `eBay.com portal "
|
|
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|
"<https://www.ebay.com/>`_ or `https://www.ebay.com/`."
|
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|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87
|
|
|
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|
|
msgid ""
|
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|
|
"The environment selection **must** remain the same for all environment "
|
|
|
|
|
|
"settings on eBay and on Odoo throughout this setup."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91
|
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|
msgid "eBay actions available on Odoo"
|
|
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|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The following are built-in actions in Odoo that add or update eBay listings:"
|
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95
|
|
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|
|
msgid ""
|
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|
|
|
"**List**/ **Link**: generate a new eBay listing with an Odoo product by "
|
|
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|
|
"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay"
|
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|
" Listing`."
|
|
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|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97
|
|
|
|
|
|
msgid ""
|
|
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|
|
|
":guilabel:`Revise item` button: after making changes to an eBay listing in "
|
|
|
|
|
|
"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to"
|
|
|
|
|
|
" update the eBay listing."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` "
|
|
|
|
|
|
"was not selected, a user can relist the item from Odoo. The start date will "
|
|
|
|
|
|
"reset."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`End item's listing` button: end a listing on eBay directly from "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Unlink product listings**: users can unlink a product from the eBay "
|
|
|
|
|
|
"listing; the listing will stay intact on eBay."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106
|
|
|
|
|
|
msgid "Setup required on Odoo prior to eBay setup"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To link eBay with Odoo, install the eBay module by navigating to the Odoo "
|
|
|
|
|
|
"dashboard and clicking into the :guilabel:`Apps` application. Search the "
|
|
|
|
|
|
"term `eBay` and install the `eBay Connector` module."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112
|
|
|
|
|
|
msgid "The following items must be configured before eBay is set up:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo, create and configure products that are intended to be listed in "
|
|
|
|
|
|
"eBay. eBay does not import new products into Odoo. All products must first "
|
|
|
|
|
|
"be created in Odoo, and then linked to listings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo does not allow multiple eBay listings to be linked per product in Odoo."
|
|
|
|
|
|
" If the company sells the same product for multiple listings, follow these "
|
|
|
|
|
|
"instructions:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set up one *base* product (noted in the :guilabel:`Component` field of the "
|
|
|
|
|
|
":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull "
|
|
|
|
|
|
"from. This will be a storable product so stock can be kept. Highlighted in "
|
|
|
|
|
|
"green below, this product will be included in the kit on each subsequent "
|
|
|
|
|
|
"“linked” product below."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the "
|
|
|
|
|
|
":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type"
|
|
|
|
|
|
" will be determined by the company's accounting settings, as explained in "
|
2025-02-27 17:49:19 +07:00
|
|
|
|
"the Documentation. Highlighted in yellow below, each product should "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base "
|
|
|
|
|
|
"product as a :guilabel:`Component` of the kit. When this linked eBay product"
|
|
|
|
|
|
" is sold, the delivery order created will have the base product listed in "
|
|
|
|
|
|
"lieu of the linked product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0
|
|
|
|
|
|
msgid "Setting up bill of materials with base product and linked products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`../../../inventory_and_mrp/manufacturing/basic_setup/bill_configuration/`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"eBay does not automatically create invoices for eBay orders that get pushed "
|
|
|
|
|
|
"into Odoo. Set invoicing policy on eBay products: invoicing policy will "
|
|
|
|
|
|
"dictate when the product can be invoiced. Since most eBay users collect "
|
|
|
|
|
|
"payment before the product is shipped, “invoice on ordered” will allow users"
|
|
|
|
|
|
" to mass create invoices for eBay orders every day."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Set the :guilabel:`Outgoing Shipments` route for the warehouse to "
|
|
|
|
|
|
":guilabel:`Deliver goods directly (1 step)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, "
|
|
|
|
|
|
"a known bug occurs: eBay wrongly marks orders as delivered when the pick "
|
|
|
|
|
|
"operation in Odoo is confirmed. The expected behavior is to mark orders as "
|
|
|
|
|
|
"delivered **after** the *delivery order* is confirmed. This mislabeling "
|
|
|
|
|
|
"prevents tracking numbers in eBay from being imported onto the delivery "
|
|
|
|
|
|
"order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the Accounting/Invoicing apps are installed, practice registering payment"
|
|
|
|
|
|
" and reconciling invoices created from eBay orders with incoming eBay money."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156
|
|
|
|
|
|
msgid ":doc:`../../..//finance/accounting/bank/reconciliation`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Generate a marketplace account deletion/closure notification token. To "
|
|
|
|
|
|
"begin, navigate to :menuselection:`Sales app --> Configuration --> "
|
|
|
|
|
|
"Settings`. Under the :guilabel:`eBay` heading, change the mode to "
|
|
|
|
|
|
":guilabel:`Production`, and input random text values for the "
|
|
|
|
|
|
":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` "
|
|
|
|
|
|
"button under the :guilabel:`eBay Marketplace Account Deletion/Closure "
|
|
|
|
|
|
"Notifications` section. This token will be used during the setup on eBay for"
|
|
|
|
|
|
" the deletion/closure notifications configuration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
|
|
|
|
|
msgid "Generate a verification token in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170
|
|
|
|
|
|
msgid "Set up on eBay"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173
|
|
|
|
|
|
msgid "Set up eBay developer account"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To start, create an eBay developer account via `eBay's developer portal "
|
|
|
|
|
|
"<https://go.developer.ebay.com/>`_. This site requires a different login and"
|
|
|
|
|
|
" password than the eBay account, though the same email address can be used "
|
|
|
|
|
|
"to register. The verification to create a developer account is around 24 "
|
|
|
|
|
|
"hours."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181
|
|
|
|
|
|
msgid "Set up eBay keyset"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the eBay developer account is created, set up an application on `eBay's"
|
|
|
|
|
|
" developer portal <https://go.developer.ebay.com/>`_. Next, navigate to the "
|
|
|
|
|
|
":guilabel:`Hi [username]` heading at top right of screen, then from the "
|
|
|
|
|
|
"drop-down menu options, click :guilabel:`Application Keysets`. Doing so "
|
|
|
|
|
|
"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` "
|
|
|
|
|
|
"(up to fifty characters), and choose a development environment "
|
|
|
|
|
|
"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate "
|
|
|
|
|
|
"first keyset. This application title is not saved until the keyset is "
|
|
|
|
|
|
"generated. Click on :guilabel:`Create a keyset` to generate the keyset."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The newly created *production keyset* is disabled by default. Activate it by"
|
|
|
|
|
|
" subscribing to the eBay Marketplace 'account deletion or closure "
|
|
|
|
|
|
"notifications' or by applying to eBay for an exemption. Once enabled, the "
|
|
|
|
|
|
"database can make 5000 calls per day using this keyset."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
|
|
|
|
|
msgid "Disabled keyset present after creating a keyset."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201
|
|
|
|
|
|
msgid "Configure account deletion / notification settings (Production)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure notifications or delete the database on a production "
|
|
|
|
|
|
"environment, navigate to the `eBay developer portal "
|
|
|
|
|
|
"<https://go.developer.ebay.com/>`_. Configure the account "
|
|
|
|
|
|
"deletion/notification settings in eBay by navigating to the `Hi [username]` "
|
|
|
|
|
|
"at top right of screen, then :guilabel:`Application Keysets`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click the :guilabel:`marketplace deletion/account closure "
|
|
|
|
|
|
"notification` option under the :guilabel:`Production` keyset column. Enter "
|
|
|
|
|
|
"an email under :guilabel:`Email to notify if marketplace account deletion "
|
|
|
|
|
|
"notification endpoint is down`. Click :guilabel:`Save` to enable the email."
|
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|
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msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212
|
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|
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msgid ""
|
|
|
|
|
|
"Following this action, enter the :guilabel:`Marketplace account deletion "
|
|
|
|
|
|
"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in"
|
|
|
|
|
|
" Odoo by navigating to :menuselection:`Sales app --> Configuration --> "
|
|
|
|
|
|
"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure "
|
|
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|
|
"Notifications` field."
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Clicking the :guilabel:`Generate Token` button in Odoo below this field "
|
|
|
|
|
|
"creates a verification token for the eBay production environment. In Odoo, "
|
|
|
|
|
|
":guilabel:`Copy` the newly created token and navigate to eBay to fill in the"
|
|
|
|
|
|
" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the "
|
|
|
|
|
|
":guilabel:`Event Notification Delivery Method`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
|
|
|
|
|
msgid "Configuring account deletion / notification settings in eBay."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"After completing the above fields, click :guilabel:`Send Test Notification` "
|
|
|
|
|
|
"to test the new notifications. Proceed to the next step when the green check"
|
|
|
|
|
|
" mark appears. Revisit the above settings if the test post is not as "
|
|
|
|
|
|
"expected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After configuring notification settings, go back to the "
|
|
|
|
|
|
":menuselection:`Application Keys` page to generate production keysets."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234
|
|
|
|
|
|
msgid "Creating the keyset"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A successful setup of the notifications enables the ability to create "
|
|
|
|
|
|
"Production Keysets which are needed in the remainder of the Odoo "
|
|
|
|
|
|
"configuration. Navigate back to the :menuselection:`Application Keys` page "
|
|
|
|
|
|
"generate a production keyset."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The administrator is prompted to :menuselection:`Confirm the Primary "
|
|
|
|
|
|
"Contact`. Enter or confirm the account owner (the person legally responsible"
|
|
|
|
|
|
" for the eBay API License Agreement). Fill out :guilabel:`First Name`, "
|
|
|
|
|
|
":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select "
|
|
|
|
|
|
"either the :guilabel:`Individual` or :guilabel:`Business` options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The provided email address or phone number does **not** have to match the "
|
|
|
|
|
|
"account's. eBay uses this information to contacting the business or "
|
|
|
|
|
|
"individual in case of issues with user tokens. Additional contacts can be "
|
|
|
|
|
|
"added from the :guilabel:`Profile & Contacts` page on eBay."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact."
|
|
|
|
|
|
" The :guilabel:`Application Keys` populates in a new screen and an email is "
|
|
|
|
|
|
"also sent to the developer account. An :guilabel:`App ID (Client ID)`, "
|
|
|
|
|
|
":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
|
|
|
|
|
msgid "Application keys are populated after creating the app in eBay."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Copy these values down as they will be input into Odoo later in the process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262
|
|
|
|
|
|
msgid "Create eBay user token"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, create a *user token* in eBay by navigating to the `Hi [username]` at "
|
|
|
|
|
|
"top right of screen, then :guilabel:`User Access Tokens`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
|
|
|
|
|
msgid "Generate user token s on the eBay developer console."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing "
|
|
|
|
|
|
"or :guilabel:`Production` for the live database. Maintain the same selection"
|
|
|
|
|
|
" for all environment settings on both eBay and Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275
|
|
|
|
|
|
msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` "
|
|
|
|
|
|
"to get a user token in the chosen environment. This button varies based on "
|
|
|
|
|
|
"the selection made above for either :guilabel:`Sandbox` or "
|
|
|
|
|
|
":guilabel:`Production`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal "
|
|
|
|
|
|
"Address`. Complete the required fields, which are :guilabel:`First Name`, "
|
|
|
|
|
|
":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`,"
|
|
|
|
|
|
" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either "
|
|
|
|
|
|
":guilabel:`Individual` or :guilabel:`Business`. To complete the "
|
|
|
|
|
|
"confirmation, click :guilabel:`Sign into eBay to get a Token`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"eBay will contact this individual or business should there be any issues "
|
|
|
|
|
|
"with the application keys. Other contacts can be added on the "
|
|
|
|
|
|
":menuselection:`Profile & Contacts` eBay page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The administrator will be redirected to either a sandbox or production sign-"
|
|
|
|
|
|
"in page for eBay. This login is different than the eBay developer's console,"
|
|
|
|
|
|
" it is the eBay account where the items will be sold on. This email and/or "
|
|
|
|
|
|
"login can differ from the eBay developer account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and"
|
|
|
|
|
|
" sign into the eBay account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Should an additional user be needed for the sandbox simulation, a test user "
|
|
|
|
|
|
"needs to be created. Visit `eBay's Register for Sandbox form "
|
|
|
|
|
|
"<https://developer.ebay.com/sandbox/register>`_. Detailed instructions can "
|
|
|
|
|
|
"be found on eBay's help pages: `Create a test Sandbox user "
|
|
|
|
|
|
"<https://developer.ebay.com/api-docs/static/gs_create-a-test-sandbox-"
|
|
|
|
|
|
"user.html>`_."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305
|
|
|
|
|
|
msgid "Grant application access"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After signing into the production or sandbox environment, eBay presents the "
|
|
|
|
|
|
"administrator with an *agreement* to grant access to the user's eBay data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the "
|
|
|
|
|
|
"*application programming interface* (API). This agreement can be changed at "
|
|
|
|
|
|
"any time by visiting eBay's account preferences."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"eBay has a timed sequence between signing in and agreeing to the terms for "
|
|
|
|
|
|
"the :abbr:`API (Application Programming Interface)` linkage to the account. "
|
|
|
|
|
|
"Once complete a :guilabel:`User Token` will populate on the "
|
|
|
|
|
|
":menuselection:`User Tokens` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A :guilabel:`User Token` will populate on the screen. Make sure to copy this"
|
|
|
|
|
|
" token down as it will be used in the next steps along with the "
|
|
|
|
|
|
":guilabel:`Application Keyset`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Generated user token and API explorer link on the eBay developer console."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Signing in to the eBay account is necessary to create to the token. The eBay"
|
|
|
|
|
|
" developer can also revoke the token by clicking on the :guilabel:`Revoke a "
|
|
|
|
|
|
"Token` link."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330
|
|
|
|
|
|
msgid "API explorer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have "
|
|
|
|
|
|
"been created, a test can be executed via the `API Explorer "
|
|
|
|
|
|
"<https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx>`_ to "
|
|
|
|
|
|
"ensure that the :abbr:`API (Application Programming Interface)` is "
|
|
|
|
|
|
"configured correctly. This test will execute a simple search using the "
|
|
|
|
|
|
":abbr:`API (Application Programming Interface)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To begin the :abbr:`API (Application Programming Interface)` test, click on "
|
|
|
|
|
|
":guilabel:`Get OAuth Application Token`. This will populate the key into the"
|
|
|
|
|
|
" :guilabel:`Token` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A basic search function is set to execute. Click on :guilabel:`Execute` to "
|
|
|
|
|
|
"complete the test. A successful test will respond with a :guilabel:`Call "
|
|
|
|
|
|
"Response` of `200 OK` with a corresponding :guilabel:`Time`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346
|
|
|
|
|
|
msgid "Entering credentials into Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The previously copied :guilabel:`User Token` and :guilabel:`Application "
|
|
|
|
|
|
"Keyset` are now ready to be entered into the Odoo database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> "
|
|
|
|
|
|
"Configuration --> Settings --> eBay`) and paste the following credentials "
|
|
|
|
|
|
"from eBay into the corresponding fields in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358
|
|
|
|
|
|
msgid "Platform"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359
|
|
|
|
|
|
msgid "Dev Key/ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360
|
|
|
|
|
|
msgid "Token"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361
|
|
|
|
|
|
msgid "App Key/ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362
|
|
|
|
|
|
msgid "Cert Key/ID"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363
|
|
|
|
|
|
msgid "eBay"
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msgstr ""
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|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364
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msgid "Dev ID"
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msgstr ""
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|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365
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msgid "User Token"
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|
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366
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msgid "App ID (Client ID)"
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367
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msgid "Cert ID (Client Secret)"
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102
|
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msgid "Odoo"
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369
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msgid "Developer Key"
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|
msgstr ""
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|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370
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msgid "Production/Sandbox Token"
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msgstr ""
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#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371
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msgid "Production/Sandbox App Key"
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372
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|
msgid "Production/Sandbox Cert Key"
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|
msgstr ""
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|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375
|
|
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|
|
msgid ""
|
|
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|
|
|
"The :guilabel:`Application Keyset` can be accessed by going to `eBay's "
|
|
|
|
|
|
"developer portal <https://go.developer.ebay.com/>`_ and navigate to the `Hi "
|
|
|
|
|
|
"[username]` at top right of screen, then click on :guilabel:`Application "
|
|
|
|
|
|
"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi "
|
|
|
|
|
|
"[username]` at top right of screen, then :guilabel:`User Access Tokens` and "
|
|
|
|
|
|
"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also"
|
|
|
|
|
|
" be accessed by clicking on :guilabel:`User Tokens` from the "
|
|
|
|
|
|
":menuselection:`Application Keys` page."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Confirm that the setup is correct by saving the credentials in Odoo. Once "
|
|
|
|
|
|
"the initial setup is complete, a new menu tab in products will appear called"
|
|
|
|
|
|
" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` "
|
|
|
|
|
|
"documentation on how to list products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sync product categories by clicking :guilabel:`Product Categories`. After "
|
|
|
|
|
|
"syncing, a new menu item, `eBay Category`, appears available for products to"
|
|
|
|
|
|
" be configured with. These eBay categories are imported from the Odoo "
|
|
|
|
|
|
"database and are available when listing an item on eBay through Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If Product Categories beyond four paths are required, users will need to "
|
|
|
|
|
|
"manually add those paths. This has historically been done by getting a list "
|
|
|
|
|
|
"of all product categories beyond four paths, manually importing them into "
|
|
|
|
|
|
"the Product Category model in Odoo, and then linking them individually to "
|
|
|
|
|
|
"the product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399
|
|
|
|
|
|
msgid "Now that the setup is complete, proceed to either:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401
|
|
|
|
|
|
msgid ":doc:`Create listings <manage>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402
|
|
|
|
|
|
msgid ":doc:`Link existing listings <linking_listings>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3
|
|
|
|
|
|
msgid "Troubleshooting eBay connector"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13
|
|
|
|
|
|
msgid "Accept account deletion notifications"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Since September 2021, **eBay requires supporting customer account "
|
|
|
|
|
|
"deletion/closure notifications**. As such, when eBay receives an account "
|
|
|
|
|
|
"request for deletion, all eBay partners must confirm the reception of the "
|
|
|
|
|
|
"request and take further action if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo has a notification endpoint to receive those notifications, confirm the"
|
|
|
|
|
|
" reception of the request, and handle the first set of actions to anonymize "
|
|
|
|
|
|
"the account details in *Contacts* and remove the customer's access to the "
|
|
|
|
|
|
"portal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure to correctly :ref:`set up the subscription to the marketplace "
|
|
|
|
|
|
"account deletion notifications <ebay/subscribe-account-deletion-"
|
|
|
|
|
|
"notifications>` as eBay may temporarily disable the related eBay account "
|
|
|
|
|
|
"until the subscription is completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29
|
|
|
|
|
|
msgid "Verify the installation of Odoo is up to date"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to activate the endpoint, the module *eBay Connector - Account "
|
|
|
|
|
|
"Deletion* must be installed. If the Odoo database was first created after "
|
|
|
|
|
|
"September 2021, the module is installed automatically and the administrator "
|
|
|
|
|
|
"can proceed to the :ref:`next step <ebay/retrieve-endpoint-details>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36
|
|
|
|
|
|
msgid "Update Odoo to the latest release"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The notification endpoint is made available through a new Odoo module; to be"
|
|
|
|
|
|
" able to install it, the administrator must make sure that the Odoo source "
|
|
|
|
|
|
"code is up-to-date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is "
|
|
|
|
|
|
"already up-to-date, so proceed to the next step."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the company uses Odoo with an on-premise setup or through a partner, then"
|
|
|
|
|
|
" the administrator must update the installation as detailed in :doc:`this "
|
|
|
|
|
|
"documentation page </administration/on_premise/update>` or by contacting an "
|
|
|
|
|
|
"integrating partner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48
|
|
|
|
|
|
msgid "Update the list of available modules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"New modules must be *discovered* by the Odoo instance to be available in the"
|
|
|
|
|
|
" :menuselection:`Apps` menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do so, activate the :ref:`developer mode <developer-mode>`, and go to "
|
|
|
|
|
|
":menuselection:`Apps -> Update Apps List`. A wizard will ask for "
|
|
|
|
|
|
"confirmation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57
|
|
|
|
|
|
msgid "Install the eBay Connector - Account Deletion update"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Never** install new modules in the production database without testing "
|
|
|
|
|
|
"them in a duplicate or staging environment. For Odoo.com customers, a "
|
|
|
|
|
|
"duplicate database can be created from the database management page. For "
|
|
|
|
|
|
"Odoo.sh users, the administrator should use a staging or duplicate database."
|
|
|
|
|
|
" For on-premise users, the administrator should use a staging environment - "
|
|
|
|
|
|
"contact the integrating partner for more information regarding how to test a"
|
|
|
|
|
|
" new module in a particular setup."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To install the module, go to the :menuselection:`Apps` menu, remove the "
|
|
|
|
|
|
"`Apps` search facet and search for `eBay`. If the module *eBay Connector - "
|
|
|
|
|
|
"Account Deletion* is present and marked as installed, the Odoo database is "
|
|
|
|
|
|
"already up-to-date and the administrator can proceed with the next step. If "
|
|
|
|
|
|
"it is not yet installed, install it now."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75
|
|
|
|
|
|
msgid "Retrieve endpoint details from Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The endpoint details can be found in :menuselection:`Sales --> Configuration"
|
|
|
|
|
|
" --> Settings --> eBay`. First, input random text values for the "
|
|
|
|
|
|
":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. "
|
|
|
|
|
|
"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification "
|
|
|
|
|
|
"Token`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89
|
|
|
|
|
|
msgid "Subscribe to account deletion notifications"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate to the `eBay developer portal <https://go.developer.ebay.com/>`_. "
|
|
|
|
|
|
"Configure the account deletion/notification settings in eBay by navigating "
|
|
|
|
|
|
"to the `Hi [username]` at the top right of screen, then go to "
|
|
|
|
|
|
":guilabel:`Alerts & Notifications`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
|
|
|
|
|
msgid "Overview of the Alerts & Notifications dashboard of eBay"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To subscribe to deletion/closure notifications, eBay needs a few details:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An *email address* to send notifications to if the endpoint is unreachable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102
|
|
|
|
|
|
msgid "The *endpoint details*:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104
|
|
|
|
|
|
msgid "The URL to Odoo's account deletion notification endpoint"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105
|
|
|
|
|
|
msgid "A verification token"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
|
|
|
|
|
msgid "Dedicated fields to enter the endpoint details"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The administrator can edit the last two fields once the email address field "
|
|
|
|
|
|
"is filled out."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115
|
|
|
|
|
|
msgid "Verify the connectivity with the endpoint"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After setting the retrieved endpoint details in eBay's dashboard, consider "
|
|
|
|
|
|
"testing the connectivity with the :guilabel:`Send Test Notification` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following confirmation message should be received: \"A test notification"
|
|
|
|
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|
" was sent successfully!\""
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
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|
|
msgid "Button to send test notification"
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|
|
msgstr ""
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|
|
#: ../../content/applications/sales/sales/invoicing.rst:5
|
|
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|
|
msgid "Invoicing Method"
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
|
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|
|
msgid "Down payments"
|
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|
msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
|
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|
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|
|
msgid ""
|
|
|
|
|
|
"A down payment is a partial payment made by the buyer when a sales contract "
|
|
|
|
|
|
"is concluded. This implies both parties' (seller and buyer) full commitment "
|
|
|
|
|
|
"to honor the contract."
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8
|
|
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|
|
msgid ""
|
|
|
|
|
|
"With a down payment, the buyer pays a portion of the total amount owed while"
|
|
|
|
|
|
" agreeing to pay the remaining amount at a later date. In turn, the seller "
|
|
|
|
|
|
"provides goods or services to the buyer after accepting the down payment, "
|
|
|
|
|
|
"trusting that the remaining amount will be paid later on."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:13
|
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|
|
msgid "Create invoices"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15
|
|
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|
|
msgid ""
|
|
|
|
|
|
"When a sales order is confirmed, the option to create an invoice becomes "
|
|
|
|
|
|
"available, via the :guilabel:`Create Invoice` button, located in the upper-"
|
|
|
|
|
|
"left corner of the sales order form. When clicked, a :guilabel:`Create "
|
|
|
|
|
|
"invoices` pop-up appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid "Create invoices pop-up form that appears in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Invoices are automatically created as drafts, so they can be reviewed before"
|
|
|
|
|
|
" validation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Create invoices` pop-up, there are 3 options to choose "
|
|
|
|
|
|
"from in the :guilabel:`Create Invoice` field:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29
|
|
|
|
|
|
msgid ":guilabel:`Regular invoice`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:42
|
|
|
|
|
|
msgid ":guilabel:`Down payment (percentage)`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:31
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
|
|
|
|
|
|
msgid ":guilabel:`Down payment (fixed amount)`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Regular Invoice` is selected, the other fields disappear, as "
|
|
|
|
|
|
"they only pertain to down payment configurations."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38
|
|
|
|
|
|
msgid "Initial down payment request"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Create invoices` pop-up form, the down payment options "
|
|
|
|
|
|
"are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the desired down payment option is selected in the :guilabel:`Create "
|
|
|
|
|
|
"Invoice` field on the pop-up form, designate the desired amount, either as a"
|
|
|
|
|
|
" percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select the appropriate income account for the invoice in the "
|
|
|
|
|
|
":guilabel:`Income Account` field. Next, select a tax amount, if necessary, "
|
|
|
|
|
|
"in the :guilabel:`Customer Taxes` drop-down field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A create invoices pop-up form with down payment fields filled in with "
|
|
|
|
|
|
"information."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all fields are filled in with the desired information, click the "
|
|
|
|
|
|
":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo "
|
|
|
|
|
|
"reveals the :guilabel:`Customer Invoice Draft`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice "
|
|
|
|
|
|
"Draft`, the down payment that was just configured in the :guilabel:`Create "
|
|
|
|
|
|
"invoices` pop-up form appears as a :guilabel:`Product`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Down payment as a product in the invoice lines tab of a customer invoice "
|
|
|
|
|
|
"draft in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` "
|
|
|
|
|
|
"tab is clicked, Odoo reveals the product form for the down payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the :guilabel:`Product Type` of down payment products generated "
|
|
|
|
|
|
"for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing "
|
|
|
|
|
|
"Policy` set to :guilabel:`Prepaid/Fixed Price`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Down payment product form with service product type and invoicing policy "
|
|
|
|
|
|
"field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79
|
|
|
|
|
|
msgid "This product can be edited/modified at any time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the "
|
|
|
|
|
|
":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:88
|
|
|
|
|
|
msgid "Example: request 50% down payment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following example involves a 50% amount down payment on a product "
|
|
|
|
|
|
"(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the "
|
|
|
|
|
|
":guilabel:`Invoicing Policy`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:0
|
|
|
|
|
|
msgid "Cabinet with doors product form showcasing various details and fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:335
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:255
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:238
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:71
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:166
|
|
|
|
|
|
msgid ":doc:`invoicing_policy`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"First, navigate to :menuselection:`Sales app --> New`, and add a "
|
|
|
|
|
|
":guilabel:`Customer` to the quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
|
|
|
|
|
|
"and select the :guilabel:`Cabinet with Doors` product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the order is confirmed (via the :guilabel:`Confirm` button), the "
|
|
|
|
|
|
"quotation turns into a sales order. Once this occurs, create and view the "
|
|
|
|
|
|
"invoice by clicking :guilabel:`Create Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Cabinet with doors sales order that's been confirmed in the Odoo Sales "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, on the :guilabel:`Create invoices` pop-up window that appears, select "
|
|
|
|
|
|
":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down "
|
|
|
|
|
|
"Payment Amount` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:118
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:264
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are "
|
|
|
|
|
|
"*not* required fields, and they will *not* appear if they've already been "
|
|
|
|
|
|
"preconfigured in previous down payment requests."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:122
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:268
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information, check out the documentation on :ref:`customer taxes "
|
|
|
|
|
|
"modification on down payments <sales/invoicing/customer-tax-modification-"
|
|
|
|
|
|
"down-payments>` and :ref:`income account modification on down payments "
|
|
|
|
|
|
"<sales/invoicing/income-account-modification>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, click :guilabel:`Create Draft Invoice` to create and view the "
|
|
|
|
|
|
"invoice draft."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which "
|
|
|
|
|
|
"includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice"
|
|
|
|
|
|
" Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From there, the invoice can be confirmed and posted by clicking "
|
|
|
|
|
|
":guilabel:`Confirm`. Confirming the invoice changes the status from "
|
|
|
|
|
|
":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of "
|
|
|
|
|
|
"buttons at the top of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid "A sample draft invoice with down payment mentioned in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From those buttons, the payment can be registered by clicking "
|
|
|
|
|
|
":guilabel:`Register Payment`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Showcase of the Register Payment button on a confirmed customer invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:145
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
|
|
|
|
|
|
"populated with the necessary information. Confirm the information provided "
|
|
|
|
|
|
"is correct, and make any necessary adjustments. When ready, click the "
|
|
|
|
|
|
":guilabel:`Create Payment` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Showcase of the Register Payment pop-up window with create payment button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:153
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:291
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After clicking :guilabel:`Create Payment`, Odoo reveals the customer "
|
|
|
|
|
|
"invoice, now with a green :guilabel:`In Payment` banner in the upper-right "
|
|
|
|
|
|
"corner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customer Invoice with a green In Payment banner located in the upper-right "
|
|
|
|
|
|
"corner."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:160
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Now, when the customer wants to pay the remaining amount of the order, "
|
|
|
|
|
|
"another invoice must be created. To do that, return to the sales order, via "
|
|
|
|
|
|
"the breadcrumb links."
|
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:163
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Back on the sales order, a new :guilabel:`Down Payments` section is present "
|
|
|
|
|
|
"in the :guilabel:`Order Lines` tab, along with the down payment that was "
|
|
|
|
|
|
"just invoiced and posted."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid "The down payments section in the order lines tab of a sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170
|
|
|
|
|
|
msgid "Next, click the :guilabel:`Create Invoice` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Create invoices` pop-up window that appears, there are two"
|
|
|
|
|
|
" new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The deduct down payment option on the create invoices pop up in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:179
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the remaining amount is ready to be paid, select the :guilabel:`Regular "
|
|
|
|
|
|
"Invoice` option. Odoo will create an invoice for the exact amount needed to "
|
|
|
|
|
|
"complete the total payment, as indicated in the :guilabel:`Amount to "
|
|
|
|
|
|
"invoice` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183
|
|
|
|
|
|
msgid "Once ready, click :guilabel:`Create Draft Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:185
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing "
|
|
|
|
|
|
"*all* the invoices for that specific sales order in the :guilabel:`Invoice "
|
|
|
|
|
|
"Lines` tab. Each invoice line item displays all the necessary information "
|
|
|
|
|
|
"related to each invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To complete the flow, click :guilabel:`Confirm`, which changes the status of"
|
|
|
|
|
|
" the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click "
|
|
|
|
|
|
":guilabel:`Register Payment`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:192
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once again, the :guilabel:`Register Payment` appears, with all fields auto-"
|
|
|
|
|
|
"populated with the necessary information, including the remaining amount "
|
|
|
|
|
|
"left to be paid on the order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid "The second register payment pop-up form in Odoo sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:199
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After confirming that information, click :guilabel:`Create Payment`. Doing "
|
|
|
|
|
|
"so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In"
|
|
|
|
|
|
" Payment` banner in the upper-right corner. Also, both down payments are "
|
|
|
|
|
|
"present in the :guilabel:`Invoice Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid "The second down payment invoice with in payment banner in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:207
|
|
|
|
|
|
msgid "At this point, the flow is now complete."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:210
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This flow is also possible with the :guilabel:`Fixed amount` down payment "
|
|
|
|
|
|
"option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:213
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a down payment is used with a product that has a :guilabel:`Delivered "
|
|
|
|
|
|
"quantities` invoicing policy, and the cost of the product *exceeds* the 50% "
|
|
|
|
|
|
"down payment (as in most cases), a regular invoice is created."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:217
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, for products that cost *less* than the 50% down payment, the down "
|
|
|
|
|
|
"payments will **not** be able to be deducted when it comes time to invoice "
|
|
|
|
|
|
"the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:220
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This is because the product(s) would have to be delivered *before* creating "
|
|
|
|
|
|
"the final invoice due to Odoo not allowing negative totals for invoices."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If nothing has been delivered, a :guilabel:`Credit Note` is created, which "
|
|
|
|
|
|
"cancels the draft invoice that was created after the down payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:226
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To utilize the :guilabel:`Credit Note` option, the *Inventory* application "
|
|
|
|
|
|
"must be installed, in order to confirm the delivery. Otherwise, the "
|
|
|
|
|
|
"delivered quantity can be entered manually directly on the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:233
|
|
|
|
|
|
msgid "Example: request 100% down payment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:235
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The process of requesting a 100% down payment is similar to the process of "
|
|
|
|
|
|
"setting up a :ref:`50% down payment <sales/invoicing/50-percent-down-"
|
|
|
|
|
|
"payments>`, but with fewer steps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:239
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A 100% down payment is **not** the same as a full payment of the sales "
|
|
|
|
|
|
"order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:241
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A sales order paid through the regular invoice process will not allow any "
|
|
|
|
|
|
"additional invoices to be generated, and **will not** display the *Create "
|
|
|
|
|
|
"Invoice* button on the Sales Order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Following this example **will** cause the *Create Invoice* button to be "
|
|
|
|
|
|
"displayed on the Sales Order. This is because Odoo expects another invoice "
|
|
|
|
|
|
"to be created after the down payment to complete payment of the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:248
|
|
|
|
|
|
msgid "The *Solar Panel Installation* product is being used in this example."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:250
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure a 100% down payment, begin by navigating to "
|
|
|
|
|
|
":menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the "
|
|
|
|
|
|
"quote."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:253
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
|
|
|
|
|
|
"and select the `Solar Panel Installation` product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:256
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon clicking the :guilabel:`Confirm` button, the quotation turns into a "
|
|
|
|
|
|
"sales order. At that point, an invoice can now be created by clicking "
|
|
|
|
|
|
":guilabel:`Create Invoice` in the top-left corner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:259
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Create invoices` pop-up window that appears, select "
|
|
|
|
|
|
":guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down"
|
|
|
|
|
|
" Payment Amount` field. Then, if desired, select an :guilabel:`Income "
|
|
|
|
|
|
"Account` and :guilabel:`Customer Taxes` in their respective fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Down payment (percentage) option selected with 100% set as the Down "
|
|
|
|
|
|
"Payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:276
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. "
|
|
|
|
|
|
"This will also bring the draft invoice into view, which includes the "
|
|
|
|
|
|
":guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice "
|
|
|
|
|
|
"Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:280
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`."
|
|
|
|
|
|
" Confirming the invoice changes the status from :guilabel:`Draft` to "
|
|
|
|
|
|
":guilabel:`Posted`. It also reveals a new series of buttons at the top of "
|
|
|
|
|
|
"the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:284
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The payment can be registered by clicking the :guilabel:`Register Payment` "
|
|
|
|
|
|
"button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:286
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
|
|
|
|
|
|
"populated with the necessary information. Confirm the information provided "
|
|
|
|
|
|
"is correct and make any necessary adjustments. When ready, click the "
|
|
|
|
|
|
":guilabel:`Create Payment` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:298
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The process is now complete, and the 100% down payment has been successfully"
|
|
|
|
|
|
" applied."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:303
|
|
|
|
|
|
msgid "Customer taxes modification on down payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:305
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To adjust the income account and customer taxes attached to a down payment, "
|
|
|
|
|
|
"navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> "
|
|
|
|
|
|
"Products --> Products`), search for the `Down Payment` product in the search"
|
|
|
|
|
|
" bar, and select it to reveal the product detail page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:309
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Down Payment` product page, in the :guilabel:`General "
|
|
|
|
|
|
"Information` tab, the customer taxes can be modified in the "
|
|
|
|
|
|
":guilabel:`Customer Taxes` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
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#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
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msgid "How to modify the income account link to down payments."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/down_payment.rst:319
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msgid "Income account modification on down payments"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/down_payment.rst:321
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msgid ""
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"To change or adjust the income account attached to the :guilabel:`Down "
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"Payment` product page, the *Accounting* app **must** be installed."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/down_payment.rst:324
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msgid ""
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"With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes "
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"available on the product page. That tab will **not** be accessible without "
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"the *Accounting* app installed."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/down_payment.rst:327
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msgid ""
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"In the :guilabel:`Accounting` tab, the income account can be changed in the "
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":guilabel:`Income Account` field, located in the :guilabel:`Receivables` "
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"section."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:3
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msgid "Reinvoice expenses to customers"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:5
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msgid ""
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"While working on a project for a client, employees often have to spend their"
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" own money on various expenses related to the project."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:8
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msgid ""
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"For example, an employee may need to use their own money to pay for a hotel,"
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" while they provide an on-site service for a client. As a company, this "
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"expense should be reinvoiced to the customer. With Odoo, these kinds of "
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"expenses can quickly be reinvoiced to the customer related to the project."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:13
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msgid "Expenses application"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:15
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msgid ""
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"To be able to reinvoice a customer for an expense, the *Expenses* "
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"application **must** be installed."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:17
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msgid ""
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"To install the *Expenses* application, navigate to :menuselection:`main Odoo"
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" dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* "
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"application block. When clicked, Odoo installs the application, refreshes "
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"the page, and returns to the main Odoo dashboard."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:22
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msgid "Add expenses to sales orders"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:24
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msgid ""
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|
"To begin, have a sales order confirmed in the *Sales* app to which a "
|
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"reinvoiced expense can be added. Or, create a new sales order from scratch. "
|
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"To do that, navigate to the :menuselection:`Sales app --> New`. Doing so "
|
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"reveals a blank quotation form."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst:28
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msgid ""
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|
"Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order "
|
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"Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product "
|
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|
"from the drop-down menu."
|
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msgstr ""
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|
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#: ../../content/applications/sales/sales/invoicing/expense.rst:31
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|
msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/expense.rst-1
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msgid ""
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|
"This is how a confirmed sales order looks in the Odoo Sales application."
|
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msgstr ""
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|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:37
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|
|
msgid "With the sales order confirmed, it's time to create an expense."
|
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msgstr ""
|
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|
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|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:39
|
|
|
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|
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msgid ""
|
|
|
|
|
|
"To do that, navigate to the *Expenses* application, by going to "
|
|
|
|
|
|
":menuselection:`main Odoo dashboard --> Expenses`."
|
|
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|
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|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank"
|
|
|
|
|
|
" expenses form."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid "A blank expenses form in the Odoo Expenses application."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the expenses form, add a :guilabel:`Description` to easily reference the "
|
|
|
|
|
|
"expense."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, in the :guilabel:`Category` field, select one of the following options"
|
|
|
|
|
|
" from the drop-down menu:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Communication`: any form of communication related to a "
|
|
|
|
|
|
"project/order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Others`: expense that doesn't fit into any other categories."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:55
|
|
|
|
|
|
msgid ":guilabel:`Meals`: any form of meal costs related to a project/order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:56
|
|
|
|
|
|
msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Mileage`: any form of mileage (gas) costs related to "
|
|
|
|
|
|
"project/order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs "
|
|
|
|
|
|
"related to a project/order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"New expense categories can be created from an expense form, by clicking the "
|
|
|
|
|
|
":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, "
|
|
|
|
|
|
"and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up "
|
|
|
|
|
|
"window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Search:Category expenses pop-up window from a blank expenses form in "
|
|
|
|
|
|
"Odoo Expenses."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For this sample workflow, which will reinvoice a customer for a brief hotel "
|
|
|
|
|
|
"stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& "
|
|
|
|
|
|
"ACC] Travel \\& Accommodation`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following example requires the *Sales*, *Accounting*, and *Expense* apps"
|
|
|
|
|
|
" to view/modify all the fields mentioned during the workflow."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Beneath the :guilabel:`Category` field, enter in the amount to be expensed "
|
|
|
|
|
|
"in the :guilabel:`Total` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, designate if there are any :guilabel:`Included taxes` in the "
|
|
|
|
|
|
":guilabel:`Total`. If a preconfigured tax amount is selected from the "
|
|
|
|
|
|
":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, "
|
|
|
|
|
|
"based on the amount entered in the :guilabel:`Total` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, choose which :guilabel:`Employee` was responsible for the expense, and"
|
|
|
|
|
|
" choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to "
|
|
|
|
|
|
"reimburse)` or :guilabel:`Company`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In this case, our employee paid for the hotel with their own money, so the "
|
|
|
|
|
|
":guilabel:`Employee (to reimburse)` option is chosen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the right-hand side of the expenses form, the option to add a "
|
|
|
|
|
|
":guilabel:`Bill Reference` is available. Beneath that, the auto-populated "
|
|
|
|
|
|
":guilabel:`Expense Date` and :guilabel:`Account` fields are available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, "
|
|
|
|
|
|
"if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field "
|
|
|
|
|
|
"to reveal a drop-down menu. From this drop-down menu, select the appropriate"
|
|
|
|
|
|
" sales order to which this expense should be attached. This field **must** "
|
|
|
|
|
|
"be filled, in order to reinvoice a customer for an expense."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, the option to modify the :guilabel:`Analytic Distribution` and "
|
|
|
|
|
|
":guilabel:`Company` fields are available. These fields are *not* required to"
|
|
|
|
|
|
" complete a reinvoiced expense to a customer, but are available to modify, "
|
|
|
|
|
|
"if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Also, at the bottom of the expense form, there is a :guilabel:`Notes...` "
|
|
|
|
|
|
"section, wherein any notes related to this expense can be added, if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid "A filled out expenses form in the Odoo Expenses application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the top of the expense form, there are buttons to :guilabel:`Attach "
|
|
|
|
|
|
"Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there is a physical or digital receipt that should be attached to the "
|
|
|
|
|
|
"expense, click :guilabel:`Attach Receipt`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the cost of this expense needs to be split, click :guilabel:`Split "
|
|
|
|
|
|
"Expense`. This feature can be used for a number of reasons (spitting expense"
|
|
|
|
|
|
" with another employee, to accommodate different tax rates, etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If neither of these options are necessary, click :guilabel:`Create Report` "
|
|
|
|
|
|
"to lock in the expense report that was just configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
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#: ../../content/applications/sales/sales/invoicing/expense.rst:124
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msgid ""
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|
|
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|
|
"Doing so reveals an :guilabel:`Expense Report Summary` for the new expense."
|
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|
|
msgstr ""
|
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|
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|
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|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
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|
|
msgid "An expense report summary in the Odoo Expenses application."
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:130
|
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msgid ""
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|
"Here, once the details related to the expense have been confirmed, click "
|
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|
":guilabel:`Submit to Manager`. This sends the expense report to the "
|
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|
|
|
|
"approving manager, who will review the expense."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/invoicing/expense.rst:133
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msgid ""
|
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|
|
"The manager in charge of reviewing and approving the expense will inspect "
|
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|
|
"the details related to the expense, and if there are no issues, they will "
|
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|
"click the :guilabel:`Approve` button — which *only* appears on the manager's"
|
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|
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" view of the :guilabel:`Expense Report Summary` that's been submitted to the"
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" manager by the employee."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
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msgid ""
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|
"An expense report summary that a manager will approve with an Approve "
|
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"button."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/invoicing/expense.rst:142
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msgid ""
|
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"Once approved, the buttons at the top of the :guilabel:`Expense Report "
|
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|
"Summary` change once again. At this point, the buttons at the top of the "
|
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|
|
":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, "
|
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":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset"
|
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|
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" to Draft`."
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
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|
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msgid ""
|
|
|
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|
|
"An expense report summary with post journal entries button at the top of the"
|
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|
" form."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:151
|
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|
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msgid ""
|
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|
|
"When the manager is satisfied with the :guilabel:`Expense Report Summary`, "
|
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|
|
"they'll click :guilabel:`Post Journal Entries`."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:154
|
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msgid ""
|
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|
|
"Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and "
|
|
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|
|
|
"the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab "
|
|
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|
|
|
"is filled with the sales order that was initially configured to the expense "
|
|
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|
|
"in the :guilabel:`Customer to Reinvoice` field."
|
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msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:159
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|
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|
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msgid ""
|
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|
"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the "
|
|
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|
|
":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] "
|
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|
|
"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` "
|
|
|
|
|
|
"expense category."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:163
|
|
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|
|
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msgid ""
|
|
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|
|
|
"It should be noted that **not** all of the default expense categories that "
|
|
|
|
|
|
"come installed with the *Expenses* application have reinvoicing policies "
|
|
|
|
|
|
"activated. The setting may have to be manually activated."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:167
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do that, navigate to :menuselection:`Expenses app --> Configuration --> "
|
|
|
|
|
|
"Expenses Categories` to view a list of all expense categories in the "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections "
|
|
|
|
|
|
"have been made for each expense category."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Re-Invoice Expenses column on the Expense Categories page in the Odoo "
|
|
|
|
|
|
"Expenses app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:177
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To modify an expense category, click the :icon:`fa-arrow-right` "
|
|
|
|
|
|
":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that "
|
|
|
|
|
|
"specific expense from."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:180
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice "
|
|
|
|
|
|
"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales "
|
|
|
|
|
|
"price`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Re-Invoice Expenses field on an Expense Category form in the Odoo "
|
|
|
|
|
|
"Expenses app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:188
|
|
|
|
|
|
msgid "Reinvoice expense"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:190
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With those steps completed, it's time to return to the sales order to "
|
|
|
|
|
|
"complete the reinvoice of the expense to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:193
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, "
|
|
|
|
|
|
"and select the appropriate sales order that should be reinvoiced for the "
|
|
|
|
|
|
"expense."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:196
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the sales form, the newly-configured expense is now in the "
|
|
|
|
|
|
":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled "
|
|
|
|
|
|
"in, and ready to be invoiced."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A sales order with the configured expense ready to be invoiced in the Order "
|
|
|
|
|
|
"Lines tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After confirming the details of the expense, click :guilabel:`Create "
|
|
|
|
|
|
"Invoice` at the top of the sales order. When clicked, a :guilabel:`Create "
|
|
|
|
|
|
"invoices` pop-up window appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A create invoices pop-up window that appears when the Create Invoice is "
|
|
|
|
|
|
"clicked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:210
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From this pop-up window, leave the :guilabel:`Create Invoice` field on the "
|
|
|
|
|
|
"default :guilabel:`Regular invoice` option, and click :guilabel:`Create "
|
|
|
|
|
|
"Draft Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:213
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the "
|
|
|
|
|
|
"expense in the :guilabel:`Invoice Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A customer invoice draft with the expense in the Invoice Lines tab of the "
|
|
|
|
|
|
"form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:220
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If all the information related to the expense is correct, click "
|
|
|
|
|
|
":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the"
|
|
|
|
|
|
" invoice from :guilabel:`Draft` to :guilabel:`Posted`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing"
|
|
|
|
|
|
" so reveals a :guilabel:`Send` pop-up window, with a preconfigured message "
|
|
|
|
|
|
"and PDF invoice in the body of the message. The message can be reviewed and "
|
|
|
|
|
|
"modified, if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:227
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once ready, click :guilabel:`Send \\& Print` to send the invoice to the "
|
|
|
|
|
|
"customer. When clicked, the pop-up window disappears, and Odoo sends the "
|
|
|
|
|
|
"message/invoice to the customer. Additionally, a PDF of the invoice is "
|
|
|
|
|
|
"automatically downloaded for record-keeping and/or printing purposes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:231
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register "
|
|
|
|
|
|
"Payment` button when the customer pays for the invoiced expense."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A customer invoice with the register payment button ready to be clicked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:238
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
|
|
|
|
|
|
" pop-up window appears. In this pop-up window, the necessary fields are "
|
|
|
|
|
|
"auto-populated with the correct information. After reviewing the "
|
|
|
|
|
|
"information, click :guilabel:`Create Payment`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
|
|
|
|
|
msgid "A register payment pop-up window on a customer invoice in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:246
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, "
|
|
|
|
|
|
"and a green :guilabel:`In Payment` banner is in the upper-right corner of "
|
|
|
|
|
|
"the invoice, signifying this invoice is paid for in full. Thus, completing "
|
|
|
|
|
|
"the workflow."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:256
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:236
|
|
|
|
|
|
msgid ":doc:`time_materials`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/expense.rst:257
|
|
|
|
|
|
msgid ":doc:`milestone`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
|
|
|
|
|
|
msgid "Invoice based on delivered or ordered quantities"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Different business policies might require different options for invoicing:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Invoice what is ordered* rule is used as the default mode in Odoo "
|
|
|
|
|
|
"*Sales*, which means customers are invoiced once the sales order is "
|
|
|
|
|
|
"confirmed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Invoice what is delivered* rule invoices customers once the delivery is"
|
|
|
|
|
|
" done. This rule is often used for businesses that sell materials, liquids, "
|
|
|
|
|
|
"or food in large quantities. In these cases, the ordered quantity may differ"
|
|
|
|
|
|
" slightly from the delivered quantity, making it preferable to invoice the "
|
|
|
|
|
|
"quantity actually delivered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Being able to have different invoicing options provides more flexibility."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17
|
|
|
|
|
|
msgid "Invoicing policy features"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
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msgid ""
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|
|
"To activate the necessary invoicing policy features, go to "
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|
|
|
":menuselection:`Sales app --> Configuration --> Settings`, and under the "
|
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":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: "
|
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|
|
|
":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is "
|
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|
|
"delivered`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
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msgid "Choosing an invoicing policy on Odoo Sales."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29
|
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msgid ""
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|
"If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** "
|
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|
"possible to activate the :guilabel:`Automatic Invoice` feature, which "
|
|
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|
|
|
"automatically generates invoices when an online payment is confirmed."
|
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msgstr ""
|
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34
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msgid "Invoicing policy on product form"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36
|
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msgid ""
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|
"On any product page, via the :menuselection:`Sales app --> Products --> "
|
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"Products dashboard`, locate the :guilabel:`Invoicing Policy` option located "
|
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"under the :guilabel:`General Information` tab. It can be changed manually "
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"using the drop-down menu."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
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msgid "How to change your invoicing policy on a product form on Odoo Sales."
|
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msgstr ""
|
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45
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msgid "Impact on sales flow"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47
|
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msgid ""
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|
"In Odoo *Sales*, the basic sales flow starts with the creation of a "
|
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|
|
|
"quotation. Then, that quotation is sent to a customer. Next, it needs to be "
|
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"confirmed, which turns the quotation into a sales order. This, in turn, "
|
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|
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"creates an invoice."
|
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msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The following is a breakdown of how invoicing policy rules impact the "
|
|
|
|
|
|
"aforementioned sales flow:"
|
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msgstr ""
|
|
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|
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|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An "
|
|
|
|
|
|
"invoice is created as soon as a sale is confirmed."
|
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|
msgstr ""
|
|
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|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
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|
":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because "
|
|
|
|
|
|
"the delivered quantity needs to be manually entered on the sales order. Or, "
|
|
|
|
|
|
"the *Inventory* app can be installed and used to confirm the delivered "
|
|
|
|
|
|
"quantity before creating an invoice with the *Sales* app."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a user attempts to create an invoice without validating the delivered "
|
|
|
|
|
|
"quantity, the following error message appears: :guilabel:`There is no "
|
|
|
|
|
|
"invoiceable line. If a product has a Delivered quantities invoicing policy, "
|
|
|
|
|
|
"please make sure that a quantity has been delivered.`"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If Delivered Quantities invoicing policy is chosen, ensure a quantity has "
|
|
|
|
|
|
"been delivered."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once a quotation is confirmed, and the status changes from "
|
|
|
|
|
|
":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and "
|
|
|
|
|
|
"invoiced quantities are available to view, directly from the sales order. "
|
|
|
|
|
|
"This is true for both invoicing policy rule options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
|
|
|
|
|
msgid "How to see your delivered and invoiced quantities on Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo automatically adds the quantities to the invoice, both "
|
|
|
|
|
|
":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial "
|
|
|
|
|
|
"delivery, when the quotation is confirmed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Finally, there are a few different options to create an invoice: "
|
|
|
|
|
|
":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or "
|
|
|
|
|
|
":guilabel:`Down payment (fixed amount)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Be sure to check out the documentation explaining down payment options to "
|
|
|
|
|
|
"learn more: :doc:`/applications/sales/sales/invoicing/down_payment`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
|
|
|
|
|
|
msgid "Invoice project milestones"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Invoicing based on project milestones can be used for expensive or large-"
|
|
|
|
|
|
"scale projects. The series of milestones in a project represent a clear "
|
|
|
|
|
|
"sequence of work that will inevitably result in the completion of a project "
|
|
|
|
|
|
"and/or contract."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This method of invoicing ensures the company gets a consistent flow of money"
|
|
|
|
|
|
" throughout the lifetime of the project. Customers can closely monitor every"
|
|
|
|
|
|
" phase of the project's development as it happens, in addition to paying a "
|
|
|
|
|
|
"large bill in several installments, instead of all at once."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:14
|
|
|
|
|
|
msgid "Create milestone products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo, each milestone of a project is considered as an individual product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create and/or configure products to work like this, first navigate to "
|
|
|
|
|
|
":menuselection:`Sales app --> Products --> Products`. Then, click on a "
|
|
|
|
|
|
"product, or create a new one by clicking :guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The option to invoice based on milestones is only available for certain "
|
|
|
|
|
|
"product types."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the product form, under the :guilabel:`General Information` tab, the "
|
|
|
|
|
|
":guilabel:`Product Type` field *must* be set on any of the following "
|
|
|
|
|
|
"options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event "
|
|
|
|
|
|
"Booth`, or :guilabel:`Course`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The invoicing policy field drop-down menu with options on product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With any of those :guilabel:`Product Type` options selected, choose "
|
|
|
|
|
|
":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-"
|
|
|
|
|
|
"down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:39
|
|
|
|
|
|
msgid "Beneath that is the :guilabel:`Create on Order` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To ensure workflows are as seamless as possible, it is recommended that an "
|
|
|
|
|
|
"option in the :guilabel:`Create on Order` field is selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Leaving it on the default :guilabel:`Nothing` option won't negatively affect"
|
|
|
|
|
|
" the desired workflow. However, a project *must* then be created directly "
|
|
|
|
|
|
"from a sales order form with that specific product. Once a project is "
|
|
|
|
|
|
"created *then* milestones and tasks can be created and configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` "
|
|
|
|
|
|
"is clicked, a drop-down menu is revealed with the following options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Task`: Odoo creates a task related to this milestone product in "
|
|
|
|
|
|
"the *Projects* app when this specific product is ordered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Project \\& Task`: Odoo creates a project and task related to "
|
|
|
|
|
|
"this milestone product in the *Projects* app when this specific product is "
|
|
|
|
|
|
"ordered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Project`: Odoo creates a project related to this milestone "
|
|
|
|
|
|
"product in the *Projects* app when this specific product is ordered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In "
|
|
|
|
|
|
"this field, select to which existing project in the *Projects* app this "
|
|
|
|
|
|
"created task should be connected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Project field appears when the Task option is selected in Create on "
|
|
|
|
|
|
"Order field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two "
|
|
|
|
|
|
"new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace "
|
|
|
|
|
|
"Template`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Project template and workspace template fields that appear on milestone "
|
|
|
|
|
|
"product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Project Template` field provides template options to use for "
|
|
|
|
|
|
"the project that will be created when this specific product is ordered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Workspace Template` field provides template options to use "
|
|
|
|
|
|
"for the workspace (for the *Documents* app, not the *Projects* app) that "
|
|
|
|
|
|
"will be automatically generated for the project when this specific product "
|
|
|
|
|
|
"is ordered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For organizational purposes, click the :guilabel:`Sales` tab on the product "
|
|
|
|
|
|
"form, and enter a custom 'Milestone' related descriptor in the "
|
|
|
|
|
|
":guilabel:`Sales Description` field. This information appears in the "
|
|
|
|
|
|
":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the "
|
|
|
|
|
|
"sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Or, directly edit/modify the :guilabel:`Description` field on the "
|
|
|
|
|
|
":guilabel:`Order Lines` tab of the sales order."
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:90
|
|
|
|
|
|
msgid "This is *not* a requirement."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:93
|
|
|
|
|
|
msgid "Invoice milestones"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following flow features a trio of milestone products that have "
|
|
|
|
|
|
":guilabel:`Service` set as their :guilabel:`Product Type`, and "
|
|
|
|
|
|
":guilabel:`Task` set on their :guilabel:`Create on Order` field."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Product with Service \"Product Type\" and \"Task\" in the Create on Order "
|
|
|
|
|
|
"field on form."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:104
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Those tasks are then attached to a pre-existing :guilabel:`Project`, which, "
|
|
|
|
|
|
"in this case, is titled, :guilabel:`Rebranding Projects`."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:107
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"To invoice milestones, create a sales order with the milestone product(s). "
|
|
|
|
|
|
"To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a "
|
|
|
|
|
|
"blank quotation form."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:110
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"From this quotation form, add a :guilabel:`Customer`. Then, click "
|
|
|
|
|
|
":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the "
|
|
|
|
|
|
"milestone product(s) to the :guilabel:`Order Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the corresponding milestone product(s) have been added, click "
|
|
|
|
|
|
":guilabel:`Confirm` to confirm the order, which turns the quotation into a "
|
|
|
|
|
|
"sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:116
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the order is confirmed, new smart buttons appear at the top of the "
|
|
|
|
|
|
"sales order based on what was selected in the :guilabel:`Create on Order` "
|
|
|
|
|
|
"field on the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the sales order, click the :guilabel:`Milestones` smart button. Doing "
|
|
|
|
|
|
"so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add"
|
|
|
|
|
|
" milestones."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid "Adding milestones to a sales order with milestone products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Enter a :guilabel:`Name` for the milestone. Next, apply it to the "
|
|
|
|
|
|
"corresponding :guilabel:`Sales Order Item`. Lastly, assign a "
|
|
|
|
|
|
":guilabel:`Deadline` to the milestone, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:129
|
|
|
|
|
|
msgid "Repeat that process for all milestone sales order items."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, return to the sales order, via the breadcrumbs. From the sales order, "
|
|
|
|
|
|
"click the :guilabel:`Tasks` smart button. Doing so reveals a "
|
|
|
|
|
|
":guilabel:`Tasks` page with a task for each sales order item with that "
|
|
|
|
|
|
"option designated in the :guilabel:`Create on Order` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sample tasks page accessed via the smart button from a sales order with "
|
|
|
|
|
|
"milestone products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To manually assign a configured milestone to a task, click the desired task,"
|
|
|
|
|
|
" which reveals the task form. On the task form, select the appropriate "
|
|
|
|
|
|
"milestone to which this task should be connected, in the "
|
|
|
|
|
|
":guilabel:`Milestone` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The milestone field on the task form when dealing with milestone products in"
|
|
|
|
|
|
" Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:147
|
|
|
|
|
|
msgid "Repeat this process for all milestone tasks."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With those tasks properly configured, employees log in their progress as "
|
|
|
|
|
|
"they work on the task, in addition to adding any notes related to the task."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, when that task is complete, that means that milestone has been "
|
|
|
|
|
|
"reached. At that point, it is time to invoice that milestone."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To invoice a milestone, first return to the sales order — either via the "
|
|
|
|
|
|
"breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders "
|
|
|
|
|
|
"--> Orders` and picking the appropriate sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Back on the sales order form, click the :guilabel:`Milestones` smart button,"
|
|
|
|
|
|
" and check the box in the :guilabel:`Reached` column for that particular "
|
|
|
|
|
|
"task."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"What it looks like to mark a milestone as reached via the milestone smart "
|
|
|
|
|
|
"button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, return to the sales order — either by clicking :guilabel:`View Sales "
|
|
|
|
|
|
"Order` on the :guilabel:`Milestones` page, or via the breadcrumb links."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Back on the sales order, the line item for the milestone that's been reached"
|
|
|
|
|
|
" has its :guilabel:`Delivered` column filled. That's because the milestone "
|
|
|
|
|
|
"has been reached, and therefore delivered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A milestone product that's been reached marked as delivered on the sales "
|
|
|
|
|
|
"order in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:177
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals "
|
|
|
|
|
|
"a :guilabel:`Create invoices` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The create invoices pop-up window that appears when create invoice button is"
|
|
|
|
|
|
" clicked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:184
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Create invoices` pop-up window, leave the "
|
|
|
|
|
|
":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`"
|
|
|
|
|
|
" selection, and click the :guilabel:`Create Draft Invoice` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:188
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the "
|
|
|
|
|
|
":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in"
|
|
|
|
|
|
" the :guilabel:`Invoice Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A customer invoice draft showing only the milestone product that's been "
|
|
|
|
|
|
"reached."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From this invoice page, click the :guilabel:`Confirm` button to confirm the "
|
|
|
|
|
|
"invoice. Then, when the customer has paid for this milestone, click "
|
|
|
|
|
|
":guilabel:`Register Payment`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:198
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
|
|
|
|
|
|
" pop-up window appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Register Payment pop-up window that appears when Register Payment is "
|
|
|
|
|
|
"clicked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On this pop-up window, confirm the accuracy of the auto-populated fields, "
|
|
|
|
|
|
"then click :guilabel:`Create Payment`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, the pop-up window disappears, and Odoo returns to the invoice "
|
|
|
|
|
|
"for that milestone, which now has a green :guilabel:`In Payment` banner in "
|
|
|
|
|
|
"the upper-right corner. This banner signifies the invoice has been paid."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An invoice with a milestone product that has been paid with an In Payment "
|
|
|
|
|
|
"banner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:215
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, return to the sales order, via the breadcrumb links. Back on the sales"
|
|
|
|
|
|
" order, in the :guilabel:`Order Lines` tab, the reached milestone that's "
|
|
|
|
|
|
"been invoiced and paid for, now has its :guilabel:`Invoiced` column filled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Invoiced column of a milestone product that's been paid for is filled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There is also a new :guilabel:`Invoices` smart button at the top of the "
|
|
|
|
|
|
"sales order. Clicking that reveals all the invoices that are connected to "
|
|
|
|
|
|
"this sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The invoices smart button that appears at the top of a sales order with "
|
|
|
|
|
|
"milestones."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:230
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Simply repeat the above process for each milestone as it is worked on, and "
|
|
|
|
|
|
"subsequently, completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:232
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Continue that process until the entire project has been completed, each "
|
|
|
|
|
|
"milestone has been invoiced, and the entire order has been paid for in full."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/milestone.rst:237
|
|
|
|
|
|
msgid ":doc:`proforma`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
|
|
|
|
|
|
msgid "Pro-forma invoices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
|
|
|
|
|
|
msgid ""
|
|
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|
|
|
"A *pro-forma invoice* is an abridged or estimated invoice sent in advance of"
|
|
|
|
|
|
" a delivery of goods. It notes the kind and quantity of goods, their value, "
|
|
|
|
|
|
"and other important information, such as weight and transportation charges."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pro-forma invoices are commonly used as preliminary invoices with a "
|
|
|
|
|
|
"quotation. They are also used during importation for customs purposes. They "
|
|
|
|
|
|
"differ from a normal invoice, in that they are *not* a demand (or request) "
|
|
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|
|
"for payment."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:16
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature "
|
|
|
|
|
|
"**must** be activated."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:18
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To enable this feature, navigate to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` "
|
|
|
|
|
|
"section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, "
|
|
|
|
|
|
"click :guilabel:`Save` to save all changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
|
|
|
|
|
msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:27
|
|
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|
|
msgid "Send pro-forma invoice"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send"
|
|
|
|
|
|
" a pro-forma invoice is now available on any quotation or sales order, via "
|
|
|
|
|
|
"the :guilabel:`Send Pro-Forma Invoice` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pro-forma invoices can **not** be sent for a sales order or quotation if an "
|
|
|
|
|
|
"invoice for a down payment has already been sent, or for a recurring "
|
|
|
|
|
|
"subscription."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** "
|
|
|
|
|
|
"appear."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, pro-forma invoices **can** be sent for services, event "
|
|
|
|
|
|
"registrations, courses, and/or new subscriptions. Pro-forma invoices are not"
|
|
|
|
|
|
" limited to physical, consumable, or storable goods."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up "
|
|
|
|
|
|
"window appears, from which an email can be sent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the pop-up window, the :guilabel:`Recipients` field is auto-populated "
|
|
|
|
|
|
"with the customer from the sales order or quotation. The :guilabel:`Subject`"
|
|
|
|
|
|
" field and the body of the email can be modified, if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pro-forma invoice is automatically added as an attachment to the email."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with"
|
|
|
|
|
|
" the attached pro-forma invoice, to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The email pop-up window that appears with pro-forma invoice attached in Odoo"
|
|
|
|
|
|
" Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To preview what the pro-forma invoice looks like, click on the PDF at the "
|
|
|
|
|
|
"bottom of the email pop-up window *before* clicking :guilabel:`Send`. When "
|
|
|
|
|
|
"clicked, the pro-forma invoice is downloaded instantly. Open that PDF to "
|
|
|
|
|
|
"view (and review) the pro-forma invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/proforma.rst:0
|
|
|
|
|
|
msgid "Sample pro-forma invoice PDF from Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
|
|
|
|
|
|
msgid "Invoicing based on time and materials"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Invoicing based on time and/or materials is typically used when accurately "
|
|
|
|
|
|
"estimating the size of a project isn't possible, or when the requirements of"
|
|
|
|
|
|
" a project may change."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This is different from a fixed-price contract, when a customer agrees to pay"
|
|
|
|
|
|
" a specified total for the fulfillment of the contract---no matter what "
|
|
|
|
|
|
"needs to be paid to the employees, sub-contractors, vendors, suppliers, and "
|
|
|
|
|
|
"so on."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Sales* app can invoice for time and various other expenses (e.g. "
|
|
|
|
|
|
"transport, lodging), as well as purchases needed to fulfill an order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:16
|
|
|
|
|
|
msgid "App and settings configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"First, in order to accurately keep track of the progress of a project, the "
|
|
|
|
|
|
"Odoo *Project* and *Accounting* apps **must** be installed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To install the *Project* app, navigate to :menuselection:`Odoo main "
|
|
|
|
|
|
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
|
|
|
|
|
":guilabel:`Project` app block, and click :guilabel:`Activate`. The page "
|
|
|
|
|
|
"automatically refreshes and returns to the main Odoo dashboard, where the "
|
|
|
|
|
|
"*Project* app is now available to access."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:26
|
|
|
|
|
|
msgid "Repeat the same process to install the *Accounting* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After installation, click the :guilabel:`Accounting` app icon from the main "
|
|
|
|
|
|
"Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`."
|
|
|
|
|
|
" On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` "
|
|
|
|
|
|
"section, and ensure the box next to :guilabel:`Analytic Accounting` is "
|
|
|
|
|
|
"checked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How it looks to activate the Analytic Accounting setting in Odoo Accounting "
|
|
|
|
|
|
"Setting page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:37
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
|
|
|
|
|
|
msgid "Then, click :guilabel:`Save` to save all changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> "
|
|
|
|
|
|
"Configuration --> Settings`. On the :guilabel:`Settings` page, in the "
|
|
|
|
|
|
":guilabel:`Time Management` section, ensure the box beside the "
|
|
|
|
|
|
":guilabel:`Timesheets` feature is checked."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"What the Timesheets feature looks like on the Odoo Project settings page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
|
|
|
|
|
|
msgid "Service product configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the *Timesheets* feature activated in the *Project* app, it is now "
|
|
|
|
|
|
"possible to invoice for time spent on a project, but **only** when the "
|
|
|
|
|
|
"following product configurations have been made."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Invoicing for time spent on a project is **only** possible with products "
|
|
|
|
|
|
"that have *Service* set as the *Product Type* on their product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure a service product, first navigate to :menuselection:`Sales app "
|
|
|
|
|
|
"--> Products --> Products`. On the :guilabel:`Products` page, select the "
|
|
|
|
|
|
"desired service product to be configured, or click :guilabel:`New` to create"
|
|
|
|
|
|
" a new product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the product form, in the :guilabel:`General Information` tab, set the "
|
|
|
|
|
|
":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down "
|
|
|
|
|
|
"menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based "
|
|
|
|
|
|
"on Timesheets`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, from the :guilabel:`Create on Order` drop-down menu, select "
|
|
|
|
|
|
":guilabel:`Project \\& Task`. That setting indicates that, when a sales "
|
|
|
|
|
|
"order is created with this specific service product, a new project and task "
|
|
|
|
|
|
"is created in the *Project* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The correct settings for Invoicing Policy and Create on Order fields for "
|
|
|
|
|
|
"service product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create"
|
|
|
|
|
|
" on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing"
|
|
|
|
|
|
" project that the task will appear in from :guilabel:`Project` field, which "
|
|
|
|
|
|
"only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on "
|
|
|
|
|
|
"Order` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:84
|
|
|
|
|
|
msgid "Add time spent to sales order"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After properly configuring a service product with the correct *Invoicing "
|
|
|
|
|
|
"Policy* and *Create on Order* options, it is possible to add time spent to a"
|
|
|
|
|
|
" sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To see that in action, navigate to :menuselection:`Sales app --> New` to "
|
|
|
|
|
|
"open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, "
|
|
|
|
|
|
"and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and"
|
|
|
|
|
|
" select the properly :ref:`configured service product "
|
|
|
|
|
|
"<sales/invoicing/configured-service-product>` from the drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:94
|
|
|
|
|
|
msgid "Next, click :guilabel:`Confirm` to confirm the order."
|
|
|
|
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:96
|
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|
|
msgid ""
|
|
|
|
|
|
"After confirming the sales order, two smart buttons appear at the top of the"
|
|
|
|
|
|
" order form: :guilabel:`Projects` and :guilabel:`Tasks`."
|
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|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
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|
|
msgid ""
|
|
|
|
|
|
"How the Projects and Tasks smart buttons look on a Sales Order in Odoo "
|
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|
|
|
|
"Sales."
|
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|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:103
|
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msgid ""
|
|
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|
|
"If the :guilabel:`Projects` smart button is clicked, it reveals the specific"
|
|
|
|
|
|
" project related to this sales order. If the :guilabel:`Tasks` smart button "
|
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|
|
"is clicked, it reveals the specific project task related to this sales "
|
|
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|
|
"order. Both are also accessible in the *Project* app."
|
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|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:107
|
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msgid ""
|
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|
"In order to add time spent on a sales order, click the :guilabel:`Tasks` "
|
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|
|
"smart button."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:109
|
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msgid ""
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|
"On the task form, select the :guilabel:`Timesheets` tab. From the "
|
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":guilabel:`Timesheets` tab, employees can be assigned to work on the "
|
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|
|
"project, and the time they spend working on the task can be added by the "
|
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|
"employees or by the person who created the sales order."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:113
|
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msgid ""
|
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|
"To add an employee, and the time spent working on the task, click "
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|
":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the "
|
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|
|
"appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the "
|
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|
|
"option to add a brief description of the work done during this time in the "
|
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|
":guilabel:`Description` column, but it's not required."
|
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|
msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:118
|
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msgid ""
|
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|
"Lastly, enter the amount of time worked on the task in the :guilabel:`Hours "
|
|
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|
|
"Spent` column, and click away to complete that line in the "
|
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|
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|
":guilabel:`Timesheets` tab."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
|
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msgid ""
|
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|
|
"The time entered in the :guilabel:`Hours Spent` column is immediately "
|
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|
|
|
"reflected in the :guilabel:`Allocated Time` field (located near the top of "
|
|
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|
|
|
"the task form) as a percentage, which reflects how much of the total "
|
|
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|
|
|
"allocated work hours have been done so far."
|
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|
msgstr ""
|
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|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:126
|
|
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msgid ""
|
|
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|
|
"That same information is found as numerical hours in the :guilabel:`Hours "
|
|
|
|
|
|
"Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the "
|
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|
|
|
":guilabel:`Timesheets` tab."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How the Timesheets tab appears on a task form in Odoo Sales and Odoo "
|
|
|
|
|
|
"Project."
|
|
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|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Repeat this process for however many employees and hours have been worked on"
|
|
|
|
|
|
" the project."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:136
|
|
|
|
|
|
msgid "Invoice time spent"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all the necessary employees and time spent have been added to the "
|
|
|
|
|
|
"project task, return to the sales order to invoice the customer for those "
|
|
|
|
|
|
"hours. To do that, either click the :guilabel:`Sales Order` smart button at "
|
|
|
|
|
|
"the top of the task form, or return to the sales order via the breadcrumb "
|
|
|
|
|
|
"links, located in the upper-left of the screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:143
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Back on the sales order form, the time that was added to the task is "
|
|
|
|
|
|
"reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` "
|
|
|
|
|
|
"column) and in the new :guilabel:`Recorded Hours` smart button at the top of"
|
|
|
|
|
|
" the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To invoice the customer for time spent on the project, click "
|
|
|
|
|
|
":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the "
|
|
|
|
|
|
":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create "
|
|
|
|
|
|
"Draft Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:151
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all "
|
|
|
|
|
|
"the work that's been done in the :guilabel:`Invoice Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pay attention to the :guilabel:`Analytic Distribution` column in the "
|
|
|
|
|
|
":guilabel:`Customer Invoice`, as that information is necessary to ensure "
|
|
|
|
|
|
"other time/material invoicing tasks are completed properly and accurately."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
|
|
|
|
|
msgid "Invoice draft showing time spent on sales order in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:163
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`Confirm` to confirm the invoice and continue with the "
|
|
|
|
|
|
"invoicing process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:169
|
|
|
|
|
|
msgid "Expenses configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:171
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to track and invoice expenses related to a sales order, the Odoo "
|
|
|
|
|
|
"*Expenses* app **must** be installed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To install the *Expenses* app, navigate to :menuselection:`Odoo main "
|
|
|
|
|
|
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
|
|
|
|
|
":guilabel:`Expenses` app block, and click :guilabel:`Activate`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:178
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The page automatically refreshes and returns to the main Odoo dashboard, "
|
|
|
|
|
|
"where the :guilabel:`Expenses` app is now available to access."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:184
|
|
|
|
|
|
msgid "Add expenses to sales order"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add an expense to a sales order, first navigate to the "
|
|
|
|
|
|
":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, "
|
|
|
|
|
|
"click :guilabel:`New`, which reveals a blank expense form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the expense form, add a :guilabel:`Description` of the expense (e.g. "
|
|
|
|
|
|
"`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, "
|
|
|
|
|
|
"select the appropriate option from the drop-down menu (e.g. "
|
|
|
|
|
|
":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:194
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Expense categories can be added and modified by navigating to "
|
|
|
|
|
|
":menuselection:`Expenses app --> Configuration --> Expense Categories`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:197
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, enter the total amount of the expense in the :guilabel:`Total` field, "
|
|
|
|
|
|
"as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that "
|
|
|
|
|
|
"the correct :guilabel:`Employee` is selected, and designate who paid for the"
|
|
|
|
|
|
" expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to "
|
|
|
|
|
|
"reimburse)` or the :guilabel:`Company`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate"
|
|
|
|
|
|
" sales order from the drop-down menu. Then, select that same sales order "
|
|
|
|
|
|
"information from the :guilabel:`Analytic Distribution` field, as well."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Analytic Distribution` field will **only** have the "
|
|
|
|
|
|
"corresponding sales order as an option if the sales order contains a service"
|
|
|
|
|
|
" product that is billed based on *Timesheets*, *Milestones*, or *Delivered "
|
|
|
|
|
|
"Quantities*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How to properly fill out an expense form that's attached to a sales order in"
|
|
|
|
|
|
" Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:215
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there are any receipts that should be uploaded and attached to the "
|
|
|
|
|
|
"expense, click the :guilabel:`Attach Receipt` button, and upload the "
|
|
|
|
|
|
"necessary documents to the expense. This is **not** required, but it may "
|
|
|
|
|
|
"affect whether or not an expense is approved."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:219
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all the information has been entered, click :guilabel:`Create Report` "
|
|
|
|
|
|
"to create an expense report detailing all the expense information that was "
|
|
|
|
|
|
"just entered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid "How an Expense Report Summary looks in Odoo Expenses."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:226
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, there's the option to :guilabel:`Submit to Manager` for approval. Once"
|
|
|
|
|
|
" approved, the :guilabel:`Report in Next Payslip` appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:229
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To showcase a complete flow in this example, select :guilabel:`Submit to "
|
|
|
|
|
|
"Manager`. Then, the manager would click :guilabel:`Approve` to approve this "
|
|
|
|
|
|
"expense, and click :guilabel:`Post Journal Entries` to post this expense to "
|
|
|
|
|
|
"the accounting journal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:234
|
|
|
|
|
|
msgid "Invoice expenses"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:236
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To invoice a customer for an :ref:`expense on a sales order "
|
|
|
|
|
|
"<sales/invoicing/add-expenses-sales-order>`, navigate to the related sales "
|
|
|
|
|
|
"order, either from the :menuselection:`Sales` app or from the expense report"
|
|
|
|
|
|
" in the :menuselection:`Expenses` app. From the expense report, click the "
|
|
|
|
|
|
":guilabel:`Sales Orders` smart button at the top of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:241
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the expense report was linked to the sales order, the newly-configured "
|
|
|
|
|
|
"expense now has its own line in the :guilabel:`Order Lines` tab, and can be "
|
|
|
|
|
|
"invoiced to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An expense appearing on Order Lines tab of a Sales Order in Odoo Sales "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:248
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msgid ""
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"To invoice the customer for the expense on the sales order, click "
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|
":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the "
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|
":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create "
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|
"Draft Invoice`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:252
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msgid ""
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"Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then,"
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" the invoicing process can be completed as usual."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
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msgid ""
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"Sample customer invoice for an expense generated from a sales order in Odoo "
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"Sales."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:260
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msgid "Purchase configuration"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:262
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msgid ""
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"In order to invoice a customer for purchases made on a sales order, the "
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"*Purchase* application **must** be installed."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:265
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msgid ""
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"To install the *Purchase* application, navigate to :menuselection:`Odoo main"
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" dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
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":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page "
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"automatically refreshes and returns to the main Odoo dashboard, where the "
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":guilabel:`Purchase` app is now available to access."
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:273
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msgid "Add purchase to sales order"
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:275
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msgid ""
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"To add a purchase to a sales order, a purchase order must first be created. "
|
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"To create a purchase order, navigate to :menuselection:`Purchase app --> "
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"New` to reveal a blank purchase order form."
|
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msgstr ""
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#: ../../content/applications/sales/sales/invoicing/time_materials.rst:278
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msgid ""
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"First, add a :guilabel:`Vendor` to the purchase order. Then, under the "
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":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-"
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"down menu, represented by two horizontal lines with dots on them, located to"
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" the far-right of the column headers. From that drop-down menu, select "
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":guilabel:`Analytic Distribution`."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
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msgid ""
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|
|
|
"How to add analytic distribution column on purchase order form in Odoo "
|
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|
"Purchase."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:287
|
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msgid ""
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|
"After adding the :guilabel:`Analytic Distribution` column to the headers on "
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|
"the :guilabel:`Products` tab of the purchase order form, proceed to add the "
|
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|
"product(s) to the purchase order. To do that, click :guilabel:`Add a "
|
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|
"product`, and select the desired product from the drop-down menu. Repeat for"
|
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|
|
|
" all the products to add."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:293
|
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msgid ""
|
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|
|
"In order for a purchase to be properly invoiced on a sales order, the "
|
|
|
|
|
|
"product on the purchase order **must** be marked as :guilabel:`Can be "
|
|
|
|
|
|
"Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered "
|
|
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|
|
|
"quantities`, and have the :guilabel:`At cost` option selected in the "
|
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|
|
":guilabel:`Re-Invoice Expenses` field on its product form."
|
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|
msgstr ""
|
|
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|
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|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Product settings for a purchase order to be invoiced on a sales order in "
|
|
|
|
|
|
"Odoo."
|
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|
msgstr ""
|
|
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|
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:302
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select the appropriate :guilabel:`Analytic Distribution` associated "
|
|
|
|
|
|
"with the sales order to which this purchase order is related. To do that, "
|
|
|
|
|
|
"click the empty :guilabel:`Analytic Distribution` field to reveal an "
|
|
|
|
|
|
":guilabel:`Analytic` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:306
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, from the :guilabel:`Departments` drop-down menu, select the analytic "
|
|
|
|
|
|
"distribution associated with the desired sales order to be invoiced for the "
|
|
|
|
|
|
"purchase."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How to select the Analytic Distribution department from a purchase order in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:313
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all the information is entered in the :guilabel:`Products` tab of the "
|
|
|
|
|
|
"purchase order, confirm the order by clicking :guilabel:`Confirm Order`. "
|
|
|
|
|
|
"Then, click :guilabel:`Receive Products` when the products have been "
|
|
|
|
|
|
"received. This creates a receipt form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:318
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If any serial/lot numbers must be entered before validating the receipt of "
|
|
|
|
|
|
"products, then on the receipt form, click the :guilabel:`details` icon "
|
|
|
|
|
|
"represented by four horizontal lines located to the far-right of the product"
|
|
|
|
|
|
" line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:322
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This reveals a :guilabel:`Detailed Operations` tab, in which the necessary "
|
|
|
|
|
|
":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added."
|
|
|
|
|
|
" When ready, click :guilabel:`Confirm` to confirm the data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:326
|
|
|
|
|
|
msgid "Then, click :guilabel:`Validate` to validate the purchase order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:328
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, return to the purchase order, via the breadcrumb links at the top of "
|
|
|
|
|
|
"the page, and click :guilabel:`Create Bill` to create a vendor bill that can"
|
|
|
|
|
|
" be invoiced to the customer on the attached sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Vendor bill draft for a purchase order to be invoiced to a customer in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:337
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill "
|
|
|
|
|
|
"Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an "
|
|
|
|
|
|
"error window appears, requesting that information to be entered before "
|
|
|
|
|
|
"confirmation can occur."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:341
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then "
|
|
|
|
|
|
"automatically added to the sales order, where it can be invoiced directly to"
|
|
|
|
|
|
" the customer attached to it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:345
|
|
|
|
|
|
msgid "Invoice purchase"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:347
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To invoice a customer for a purchase on a sales order, first :ref:`add the "
|
|
|
|
|
|
"purchase to the sales order <sales/invoicing/add-purchase-to-sales-order>`, "
|
|
|
|
|
|
"then navigate to the desired sales order in the :menuselection:`Sales` app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:351
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the sales order that was attached to the purchase order, the purchased "
|
|
|
|
|
|
"product now has its own product line under the :guilabel:`Order Lines` tab, "
|
|
|
|
|
|
"and it is ready to be invoiced."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Purchase order product on sales order to be invoiced to customer via Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:358
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To invoice the customer for the purchase, simply click :guilabel:`Create "
|
|
|
|
|
|
"Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create "
|
|
|
|
|
|
"invoices` pop-up window, then click :guilabel:`Create Draft Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:362
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added "
|
|
|
|
|
|
"purchase order product in the :guilabel:`Invoice Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customer invoice draft with purchase product attached to sales order in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:369
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To complete the invoicing process, click :guilabel:`Confirm` to confirm the "
|
|
|
|
|
|
"invoice, and then click :guilabel:`Register Payment` in the "
|
|
|
|
|
|
":guilabel:`Register Payment` pop-up form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices.rst:5
|
|
|
|
|
|
msgid "Products & Prices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3
|
|
|
|
|
|
msgid "Use eWallets and gift cards"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With Odoo, customers can use **eWallets** and **gift cards** for online and "
|
|
|
|
|
|
"in-store shopping."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), "
|
|
|
|
|
|
"first enable :guilabel:`Discounts, Loyalty & Gift Card` under "
|
|
|
|
|
|
":menuselection:`Sales app --> Configuration --> Settings --> Pricing "
|
|
|
|
|
|
"section`. Once enabled, go to :menuselection:`Sales app --> Products --> "
|
|
|
|
|
|
"Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card "
|
|
|
|
|
|
"program."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13
|
|
|
|
|
|
msgid "eWallets"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"eWallets allow customers to save credits on their online account and use "
|
|
|
|
|
|
"these credits as a payment method when buying items in an online store or a "
|
|
|
|
|
|
"brick-and-mortar store. eWallets can also be used to centralize multiple "
|
|
|
|
|
|
":ref:`gift cards <ewallet_gift/gift-cards>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before creating an eWallet program, it is necessary to create an eWallet "
|
|
|
|
|
|
"**top-up** product. Top-ups are pre-defined digital credit values added to "
|
|
|
|
|
|
"an eWallet in exchange for its equivalent in real currency. These credits "
|
|
|
|
|
|
"can then be used as a payment method in the eCommerce shop or :abbr:`PoS "
|
|
|
|
|
|
"(Point of Sale)`. Top-up values can be of different amounts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A $50 top-up can be bought for $50, and adds that same amount of credits to "
|
|
|
|
|
|
"the eWallet."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a top-up product, go to :menuselection:`Sales app --> Products -->"
|
|
|
|
|
|
" Products` and :guilabel:`Create` a new product. On the product template, "
|
|
|
|
|
|
"configure the options as follows:"
|
|
|
|
|
|
msgstr ""
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product Name`: enter a name for the top-up product (for example, "
|
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|
|
|
"`$50 Top-Up`)"
|
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|
|
msgstr ""
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92
|
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msgid ":guilabel:`Can be Sold`: enabled"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93
|
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msgid ":guilabel:`Product Type`: select :guilabel:`Service`"
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94
|
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msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34
|
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#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95
|
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msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`"
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35
|
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msgid ":guilabel:`Sales Price`: enter the amount of the top-up"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38
|
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|
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msgid ""
|
|
|
|
|
|
"In order to have eWallet top-ups of different amounts, create multiple top-"
|
|
|
|
|
|
"up products and modify the :guilabel:`Sales Price` accordingly."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Once the top-up is created, go to :menuselection:`Sales app --> Products -->"
|
|
|
|
|
|
" Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The "
|
|
|
|
|
|
"following configuration options are available:"
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44
|
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|
msgid ":guilabel:`Program Name`: enter a name for the eWallet program"
|
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msgstr ""
|
|
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|
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|
|
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45
|
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msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`"
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46
|
|
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|
|
msgid ""
|
|
|
|
|
|
":guilabel:`eWallet Products`: select the eWallet top-up created earlier. "
|
|
|
|
|
|
"Repeat the process if you created top-ups of different amounts."
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Email template`: select the email template used for the email "
|
|
|
|
|
|
"sent to the customer. To create a new template, click on the field, select "
|
|
|
|
|
|
":guilabel:`Search More`, and then click :guilabel:`Create`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Currency`: select the currency to use for the eWallet program"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Company`: select the company for which the program is valid and "
|
|
|
|
|
|
"available"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Available On`: select the applications on which the program is "
|
|
|
|
|
|
"valid and available"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Website`: select the website on which the program is valid and "
|
|
|
|
|
|
"available. Leave this field empty to include all websites."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which "
|
|
|
|
|
|
"the program is valid and available. Leave this field empty to include all "
|
|
|
|
|
|
":abbr:`PoS (Point of Sale)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
|
|
|
|
|
msgid "eWallet program configuration page"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the program is configured, click the :guilabel:`Generate eWallet` "
|
|
|
|
|
|
"button in the upper-left corner to generate eWallets. eWallets can be "
|
|
|
|
|
|
"generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. "
|
|
|
|
|
|
"The quantity is automatically adapted according to the :guilabel:`Customers`"
|
|
|
|
|
|
" and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet "
|
|
|
|
|
|
"value`. Finally, set the :guilabel:`Valid Until` period if applicable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Generated eWallets can be accessed through the :guilabel:`eWallets` smart "
|
|
|
|
|
|
"button in the upper-right corner. From there, :guilabel:`Send` or "
|
|
|
|
|
|
":guilabel:`Share` the eWallets via email or a URL link."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
|
|
|
|
|
msgid "eWallets send and share buttons"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on an eWallet to change the :guilabel:`Expiration Date`, "
|
|
|
|
|
|
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an "
|
|
|
|
|
|
"eWallet *cannot* be changed, deleted, or duplicated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82
|
|
|
|
|
|
msgid "Gift cards"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Gift cards can be purchased by customers, and in turn used as a payment "
|
|
|
|
|
|
"method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before creating a new gift card program, it is necessary to first create "
|
|
|
|
|
|
"gift cards as products. To do so, go to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Products --> Products` and :guilabel:`Create` a product. On the product "
|
|
|
|
|
|
"template, configure the options as follows:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91
|
|
|
|
|
|
msgid ":guilabel:`Product Name`: enter a name for the gift card product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96
|
|
|
|
|
|
msgid ":guilabel:`Sales Price`: enter the amount of the gift card"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to have gift cards of different amounts, create multiple gift card "
|
|
|
|
|
|
"products and modify the :guilabel:`Sales Price` accordingly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the gift card product is created, go to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card "
|
|
|
|
|
|
"program. The following configuration options are available:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106
|
|
|
|
|
|
msgid ":guilabel:`Program Name`: enter a name for the gift card program"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107
|
|
|
|
|
|
msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Gift Card Products`: select the gift card product created "
|
|
|
|
|
|
"earlier. Repeat the process if you created gift card products of different "
|
|
|
|
|
|
"amounts."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift "
|
|
|
|
|
|
"Card Information` template, or create a new template by clicking on the "
|
|
|
|
|
|
"field, selecting :guilabel:`Search More`, and then clicking "
|
|
|
|
|
|
":guilabel:`Create`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113
|
|
|
|
|
|
msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Currency`: select the currency to use for the gift card program"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
|
|
|
|
|
msgid "Gift card program configuration page"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the program is configured, click the :guilabel:`Generate Gift Cards` "
|
|
|
|
|
|
"button in the upper-left corner to generate gift cards. Gift cards can be "
|
|
|
|
|
|
"generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected "
|
|
|
|
|
|
"Customers`. Set the :guilabel:`Quantity to generate` for "
|
|
|
|
|
|
":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or "
|
|
|
|
|
|
":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the "
|
|
|
|
|
|
":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period"
|
|
|
|
|
|
" if applicable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Generated gift cards can be accessed through the :guilabel:`Gift Cards` "
|
|
|
|
|
|
"smart button in the upper-right corner. From there, :guilabel:`Send` or "
|
|
|
|
|
|
":guilabel:`Share` the gift cards via email or a URL link."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
|
|
|
|
|
msgid "Gift cards send and share buttons"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on a gift card to change the :guilabel:`Expiration Date`, "
|
|
|
|
|
|
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift "
|
|
|
|
|
|
"card *cannot* be changed, deleted, or duplicated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
|
|
|
|
|
|
msgid "Discount and loyalty programs"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users "
|
|
|
|
|
|
"to create discount and loyalty programs that customers can use for online "
|
|
|
|
|
|
"and in-store shopping. These programs offer more varied, public, and time-"
|
|
|
|
|
|
"sensitive pricing options than :doc:`pricelists "
|
|
|
|
|
|
"</applications/sales/sales/products_prices/prices/pricing>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11
|
|
|
|
|
|
msgid "Configure the settings"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13
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msgid ""
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|
|
"To begin using discount and loyalty programs, navigate to "
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|
|
":menuselection:`Sales --> Configuration --> Settings`. Under the "
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|
|
":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & "
|
|
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|
|
|
"Gift Card` setting by checking the box next to the feature. Finally, click "
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":guilabel:`Save` to save the changes."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19
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msgid "Configure discount and loyalty programs"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21
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msgid ""
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"To create discount and loyalty programs, go to :menuselection:`Sales --> "
|
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"Products --> Discount & Loyalty`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24
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msgid ""
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"If no discount or loyalty programs have been created yet, Odoo provides a "
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"choice of templates to help create the first program. Choose one of the "
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"template cards, or click :guilabel:`New` to create a new program from "
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"scratch."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28
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msgid ""
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"Or, if there are already existing programs, select an existing program to "
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"edit it."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
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msgid "Discount and loyalty program template cards."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
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msgid ""
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"Templates **only** appear when no programs have been created, and they "
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"disappear once the first program is created."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38
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msgid "Creating or editing a program opens the program form."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
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msgid "Program options on the loyalty program form."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44
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msgid "The program form contains the following fields:"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46
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msgid ""
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|
":guilabel:`Program Name`: Enter the name of the program in this field. The "
|
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"program name is **not** visible to the customer."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48
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msgid ""
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|
":guilabel:`Program Type`: Select the desired :ref:`program type "
|
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|
|
"<sales/pricing_management/program-types>` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50
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msgid ":guilabel:`Currency`: Select the currency used for the program."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51
|
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msgid ""
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|
":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down "
|
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|
|
"menu to have this loyalty program applied to a specific pricelist (and "
|
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|
|
|
"customers attached to the pricelist). More than one pricelist can be "
|
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|
"selected in this field. When a single loyalty program is linked to several "
|
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|
"pricelists, it makes it viable for different customer segments to have "
|
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|
|
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"different pricelists, but the *same* loyalty programs. If this field is left"
|
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" blank, the program applies to everyone, regardless of pricelist."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57
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msgid ""
|
|
|
|
|
|
":guilabel:`Points Unit`: Enter the name of the points used for the "
|
|
|
|
|
|
":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit "
|
|
|
|
|
|
"name *is* visible to the customer. This field is **only** available when the"
|
|
|
|
|
|
" :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
|
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msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60
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msgid ""
|
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|
|
":guilabel:`Start Date`: Select the date on which the program becomes valid. "
|
|
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|
|
"Leave this field blank if the program should always be valid and not expire."
|
|
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|
msgstr ""
|
|
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|
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|
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|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`End Date`: Select the date on which the program stops being "
|
|
|
|
|
|
"valid. Leave this field blank if the program should always be valid and not "
|
|
|
|
|
|
"expire."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number "
|
|
|
|
|
|
"of :guilabel:`usages` to limit the number of times the program can be used "
|
|
|
|
|
|
"during the validity period."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Company`: If working in a multi-company database, choose the one "
|
|
|
|
|
|
"company for which the program is available. If left blank, the program is "
|
|
|
|
|
|
"available to all companies in the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Available On`: Select the apps on which the program is available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Website`: Select a website on which the program is available. "
|
|
|
|
|
|
"Leave this field blank to make it available on all websites."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Point of Sale`: Select the point(s) of sale at which the program "
|
|
|
|
|
|
"is available. Leave this field blank to make it available at all :abbr:`PoS "
|
|
|
|
|
|
"(Point of Sale)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The options available on the program form vary depending on the "
|
|
|
|
|
|
":ref:`Program Type <sales/pricing_management/program-types>` selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All of the existing cards, codes, coupons, etc. that have been generated for"
|
|
|
|
|
|
" the program are accessible through the smart button located at the top of "
|
|
|
|
|
|
"the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
|
|
|
|
|
msgid "Program items smart button on the loyalty program form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo 17 (and later), when a loyalty card or coupon is associated with a "
|
|
|
|
|
|
"contact in the database, a :guilabel:`Loyalty Cards` smart button "
|
|
|
|
|
|
"conditionally appears on the contact form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Loyalty Card smart button as it appears on a contact form in Odoo 17."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This smart button **only** appears if a loyalty card or coupon is associated"
|
|
|
|
|
|
" with the contact."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98
|
|
|
|
|
|
msgid "Program types"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The different :guilabel:`Program Types` available on the program form are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
|
|
|
|
|
|
"immediate access to rewards."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates "
|
|
|
|
|
|
"points to exchange for rewards on current and/or future orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Promotions`: Set conditional rules for ordering products, which, "
|
|
|
|
|
|
"when fulfilled, grant access to rewards for the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Discount Code`: Set codes which, when entered upon checkout, "
|
|
|
|
|
|
"grant discounts to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted "
|
|
|
|
|
|
"1 credit. After accumulating a specified amount of credits, the customer can"
|
|
|
|
|
|
" trade them in to receive (Y) item."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes "
|
|
|
|
|
|
"that grant access to rewards on the customer's next order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116
|
|
|
|
|
|
msgid "Conditional rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, configure the :guilabel:`Conditional rules` that determine when the "
|
|
|
|
|
|
"program applies to a customer's order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to "
|
|
|
|
|
|
":guilabel:`Conditional rules` to add *conditions* to the program. This "
|
|
|
|
|
|
"reveals a :guilabel:`Create Conditional rules` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
|
|
|
|
|
msgid "Rules & Rewards tab of the loyalty program form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The options for :guilabel:`Conditional rules` vary depending on the selected"
|
|
|
|
|
|
" :ref:`Program Type <sales/pricing_management/program-types>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133
|
|
|
|
|
|
msgid "The following options are available for configuring conditional rules:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Discount Code`: Enter a custom code to be used for the "
|
|
|
|
|
|
":guilabel:`Discount Code` program, or use the default one generated by Odoo."
|
|
|
|
|
|
" This field is only available when the :guilabel:`Program Type` is set to "
|
|
|
|
|
|
":guilabel:`Discount Code`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Minimum Quantity`: Enter the minimum number of products that must"
|
|
|
|
|
|
" be purchased in order to access the reward. Set the minimum quantity to at "
|
|
|
|
|
|
"least `1` to ensure that the customer must make a purchase in order to "
|
|
|
|
|
|
"access the reward."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with "
|
|
|
|
|
|
":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in "
|
|
|
|
|
|
"order to access the reward. If both a minimum quantity *and* minimum "
|
|
|
|
|
|
"purchase amount are entered, then the customer's order must meet both "
|
|
|
|
|
|
"conditions."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145
|
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msgid ""
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|
|
":guilabel:`Products`: Select the specific product(s) for which the program "
|
|
|
|
|
|
"applies. Leave this field blank to apply it to all products."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147
|
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msgid ""
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|
":guilabel:`Categories`: Select the category of products for which the "
|
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|
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"program applies. Choose :guilabel:`All` to apply it to all product "
|
|
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|
|
"categories."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149
|
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msgid ""
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":guilabel:`Product Tag:` Select a tag to apply the program to products with "
|
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|
|
|
"that specific tag."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150
|
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msgid ""
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|
":guilabel:`Grant`: Enter the number of points the customer earns "
|
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|
":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per "
|
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|
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"unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` "
|
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"programs)."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
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msgid ""
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"Conditional rules configuration window for a discount or loyalty program."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158
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msgid ""
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"Click :guilabel:`Save & Close` to save the rule and close the pop-up window,"
|
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|
|
" or click :guilabel:`Save & New` to save the rule and immediately create a "
|
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|
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"new one."
|
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msgstr ""
|
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#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162
|
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msgid "Rewards"
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164
|
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msgid ""
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|
|
"In the :guilabel:`Rules & Rewards` tab of the program form, click "
|
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|
|
":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program."
|
|
|
|
|
|
" This reveals a :guilabel:`Create Rewards` pop-up window."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169
|
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|
|
msgid ""
|
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|
|
"The options for :guilabel:`Rewards` vary depending on the selected "
|
|
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|
|
|
":ref:`Program Type <sales/pricing_management/program-types>`."
|
|
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|
|
msgstr ""
|
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|
|
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172
|
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|
|
msgid "The following options are available for configuring rewards:"
|
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|
|
msgstr ""
|
|
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|
|
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free "
|
|
|
|
|
|
"Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other "
|
|
|
|
|
|
"options for reward configuration depend on the :guilabel:`Reward Type` "
|
|
|
|
|
|
"selected."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178
|
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|
|
msgid ":guilabel:`Free Product`:"
|
|
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|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Quantity Rewarded`: Select the number of free products rewarded "
|
|
|
|
|
|
"to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product`: Select the product given for free as a reward. Only one"
|
|
|
|
|
|
" product can be selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product Tag`: Select a tag to further specify the free product "
|
|
|
|
|
|
"eligible for the reward."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186
|
|
|
|
|
|
msgid ":guilabel:`Discount`:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Discount`: Enter the discounted amount in either "
|
|
|
|
|
|
":guilabel:`percentage`, :guilabel:`currency per point`, or "
|
|
|
|
|
|
":guilabel:`currency per order`. Then, select whether the discount applies to"
|
|
|
|
|
|
" the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the "
|
|
|
|
|
|
"order, or only :guilabel:`Specific Products`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this "
|
|
|
|
|
|
"reward may grant as a discount. Leave this field at `0` for no limit."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195
|
|
|
|
|
|
msgid ":guilabel:`Free Shipping`:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`In exchange of`: Enter the number of points required to exchange "
|
|
|
|
|
|
"for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get "
|
|
|
|
|
|
"Y` programs)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Description on order`: Enter the description of the reward, which"
|
|
|
|
|
|
" is displayed to the customer upon checkout."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
|
|
|
|
|
msgid "Rewards configuration window for a discount or loyalty program."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
|
|
|
|
|
|
msgid "Manage your pricing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
|
|
|
|
|
|
msgid "Foreign currencies"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With Odoo, pricelists can be used to manage prices in a number of foreign "
|
|
|
|
|
|
"currencies. Specifically, Odoo has the ability to work with 167 total "
|
|
|
|
|
|
"currencies."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to use multiple currencies in Odoo *Sales*, the *Accounting* "
|
|
|
|
|
|
"application **must** be installed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the *Accounting* app has been installed, foreign currencies can be "
|
|
|
|
|
|
"added to the database. Navigate to :menuselection:`Accounting app --> "
|
|
|
|
|
|
"Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, "
|
|
|
|
|
|
"and locate the :guilabel:`Main Currency` setting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How the main currency feature appears on settings page in Odoo Accounting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo automatically sets the main currency as the currency of the country the"
|
|
|
|
|
|
" company is based in."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To change the main currency of the company, select the drop-down menu in the"
|
|
|
|
|
|
" :guilabel:`Currency` field, select the desired currency, and be sure to "
|
|
|
|
|
|
":guilabel:`Save` the changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To ensure currency rates are updated automatically, enable the *automatic "
|
|
|
|
|
|
"currency rates* feature on the *Accounting* settings page "
|
|
|
|
|
|
"(:menuselection:`Accounting app --> Configuration --> Settings --> "
|
|
|
|
|
|
"Currencies section`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, "
|
|
|
|
|
|
"choose a designated bank to get the currency rates from in the "
|
|
|
|
|
|
":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`"
|
|
|
|
|
|
" of time for the updates to take place. Then determine when the date of the "
|
|
|
|
|
|
":guilabel:`Next Run` should be."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To instantly update the currency rates, click the :guilabel:`🔁 (circular "
|
|
|
|
|
|
"arrows)` icon, located to the right of the :guilabel:`Next Run` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all configurations are complete, be sure to :guilabel:`Save` all "
|
|
|
|
|
|
"changes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All payment methods **must** be in the same currency as the sales journal, "
|
|
|
|
|
|
"or the company currency, if the company currency is not set. If it is not "
|
|
|
|
|
|
"the same, a :guilabel:`Validation Error` message appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53
|
|
|
|
|
|
msgid "View, edit, and add currencies"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view, edit, and add currencies to the database, making them available on "
|
|
|
|
|
|
"pricelists and on the :guilabel:`Main Currency` drop-down menu, click the "
|
|
|
|
|
|
":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field "
|
|
|
|
|
|
"on the :menuselection:`Accounting app --> Settings` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Currencies` link is clicked, a separate "
|
|
|
|
|
|
":guilabel:`Currencies` page is revealed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
|
|
|
|
|
msgid "How the main currencies page appears in Odoo Accounting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On this page, Odoo provides a master list of 167 global currencies. Each row"
|
|
|
|
|
|
" shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, "
|
|
|
|
|
|
":guilabel:`Name`, date of the :guilabel:`Last Update`, and "
|
|
|
|
|
|
":guilabel:`Current Rate` (compared to the default currency of the country in"
|
|
|
|
|
|
" which the company is based)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To the far right, there are two columns, which can be toggled on or off:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Use on eBay`: this currency can be used with the connected eBay "
|
|
|
|
|
|
"account (if applicable)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Active`: this currency is activated, which means it can be added "
|
|
|
|
|
|
"to a pricelist, or used as the main currency of the company, if desired (via"
|
|
|
|
|
|
" :menuselection:`Accounting app --> Configuration --> Settings --> "
|
|
|
|
|
|
"Currencies section`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:79
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msgid ""
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"By default, all the :guilabel:`Active` currency options are at the top of "
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"the list."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:82
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msgid ""
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"It is recommended that *at least* one pricelist is created per "
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":guilabel:`Active` currency. See :doc:`./pricing` to learn more about "
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"pricelist configuration."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:85
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msgid ""
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"To toggle options on/off, click the toggle switch in the row for the "
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"corresponding column. When *on* the color of the switch is green. When "
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"*off*, the color of the switch is grey."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89
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msgid "Currency detail form"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:91
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msgid ""
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"To edit any currency on the :guilabel:`Currencies` page, click the desired "
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"currency to reveal the detail form for that specific currency, and proceed "
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"to make any necessary changes."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
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msgid "How a currency detail form looks in Odoo Accounting."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:98
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msgid ""
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"On the currency detail form, the relevant currency code appears in the "
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":guilabel:`Currency` field. Beneath that, the name for the currency is in "
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"the :guilabel:`Name` field."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:101
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msgid ""
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"Then, toggle the currency's availability with the :guilabel:`Active` toggle:"
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" *on* is indicated with a green switch, and *off* is indicated with a grey "
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"switch."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:104
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msgid ""
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"On the right of the currency detail form, the appropriate "
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":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` "
|
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"(e.g. `Cents`) can be found."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:107
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msgid ""
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"If the currency is meant to be used for eBay purposes, toggle the "
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":guilabel:`Use on eBay` option to the desired activation."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110
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msgid ""
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"Next, under the :guilabel:`Rates` tab, the various conversion rates can be "
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"viewed, added, or deleted. Each row shows the :guilabel:`Date` of that "
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"specific rate, the :guilabel:`Company` to which it is connected, followed by"
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" the :guilabel:`Unit per...` and :guilabel:`...per Unit`."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166
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msgid ""
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|
"The *...* in each of the last two columns represents the main currency set "
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"for the company. For example, if the main currency is set to `USD`, the "
|
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"columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:119
|
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msgid ""
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|
"To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` "
|
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|
"tab, and proceed to fill in the necessary information in the aforementioned "
|
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|
|
|
"columns."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123
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|
msgid "Main currency detail form"
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:125
|
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|
|
msgid ""
|
|
|
|
|
|
"If the selected currency is the main currency of the company, a blue banner "
|
|
|
|
|
|
"appears at the top of the currency detail form with the message: "
|
|
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|
|
|
":guilabel:`This is your company's currency.`."
|
|
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|
msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
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|
|
|
msgid "How a main currency detail form looks in Odoo Accounting."
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132
|
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|
|
msgid ""
|
|
|
|
|
|
"All the fields are the same as a typical currency detail form, but there "
|
|
|
|
|
|
"will **not** be a :guilabel:`Rates` tab because all other currency rates are"
|
|
|
|
|
|
" based off the main currency of the company."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137
|
|
|
|
|
|
msgid "Create new currency"
|
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|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a desired currency isn't on the :guilabel:`Currencies` page, click the "
|
|
|
|
|
|
":guilabel:`New` button to open a blank currency template form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:143
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The same :guilabel:`New` button is located in the upper-right corner of any "
|
|
|
|
|
|
"currency detail form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
|
|
|
|
|
msgid "How a blank currency detail form looks in Odoo Accounting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the blank currency detail form, proceed to enter the desired currency "
|
|
|
|
|
|
"code in the :guilabel:`Currency` field. Beneath that, enter the name for the"
|
|
|
|
|
|
" currency in the :guilabel:`Name` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, toggle the currency's availability with the :guilabel:`Active` toggle "
|
|
|
|
|
|
"switch."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the right of the currency detail form, enter the appropriate "
|
|
|
|
|
|
":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate "
|
|
|
|
|
|
":guilabel:`Currency Subunit` (e.g. `Cents`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the currency is meant to be used for eBay purposes, toggle the "
|
|
|
|
|
|
":guilabel:`Use on eBay` to the desired activation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, under the :guilabel:`Rates` tab, add a new rate by clicking "
|
|
|
|
|
|
":guilabel:`Add a line`. Then, proceed to confirm and adjust the "
|
|
|
|
|
|
":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and "
|
|
|
|
|
|
":guilabel:`...per Unit` fields to ensure all the auto-populated information "
|
|
|
|
|
|
"is accurate."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171
|
|
|
|
|
|
msgid "Currency-specific pricelists"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:173
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is recommended that *at least* one pricelist is created per active "
|
|
|
|
|
|
"currency in the database. To create (or assign) a pricelist to a specific "
|
|
|
|
|
|
"currency, start by navigating to :menuselection:`Sales app --> Products --> "
|
|
|
|
|
|
"Pricelists`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:177
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Pricelists` page, either select an existing pricelist to"
|
|
|
|
|
|
" edit, or click :guilabel:`New` to create a new pricelist."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:180
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the pricelist detail form, for either a new or existing pricelist, adjust"
|
|
|
|
|
|
" the :guilabel:`Currency` field as desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184
|
|
|
|
|
|
msgid ":doc:`./pricing` to learn more about pricelist configuration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187
|
|
|
|
|
|
msgid "Auto-conversion from public price"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It should be noted that the public price seen on products is directly "
|
|
|
|
|
|
"related to the main currency the company has set, which is configured by "
|
|
|
|
|
|
"navigating to :menuselection:`Accounting app --> Configuration --> Settings "
|
|
|
|
|
|
"--> Currencies section --> Main Currency --> Currency drop-down menu`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:193
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The sales price automatically updates if the pricelist is changed to a "
|
|
|
|
|
|
"different pricelist that has a different currency than the company's main "
|
|
|
|
|
|
"currency. The change in price is directly related to the updated conversion "
|
|
|
|
|
|
"rate for that currency."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198
|
|
|
|
|
|
msgid "Set product prices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to have product prices set in place to avoid any changes in "
|
|
|
|
|
|
"currency rates, start by navigating to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Products --> Products`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Products` page, select the desired product to modify. "
|
|
|
|
|
|
"Or, create a new product by clicking the :guilabel:`New` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, on the product detail form, click the :guilabel:`Extra Prices` smart "
|
|
|
|
|
|
"button, located in the upper-left corner. Doing so reveals a separate "
|
|
|
|
|
|
":guilabel:`Price Rules` page, specific to that particular product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How to set product prices based on foreign currency pricelists in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:214
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click :guilabel:`New`, and select the desired pricelist from the drop-down "
|
|
|
|
|
|
"menu in the :guilabel:`Pricelist` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:217
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Applied On` field is auto-populated with the product, so "
|
|
|
|
|
|
"proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and"
|
|
|
|
|
|
" :guilabel:`Price` fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The figure in the :guilabel:`Min. Quantity` field means the "
|
|
|
|
|
|
":guilabel:`Price` being set will **only** trigger if at least that amount of"
|
|
|
|
|
|
" product is purchased."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:224
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` "
|
|
|
|
|
|
"for the set prices. Leaving those columns blank ensures the set price will "
|
|
|
|
|
|
"remain valid, regardless of the date of sale."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:227
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msgid ""
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"If working in a multi-company environment, designate to which company this "
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"price rule should be applied in the :guilabel:`Company` field. Leaving that "
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"field blank ensures the price rule applies to all companies in the database."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:231
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msgid ""
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"With those configurations complete, regardless of any changes/updates in "
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"conversion, whenever those designated pricelists are applied to a customer "
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"trying to purchase this specific product, these pre-determined set prices "
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"appear."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236
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msgid ":doc:`./pricing`"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
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msgid "Pricelists, discounts, and formulas"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
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msgid ""
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"Odoo *Sales* has a useful pricelist feature that can be tailored to fit any "
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"unique pricing strategy."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7
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msgid ""
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"A *pricelist* is a list of prices (or price rules) that Odoo uses to "
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"determine the appropriate price for a customer. These pricelists can be set "
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"with specific criteria (such as time periods, minimum quantity sold, and "
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"more) in order to apply certain prices or discounts."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11
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msgid ""
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"Pricelists suggest certain prices, but they can always be overridden on the "
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"sales order."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14
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msgid "Pricing strategy options"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16
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msgid ""
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"To choose a pricing strategy, first navigate to :menuselection:`Sales app "
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"--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click "
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"the checkbox next to the :guilabel:`Pricelists` feature."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
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msgid ""
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"Doing so reveals two additional options beneath it: :guilabel:`Multiple "
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"prices per product` and :guilabel:`Advanced price rules (discounts, "
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|
"formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads "
|
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"to a separate pricelists page, wherein pricelists can be created and/or "
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"modified."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
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msgid ""
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|
":guilabel:`Multiple prices per product`: provides the option to set several "
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"different prices per product."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27
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msgid ""
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|
":guilabel:`Advanced price rules (discounts, formulas)`: provides the option "
|
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|
"to create detailed price rules and apply discounts, margins, and roundings."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
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msgid "How the pricelist feature setting looks in Odoo Sales."
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34
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msgid ""
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|
"After clicking the checkbox beside the :guilabel:`Pricelists` feature, "
|
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|
"select one of those two options, then click :guilabel:`Save` to save all "
|
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|
"changes."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40
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msgid ""
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|
"After activating and saving the :guilabel:`Pricelists` feature, the "
|
|
|
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|
":guilabel:`Settings` page reloads and, from here, either select the "
|
|
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|
|
|
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
|
|
|
|
|
|
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
|
|
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|
|
|
" Products --> Pricelists`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
|
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:430
|
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msgid ""
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|
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|
|
"Either option reveals the :guilabel:`Pricelists` page, in which pricelists "
|
|
|
|
|
|
"can be created and/or modified at any time."
|
|
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|
msgstr ""
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
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|
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|
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|
msgid "How the pricelists page looks in Odoo Sales."
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
|
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|
|
|
msgid ""
|
|
|
|
|
|
"The order of the pricelists on the :guilabel:`Pricelists` page has an impact"
|
|
|
|
|
|
" on how they are applied. If several pricelists share the same criteria, "
|
|
|
|
|
|
"**only** the first listed pricelist is applied."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, for two pricelists with different rules, but same criteria "
|
|
|
|
|
|
"(e.g., same website, same country), only the *first* pricelist in the list "
|
|
|
|
|
|
"is applied."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
|
|
|
|
|
|
"*Sales* and *eCommerce*. This pricelist is applied by default, if there are "
|
|
|
|
|
|
"no matching criteria."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo 17 (and above), it is no longer required to have a pricelist entered"
|
|
|
|
|
|
" in the :guilabel:`Pricelist` field on a quotation form in order to confirm "
|
|
|
|
|
|
"it (i.e. turn it into a sales order)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It should also be noted that, in Odoo 17 (and above), a chatter section can "
|
|
|
|
|
|
"be found on pricelist forms, which enhances the ability to communicate about"
|
|
|
|
|
|
" them."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Pricelists` page, either select the desired pricelist to"
|
|
|
|
|
|
" edit, or click :guilabel:`New` to create a new pricelist, which reveals a "
|
|
|
|
|
|
"blank pricelist form that can be configured in a number of different ways."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "How the pricelist detail form looks in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When creating a new pricelist, start by adding a name for the pricelist at "
|
|
|
|
|
|
"the top of the form, in the blank field. Next, select which "
|
|
|
|
|
|
":guilabel:`Currency` should be used."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, if working in a multi-company environment, select which company this "
|
|
|
|
|
|
"pricelist should apply to in the :guilabel:`Company` field. If this field is"
|
|
|
|
|
|
" left blank, the pricelist is automatically applied to all companies in the "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:88
|
|
|
|
|
|
msgid "Price Rules tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Price Rules` tab functionality on a pricelist form varies "
|
|
|
|
|
|
"depending on the :guilabel:`Pricelists` setting chosen: either "
|
|
|
|
|
|
":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules "
|
|
|
|
|
|
"(discounts, formulas)`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` "
|
|
|
|
|
|
"tab are always the same, regardless of the chosen :guilabel:`Pricelists` "
|
|
|
|
|
|
"setting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the :guilabel:`Multiple prices per product` setting activated, the "
|
|
|
|
|
|
":guilabel:`Price Rules` tab on pricelist forms provides the option to add "
|
|
|
|
|
|
"specific products, with a specific price, to a pricelist."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a specific product and price to a pricelist form, click the "
|
|
|
|
|
|
":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the "
|
|
|
|
|
|
":guilabel:`Products` column. Then, select the desired product for which a "
|
|
|
|
|
|
"specific price should be applied."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, if necessary, select a product variant under the :guilabel:`Variants` "
|
|
|
|
|
|
"column (e.g. a specific product size, color, etc.). If no variants are "
|
|
|
|
|
|
"selected, then this price will apply to all variants of the product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a minimum amount of the product must be purchased in order to apply the "
|
|
|
|
|
|
"specific price, enter the amount under the :guilabel:`Min. Quantity` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure the price of the product for this specific pricelist, enter the"
|
|
|
|
|
|
" desired amount under the :guilabel:`Price` column. Then, there is the "
|
|
|
|
|
|
"option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the "
|
|
|
|
|
|
"configured product price, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add another product line, click :guilabel:`Add a line` again, and repeat "
|
|
|
|
|
|
"the process. There is no limit to how many products can be added in the "
|
|
|
|
|
|
":guilabel:`Price Rules` tab of a pricelist form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information, check out the following section: :ref:`Multiple prices"
|
|
|
|
|
|
" per product <sales/multiple-prices-per-product>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the :guilabel:`Advanced price rules (discounts, formulas)` setting "
|
|
|
|
|
|
"activated, the :guilabel:`Price Rules` tab on pricelist forms provides the "
|
|
|
|
|
|
"option to configure detailed price rules based on formulas."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Check out the :ref:`Advanced price rules (discounts, formulas) "
|
|
|
|
|
|
"<sales/advanced-price-rules>` section for detailed steps on how to add "
|
|
|
|
|
|
"advanced price rules to a pricelist."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:136
|
|
|
|
|
|
msgid "Recurring Prices tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Recurring prices are specifically used with :doc:`subscription products "
|
|
|
|
|
|
"<../../../subscriptions/products>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the :guilabel:`Recurring Prices` tab, the same functionality of the "
|
|
|
|
|
|
":guilabel:`Price Rules` tab is present. The only difference being that a "
|
|
|
|
|
|
"recurring time period can be applied in the :guilabel:`Recurring Plan` "
|
|
|
|
|
|
"column."
|
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145
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msgid ""
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"Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, "
|
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|
|
"click :guilabel:`Add a price rule`, and select the blank field in the "
|
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|
|
":guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-"
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|
|
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"designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:149
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msgid ""
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"New recurrence periods can also be created from this column. To do so, type "
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|
"in the name for the new :guilabel:`Recurring Plan`, then select "
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":guilabel:`Create` from the resulting drop-down menu to create the time "
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|
|
"period, which can be edited later."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153
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msgid ""
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"Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create "
|
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|
"Recurring Plan` pop-up form. From this pop-up form, the new recurrence "
|
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|
"period can be configured, with specific :guilabel:`Details`, "
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":guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the "
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"configurations are complete, click the :guilabel:`Save & Close` button."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
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msgid "Custom time period pop-up form in Odoo Sales."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:162
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msgid ""
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"Lastly, add the desired price for this recurring price rule in the "
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":guilabel:`Recurring Price` column."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166
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msgid ":doc:`../../../subscriptions`"
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:169
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msgid "Rental rules tab"
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:171
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msgid ""
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|
"Under the :guilabel:`Rental rules` tab, specific price rules can be "
|
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|
|
"configured for various rental products, using the same methodology as the "
|
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|
":guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:175
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msgid ""
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|
"To add a rental rule, click :guilabel:`Add a line`, and select a desired "
|
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"product in the :guilabel:`Products` column. Then, select any specific "
|
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|
":guilabel:`Variants`, if necessary."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178
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msgid ""
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|
"Next, designate a :guilabel:`Period` of time for the rental rule (e.g. "
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|
"`Daily`, `Hourly`, etc.)."
|
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msgstr ""
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|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:180
|
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msgid ""
|
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|
"Lastly, configure a :guilabel:`Price` for the rental rule in the respective "
|
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|
|
"column."
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183
|
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|
|
msgid "Configuration tab"
|
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msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185
|
|
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|
|
msgid ""
|
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|
|
|
"Under the :guilabel:`Configuration` tab, there are a few options that can "
|
|
|
|
|
|
"further customize the pricelist."
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "Configuration tab on pricelist detail form in Odoo Sales."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:192
|
|
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|
|
msgid ""
|
|
|
|
|
|
"From here, under the :guilabel:`Availability` section, in the "
|
|
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|
|
|
":guilabel:`Country Groups` field, certain country groups can be added to the"
|
|
|
|
|
|
" pricelist. There is no limit to how many country groups can be added in "
|
|
|
|
|
|
"this field."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:197
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If no country is set for a customer, Odoo takes the first pricelist without "
|
|
|
|
|
|
"any country group."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:199
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Under the :guilabel:`Website` section, there are a few options that can be "
|
|
|
|
|
|
"configured. In the :guilabel:`Website` field, this pricelist can be applied "
|
|
|
|
|
|
"to a specific website, if working in a multi-website environment. If left "
|
|
|
|
|
|
"blank, the pricelist is applied to all websites in the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Tick the :guilabel:`Selectable` checkbox to have this pricelist as a "
|
|
|
|
|
|
"selectable option for customers to choose as they shop. If the "
|
|
|
|
|
|
":guilabel:`Selectable` box is left unticked, customers **cannot** select "
|
|
|
|
|
|
"this pricelist for themselves."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, there is the option to add an :guilabel:`E-commerce Promotional "
|
|
|
|
|
|
"Code`. To add a code, type in the desired promo code that, when entered "
|
|
|
|
|
|
"during the checkout process, applies the pricelist to the customer, even if "
|
|
|
|
|
|
"the customer does not fall into the previously-specified criteria."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount "
|
|
|
|
|
|
"Policy` field with two options to choose from: :guilabel:`Discount included "
|
|
|
|
|
|
"in the price` or :guilabel:`Show public price & discount to the customer`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Discount included in the price` is selected, the price shown "
|
|
|
|
|
|
"to the customer already accounts for the discount being applied. However, if"
|
|
|
|
|
|
" :guilabel:`Show public price & discount to the customer` is selected, the "
|
|
|
|
|
|
"customer sees the actual public price *and* how much they are saving with "
|
|
|
|
|
|
"this pricelist discount."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:221
|
|
|
|
|
|
msgid "Customer pricelist application"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"While the default pricelist applied to any customer is the :guilabel:`Public"
|
|
|
|
|
|
" Pricelist`, Odoo provides the opportunity to directly apply a different "
|
|
|
|
|
|
"pricelist to customers on their contact form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:226
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do that, open the desired customer's contact form, either by navigating "
|
|
|
|
|
|
"to :menuselection:`Sales app --> Orders --> Customers` and selecting the "
|
|
|
|
|
|
"customer from the main :guilabel:`Customers` page, or by clicking on the "
|
|
|
|
|
|
"customer's name on a sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "Sample customer detail form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the desired customer's contact form, under the :guilabel:`Sales & "
|
|
|
|
|
|
"Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist "
|
|
|
|
|
|
"should be applied to this specific customer from the drop-down menu in the "
|
|
|
|
|
|
":guilabel:`Pricelist` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "The pricelist field in a customer detail form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:243
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a customer is added to the database, the default pricelist is "
|
|
|
|
|
|
"automatically applied to them. There is **no way** to have a blank "
|
|
|
|
|
|
"*Pricelist* field on a contact form. Even if that field is left blank, the "
|
|
|
|
|
|
"default pricelist appears when that contact form is opened again."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:247
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, when that contact is added to a quotation, and the *Pricelist* "
|
|
|
|
|
|
"field is auto-populated (based on the information from their contact form), "
|
|
|
|
|
|
"that predetermined pricelist can be removed from the *Pricelist* field, and "
|
|
|
|
|
|
"the quotation can still be confirmed, and subsequently, turned into a sales "
|
|
|
|
|
|
"order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To apply several prices per individual product, select the "
|
|
|
|
|
|
":guilabel:`Multiple prices per product` option, after enabling the "
|
|
|
|
|
|
":guilabel:`Pricelists` feature on the *Sales* app setting page "
|
|
|
|
|
|
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:261
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, apply pricelists to specific products using the product form. Navigate"
|
|
|
|
|
|
" to the :menuselection:`Sales app --> Products --> Products` and select the "
|
|
|
|
|
|
"product for which multiple prices should be applied. Selecting a product "
|
|
|
|
|
|
"from the :guilabel:`Products` page reveals that specific product's product "
|
|
|
|
|
|
"form on a separate page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:266
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the product form, click the :guilabel:`Extra Prices` smart button, "
|
|
|
|
|
|
"located at the top of the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "How the extra prices smart button appears in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:273
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a separate page displaying the :guilabel:`Price Rules` that"
|
|
|
|
|
|
" are specific to that particular product. Here, price rules can be edited or"
|
|
|
|
|
|
" created at any time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "How the extra price rules per product page appears in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new price rule for a product from this specific :guilabel:`Price"
|
|
|
|
|
|
" Rules` page, click :guilabel:`New` to add a new, customizable row that has "
|
|
|
|
|
|
"the desired product already populated in the :guilabel:`Applied On` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, select which :guilabel:`Pricelist` this specific product price rule "
|
|
|
|
|
|
"should apply to, via the drop-down menu in the :guilabel:`Pricelist` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
|
|
|
|
|
|
"*Sales* and *eCommerce*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:291
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new pricelist from this page, type in the desired name of the "
|
|
|
|
|
|
"new pricelist in the :guilabel:`Pricelist` column, then select "
|
|
|
|
|
|
":guilabel:`Create` from the drop-down menu. All pricelists can be modified "
|
|
|
|
|
|
"at any time, by navigating to :menuselection:`Sales app --> Products --> "
|
|
|
|
|
|
"Pricelists`. Pricelists can also be created on that specific "
|
|
|
|
|
|
":guilabel:`Pricelists` page, as well."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After the desired pricelist is added to the row, designate a :guilabel:`Min."
|
|
|
|
|
|
" Quantity` for the price rule."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:301
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msgid ""
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|
"If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the "
|
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|
":guilabel:`Price` column will be applied to orders of 2 or more products. "
|
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|
|
"So, in theory, if a single product costs $100, customers can be encouraged "
|
|
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|
|
"to buy more, if the :guilabel:`Price` is set at $85 per product for a "
|
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":guilabel:`Min. Quantity` of `2` products."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:306
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msgid ""
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"Next, enter the desired amount in the :guilabel:`Price` column. Then, if "
|
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|
"needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the "
|
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|
|
"product's price rule."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:309
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msgid ""
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|
"And lastly, if working in a multi-company environment, select which company "
|
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"this price rule should be applied to in the :guilabel:`Company` field. "
|
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|
"Leaving this field blank means the price rule applies for all companies in "
|
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"the database."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313
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msgid ""
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"Click away from the row to activate Odoo's auto-save capability, meaning "
|
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"that newly-created price rule is now ready to be used."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:316
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msgid ""
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|
"Proceed to add as many unique price rules per product as desired. There is "
|
|
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|
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"no limit to how many price rules can be added per product."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:319
|
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msgid ""
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|
|
"With the price rule(s) in place for a specific product, customers who fall "
|
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|
|
"into those corresponding pricelists automatically see those new prices "
|
|
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|
|
|
"applied. The number of price rules applied to a particular product are also "
|
|
|
|
|
|
"displayed in the :guilabel:`Extra Prices` smart button, located on every "
|
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|
|
"product form."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325
|
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|
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msgid ""
|
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|
|
|
"When a price rule/pricelist is added to a product via the :guilabel:`Extra "
|
|
|
|
|
|
"Prices` smart button, it is also reflected on the pricelist itself. "
|
|
|
|
|
|
"Similarly, when a price rule for a specific product is added to a pricelist,"
|
|
|
|
|
|
" it is also reflected on the product form via the :guilabel:`Extra Prices` "
|
|
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|
|
|
"smart button."
|
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msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:335
|
|
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|
|
|
msgid ""
|
|
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|
|
"The *Discounts* feature allows the ability to set a discount or increase the"
|
|
|
|
|
|
" price on *individual items* in a sales order. This is calculated as a "
|
|
|
|
|
|
"percentage of that product's sales price."
|
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msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"To access discounts, navigate to the *Sales* app setting page "
|
|
|
|
|
|
"(:menuselection:`Sales app --> Configuration --> Settings`), and click the "
|
|
|
|
|
|
":guilabel:`Discounts` checkbox, then click :guilabel:`Save`."
|
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
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|
|
|
msgid "Click the checkbox labeled Discounts to activate Discounts."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:346
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After the setting has been activated, navigate to the desired quotation by "
|
|
|
|
|
|
"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of "
|
|
|
|
|
|
"the page. Once there, click on the desired quote from the list."
|
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:350
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the order lines section of the quotation form, a new column heading will "
|
|
|
|
|
|
"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on "
|
|
|
|
|
|
"individual line items. Enter the desired discount for each product line and "
|
|
|
|
|
|
"the new price will automatically be calculated in the quote "
|
|
|
|
|
|
":guilabel:`Total` at the bottom of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A discount can also be added directly to a sales order in the same way. "
|
|
|
|
|
|
"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the "
|
|
|
|
|
|
"desired sales order, and add the discount to :guilabel:`Disc.%` as described"
|
|
|
|
|
|
" above."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "The Dis.% heading will now appear in Order Lines."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Positive values for :guilabel:`Disc.%` will apply a *discount*, while "
|
|
|
|
|
|
"negative values can be used to *increase* the price."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:369
|
|
|
|
|
|
msgid "Discount button"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:371
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo 17, with the :ref:`Discounts setting <sales/discounts>` enabled, a "
|
|
|
|
|
|
":guilabel:`Discount` button appears at the bottom of sales orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The discount button located at the bottom of a sales order form in the Odoo "
|
|
|
|
|
|
"Sales app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Discount` button on a sales order is clicked, a "
|
|
|
|
|
|
":guilabel:`Discount` pop-up window appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On this pop-up window, configure the :guilabel:`Discount` percentage, and "
|
|
|
|
|
|
"select one of the following discount options: :guilabel:`On All Order "
|
|
|
|
|
|
"Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to "
|
|
|
|
|
|
"add the specified discount percentage (configured in the "
|
|
|
|
|
|
":guilabel:`Discount` field of the pop-up window) on all existing order lines"
|
|
|
|
|
|
" of the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Global Discount`: When selected, Odoo adds a discount product to "
|
|
|
|
|
|
"the order, which has the cumulative value equivalent to the specified "
|
|
|
|
|
|
"discount percentage (configured in the :guilabel:`Discount` field of the "
|
|
|
|
|
|
"pop-up window). Any product added (or removed) *after* the discount is added"
|
|
|
|
|
|
" does **not** affect the discount value on the order line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In this example, since the total of the order is $600, and there is a 30% "
|
|
|
|
|
|
"global discount, that specific line is added to the sales order with a -180 "
|
|
|
|
|
|
"value (which is 30% of $600)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The sales order with the applied global discount option in the Odoo Sales "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Fixed Amount`: When selected, the percentage designation in the "
|
|
|
|
|
|
":guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein"
|
|
|
|
|
|
" a specific amount must be entered. This configured value is added as a "
|
|
|
|
|
|
"discount line on the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is more beneficial to add a :guilabel:`Fixed Amount` discount after "
|
|
|
|
|
|
"**all** desired products have been added to a sales order. If there are "
|
|
|
|
|
|
"changes made to the sales order *after* the discount is added, make sure to "
|
|
|
|
|
|
"change the value on the :guilabel:`Discount` line, or remove the line and "
|
|
|
|
|
|
"add the discount again."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature"
|
|
|
|
|
|
" provides the option to set price change rules based on discounts and "
|
|
|
|
|
|
"formulas. These changes can be relative to the product list/catalog price, "
|
|
|
|
|
|
"the product's cost, or another pricelist."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use advanced pricing rules, with discounts and formulas, select the "
|
|
|
|
|
|
":guilabel:`Advanced price rules (discounts, formulas)` option, after "
|
|
|
|
|
|
"enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page "
|
|
|
|
|
|
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After activating and saving that :guilabel:`Pricelists` feature, the "
|
|
|
|
|
|
":guilabel:`Settings` page reloads and, from here, either select the "
|
|
|
|
|
|
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
|
|
|
|
|
|
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
|
|
|
|
|
|
" Products --> Pricelists`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Pricelists` page, select a desired pricelist to modify, "
|
|
|
|
|
|
"or create a new pricelist by clicking the :guilabel:`New` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:436
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the pricelist form, under the :guilabel:`Price Rules` tab, click "
|
|
|
|
|
|
":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a "
|
|
|
|
|
|
":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule "
|
|
|
|
|
|
"is configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
|
|
|
|
|
msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:445
|
|
|
|
|
|
msgid "Price computation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On this form, first choose one of the three :guilabel:`Computation` options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:449
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Fixed Price`: the price computation is based on a fixed price."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:450
|
|
|
|
|
|
msgid ":guilabel:`Discount`: the price computation is based on a discount."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:451
|
|
|
|
|
|
msgid ":guilabel:`Formula`: the price computation is based on a formula."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:454
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Each :guilabel:`Computation` option reveals its own computation-specific "
|
|
|
|
|
|
"fields on the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:456
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Fixed Price` is selected, enter the desired price in the "
|
|
|
|
|
|
":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, "
|
|
|
|
|
|
"enter the desired discount percentage in the :guilabel:`Discount` field that"
|
|
|
|
|
|
" appears."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460
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msgid ""
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"If :guilabel:`Formula` is selected, a number of configurable options appear."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
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msgid "The various formula computation options present in Odoo Sales."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:466
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msgid ""
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"To configure the :guilabel:`Formula` computation option, start by selecting "
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"an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, "
|
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":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the "
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"advanced price rule formula will be based on."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:470
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msgid ""
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"Next, in the :guilabel:`Discount` field, determine how much of a discount "
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"should be applied. It should be noted that a mark-up can be applied by "
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"setting a negative discount in this field."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:474
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msgid ""
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"To formulate a 100% markup (or 2 times the cost of the product), with a $5 "
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"minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the "
|
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":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is "
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"often seen in retail situations."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
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msgid ""
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"How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo"
|
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" Sales."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:482
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msgid ""
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|
"Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or "
|
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"subtract) to the amount calculated with the discount. After that, enter a "
|
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"desired figure in the :guilabel:`Rounding Method` field. The rounding method"
|
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" sets the price so that it is a multiple of the value in the field."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:487
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msgid "Rounding is applied *after* the discount and *before* the surcharge."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:490
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msgid ""
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|
|
"To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`"
|
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" and the :guilabel:`Extra Fee` to `-0.01`."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:493
|
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msgid ""
|
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|
|
|
|
"Lastly, specify the minimum amount of margin over the base price in the "
|
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|
|
|
":guilabel:`Margins` field."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:495
|
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|
|
msgid ""
|
|
|
|
|
|
"Once all formula-related configurations are complete, Odoo provides an "
|
|
|
|
|
|
"example of the formula in a blue block to the right of the configurations."
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:499
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"To apply 20% discounts, with prices rounded up to 9.99, set the "
|
|
|
|
|
|
":guilabel:`Based on` field to :guilabel:`Sales Price`, the "
|
|
|
|
|
|
":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to "
|
|
|
|
|
|
"`-0.01`, and the :guilabel:`Rounding Method` field to `10`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
|
|
|
|
|
|
msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:508
|
|
|
|
|
|
msgid "Conditions"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:510
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the "
|
|
|
|
|
|
":guilabel:`Conditions` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:513
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Here, start by selecting one of the options in the :guilabel:`Apply On` "
|
|
|
|
|
|
"field:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:515
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`All Products`: the advanced pricelist rule will be applied to all"
|
|
|
|
|
|
" products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:516
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product Category`: the advanced pricelist rule will be applied to"
|
|
|
|
|
|
" a specific category of products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:518
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product`: the advanced pricelist rule will be applied to a "
|
|
|
|
|
|
"specific product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:519
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product Variant`: the advanced pricelist rule will be applied to "
|
|
|
|
|
|
"a specific product variant."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:522
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If any of those options, apart from :guilabel:`All Products`, are selected, "
|
|
|
|
|
|
"a new option-specific field appears, in which the specific "
|
|
|
|
|
|
":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product "
|
|
|
|
|
|
"Variant` must be chosen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:526
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select a minimum quantity to be applied to the advanced pricelist rule"
|
|
|
|
|
|
" in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for"
|
|
|
|
|
|
" the pricelist item validation in the :guilabel:`Validity` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:530
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all configurations are complete, either click :guilabel:`Save & Close` "
|
|
|
|
|
|
"to save the advanced pricelist rule, or click :guilabel:`Save & New` to "
|
|
|
|
|
|
"immediately create another advanced pricelist rule on a fresh form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:535
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a price rule is set for a particular product, and another one for its "
|
|
|
|
|
|
"product category, Odoo takes the rule of the product itself."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:539
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:540
|
|
|
|
|
|
msgid ":doc:`/applications/websites/ecommerce/products/price_management`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products.rst:5
|
|
|
|
|
|
msgid "Manage your products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
|
|
|
|
|
|
msgid "Import products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo *Sales* provides a template for importing products with categories and "
|
|
|
|
|
|
"variants, which can be opened and edited with any spreadsheet software "
|
|
|
|
|
|
"(Microsoft Excel, OpenOffice, Google Sheets, etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When this spreadsheet is filled out properly, it can be quickly uploaded to "
|
|
|
|
|
|
"the Odoo database. When uploaded, those products are instantly added, "
|
|
|
|
|
|
"accessible, and editable in the product catalog."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:12
|
|
|
|
|
|
msgid "Import template"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to import products with categories and variants, the *Import "
|
|
|
|
|
|
"Template for Products* **must** be downloaded. Once downloaded, the template"
|
|
|
|
|
|
" can be adjusted and customized, and then uploaded back into the Odoo "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To download the necessary import template, navigate to :menuselection:`Sales"
|
|
|
|
|
|
" app --> Products --> Products`. On the :guilabel:`Products` page, click the"
|
|
|
|
|
|
" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a "
|
|
|
|
|
|
"drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From this drop-down menu, select the :guilabel:`Import records` option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Import records option selectable from the gear icon on the Products page"
|
|
|
|
|
|
" in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Import records` reveals a separate page with a link to "
|
|
|
|
|
|
"download the :guilabel:`Import Template for Products`. Click that link to "
|
|
|
|
|
|
"download the template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the template download is complete, open the spreadsheet file to "
|
|
|
|
|
|
"customize it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:38
|
|
|
|
|
|
msgid "Customize product import template"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the import template has been downloaded and opened, it's time to modify"
|
|
|
|
|
|
" its contents. However, before any changes are made, there are a few "
|
|
|
|
|
|
"elements to keep in mind during the process:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Feel free to remove any columns that aren't deemed necessary. But, it is "
|
|
|
|
|
|
"*strongly* advised that the :guilabel:`Internal Reference` column remains."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in "
|
|
|
|
|
|
"the :guilabel:`Internal Reference` column for each product can be helpful in"
|
|
|
|
|
|
" many cases. This can even be from previous software spreadsheets to ease "
|
|
|
|
|
|
"the transition into Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, when updating imported products, the same file can be imported "
|
|
|
|
|
|
"several times without creating duplicates, thus enhancing the efficiency and"
|
|
|
|
|
|
" simplicity of imported product management."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Do **not** change the labels of columns that are meant to be imported. "
|
|
|
|
|
|
"Otherwise, Odoo won't recognize them, forcing the user to map them on the "
|
|
|
|
|
|
"import screen manually."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Feel free to add new columns to the template spreadsheet, if desired. "
|
|
|
|
|
|
"However, to be added, those fields **must** exist in Odoo. If Odoo can't "
|
|
|
|
|
|
"match the column name with a field, it can be matched manually during the "
|
|
|
|
|
|
"import process."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:58
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msgid ""
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"During the import process of the completed template, Odoo reveals a page "
|
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|
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"showcasing all the elements of the newly-configured product template "
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"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, "
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"and :guilabel:`Comments`."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:62
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msgid ""
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"To manually match a column name with a field in Odoo, click the "
|
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":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` "
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"that needs a manual adjustment, and select the appropriate field from that "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:0
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msgid ""
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"The Odoo Field drop-down menu next to a Field Column that needs to be "
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"manually adjusted."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:71
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msgid "Import product template spreadsheet"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:73
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msgid ""
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"After customizing the product template spreadsheet, return to the Odoo "
|
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"product import page, where the template download link is found, and click "
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"the :guilabel:`Upload File` button in the upper-left corner."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
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msgid ""
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"The upload file button on the import products template download page in Odoo"
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" Sales."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:81
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msgid ""
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|
"Then, a pop-up window appears, in which the completed product template "
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"spreadsheet file should be selected and uploaded to Odoo."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:84
|
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msgid ""
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|
|
"After that, Odoo reveals a page showcasing all the elements of the newly-"
|
|
|
|
|
|
"configured product template spreadsheet, separated by :guilabel:`File "
|
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|
|
|
"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`."
|
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msgstr ""
|
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|
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#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
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msgid ""
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|
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|
|
"The import a file page in Odoo Sales after a product template has been "
|
|
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|
|
"uploaded."
|
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msgstr ""
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|
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|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:91
|
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|
msgid ""
|
|
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|
|
"From here, the :guilabel:`File Column` can be manually assigned to an "
|
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|
|
":guilabel:`Odoo Field`, if necessary."
|
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|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:94
|
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|
|
msgid ""
|
|
|
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|
|
"To make sure everything is appropriate, and all the columns and fields are "
|
|
|
|
|
|
"lined up accurately, click the :guilabel:`Test` button in the upper-left "
|
|
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|
|
|
"corner."
|
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:97
|
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|
|
msgid ""
|
|
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|
|
|
"If everything is lined up and applied correctly, Odoo reveals a blue banner "
|
|
|
|
|
|
"at the top of the page, informing the user that :guilabel:`Everything seems "
|
|
|
|
|
|
"valid`."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The everything seems valid message that appears if file columns are entered "
|
|
|
|
|
|
"correctly."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there are any errors, Odoo reveals a red banner at the top of the page, "
|
|
|
|
|
|
"with instructions of where to locate the specific issues, and how to fix "
|
|
|
|
|
|
"them."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The import error message that appears if file columns don't match an Odoo "
|
|
|
|
|
|
"Field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once those errors are fixed, click :guilabel:`Test` again to ensure all "
|
|
|
|
|
|
"necessary issues have been remedied appropriately."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If additional product template spreadsheets need to be uploaded, click the "
|
|
|
|
|
|
":guilabel:`Load File` button, select the desired product template "
|
|
|
|
|
|
"spreadsheet, and repeat the process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:117
|
|
|
|
|
|
msgid "When everything is ready, click the :guilabel:`Import` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, Odoo instantly imports those products, and reveals the main "
|
|
|
|
|
|
":guilabel:`Products` page, with a pop-up message in the upper-right corner. "
|
|
|
|
|
|
"This pop-up message informs the user how many products were successfully "
|
|
|
|
|
|
"imported."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pop-up window that appears after a successful product import process in "
|
|
|
|
|
|
"Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:127
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At this point, all the newly-imported products are accessible and editable "
|
|
|
|
|
|
"via the :guilabel:`Products` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:131
|
|
|
|
|
|
msgid "Import relation fields, attributes, and variants"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It's important to note that an Odoo object is always related to many other "
|
|
|
|
|
|
"objects. For example, a product is linked to product categories, attributes,"
|
|
|
|
|
|
" vendors, and things of this nature. These links/connections are known as "
|
|
|
|
|
|
"relations."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to import product relations, the records of the related object "
|
|
|
|
|
|
"**must** be imported *first* from their own list menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:142
|
|
|
|
|
|
msgid "Relation fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On product forms in Odoo, there are a number of fields that can be modified "
|
|
|
|
|
|
"and customized at any time. These fields are found under every tab on a "
|
|
|
|
|
|
"product form. While these fields are easily editable directly on the product"
|
|
|
|
|
|
" form, they can also be modified via a product import."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:148
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As mentioned, relation fields of this nature can **only** be imported for "
|
|
|
|
|
|
"products if they already exist in the database. For example, if a user "
|
|
|
|
|
|
"attempts to import a product with a *Product Type*, it can only be one of "
|
|
|
|
|
|
"the preconfigured product types existing in the database (e.g. *Storable "
|
|
|
|
|
|
"Product*, *Consumable*, etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To import information for a relation field on a product import template "
|
|
|
|
|
|
"spreadsheet, add the name of the field as a column name/title on the "
|
|
|
|
|
|
"spreadsheet. Then, on the appropriate product line, add the desired relation"
|
|
|
|
|
|
" field option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:157
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all desired relation field information has been entered, save the "
|
|
|
|
|
|
"spreadsheet, and import it to the database, per the process mentioned above "
|
|
|
|
|
|
"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> "
|
|
|
|
|
|
"Import records --> Upload File`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the spreadsheet with the newly-configured relation field information "
|
|
|
|
|
|
"has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
|
|
|
|
|
|
":guilabel:`Products` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the newly-changed/modified products, complete with the new relation "
|
|
|
|
|
|
"field information, has been imported and uploaded, that new information can "
|
|
|
|
|
|
"be found on the :guilabel:`Products` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:168
|
|
|
|
|
|
msgid "Attributes and values"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo also allows users to import product attributes and values that can be "
|
|
|
|
|
|
"used for products that already exist in the database, and/or with imported "
|
|
|
|
|
|
"products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:173
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To import attributes and values, a separate spreadsheet or CSV file "
|
|
|
|
|
|
"dedicated to attributes and values **must** be imported and uploaded before "
|
|
|
|
|
|
"they can be used for other products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The column names/titles of the attributes and values spreadsheet should be "
|
|
|
|
|
|
"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, "
|
|
|
|
|
|
":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
msgid "An attributes and values spreadsheet template for imports."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:184
|
|
|
|
|
|
msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:185
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Display Type`: display type used in the product configurator. "
|
|
|
|
|
|
"There are three display type options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:188
|
|
|
|
|
|
msgid ":guilabel:`Radio`: values displayed as radio buttons"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:189
|
|
|
|
|
|
msgid ":guilabel:`Selection`: values displayed in a selection list"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:190
|
|
|
|
|
|
msgid ":guilabel:`Color`: values denoted as a color selection"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:192
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Variant Creation Mode`: how the variants are created when applied"
|
|
|
|
|
|
" to a product. There are three variant creation mode options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Instantly`: all possible variants are created as soon as the "
|
|
|
|
|
|
"attribute, and its values, are added to a product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:197
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Dynamically`: each variant is created **only** when its "
|
|
|
|
|
|
"corresponding attributes and values are added to a sales order"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:199
|
|
|
|
|
|
msgid ":guilabel:`Never`: variants are **never** created for the attribute"
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:202
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msgid ""
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|
|
"The :guilabel:`Variants Creation Mode` **cannot** be changed once the "
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|
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"attribute is used on at least one product."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:205
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msgid ""
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":guilabel:`Values/Value`: values pertaining to the corresponding attribute. "
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"If there are multiple values for the same attribute, the values need to be "
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"in individual lines on the spreadsheet."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:208
|
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msgid ""
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|
|
"Once the desired attributes and values have been entered and saved in the "
|
|
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|
|
|
"spreadsheet, it's time to import and upload it into Odoo. To do that, "
|
|
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|
|
|
"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> "
|
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|
|
"⚙️ (gear) icon --> Import records --> Upload File`."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:212
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msgid ""
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|
|
"Once the spreadsheet with the newly-configured attributes and values has "
|
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|
|
|
"been uploaded, click :guilabel:`Import`, and Odoo returns to the "
|
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|
|
":guilabel:`Attributes` page. That's where those newly-added attributes and "
|
|
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|
|
|
"values can be found and edited, if necessary."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:216
|
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msgid ""
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|
"As mentioned previously, when attributes and values have been added to the "
|
|
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|
|
|
"Odoo database, they can be used for existing or imported products."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/import.rst:220
|
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|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
|
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181
|
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|
|
msgid "Product variants"
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:222
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"When product attributes and values are configured in the database, they can "
|
|
|
|
|
|
"be used on product import spreadsheets to add more information and detail to"
|
|
|
|
|
|
" products being imported."
|
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|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:225
|
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|
|
msgid ""
|
|
|
|
|
|
"To import products with product attributes and values, the product import "
|
|
|
|
|
|
"template spreadsheet must be configured with specific :guilabel:`Product "
|
|
|
|
|
|
"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and "
|
|
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|
|
|
":guilabel:`Name` columns."
|
|
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|
|
|
msgstr ""
|
|
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|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:229
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There can be other columns, as well, but these columns are **required** in "
|
|
|
|
|
|
"order to properly import products with specific variants."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Product variants spreadsheet with product attributes and variants for import"
|
|
|
|
|
|
" purposes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:236
|
|
|
|
|
|
msgid ":guilabel:`Name`: product name"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:237
|
|
|
|
|
|
msgid ":guilabel:`Product Attributes / Attribute`: name of attribute"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:238
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Product Attributes / Values`: values pertaining to the "
|
|
|
|
|
|
"corresponding attribute"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:241
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To import multiple values, separate them by *just* a comma, **not** a comma "
|
|
|
|
|
|
"followed by a space, in the product import template spreadsheet (e.g. "
|
|
|
|
|
|
"`furniture,couch,home`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:244
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the desired products and product variants have been entered and saved "
|
|
|
|
|
|
"in the spreadsheet, it's time to import and upload them into Odoo. To do "
|
|
|
|
|
|
"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️"
|
|
|
|
|
|
" (gear) icon --> Import records --> Upload File`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:248
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the spreadsheet with the newly-configured products and product variants"
|
|
|
|
|
|
" has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
|
|
|
|
|
|
":guilabel:`Products` page. That's where the newly-added products can be "
|
|
|
|
|
|
"found."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:252
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view and modify the attributes and variants on any products, select the "
|
|
|
|
|
|
"desired product from the :guilabel:`Products` page, and click the "
|
|
|
|
|
|
":guilabel:`Attributes \\& Variants` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/import.rst:256
|
|
|
|
|
|
msgid ":doc:`variants`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
|
|
|
|
|
|
msgid "Product images with Google Images"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Having appropriate product images in Odoo is useful for a number of reasons."
|
|
|
|
|
|
" However, if a lot of products need images, assigning them can become "
|
|
|
|
|
|
"incredibly time-consuming."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Fortunately, by configuring the *Google Custom Search* API within an Odoo "
|
|
|
|
|
|
"database, finding product images for products (based on their barcode) is "
|
|
|
|
|
|
"extremely efficient."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to utilize *Google Custom Search* within an Odoo database, both the"
|
|
|
|
|
|
" database and the Google API must be properly configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Free Google accounts allow users to select up to 100 free images per day. If"
|
|
|
|
|
|
" a higher amount is needed, a billing upgrade is required."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26
|
|
|
|
|
|
msgid "Google API dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Go to the `Google Cloud Platform API & Services "
|
|
|
|
|
|
"<https://console.developers.google.com/>`_ page to generate Google Custom "
|
|
|
|
|
|
"Search API credentials. Then, log in with a Google account. Next, agree to "
|
|
|
|
|
|
"their :guilabel:`Terms of Service` by checking the box, and clicking "
|
|
|
|
|
|
":guilabel:`Agree and Continue`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From here, select (or create) an API project to store the credentials. Start"
|
|
|
|
|
|
" by giving it a memorable :guilabel:`Project Name`, select a "
|
|
|
|
|
|
":guilabel:`Location` (if any), then click :guilabel:`Create`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the :guilabel:`Credentials` option selected in the left sidebar, click "
|
|
|
|
|
|
":guilabel:`Create Credentials`, and select :guilabel:`API key` from the "
|
|
|
|
|
|
"drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid "API & Services page on Google Cloud Platform."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals an :guilabel:`API key created` pop-up window, containing a "
|
|
|
|
|
|
"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the "
|
|
|
|
|
|
"pop-up window -- it will be used later. Once the key is copied (and saved "
|
|
|
|
|
|
"for later use), click :guilabel:`Close` to remove the pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid "The API key created pop-up window that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50
|
|
|
|
|
|
msgid "On this page, search for `Custom Search API`, and select it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Custom Search API` page, enable the API by clicking "
|
|
|
|
|
|
":guilabel:`Enable`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"\"Custom Search API\" page with Enable button highlighted on Google Cloud "
|
|
|
|
|
|
"Platform."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65
|
|
|
|
|
|
msgid "Google Programmable Search dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, go to `Google Programmable Search Engine "
|
|
|
|
|
|
"<https://programmablesearchengine.google.com/>`_, and click either of the "
|
|
|
|
|
|
":guilabel:`Get started` buttons. Log in with a Google account, if not "
|
|
|
|
|
|
"already logged in."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid "Google Programmable Search Engine page with the Get Started buttons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Create a new search engine` form, fill out the name of the"
|
|
|
|
|
|
" search engine, along with what the engine should search, and be sure to "
|
|
|
|
|
|
"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create new search engine form that appears with search engine "
|
|
|
|
|
|
"configurations."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
|
|
|
|
|
|
msgid "Validate the form by clicking :guilabel:`Create`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a new page with the heading: :guilabel:`Your new search "
|
|
|
|
|
|
"engine has been created`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Your New Search Engine Has Been Created page that appears with copy "
|
|
|
|
|
|
"code."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From this page, click :guilabel:`Customize` to open the "
|
|
|
|
|
|
":menuselection:`Overview --> Basic` page. Then, copy the ID in the "
|
|
|
|
|
|
":guilabel:`Search engine ID` field. This ID is needed for the Odoo "
|
|
|
|
|
|
"configuration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid "Basic overview page with search engine ID field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the Odoo database, go to the :menuselection:`Settings app` and scroll to "
|
|
|
|
|
|
"the :guilabel:`Integrations` section. From here, check the box beside "
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":guilabel:`Google Images`. Then, click :guilabel:`Save`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
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msgid "The Google Images setting in the Odoo Settings app page."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112
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msgid ""
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|
"Next, return to the :menuselection:`Settings app`, and scroll to the "
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":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and "
|
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":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google "
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"Images` feature."
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115
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msgid "Click :guilabel:`Save`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
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msgid "Product images in Odoo with Google Custom Search API"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122
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msgid ""
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"Adding images to products in Odoo can be done on any product or product "
|
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"variant. This process can be completed in any Odoo application that provides"
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" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126
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msgid ""
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|
"Below is a step-by-step guide detailing how to utilize the *Google Custom "
|
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|
"Search API* to assign images to products in Odoo using the Odoo *Sales* "
|
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"application:"
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129
|
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msgid ""
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|
|
"Navigate to the :guilabel:`Products` page in the *Sales* app "
|
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|
"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the "
|
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|
|
":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales "
|
|
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|
|
|
"app --> Products --> Product Variants`)."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132
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msgid "Select the desired product that needs an image."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135
|
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msgid ""
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|
|
"Only products (or product variants) that have a barcode, but **not** an "
|
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|
|
"image, are processed."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137
|
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|
|
msgid ""
|
|
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|
|
|
"If a product with one or more variants is selected, each variant that "
|
|
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|
|
|
"matches the aforementioned criteria is processed."
|
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|
msgstr ""
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140
|
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|
|
msgid ""
|
|
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|
|
|
"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select "
|
|
|
|
|
|
":guilabel:`Get Pictures from Google Images` from the menu that pops up."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Get Pictures from Google Images option from the Action drop-down menu in"
|
|
|
|
|
|
" Odoo."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147
|
|
|
|
|
|
msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`."
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pop-up that appears in which the user should click Get Picture in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153
|
|
|
|
|
|
msgid "Once clicked, the image(s) will appear incrementally."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Only the first 10 images are fetched immediately. If you selected more than "
|
|
|
|
|
|
"10, the rest are fetched as a background job."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The background job processes about 100 images in a minute. If the quota "
|
|
|
|
|
|
"authorized by Google (either with a free or a paid plan) is reached, the "
|
|
|
|
|
|
"background job puts itself on hold for 24 hours. Then, it will continue "
|
|
|
|
|
|
"where it stopped the day before."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Create, modify, or close your Google Cloud Billing account "
|
|
|
|
|
|
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Product variants are used to give single products a variety of different "
|
|
|
|
|
|
"characteristics and options for customers to choose from, such as size, "
|
|
|
|
|
|
"style, or color, just to name a few."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Products variants can be managed via their individual product template, or "
|
|
|
|
|
|
"by navigating to either the :guilabel:`Product Variants` or "
|
|
|
|
|
|
":guilabel:`Attributes` page. All of these options are located within the "
|
|
|
|
|
|
"Odoo *Sales* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An apparel company has the following variant breakdown for one their best-"
|
|
|
|
|
|
"selling t-shirts:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:15
|
|
|
|
|
|
msgid "Unisex Classic Tee"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:17
|
|
|
|
|
|
msgid "Color: Blue, Red, White, Black"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:18
|
|
|
|
|
|
msgid "Size: S, M, L, XL, XXL"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a"
|
|
|
|
|
|
" specific product variant."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Color** and **Size** are *attributes*, and the corresponding options (like"
|
|
|
|
|
|
" **Blue** and **S**) are *values*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In this instance, there is a total of twenty different product variants: "
|
|
|
|
|
|
"four **Color** options multiplied by five **Size** options. Each variant has"
|
|
|
|
|
|
" its own inventory count, sales totals, and other similar records in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:31
|
|
|
|
|
|
msgid ":doc:`/applications/websites/ecommerce/products/variants`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use product variants, the *Variants* setting **must** be activated in the"
|
|
|
|
|
|
" Odoo *Sales* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do that, go to :menuselection:`Sales app --> Configuration --> Settings`,"
|
|
|
|
|
|
" and locate the :guilabel:`Product Catalog` section at the top of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In that section, check the box to enable the :guilabel:`Variants` feature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Activating product variants on the Settings page of the Odoo Sales "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:51
|
|
|
|
|
|
msgid "Attributes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before product variants can be set up, attributes **must** be created. To "
|
|
|
|
|
|
"create, manage, and modify attributes, navigate to :menuselection:`Sales app"
|
|
|
|
|
|
" --> Configuration --> Attributes`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
|
|
|
|
|
|
" appear on the *Product Configurator*, *Point of Sale* dashboard, and "
|
|
|
|
|
|
"*eCommerce* pages."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new attribute from the :guilabel:`Attributes` page, click "
|
|
|
|
|
|
":guilabel:`New`. Doing so reveals a blank attributes form that can be "
|
|
|
|
|
|
"customized and configured in a number of ways."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid "A blank attribute creation form in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, select one of the options from the :guilabel:`Display Type` field. The"
|
|
|
|
|
|
" :guilabel:`Display Type` determines how this product is shown on the online"
|
|
|
|
|
|
" store, *Point of Sale* dashboard, and *Product Configurator*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73
|
|
|
|
|
|
msgid "The :guilabel:`Display Type` options are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Pills`: options appear as selectable buttons on the product page "
|
|
|
|
|
|
"of the online store."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Color`: options appear as small, colored squares, which reflect "
|
|
|
|
|
|
"any HTML color codes"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Radio`: options appear in a bullet-style list on the product page"
|
|
|
|
|
|
" of the online store."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Select`: options appear in a drop-down menu on the product page "
|
|
|
|
|
|
"of the online store. set, on the product page of the online store."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes"
|
|
|
|
|
|
" on the product page of the online store."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid "Display Types on Product Configurator on the online store in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Variant Creation Mode` field informs Odoo when to "
|
|
|
|
|
|
"automatically create a new variant once an attribute is added to a product."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91
|
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msgid ""
|
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|
|
|
|
"The :guilabel:`Variant Creation Mode` field **must** be set to "
|
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|
|
|
":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox "
|
|
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|
|
|
"(option)` to work properly as the :guilabel:`Display Type`."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95
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msgid ""
|
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|
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
|
|
|
|
|
|
"and values are added to a product template."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97
|
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msgid ""
|
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|
|
":guilabel:`Dynamically`: creates variants **only** when corresponding "
|
|
|
|
|
|
"attributes and values are added to a sales order."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99
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msgid ":guilabel:`Never (option)`: never automatically creates variants."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102
|
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msgid ""
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|
|
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
|
|
|
|
|
|
"cannot be edited."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104
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|
msgid ""
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|
|
"The :guilabel:`eCommerce Filter Visibility` field determines whether or not "
|
|
|
|
|
|
"these attribute options are visible to the customer on the front-end, as "
|
|
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|
|
|
"they shop on the online store."
|
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|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107
|
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|
msgid ""
|
|
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|
|
|
":guilabel:`Visible`: the attribute values are visible to customers on the "
|
|
|
|
|
|
"front-end."
|
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|
|
msgstr ""
|
|
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|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108
|
|
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|
|
msgid ""
|
|
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|
|
|
":guilabel:`Hidden`: the attribute values are hidden from customers on the "
|
|
|
|
|
|
"front-end."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, in the optional :guilabel:`eCommerce Category` field, select a "
|
|
|
|
|
|
"category from a drop-down menu to group similar attributes under the same "
|
|
|
|
|
|
"section for added specificity and organization."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"To view the details related to the attribute category selected, click the "
|
|
|
|
|
|
"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the "
|
|
|
|
|
|
"far-right of the :guilabel:`eCommerce Category` field, once an option has "
|
|
|
|
|
|
"been selected. Doing so reveals that attribute category's detail form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A standard attribute category detail page accessible via its internal link "
|
|
|
|
|
|
"arrow icon."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at"
|
|
|
|
|
|
" the top. Followed by :guilabel:`Related Attributes` associated with the "
|
|
|
|
|
|
"category. These attributes can be dragged-and-dropped into a desirable order"
|
|
|
|
|
|
" of priority."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Attributes can be directly added to the category, as well, by clicking "
|
|
|
|
|
|
":guilabel:`Add a line`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create an attribute category directly from this field, start typing the "
|
|
|
|
|
|
"name of the new category, then select either :guilabel:`Create` or "
|
|
|
|
|
|
":guilabel:`Create and edit...` from the drop-down menu that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Create` creates the category, which can be modified "
|
|
|
|
|
|
"later. Clicking :guilabel:`Create and edit...` creates the category and "
|
|
|
|
|
|
"reveals a :guilabel:`Create Category` pop-up window, in which the new "
|
|
|
|
|
|
"attribute category can be configured and customized."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139
|
|
|
|
|
|
msgid "Attribute values"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Attribute values should be added to the :guilabel:`Attribute Values` tab. "
|
|
|
|
|
|
"Values can be added to an attribute at any time, if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute "
|
|
|
|
|
|
"Values` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, enter the name of the value in the :guilabel:`Value` column. Next, "
|
|
|
|
|
|
"check the box in the :guilabel:`Is custom value` column, if the value is "
|
|
|
|
|
|
"custom (i.e. the customer gets to provide unique specifications that are "
|
|
|
|
|
|
"specific to this particular value)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the "
|
|
|
|
|
|
"option to add an HTML color code will appear to the far-right of the value "
|
|
|
|
|
|
"line, to make it easier for salespeople and customers to know exactly what "
|
|
|
|
|
|
"color option they're choosing."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Attribute values tab when add a line is clicked, showing the custom columns."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To choose a color, click the blank circle in the :guilabel:`Color` column, "
|
|
|
|
|
|
"which reveals an HTML color selector pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting a color from the HTML color pop-up window that appears on "
|
|
|
|
|
|
"attribute form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In this pop-up window, select a specific color by dragging the color slider "
|
|
|
|
|
|
"to a particular hue, and clicking on the color portion directly on the color"
|
|
|
|
|
|
" gradient window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Or, choose a specific color by clicking the *dropper* icon, and selecting a "
|
|
|
|
|
|
"desired color that's currently clickable on the screen."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Attributes can also be created directly from the product template by adding "
|
|
|
|
|
|
"a new line and typing the name into the :guilabel:`Variants` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once an attribute is added to a product, that product is listed and "
|
|
|
|
|
|
"accessible, via the attribute's :guilabel:`Related Products` smart button. "
|
|
|
|
|
|
"That button lists every product in the database currently using that "
|
|
|
|
|
|
"attribute."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once an attribute is created, use the attribute (and its values) to create a"
|
|
|
|
|
|
" product variant. To do that, go to :menuselection:`Sales app --> Products "
|
|
|
|
|
|
"--> Products`, and select an existing product to view that desired product's"
|
|
|
|
|
|
" form. Or, click :guilabel:`Create` to create a new product, to which a "
|
|
|
|
|
|
"product variant can be added."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the product form, click the :guilabel:`Attributes \\& Variants` tab to "
|
|
|
|
|
|
"view, manage, and modify attributes and values for the product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid "The attributes and values tab on a typical product form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add an attribute to a product, and subsequent attribute values, click "
|
|
|
|
|
|
":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then,"
|
|
|
|
|
|
" choose the desired attribute from the drop-down menu that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Attributes can be created directly from the :guilabel:`Attributes \\& "
|
|
|
|
|
|
"Variants` tab of a product form. To do that, start typing the name of the "
|
|
|
|
|
|
"new attribute in the blank field, and select either :guilabel:`Create` or "
|
|
|
|
|
|
":guilabel:`Create and edit...` from the mini drop-down menu that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Create` creates the attribute, which can be customized "
|
|
|
|
|
|
"later. Clicking :guilabel:`Create and edit...` creates the attribute, and a "
|
|
|
|
|
|
":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, "
|
|
|
|
|
|
"proceed to modify the attribute in a number of ways."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once an attribute is selected in the :guilabel:`Attribute` column, proceed "
|
|
|
|
|
|
"to select the specific attribute values to apply to the product, via the "
|
|
|
|
|
|
"drop-down menu available in the :guilabel:`Values` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214
|
|
|
|
|
|
msgid "There is no limit to how many values can be added."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Similar product variant creation processes are accessible through the "
|
|
|
|
|
|
"Purchase, Inventory, and eCommerce applications."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221
|
|
|
|
|
|
msgid "Configure variants"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To the far-right of the attribute line is a :guilabel:`Configure` button. "
|
|
|
|
|
|
"When clicked, Odoo reveals a separate page showcasing those specific "
|
|
|
|
|
|
":guilabel:`Product Variant Values`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Product Variant Values page accessible via the Configure button on a "
|
|
|
|
|
|
"product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if "
|
|
|
|
|
|
"applicable), and :guilabel:`Value Price Extra` are viewable."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Value Price Extra` represents the increase in the sales price"
|
|
|
|
|
|
" if the attribute is selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo"
|
|
|
|
|
|
" reveals a separate page, detailing that value's related details."
|
|
|
|
|
|
msgstr ""
|
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
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msgid ""
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"A Product Variant Values page accessible via the Product Variants Values "
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"general page."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244
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msgid ""
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|
"On the specific product variant detail page, the :guilabel:`Value` and "
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":guilabel:`Value Price Extra` fields can be found, along with an "
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":guilabel:`Exclude for` field."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247
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msgid ""
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"In the :guilabel:`Exclude for` field, different :guilabel:`Product "
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"Templates` and specific :guilabel:`Attribute Values` can be added. When "
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"added, this specific attribute value will be excluded from those specific "
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"products."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252
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msgid "Variants smart button"
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254
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msgid ""
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|
"When a product has attributes and variants configured in its "
|
|
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|
|
":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button"
|
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|
|
" appears at the top of the product form. The :guilabel:`Variants` smart "
|
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|
|
"button indicates how many variants are currently configured for that "
|
|
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|
|
"specific product."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
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msgid ""
|
|
|
|
|
|
"The variants smart button at the top of the product form in Odoo Sales."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262
|
|
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|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Variants` smart button is clicked, Odoo reveals a "
|
|
|
|
|
|
"separate page showcasing all the specific product variant combinations "
|
|
|
|
|
|
"configured for that specific product."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The variants page accessible via the variants smart button on the product "
|
|
|
|
|
|
"form in Odoo."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270
|
|
|
|
|
|
msgid "Impact of variants"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In addition to offering more detailed product options to customers, product "
|
|
|
|
|
|
"variants have their own impacts that can be taken advantage of throughout "
|
|
|
|
|
|
"the Odoo database."
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Barcode`: barcodes are associated with each variant, instead of "
|
|
|
|
|
|
"the product template. Each individual variant can have its own unique "
|
|
|
|
|
|
"barcode/SKU."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Price`: every product variant has its own public price, which is "
|
|
|
|
|
|
"the sum of the product template price *and* any extra charges for particular"
|
|
|
|
|
|
" attributes."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A red shirt's sales price is $23 -- because the shirt's template price is "
|
|
|
|
|
|
"$20, plus an additional $3 for the red color variant. Pricelist rules can be"
|
|
|
|
|
|
" configured to apply to the product template, or to the variant."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Inventory`: inventory is counted for each individual product "
|
|
|
|
|
|
"variant. On the product template form, the inventory reflects the sum of all"
|
|
|
|
|
|
" variants, but the actual inventory is computed by individual variants."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Picture`: each product variant can have its own specific picture."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Changes to the product template automatically apply to every variant of that"
|
|
|
|
|
|
" product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294
|
|
|
|
|
|
msgid ":doc:`import`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
|
|
|
|
|
|
msgid "Returns and refunds"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Sales* app provides two different ways to process returns. The "
|
|
|
|
|
|
"method used depends on whether or not an invoice has been sent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
|
|
|
|
|
|
msgid "Before invoicing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Returns are completed using *Reverse Transfers* when a customer decides to "
|
|
|
|
|
|
"return a product **before** an invoice has been sent or validated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to use *Reverse Transfers*, the *Inventory* app **must** be "
|
|
|
|
|
|
"installed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To start a return before invoicing, navigate to the :menuselection:`Sales` "
|
|
|
|
|
|
"app, select the desired sales order, and click on the :guilabel:`Delivery` "
|
|
|
|
|
|
"smart button to open the associated delivery order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A typical sales order with a highlighted delivery smart button in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:25
|
|
|
|
|
|
msgid "On the validated delivery order, click :guilabel:`Return`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A validated delivery order with a highlighted Return button in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:31
|
|
|
|
|
|
msgid "This opens a :guilabel:`Reverse Transfer` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the :guilabel:`Quantity` matches the validated quantities from "
|
|
|
|
|
|
"the delivery order. Update the quantities, if necessary. Click on the "
|
|
|
|
|
|
":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the "
|
|
|
|
|
|
"return."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
|
|
|
|
|
|
"the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
|
|
|
|
|
|
"warehouse operation for the incoming returned product(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid "Warehouse operation after a return has been confirmed in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon receiving the return, the warehouse team validates the warehouse "
|
|
|
|
|
|
"operation by clicking :guilabel:`Validate`. Then, on the original sales "
|
|
|
|
|
|
"order, the :guilabel:`Delivered` quantity updates to reflect the difference "
|
|
|
|
|
|
"between the initial validated quantities and the returned quantities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The updated \"Delivered\" quantity on the sales order after the reverse "
|
|
|
|
|
|
"transfer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When an invoice is created, the customer receives an invoice **only** for "
|
|
|
|
|
|
"the products they are keeping, if any."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:60
|
|
|
|
|
|
msgid "After invoicing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sometimes, customers return an item after they receive and/or pay for their "
|
|
|
|
|
|
"invoice. In these cases, a return using only *Reverse Transfers* is "
|
|
|
|
|
|
"insufficient since validated, or sent, invoices cannot be changed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, *Reverse Transfers* can be used in conjunction with *Credit Notes* "
|
|
|
|
|
|
"to complete the customer's return."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To start a return after invoicing, navigate to the relevant sales order in "
|
|
|
|
|
|
"the :menuselection:`Sales` app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there is a payment registered on the sales order, the payment details "
|
|
|
|
|
|
"appear in the chatter, and the invoice (accessible through the "
|
|
|
|
|
|
":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` "
|
|
|
|
|
|
"banner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid "Sample of a green in payment banner in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
|
|
|
|
|
|
" the validated delivery order. Then, click :guilabel:`Return` to open the "
|
|
|
|
|
|
":guilabel:`Reverse Transfer` pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed "
|
|
|
|
|
|
"for the return. Then, click :guilabel:`Return`. This generates a new "
|
|
|
|
|
|
"warehouse operation for the incoming returned product(s), which is validated"
|
|
|
|
|
|
" by the warehouse team once the return is received by clicking "
|
|
|
|
|
|
":guilabel:`Validate`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, on the sales order, the :guilabel:`Delivered` quantity updates to "
|
|
|
|
|
|
"reflect the difference between the initial validated quantities and the "
|
|
|
|
|
|
"returned quantities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To process a refund, navigate to the relevant invoice (from the sales order,"
|
|
|
|
|
|
" click on the :guilabel:`Invoices` smart button). Then, click the "
|
|
|
|
|
|
":guilabel:`Credit Note` button at the top of the validated invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A typical customer invoice with a Credit Note button highlighted in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:99
|
|
|
|
|
|
msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
|
|
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|
|
msgid "Typical credit note pop-up form that appears in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:105
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Start by entering a :guilabel:`Reason displayed on Credit Note` and a "
|
|
|
|
|
|
"specific :guilabel:`Journal` to process the credit. Then, select a specific "
|
|
|
|
|
|
":guilabel:`Reversal Date`."
|
|
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|
|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:108
|
|
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|
|
msgid ""
|
|
|
|
|
|
"After the information is filled in, click :guilabel:`Reverse` or "
|
|
|
|
|
|
":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:111
|
|
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|
|
msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note."
|
|
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|
|
msgstr ""
|
|
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|
|
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|
|
|
|
#: ../../content/applications/sales/sales/products_prices/returns.rst:113
|
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|
|
msgid ""
|
|
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|
|
|
"When complete, a blue banner reading: :guilabel:`You have outstanding "
|
|
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|
|
|
"credits for this customer. You can allocate them to mark this invoice as "
|
|
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|
|
"paid.` appears at the top of the page."
|
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msgstr ""
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#: ../../content/applications/sales/sales/products_prices/returns.rst:117
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msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations.rst:5
|
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|
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msgid "Send Quotations"
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3
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|
msgid "Create quotations"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5
|
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|
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msgid ""
|
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|
|
|
"In Odoo **Sales**, quotations can be created and sent to customers. Once a "
|
|
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|
|
|
"quotation has been confirmed, it officially turns into a *sales order*, "
|
|
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|
|
|
"which can then be invoiced and paid for."
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11
|
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|
|
msgid "Quotation settings"
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To access these setting options, navigate to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations & "
|
|
|
|
|
|
"Orders` section."
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
|
|
|
|
|
msgid "The Quotations and Orders section on the Odoo Sales app Settings page."
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Quotation Templates`: Enable this option to create quotation "
|
|
|
|
|
|
"templates featuring standard product offers, which are then selectable on "
|
|
|
|
|
|
"quotation forms. When this checkbox is ticked, an additional field, "
|
|
|
|
|
|
":guilabel:`Default Template`, appears, along with a link to the "
|
|
|
|
|
|
":guilabel:`Quotation Templates` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Online Signature`: Request an online signature to confirm orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Online Payment`: Request an online prepayment from customers to "
|
|
|
|
|
|
"confirm orders. Request a full or partial payment (via down payment). When "
|
|
|
|
|
|
"this checkbox is ticked, an additional field, :guilabel:`Prepayment amount "
|
|
|
|
|
|
"(%)`, appears. There is also a link to the :guilabel:`Payment Providers` "
|
|
|
|
|
|
"page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default Quotation Validity`: Determine a set amount (in "
|
|
|
|
|
|
":guilabel:`days`) that quotations can remain valid for."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Default Recurrence`: Select a default period from the drop-down "
|
|
|
|
|
|
"menu to use as a recurrence period for a new quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Sale Warnings`: Get warning messages about orders that include "
|
|
|
|
|
|
"specific products or customers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`PDF Quote builder`: Customize the look of quotations with header "
|
|
|
|
|
|
"pages, product descriptions, footer pages, and more."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to "
|
|
|
|
|
|
"confirmed orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38
|
|
|
|
|
|
msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To activate any of these settings, tick the checkbox beside the desired "
|
|
|
|
|
|
"option(s). Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44
|
|
|
|
|
|
msgid "Quotations dashboard"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Quotations* dashboard is the page that appears when the "
|
|
|
|
|
|
":menuselection:`Sales app` is opened."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the :guilabel:`Quotations` dashboard displays all quotations in "
|
|
|
|
|
|
"the database related to the current user, as indicated by the default "
|
|
|
|
|
|
":guilabel:`My Quotations` filter present in the search bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
|
|
|
|
|
msgid "The Quotations dashboard present in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view *all* quotations in the database, remove the :guilabel:`My "
|
|
|
|
|
|
"Quotations` filter from the search bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Quotations on this page appear in a default list view, but can also be "
|
|
|
|
|
|
"viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-"
|
|
|
|
|
|
"calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` "
|
|
|
|
|
|
"table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` "
|
|
|
|
|
|
":guilabel:`Activity` view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view and/or modify any listed quotation from the :guilabel:`Quotations` "
|
|
|
|
|
|
"dashboard, click on the desired quotation line from the list, and Odoo "
|
|
|
|
|
|
"reveals the specific form for that selected quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70
|
|
|
|
|
|
msgid "Create quotation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a quotation, open the :menuselection:`Sales app`, and click the "
|
|
|
|
|
|
":guilabel:`New` button, located in the upper-left corner of the main "
|
|
|
|
|
|
":guilabel:`Quotations` dashboard."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`"
|
|
|
|
|
|
" dashboard is in list or Kanban view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking the :guilabel:`New` button reveals a blank quotation form, with "
|
|
|
|
|
|
"various fields and tabs to configure."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
|
|
|
|
|
msgid "A typical quotation form in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Begin by entering the customer's name in the :guilabel:`Customer` field at "
|
|
|
|
|
|
"the top of the form. This is a **required** field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the customer's information is already in the database, the "
|
|
|
|
|
|
":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-"
|
|
|
|
|
|
"populate with the saved information for those respective fields, based on "
|
|
|
|
|
|
"the data from that customer's contact record (found in the **Contacts** "
|
|
|
|
|
|
"application)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the customer was referred by another customer or contact, enter their "
|
|
|
|
|
|
"name in the :guilabel:`Referrer` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission "
|
|
|
|
|
|
"Plan` appears, in which a commission can be selected from the drop-down "
|
|
|
|
|
|
"menu. This commission is rewarded to the contact selected in the "
|
|
|
|
|
|
":guilabel:`Referrer` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, if they have not already been auto-populated with the customer's "
|
|
|
|
|
|
"information, enter the appropriate addresses in the :guilabel:`Invoice "
|
|
|
|
|
|
"Address` and :guilabel:`Delivery Address` fields. Both of these fields are "
|
|
|
|
|
|
"**required**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down"
|
|
|
|
|
|
" field to apply to this quotation. It should be noted that some additional "
|
|
|
|
|
|
"fields may appear, depending on the template selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default date that appears in the :guilabel:`Expiration` field is based "
|
|
|
|
|
|
"on the number configured in the :ref:`Default Quotation Validity setting "
|
|
|
|
|
|
"<sales/quotation-settings>` (in :menuselection:`Sales app --> Configuration "
|
|
|
|
|
|
"--> Settings`)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When using a quotation template, the date in the :guilabel:`Expiration` "
|
|
|
|
|
|
"field is based off the :guilabel:`Quotation Validity` figure on the template"
|
|
|
|
|
|
" form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the quotation is for a recurring product or subscription, select the "
|
|
|
|
|
|
"desired :guilabel:`Recurring Plan` from that specific drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If desired, select a specific :guilabel:`Pricelist` to be applied to this "
|
|
|
|
|
|
"quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, select any specific :guilabel:`Payment Terms` to be used for this "
|
|
|
|
|
|
"quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125
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|
|
msgid "Order Lines tab"
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|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127
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|
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msgid ""
|
|
|
|
|
|
"The first tab on the quotation form is the :guilabel:`Order Lines` tab."
|
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129
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msgid ""
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"In this tab, select products, and quantities of those products, to add them "
|
|
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|
|
"to the quotation."
|
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msgstr ""
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|
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131
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|
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msgid "There are two ways to add products to the quotation from this tab."
|
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msgstr ""
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|
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133
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|
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msgid ""
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|
|
"Click :guilabel:`Add a product`, select the desired item from the "
|
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|
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":guilabel:`Product` drop-down field, and proceed to adjust the quantity of "
|
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|
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"that selected product, if necessary."
|
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msgstr ""
|
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136
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msgid ""
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"Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every "
|
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"item (and every potential product variant) in an organized catalog display, "
|
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"with items organizable by :guilabel:`Product Category` and "
|
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":guilabel:`Attributes`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
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msgid ""
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"A product catalog accessible via a quotation in the Odoo Sales application."
|
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144
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msgid ""
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"From here, simply locate the desired items, click the :icon:`fa-shopping-"
|
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"cart` :guilabel:`Add` button on the product card, and adjust the quantity, "
|
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|
|
"if needed. When complete, click the :guilabel:`Back to Quotation` button in "
|
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|
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"the upper-left corner to return to the quotation, where the newly-selected "
|
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|
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"catalog items can be found in the :guilabel:`Order Lines` tab."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149
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msgid ""
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"If multiple items should be presented in a more organized way on the "
|
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|
|
|
"quotation, click :guilabel:`Add a section`, enter a name for the section, "
|
|
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|
|
"and drag-and-drop that section heading in the desired location amongst the "
|
|
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|
|
|
"items in the :guilabel:`Order Lines` tab. The section heading appears in "
|
|
|
|
|
|
"bold."
|
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msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153
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msgid ""
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|
|
"If needed, click :guilabel:`Add a note` beneath a certain product line to "
|
|
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|
|
|
"add a custom note about that specific product. The note appears in italics. "
|
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|
|
"Then, if needed, proceed to drag-and-drop the note beneath the desired "
|
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|
|
"product line."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157
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msgid ""
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|
|
"Beneath the product lines, there are buttons that can be clicked to apply "
|
|
|
|
|
|
"any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, "
|
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|
|
":guilabel:`Discount`, and/or :guilabel:`Add shipping`."
|
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msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162
|
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msgid ":doc:`../products_prices/ewallets_giftcards`"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163
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msgid ":doc:`../products_prices/loyalty_discount`"
|
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msgstr ""
|
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|
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164
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msgid ":doc:`../products_prices/prices/pricing`"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160
|
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msgid "Optional Products tab"
|
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msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Open the :guilabel:`Optional Products` tab to select related products that "
|
|
|
|
|
|
"can be presented to the customer, which may result in an increased sale."
|
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msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, if the customer wants to buy a car, an optional product that "
|
|
|
|
|
|
"could be offered is a *Trailer Hitch*."
|
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|
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msgstr ""
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176
|
|
|
|
|
|
msgid ":doc:`optional_products`"
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179
|
|
|
|
|
|
msgid "Other Info tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Other Info` tab, there are various quotation-related "
|
|
|
|
|
|
"configurations separated into four different sections: :guilabel:`Sales`, "
|
|
|
|
|
|
":guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Some fields **only** appear if specific settings and options have been "
|
|
|
|
|
|
"configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189
|
|
|
|
|
|
msgid "Sales section"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there "
|
|
|
|
|
|
"are sales specific fields that can be configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Sales section of the Other Info tab of a quotation form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be "
|
|
|
|
|
|
"associated with this quotation. The user who originally created the "
|
|
|
|
|
|
"quotation is selected in this field, by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If "
|
|
|
|
|
|
"the selected :guilabel:`Salesperson` is a member of a sales team, that team "
|
|
|
|
|
|
"is auto-populated in the field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Company`: Select a company from the drop-down menu this quotation"
|
|
|
|
|
|
" should be associated with. This field only appears when working in a multi-"
|
|
|
|
|
|
"company environment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Online signature`: Tick this checkbox to request an online "
|
|
|
|
|
|
"signature from the customer to confirm the order. This field only appears if"
|
|
|
|
|
|
" the *Online Signature* setting has been enabled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Online payment`: Tick this checkbox, and enter a desired "
|
|
|
|
|
|
"percentage in the adjacent field, to request an online payment from the "
|
|
|
|
|
|
"customer (for that designated percentage of the total amount) to confirm the"
|
|
|
|
|
|
" order. This field only appears if the *Online Payment* setting has been "
|
|
|
|
|
|
"enabled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Customer Reference`: Enter a custom reference ID for this "
|
|
|
|
|
|
"customer. The entered reference ID can contain letters, numbers, or a mix of"
|
|
|
|
|
|
" both."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Tags`: Add specific tags to the quotation for added organization "
|
|
|
|
|
|
"and enhanced searchability in the Odoo **Sales** application. Multiple tags "
|
|
|
|
|
|
"can be added, if necessary."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216
|
|
|
|
|
|
msgid "Delivery section"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there"
|
|
|
|
|
|
" are delivery-specific fields that can be configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Delivery section of the Other Info tab of a quotation form in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Shipping Weight`: Displays the weight of the items being shipped."
|
|
|
|
|
|
" This field is not modifiable. Product weight is configured on individual "
|
|
|
|
|
|
"product forms."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to "
|
|
|
|
|
|
"use as predefined commerical terms for international transactions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the "
|
|
|
|
|
|
"international location in this field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-"
|
|
|
|
|
|
"down menu. If all products are delivered at once, the delivery order is "
|
|
|
|
|
|
"scheduled, based on the greatest product lead time. Otherwise, it is based "
|
|
|
|
|
|
"on the shortest lead time. The available options are: :guilabel:`As soon as "
|
|
|
|
|
|
"possible` or :guilabel:`When all products are ready`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar "
|
|
|
|
|
|
"popover, from which a customer delivery date can be selected. If no custom "
|
|
|
|
|
|
"date is required, refer to the :guilabel:`Expected` date listed to the right"
|
|
|
|
|
|
" of that field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240
|
|
|
|
|
|
msgid "Invoicing section"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, "
|
|
|
|
|
|
"there are invoicing specific fields that can be configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Invoicing section of the Other Info tab of a quotation form in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt "
|
|
|
|
|
|
"taxes and accounts for particular customers or sales orders/invoices. The "
|
|
|
|
|
|
"default value comes from the customer. If a selection is made in this field,"
|
|
|
|
|
|
" an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon "
|
|
|
|
|
|
"appear. When clicked, the taxes for this partiuclar customer and quotation "
|
|
|
|
|
|
"are updated. A confirmation window appears, as well."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Analytic Account`: Select an analytic account to apply to this "
|
|
|
|
|
|
"customer/quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257
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msgid "Tracking section"
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259
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msgid ""
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"In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there"
|
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" are tracking specific fields that can be configured."
|
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
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msgid ""
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|
"The Tracking section of the Other Info tab of a quotation form in Odoo "
|
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"Sales."
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266
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msgid ""
|
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|
":guilabel:`Source Document`: Enter the reference of the document that "
|
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|
|
|
|
"generated the quotation/sales order, if applicable."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268
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msgid ""
|
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":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** "
|
|
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|
|
"app) related to this quotation, if applicable."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270
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msgid ""
|
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":guilabel:`Campaign`: Select the marketing campaign related to this "
|
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|
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|
"quotation, if applicable."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271
|
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msgid ""
|
|
|
|
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|
":guilabel:`Medium`: Select the method by which this quotation originated "
|
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|
"(e.g. *Email*), if applicable."
|
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msgstr ""
|
|
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|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273
|
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msgid ""
|
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|
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|
":guilabel:`Source`: Select the source of the link used to generate this "
|
|
|
|
|
|
"quotation (e.g. *Facebook*), if applicable."
|
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|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277
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msgid ":doc:`../../../websites/website/reporting/link_tracker`"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280
|
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|
msgid "Notes tab"
|
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msgstr ""
|
|
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|
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|
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|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282
|
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|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Notes` tab of the quotation form, enter any specific "
|
|
|
|
|
|
"internal notes about the quotation and/or customer, if desired."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286
|
|
|
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|
|
msgid "Sending and confirming quotations"
|
|
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|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all the necessary fields and tabs have been configured, it is time to "
|
|
|
|
|
|
"send the quotation to the customer for confirmation. Upon confirmation, the "
|
|
|
|
|
|
"quotation turns into an official sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291
|
|
|
|
|
|
msgid "At the top of the form, there is a series of buttons:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Send by Email`: When clicked, a pop-up window appears with the "
|
|
|
|
|
|
"customer's name and email address in the :guilabel:`Recipients` field, the "
|
|
|
|
|
|
"quotation (and reference ID) in the :guilabel:`Subject` field, and a brief "
|
|
|
|
|
|
"default message in the body of the email, which can be modified, if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Below that, a PDF copy of the quotation is attached. When ready, click "
|
|
|
|
|
|
":guilabel:`Send` to send the quotation, via email, to the customer, so they "
|
|
|
|
|
|
"can review and confirm it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the "
|
|
|
|
|
|
"*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window "
|
|
|
|
|
|
"appears with the customer's name and email address in the "
|
|
|
|
|
|
":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in "
|
|
|
|
|
|
"the :guilabel:`Subject` field, and a brief default message in the body of "
|
|
|
|
|
|
"the email, which can be modified, if needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the "
|
|
|
|
|
|
"status changes to :guilabel:`Sales Order`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation "
|
|
|
|
|
|
"the customer sees when they log into their customer portal. Click the "
|
|
|
|
|
|
":icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the "
|
|
|
|
|
|
"preview page, in the blue banner, to return to the quotation form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313
|
|
|
|
|
|
msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the *Lock Confirmed Sales* setting is enabled, the sales order becomes "
|
|
|
|
|
|
":guilabel:`Locked`, and is indicated as such on the sales order form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At this point, the quotation has been confirmed, turned into a sales order, "
|
|
|
|
|
|
"and is now ready to be invoiced and paid for."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information about invoicing, refer to the :doc:`Invoice based on "
|
|
|
|
|
|
"delivered or ordered quantities <../invoicing/invoicing_policy>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99
|
|
|
|
|
|
msgid ":doc:`quote_template`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327
|
|
|
|
|
|
msgid ":doc:`deadline`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:282
|
|
|
|
|
|
msgid ":doc:`get_signature_to_validate`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:283
|
|
|
|
|
|
msgid ":doc:`get_paid_to_validate`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:330
|
|
|
|
|
|
msgid ":doc:`pdf_quote_builder`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:331
|
|
|
|
|
|
msgid ":doc:`../invoicing/proforma`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
|
|
|
|
|
|
msgid "Quotation deadlines"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the Odoo *Sales* application, it is possible to set deadlines on sales "
|
|
|
|
|
|
"quotations. Doing so encourages customers to act quickly during sales "
|
|
|
|
|
|
"negotiations, for they might fear for missing out on a good deal. As well, "
|
|
|
|
|
|
"deadlines also can also act as protection for a company in case an order has"
|
|
|
|
|
|
" to be fulfilled at a price that is no longer profitable for the business."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
|
|
|
|
|
|
msgid "Quotation expiration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo *Sales*, there's the option to add an expiration date to a "
|
|
|
|
|
|
"quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add an expiration date to a quotation, navigate to :menuselection:`Sales "
|
|
|
|
|
|
"app`, and select a desired quotation, or create a new one by clicking "
|
|
|
|
|
|
":guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the quotation form, click the :guilabel:`Expiration` field to reveal a "
|
|
|
|
|
|
"pop-up calendar. From this pop-up calendar, select the desired month and "
|
|
|
|
|
|
"date as the expiration date for the quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
|
|
|
|
|
msgid "The expiration field on a standard quotation form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly "
|
|
|
|
|
|
"displays when that specific offer expires."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
|
|
|
|
|
|
msgid "How customers will see deadlines on Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
|
|
|
|
|
|
msgid "Quotation template expiration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Sales* application also makes it possible to add a deadline "
|
|
|
|
|
|
"expiration date to quotation templates."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a deadline expiration date to a quotation template, navigate to "
|
|
|
|
|
|
":menuselection:`Sales app --> Configuration --> Quotation Templates`, and "
|
|
|
|
|
|
"either select the desired quotation template to which a deadline should be "
|
|
|
|
|
|
"added, or click :guilabel:`New` to build a new quotation template from "
|
|
|
|
|
|
"scratch."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the quotation template form, add a specific number of days to the "
|
|
|
|
|
|
":guilabel:`Quotation expires after` field, located beneath the quotation "
|
|
|
|
|
|
"template name. The number of days represents how long the quotation will be "
|
|
|
|
|
|
"valid for, before it expires."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The quotation expires after field on a quotation template form in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, whenever that specific quotation template is used in a quote, an "
|
|
|
|
|
|
"expiration date is automatically calculated, based on the number of days "
|
|
|
|
|
|
"designated above. However, this date can be overwritten before sending the "
|
|
|
|
|
|
"quotation to the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:56
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:227
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
|
|
|
|
|
|
msgid "Deliveries and invoices to different addresses"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
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msgid ""
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"People and businesses often use separate addresses for billing (invoicing) "
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"and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can "
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|
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"have different specified addresses for delivery and invoicing."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
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msgid ""
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"To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales "
|
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"app --> Configuration --> Settings` and scroll down to the "
|
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|
|
|
":guilabel:`Quotations & Orders` heading. Then, check the box next to "
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":guilabel:`Customer Addresses`, and click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
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msgid "Activate the Customer Addresses setting."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
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msgid "Contact form configuration"
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:25
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msgid ""
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"To add multiple addresses to a contact, go to :menuselection:`Sales app --> "
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"Orders --> Customers`, and clear any default filters from the search bar. "
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"Then, click on the desired customer to open their contact form."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30
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msgid "Contact forms can be accessed in the *Contacts* application, as well."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32
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msgid ""
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"From the contact form, click :guilabel:`Edit`, and then select "
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":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`"
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" tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which "
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"additional addresses can be configured."
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
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msgid "Add a contact/address to the contact form."
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40
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msgid ""
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|
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
|
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" :guilabel:`Other Address` field to reveal a drop-down menu of address-"
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|
"related options."
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43
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|
msgid "Select any of the following options:"
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45
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msgid ""
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":guilabel:`Contact`: adds another contact to the existing contact form."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46
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msgid ""
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|
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
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" contact form."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47
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msgid ""
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|
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
|
|
|
|
|
"existing contact form."
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:48
|
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|
msgid ""
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|
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
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|
" form."
|
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msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49
|
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|
msgid ""
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|
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|
":guilabel:`Private Address`: adds a private address to the existing contact "
|
|
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|
|
|
"form."
|
|
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msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once an option is selected, proceed to enter the corresponding contact "
|
|
|
|
|
|
"information that should be used for the specified address type."
|
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|
msgstr ""
|
|
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|
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|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
|
|
|
|
|
msgid "Create a new contact/address on a contact form."
|
|
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|
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|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, click :guilabel:`Save & Close` to save the address and close the "
|
|
|
|
|
|
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
|
|
|
|
|
|
"the address and immediately input another one."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62
|
|
|
|
|
|
msgid "Address added to quotations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a customer is added to a quotation, the :guilabel:`Invoice Address` and"
|
|
|
|
|
|
" :guilabel:`Delivery Address` fields autopopulate with the corresponding "
|
|
|
|
|
|
"addresses specified on the customer's contact form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
|
|
|
|
|
msgid "Invoice and Delivery Addresses autopopulate on a quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be"
|
|
|
|
|
|
" edited directly from the quotation by clicking the :guilabel:`Edit` button,"
|
|
|
|
|
|
" and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons "
|
|
|
|
|
|
"next to each address line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These addresses can be updated at any time to ensure accurate invoicing and "
|
|
|
|
|
|
"delivery."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If any changes are made on a form in Odoo, include *Contacts* forms, "
|
|
|
|
|
|
"remember to click :guilabel:`Save` to save the changes to the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
|
|
|
|
|
msgid "Online payment order confirmation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Sales* application provides customers with the ability to confirm "
|
|
|
|
|
|
"orders, via an online payment, directly on a sales order. Once the sales "
|
|
|
|
|
|
"order is electronically paid for by the customer, the salesperson attached "
|
|
|
|
|
|
"to the sales order is instantly notified that the order is confirmed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10
|
|
|
|
|
|
msgid "Activate online payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to have customers confirm orders with an online payment, the "
|
|
|
|
|
|
"*Online Payment* setting **must** be activated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To activate the *Online Payment* feature, go to :menuselection:`Sales app "
|
|
|
|
|
|
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
|
|
|
|
|
|
"Orders` heading, check the box next to the :guilabel:`Online Payment` "
|
|
|
|
|
|
"feature, and click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
|
|
|
|
|
msgid "The online payment setting in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Beneath the :guilabel:`Online Payment` option on the *Sales* "
|
|
|
|
|
|
":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` "
|
|
|
|
|
|
"field. In this field, there's the option to add a specific number of days "
|
|
|
|
|
|
"for quotations to remain valid by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable this feature on a standard quotation, click the checkbox for the "
|
|
|
|
|
|
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
|
|
|
|
|
|
"confirmation` field, on the :guilabel:`Other Info` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
|
|
|
|
|
msgid "The online payment setting on a standard quotation in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To enable this feature on a quotation template, click the checkbox for the "
|
|
|
|
|
|
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
|
|
|
|
|
|
"confirmation` field of the quotation template form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
|
|
|
|
|
msgid "The online payment setting on quotation template forms in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers.rst:5
|
|
|
|
|
|
msgid "Payment providers"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After activating the :guilabel:`Online Payment` feature, a link to configure"
|
|
|
|
|
|
" :guilabel:`Payment Providers` appears beneath it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking that link reveals a separate :guilabel:`Payment Providers` page, in"
|
|
|
|
|
|
" which a large variety of payment providers can be enabled, customized, and "
|
|
|
|
|
|
"published."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
|
|
|
|
|
msgid "Payment providers page in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91
|
|
|
|
|
|
msgid ":doc:`../../../finance/payment_providers`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59
|
|
|
|
|
|
msgid "Register a payment"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After opening quotations in their customer portal, customers can click "
|
|
|
|
|
|
":guilabel:`Accept \\& Pay` to confirm their order with an online payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
|
|
|
|
|
msgid "The accept and pay button on an online quotation in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After clicking :guilabel:`Accept \\& Pay`, customers are presented with "
|
|
|
|
|
|
":guilabel:`Validate Order` pop-up window containing different options for "
|
|
|
|
|
|
"them to make online payments, in the :guilabel:`Pay with` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"How to register a payment on a validate order pop-up window in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo will **only** offer payment options on the :guilabel:`Validate Order` "
|
|
|
|
|
|
"pop-up window that have been published and configured on the "
|
|
|
|
|
|
":guilabel:`Payment Providers` page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the customer selects their desired method of payment, they will click "
|
|
|
|
|
|
"the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo "
|
|
|
|
|
|
"instantly notifies the assigned salesperson upon order confirmation with an "
|
|
|
|
|
|
"online payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
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|
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
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msgid ""
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|
|
"Sample of notification that appears in the chatter when an online payment is"
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" made."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
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msgid "Online signatures for order confirmations"
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
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msgid ""
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|
"The Odoo *Sales* application provides customers with the ability to confirm "
|
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|
|
"orders, via an online signature, directly on the sales order. Once the sales"
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|
|
" order is electronically signed by the customer, the salesperson attached to"
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" the sales order is instantly notified that the order is confirmed."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11
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msgid "Activate online signatures"
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13
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msgid ""
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|
"In order to have customers confirm orders with an online signature, the "
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"*Online Signature* feature **must** be activated."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16
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msgid ""
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|
"To activate the *Online Signature* feature, go to :menuselection:`Sales app "
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"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
|
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"Orders` heading, and activate the :guilabel:`Online Signature` feature by "
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"checking the box beside it."
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
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msgid ""
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|
"The Online Signature feature option in the Settings of the Odoo Sales "
|
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"application."
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24
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msgid "Then, click the :guilabel:`Save` button in the top-left corner."
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27
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msgid ""
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|
"When making a quotation template, the online signature feature is the "
|
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|
|
|
":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`"
|
|
|
|
|
|
" field of the quotation template form."
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
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|
|
msgid ""
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|
|
"The Online confirmation signature option found on every quotation template "
|
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|
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|
"in Odoo."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34
|
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|
msgid ""
|
|
|
|
|
|
"On standard quotations, the online signature feature is the "
|
|
|
|
|
|
":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab "
|
|
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|
|
|
"of the quotation form."
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
|
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|
msgid ""
|
|
|
|
|
|
"The online signature feature option in the Other Info tab of a quotation "
|
|
|
|
|
|
"form in Odoo."
|
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msgstr ""
|
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|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42
|
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|
|
msgid "Order confirmations with online signatures"
|
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|
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|
msgstr ""
|
|
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|
|
|
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"When clients access quotations online through their customer portal, there's"
|
|
|
|
|
|
" a :guilabel:`Sign \\& Pay` button directly on the quotation."
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
|
|
|
|
|
msgid "The Sign and Pay button present on online quotations in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, a :guilabel:`Validate Order` pop-up window appears. In this "
|
|
|
|
|
|
"pop-up window, the :guilabel:`Full Name` field is auto-populated, based on "
|
|
|
|
|
|
"the contact information in the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
|
|
|
|
|
msgid "The Validate Order pop-up window for online signatures in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, customers have the option to enter an online signature with any of the"
|
|
|
|
|
|
" following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Auto` lets Odoo automatically generate an online signature based "
|
|
|
|
|
|
"on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets"
|
|
|
|
|
|
" the customer use the cursor to create a custom signature directly on the "
|
|
|
|
|
|
"pop-up window. And :guilabel:`Load` lets the customer upload a previously-"
|
|
|
|
|
|
"created signature file from their computer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After the customer has chosen any of the three previously mentioned "
|
|
|
|
|
|
"signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`),"
|
|
|
|
|
|
" they will click the :guilabel:`Accept \\& Sign` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Accept \\& Sign` is clicked, the various payment method "
|
|
|
|
|
|
"options become available for them to choose from (if the *online payment* "
|
|
|
|
|
|
"option applies to this quotation)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, when the quotation is paid and confirmed, a delivery order is "
|
|
|
|
|
|
"automatically created (if the Odoo *Inventory* app is installed)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
|
|
|
|
|
|
msgid "Optional products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The use of optional products is a marketing strategy that involves the "
|
|
|
|
|
|
"cross-selling of products along with a core product. The aim is to offer "
|
|
|
|
|
|
"useful and related products to customers, which may result in an increased "
|
|
|
|
|
|
"sale."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For instance, if a customer wants to buy a car, they have the choice to "
|
|
|
|
|
|
"order massaging seats, as well, or ignore the offer and simply buy the car. "
|
|
|
|
|
|
"Presenting the choice to purchase optional products enhances the customer "
|
|
|
|
|
|
"experience."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14
|
|
|
|
|
|
msgid "Optional products on quotations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the Odoo *Sales* application, it is possible to add or modify optional "
|
|
|
|
|
|
"products directly on quotations by navigating to the :guilabel:`Optional "
|
|
|
|
|
|
"Products` tab on a quotation form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
|
|
|
|
|
msgid "How to add optional products to your quotations on Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add an optional product(s) to a quotation, click :guilabel:`Add a "
|
|
|
|
|
|
"product` in the :guilabel:`Optional Products` tab of a quotation. Doing so "
|
|
|
|
|
|
"reveals a blank field in the :guilabel:`Product` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, a drop-down menu with products from the database appear. "
|
|
|
|
|
|
"Select the desired product from the drop-down menu to add it as an optional "
|
|
|
|
|
|
"product to the quotation template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the desired product isn't readily visible, type the name of the desired "
|
|
|
|
|
|
"product in the field, and the option appears in the drop-down menu. Then, "
|
|
|
|
|
|
"select that desired product to add it to the quotation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a product is added, the default :guilabel:`Quantity` is `1`, but that "
|
|
|
|
|
|
"can be edited at any time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To delete any line item from the :guilabel:`Optional Products` tab, click "
|
|
|
|
|
|
"the :guilabel:`🗑️ (trash can)` icon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`Preview` button, located in the upper-left corner of "
|
|
|
|
|
|
"the quotation, to reveal a preview of the quotation customers would receive,"
|
|
|
|
|
|
" via email, along with the optional products they can potentially add to "
|
|
|
|
|
|
"their order, located in the :guilabel:`Options` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
|
|
|
|
|
msgid "Preview your quotations on Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customers are able to add different optional products to an order by "
|
|
|
|
|
|
"clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the"
|
|
|
|
|
|
" optional product line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a customer selects optional products, these are automatically added to "
|
|
|
|
|
|
"the quotation managed by the salesperson."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the customer adds an optional product(s) to an order, the salesperson "
|
|
|
|
|
|
"is instantly notified about the change, along with any other change the "
|
|
|
|
|
|
"customer makes to an order. This allows salespeople to stay up-to-date with "
|
|
|
|
|
|
"everything related to an order in the backend of the *Sales* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
|
|
|
|
|
|
msgid "Optional products on quotation templates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Be sure to review the :doc:`quote_template` documentation to better "
|
|
|
|
|
|
"understand how quotation templates work before reading the following "
|
|
|
|
|
|
"information."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For quotation templates, just like a typical quotation form, there is also "
|
|
|
|
|
|
"an :guilabel:`Optional Products` tab, wherein related products or services "
|
|
|
|
|
|
"can be added to a quotation template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add optional products to a quotation template, navigate to "
|
|
|
|
|
|
":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, "
|
|
|
|
|
|
"either select an existing quotation template to edit, or create a new one by"
|
|
|
|
|
|
" clicking :guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the quotation template form, click the :guilabel:`Optional Products` tab."
|
|
|
|
|
|
" Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, "
|
|
|
|
|
|
"and select the desired product to add as an optional product to the "
|
|
|
|
|
|
"quotation template."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83
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msgid ""
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|
|
"The products added in the :guilabel:`Optional Products` tab are present in "
|
|
|
|
|
|
"the quotation, by default, whenever that particular quotation template is "
|
|
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|
|
"used. These products can be removed, and additional products can be added, "
|
|
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|
|
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"before the quotation is sent to a customer."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88
|
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msgid ""
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|
"It's best to offer optional products that would encourage a customer to add "
|
|
|
|
|
|
"additional items to their order, or entice them to purchase a more expensive"
|
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|
|
" version of their initially selected product."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92
|
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msgid ""
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|
|
"For example, if a customer purchases a wooden chair, some optional products "
|
|
|
|
|
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"could be: a warranty on that chair and/or a wooden chair with leather seats."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96
|
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|
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msgid ""
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|
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|
|
"There is no limit to how many optional products can be added to a quotation "
|
|
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|
|
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"template."
|
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msgstr ""
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|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
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msgid "Product variants on quotations and sales orders"
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
|
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|
|
msgid ""
|
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|
|
"Before getting into detail about how to use product variants on quotations "
|
|
|
|
|
|
"and sales orders, it's recommended to learn about "
|
|
|
|
|
|
":doc:`../products_prices/products/variants` in Odoo."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8
|
|
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|
|
msgid ""
|
|
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|
|
|
"Once familiarized with the basics surrounding product variants, the "
|
|
|
|
|
|
"following covers how product variants can be added to quotations and sales "
|
|
|
|
|
|
"orders using the *product configurator* or *order grid entry*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"It should be noted that the setting is titled, *Variant Grid Entry* on the "
|
|
|
|
|
|
"*Sales* app settings page, and titled, *Order Grid Entry* on product forms. "
|
|
|
|
|
|
"So, be sure to keep that in mind."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19
|
|
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|
|
msgid ""
|
|
|
|
|
|
"When working with product variants, Odoo uses the product configurator, by "
|
|
|
|
|
|
"default. To add the variant grid entry option, that feature **must** be "
|
|
|
|
|
|
"enabled in the Odoo *Sales* application. The variant grid entry option "
|
|
|
|
|
|
"provides a pop-up window on the quotation/sales order to simplify the "
|
|
|
|
|
|
"variant selection process."
|
|
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|
|
msgstr ""
|
|
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|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To enable that setting, go to :menuselection:`Sales app --> Configuration "
|
|
|
|
|
|
"--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, "
|
|
|
|
|
|
"check the box next to the :guilabel:`Variant Grid Entry` option, and click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
|
|
|
|
|
msgid "The variant grid entry setting in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Of course, the :guilabel:`Variants` feature **must** also be activated, in "
|
|
|
|
|
|
"order to use product variants on quotations and sales orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
|
|
|
|
|
msgid "Product configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the :guilabel:`Variant Grid Entry` setting is enabled, both options "
|
|
|
|
|
|
"(*Product Configurator* and *Order Grid Entry*) become available on every "
|
|
|
|
|
|
"product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure a product form to use either a product configurator or variant "
|
|
|
|
|
|
"grid entry, start by navigating to :menuselection:`Sales app --> Products "
|
|
|
|
|
|
"--> Products` to view all the products in the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select the desired product to configure, or click :guilabel:`New`, to "
|
|
|
|
|
|
"create a new product from scratch. Once on the product form, click into the "
|
|
|
|
|
|
":guilabel:`Attributes \\& Variants` tab, where product variants can be "
|
|
|
|
|
|
"viewed, modified, and added."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a "
|
|
|
|
|
|
":guilabel:`Sales Variant Selection` section with two options: "
|
|
|
|
|
|
":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It should be noted that these options **only** appear if at least two values"
|
|
|
|
|
|
" of an attribute have been added to the record."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sales variant selection options on the attributes and variants tab on "
|
|
|
|
|
|
"product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These options determine which method is used when adding product variants to"
|
|
|
|
|
|
" quotations or sales orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Product Configurator` provides a pop-up window that neatly "
|
|
|
|
|
|
"displays all the available product variants for that particular product when"
|
|
|
|
|
|
" it's added to a quotation. However, only one variant can be selected/added "
|
|
|
|
|
|
"at a time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Order Grid Entry` provides the same information as the "
|
|
|
|
|
|
":guilabel:`Product Configurator` in a table layout, allowing the user to "
|
|
|
|
|
|
"select larger numbers of unique product variants, and add them to a "
|
|
|
|
|
|
"quotation/sales order, in a single view."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
|
|
|
|
|
msgid "Product configurator"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The product configurator feature appears as a :guilabel:`Configure` pop-up "
|
|
|
|
|
|
"window, as soon as a product with (at least two) variants is added to a "
|
|
|
|
|
|
"quotation or sales order, but **only** if the :guilabel:`Product "
|
|
|
|
|
|
"Configurator` option is selected on its product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The product configurator pop-up window that appears on a quotation or sales "
|
|
|
|
|
|
"order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This :guilabel:`Configure` pop-up window also appears if the "
|
|
|
|
|
|
":guilabel:`Order Grid Entry` setting is **not** activated, as it is the "
|
|
|
|
|
|
"default option Odoo uses when dealing with product variants on quotations "
|
|
|
|
|
|
"and/or sales orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Product Configurator` option lets salespeople choose exactly "
|
|
|
|
|
|
"which product variant to add to the quotation or sales order using a format "
|
|
|
|
|
|
"similar to online shopping."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93
|
|
|
|
|
|
msgid "Order grid entry"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The order grid entry feature appears as a :guilabel:`Choose Product "
|
|
|
|
|
|
"Variants` pop-up window, as soon as a product with (at least two) variants "
|
|
|
|
|
|
"is added to a quotation or sales order, but **only** if the :guilabel:`Order"
|
|
|
|
|
|
" Grid Entry` option is selected on its product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The choose product variants pop-up window that appears on a quotation in "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Choose Product Variants` pop-up window features all the "
|
|
|
|
|
|
"variant options for that particular product. From this pop-up window, the "
|
|
|
|
|
|
"salesperson can designate how many of each variant they'd like to add to the"
|
|
|
|
|
|
" quotation/sales order at once."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all the desired quantities and variants have been selected, the "
|
|
|
|
|
|
"salesperson simply clicks :guilabel:`Confirm`, and those orders are "
|
|
|
|
|
|
"instantly added to the quotation/sales order in the :guilabel:`Order Lines` "
|
|
|
|
|
|
"tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Populated order lines tab after order grid entry has been chosen to select "
|
|
|
|
|
|
"products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116
|
|
|
|
|
|
msgid ":doc:`../products_prices/products/variants`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3
|
|
|
|
|
|
msgid "PDF quote builder"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send "
|
|
|
|
|
|
"customers a fully customized PDF file for quotes, showcasing the company and"
|
|
|
|
|
|
" products, with various information and design elements, instead of just "
|
|
|
|
|
|
"showing the price and total."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The PDF Quote Builder groups header pages, product descriptions, the "
|
|
|
|
|
|
"price(s), and footer pages to create a detailed quote. It can also inject "
|
|
|
|
|
|
"dynamic texts in the PDF to personalize the offer for the customer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Having a customized PDF in quotes provides a heightened conclusion to the "
|
|
|
|
|
|
"shopping experience for customers, and adds an elegant level of "
|
|
|
|
|
|
"professionalism to a company."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Odoo Quick Tips - Create a PDF quote [video] "
|
|
|
|
|
|
"<https://www.youtube.com/watch?v=tQNydBZt-VI>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is recommended to edit PDF forms with Adobe software. The form fields on "
|
|
|
|
|
|
"the header and footer PDF templates are necessary to get dynamic values with"
|
|
|
|
|
|
" Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to add custom PDF files for quotes, the :guilabel:`PDF Quote "
|
|
|
|
|
|
"builder` feature *must* be configured."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29
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msgid ""
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"To do that, navigate to :menuselection:`Sales app --> Configuration --> "
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"Settings`. Then, on the :guilabel:`Settings` page, scroll to the "
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":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote"
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" builder` feature."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
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msgid ""
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"The PDF Quote Builder feature located on the Settings page of the Sales "
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"application."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:37
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msgid ""
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"Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be "
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"uploaded. To upload either, click the :guilabel:`Upload your file` button, "
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"or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and "
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"proceed to locate, select, and upload the desired PDF file."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:42
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msgid ""
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"Headers and footers can also be added directly in a quotation template, so "
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"it's possible to have different variations per template."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:45
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msgid ""
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"Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and "
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"replaces the blank field with an :guilabel:`Upload your file` button."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48
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msgid ""
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"Once the desired PDF file(s) are uploaded in the appropriate fields in the "
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":guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` "
|
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"page, be sure to click :guilabel:`Save`."
|
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:51
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msgid "The files uploaded here will be the default PDF used for all quotes."
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54
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msgid "Values set in the PDF Quote Builder settings are company-specific."
|
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57
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msgid "Dynamic text in PDFs"
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59
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msgid ""
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|
"While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-"
|
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"fill the PDF content with information related to the quote from the Odoo "
|
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"database, like names, prices, etc."
|
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msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62
|
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msgid ""
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|
"Dynamic text values are form components (text inputs) that can be added in a"
|
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" PDF file, and Odoo automatically fills those values in with information "
|
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|
"related to the quote."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66
|
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msgid "Dynamic text values"
|
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msgstr ""
|
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|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68
|
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msgid ""
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|
|
"Below are common dynamic text values used in custom PDFs, and what they "
|
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"represent:"
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70
|
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|
msgid ":guilabel:`name`: Sales Order Reference"
|
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msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71
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|
msgid ":guilabel:`partner_id__name`: Customer Name"
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72
|
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|
msgid ":guilabel:`user_id__name`: Salesperson Name"
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73
|
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|
|
msgid ":guilabel:`amount_untaxed`: Untaxed Amount"
|
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|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74
|
|
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|
|
|
msgid ":guilabel:`amount_total`: Total Amount"
|
|
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|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75
|
|
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|
|
|
msgid ":guilabel:`delivery_date`: Delivery Date"
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76
|
|
|
|
|
|
msgid ":guilabel:`validity_date`: Expiration Date"
|
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77
|
|
|
|
|
|
msgid ":guilabel:`client_order_ref`: Customer Reference"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Double underscore notation for :guilabel:`partner_id__name` and "
|
|
|
|
|
|
":guilabel:`user_id__name` values are used in place of the typically used `.`"
|
|
|
|
|
|
" symbol because the library currently does not support the `.` symbol."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84
|
|
|
|
|
|
msgid "Product-specific dynamic text values are as follows:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86
|
|
|
|
|
|
msgid ":guilabel:`description`: Product Description"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87
|
|
|
|
|
|
msgid ":guilabel:`quantity`: Quantity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88
|
|
|
|
|
|
msgid ":guilabel:`uom`: Unit of Measure (UoM)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89
|
|
|
|
|
|
msgid ":guilabel:`price_unit`: Price Unit"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90
|
|
|
|
|
|
msgid ":guilabel:`discount`: Discount"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91
|
|
|
|
|
|
msgid ":guilabel:`product_sale_price`: Product List Price"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92
|
|
|
|
|
|
msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93
|
|
|
|
|
|
msgid ":guilabel:`tax_excl_price`: Tax Excluded Price"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94
|
|
|
|
|
|
msgid ":guilabel:`tax_incl_price`: Tax Included Price"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a PDF is built, it's best practice to use common dynamic text values "
|
|
|
|
|
|
"(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the "
|
|
|
|
|
|
"database, Odoo auto-populates those fields with the information from their "
|
|
|
|
|
|
"respective fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In this case, Odoo would auto-populate the Sales Order Reference in the "
|
|
|
|
|
|
":guilabel:`name` dynamic text field, and the Customer Name in the "
|
|
|
|
|
|
":guilabel:`partner_id_name` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
|
|
|
|
|
msgid "PDF quote being built using common dynamic placeholders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the PDF file(s) are complete, save them to the computer's hard drive, "
|
|
|
|
|
|
"and proceed to upload them to Odoo via :menuselection:`Sales app --> "
|
|
|
|
|
|
"Configuration --> Settings --> PDF Quote builder`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer "
|
|
|
|
|
|
"pages` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113
|
|
|
|
|
|
msgid "Once the upload(s) are complete, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116
|
|
|
|
|
|
msgid "Add PDF to product"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo *Sales*, it's also possible to add a custom PDF to a product form. "
|
|
|
|
|
|
"When a PDF is added to a product, and that product is used in a quotation, "
|
|
|
|
|
|
"that PDF is also inserted in the final PDF."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a custom PDF to a product, start by navigating to "
|
|
|
|
|
|
":menuselection:`Sales app --> Products --> Products`, and select the desired"
|
|
|
|
|
|
" product to which a custom PDF should be added."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A document could also be added to a product variant, instead of a product. "
|
|
|
|
|
|
"If there are documents on a product *and* on its variant, **only** the "
|
|
|
|
|
|
"documents in the variant are shown."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a custom document to a product variant, navigate to "
|
|
|
|
|
|
":menuselection:`Sales app --> Products --> Product Variants`. Select the "
|
|
|
|
|
|
"desired variant, click the :guilabel:`Documents` smart button, and proceed "
|
|
|
|
|
|
"to upload the custom document(s) to the specific product variant."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the product page, click the :guilabel:`Documents` smart button at the top"
|
|
|
|
|
|
" of the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
|
|
|
|
|
msgid "The Documents smart button on a product form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a separate :guilabel:`Documents` page for that product, "
|
|
|
|
|
|
"wherein files related to that product can be uploaded. From this page, "
|
|
|
|
|
|
"either click :guilabel:`New` or :guilabel:`Upload`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Upload` instantly provides the opportunity to upload the"
|
|
|
|
|
|
" desired document. Then, the document can be further configured on the "
|
|
|
|
|
|
"document card, or by clicking the three dots icon in the top right corner of"
|
|
|
|
|
|
" the document card, and then clicking :guilabel:`Edit`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:145
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`New` reveals a blank documents form, in which the "
|
|
|
|
|
|
"desired PDF can be uploaded via the :guilabel:`Upload your file` button on "
|
|
|
|
|
|
"the form, located in the :guilabel:`File Content` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A standard document form with various fields for a specific product in Odoo "
|
|
|
|
|
|
"Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Various information and configurations related to the uploaded document can "
|
|
|
|
|
|
"be modified here."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155
|
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|
|
|
msgid ""
|
|
|
|
|
|
"The first field on the documents form is for the :guilabel:`Name` of the "
|
|
|
|
|
|
"document, and it is grayed-out (not clickable) until a document is uploaded."
|
|
|
|
|
|
" Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated "
|
|
|
|
|
|
"with the name of the PDF, and it can then be edited."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:159
|
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|
|
msgid ""
|
|
|
|
|
|
"Prior to uploading a document, there's the option to designate whether the "
|
|
|
|
|
|
"document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` "
|
|
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|
|
|
"drop-down field menu."
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
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msgid "A standard document form with an uploaded pdf in Odoo Sales."
|
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|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167
|
|
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msgid ""
|
|
|
|
|
|
"If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to "
|
|
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|
|
|
":guilabel:`File`, and it cannot be modified."
|
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msgstr ""
|
|
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|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170
|
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|
msgid ""
|
|
|
|
|
|
"Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field,"
|
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|
|
|
" click the drop-down menu, and select either: :guilabel:`Quotation`, "
|
|
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|
|
|
":guilabel:`Confirmed order`, or :guilabel:`Inside quote`."
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:174
|
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|
msgid ""
|
|
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|
|
|
":guilabel:`Quotation`: the document is sent to (and accessible by) customers"
|
|
|
|
|
|
" at any time."
|
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|
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msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Confirmed order`: the document is sent to customers upon the "
|
|
|
|
|
|
"confirmation of an order. This is best for user manuals and other "
|
|
|
|
|
|
"supplemental documents."
|
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|
|
msgstr ""
|
|
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|
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Inside quote`: the document is included in the PDF of the "
|
|
|
|
|
|
"quotation, between the header pages and the :guilabel:`Pricing` section of "
|
|
|
|
|
|
"the quote."
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` "
|
|
|
|
|
|
"field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, "
|
|
|
|
|
|
"the PDF is visible on the quotation the in the *customer portal* under the "
|
|
|
|
|
|
":guilabel:`Documents` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to "
|
|
|
|
|
|
":guilabel:`Show on product page` on the front-end (in the online store)."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Show on product page` option is enabled, a link to the "
|
|
|
|
|
|
"uploaded document, `Sample Builder.pdf`, appears on the product's page, "
|
|
|
|
|
|
"located on the frontend in the online store."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:198
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It appears beneath a :guilabel:`Documents` heading, with a link showcasing "
|
|
|
|
|
|
"the name of the uploaded document."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Showing a link to an uploaded document on a product page using Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206
|
|
|
|
|
|
msgid "PDF quote"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once a quote with a pre-configured PDF has been confirmed, Odoo provides the"
|
|
|
|
|
|
" option to print the confirmed quote to check for errors, or to keep for "
|
|
|
|
|
|
"records."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To print the PDF quote, navigate to the confirmed quote, and click the "
|
|
|
|
|
|
":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down "
|
|
|
|
|
|
"menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Print pdf quote option on drop-down menu located on confirmed sales order in"
|
|
|
|
|
|
" Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so instantly downloads the PDF quote. When opened, the PDF quote, "
|
|
|
|
|
|
"along with the configured product PDF that was set to be visible inside the "
|
|
|
|
|
|
"quote, can be viewed and printed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Download these :download:`PDF quote builder examples "
|
|
|
|
|
|
"<pdf_quote_builder/pdfquotebuilderexamples.zip>` for added reference."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
|
|
|
|
|
msgid "Quotation templates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo *Sales*, salespeople have the ability to create reusable quotation "
|
|
|
|
|
|
"templates for common products or services that the business offers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By using these templates, quotations can be tailored and sent to customers "
|
|
|
|
|
|
"at a much faster pace, without having to create new quotations from scratch "
|
|
|
|
|
|
"every time a sales negotiation occurs."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Begin by activating the setting in :menuselection:`Sales app --> "
|
|
|
|
|
|
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& "
|
|
|
|
|
|
"Orders` heading."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In that section, check the box beside the :guilabel:`Quotation Templates` "
|
|
|
|
|
|
"option. Doing so reveals a new :guilabel:`Default Template` field, in which "
|
|
|
|
|
|
"a default quotation template can be chosen from a drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid "How to enable quotation templates on Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Also, upon activating the :guilabel:`Quotation Template` feature, an "
|
|
|
|
|
|
"internal :guilabel:`➡️ Quotation Templates` link appears beneath the "
|
|
|
|
|
|
":guilabel:`Default Template` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking that link reveals the :guilabel:`Quotation Templates` page, from "
|
|
|
|
|
|
"which templates can be created, viewed, and edited."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before leaving the :guilabel:`Settings` page, don't forget to click the "
|
|
|
|
|
|
":guilabel:`Save` button to save all changes made during the session."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37
|
|
|
|
|
|
msgid "Create quotation templates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` "
|
|
|
|
|
|
"page, or navigate to :menuselection:`Sales app --> Configuration --> "
|
|
|
|
|
|
"Quotation Templates`. Both options reveal the :guilabel:`Quotation "
|
|
|
|
|
|
"Templates` page, where quotation templates can be created, viewed, and "
|
|
|
|
|
|
"edited."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid "Quotation templates page in the Odoo Sales application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new quotation template, click the :guilabel:`New` button, "
|
|
|
|
|
|
"located in the upper-left corner. Doing so reveals a blank quotation "
|
|
|
|
|
|
"template form that can be customized in a number of ways."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid "Create a new quotation template on Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Start by entering a name for the template in the :guilabel:`Quotation "
|
|
|
|
|
|
"Template` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, in the :guilabel:`Quotation Validity` field, designate how many days "
|
|
|
|
|
|
"the quotation template will remain valid for, or leave the field on the "
|
|
|
|
|
|
"default `0` to keep the template valid indefinitely."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, in the :guilabel:`Confirmation Mail` field, click the blank field to "
|
|
|
|
|
|
"reveal a drop-down menu. From the drop-down menu, select a pre-configured "
|
|
|
|
|
|
"email template to be sent to customers upon confirmation of an order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new email template directly from the :guilabel:`Confirmation "
|
|
|
|
|
|
"Mail` field, start typing the name of the new email template in the field, "
|
|
|
|
|
|
"and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from"
|
|
|
|
|
|
" the drop-down menu that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Create` creates the email template, which can be edited"
|
|
|
|
|
|
" later."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting :guilabel:`Create and edit...` creates the email template, and a "
|
|
|
|
|
|
":guilabel:`Create Confirmation Mail` pop-up window appears, in which the "
|
|
|
|
|
|
"email template can be customized and configured right away."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Create confirmation mail pop-up window from the quotation template form in "
|
|
|
|
|
|
"Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all modifications are complete, click :guilabel:`Save \\& Close` to "
|
|
|
|
|
|
"save the email template and return to the quotation form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If working in a multi-company environment, use the :guilabel:`Company` field"
|
|
|
|
|
|
" to designate to which company this quotation template applies."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales "
|
|
|
|
|
|
"orders with this template will invoice in that specified journal. If no "
|
|
|
|
|
|
"journal is set in this field, the sales journal with the lowest sequence is "
|
|
|
|
|
|
"used."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` "
|
|
|
|
|
|
"features are activated in the :guilabel:`Settings` (:menuselection:`Sales "
|
|
|
|
|
|
"app --> Configuration --> Settings`), those options are available on "
|
|
|
|
|
|
"quotation template forms."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Check the box beside :guilabel:`Online Signature` to request an online "
|
|
|
|
|
|
"signature from the customer to confirm an order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Check the box beside :guilabel:`Online Payment` to request an online payment"
|
|
|
|
|
|
" from the customer to confirm an order. When :guilabel:`Online Payment` is "
|
|
|
|
|
|
"checked, a new percentage field appears, in which a specific percentage of "
|
|
|
|
|
|
"payment can be entered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` "
|
|
|
|
|
|
"can be enabled simultaneously, in which case the customer must provide "
|
|
|
|
|
|
"**both** a signature **and** a payment to confirm an order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-"
|
|
|
|
|
|
"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`,"
|
|
|
|
|
|
" etc.) to designate how often this quotation template should occur."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Recurring Plan` field **only** applies to subscription plans."
|
|
|
|
|
|
" For more information, check out the documentation on "
|
|
|
|
|
|
":doc:`../../subscriptions/plans`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113
|
|
|
|
|
|
msgid "Lines tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Lines` tab, products can be added to the quotation "
|
|
|
|
|
|
"template by clicking :guilabel:`Add a product`, organized by clicking "
|
|
|
|
|
|
":guilabel:`Add a section` (and dragging/dropping section headers), and "
|
|
|
|
|
|
"further explained with discretionary information (such as warranty details, "
|
|
|
|
|
|
"terms, etc.) by clicking :guilabel:`Add a note`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a product to a quotation template, click :guilabel:`Add a product` in"
|
|
|
|
|
|
" the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a "
|
|
|
|
|
|
"blank field in the :guilabel:`Product` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, a drop-down menu with existing products in the database "
|
|
|
|
|
|
"appear. Select the desired product from the drop-down menu to add it to the "
|
|
|
|
|
|
"quotation template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the desired product isn't readily visible, type the name of the desired "
|
|
|
|
|
|
"product in the :guilabel:`Product` field, and the option appears in the "
|
|
|
|
|
|
"drop-down menu. Products can also be found by clicking :guilabel:`Search "
|
|
|
|
|
|
"More...` from the drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo 17, it is now possible to add event-related products (booths and "
|
|
|
|
|
|
"registrations) to quotation templates. To do so, click the "
|
|
|
|
|
|
":guilabel:`Product` field, type in `Event`, and select the desired event-"
|
|
|
|
|
|
"related product from the resulting drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When a product is added to a quotation template, the default "
|
|
|
|
|
|
":guilabel:`Quantity` is `1`, but that can be edited at any time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, drag-and-drop the product to the desired position, via the "
|
|
|
|
|
|
":guilabel:`six squares` icon, located to the left of each line item."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a *section*, which serves as a header to organize the lines of a "
|
|
|
|
|
|
"sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. "
|
|
|
|
|
|
"When clicked, a blank field appears, in which the desired name of the "
|
|
|
|
|
|
"section can be typed. When the name has been entered, click away to secure "
|
|
|
|
|
|
"the section name."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, drag-and-drop the section name to the desired position, via the "
|
|
|
|
|
|
":guilabel:`six squares` icon, located to the left of each line item."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add a note, which would appear as a piece of text for the customer on the"
|
|
|
|
|
|
" quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When "
|
|
|
|
|
|
"clicked, a blank field appears, in which the desired note can be typed. When"
|
|
|
|
|
|
" the note has been entered, click away to secure the note."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, drag-and-drop the note to the desired position, via the :guilabel:`six"
|
|
|
|
|
|
" squares` icon."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To delete any line item from the :guilabel:`Lines` tab (product, section, "
|
|
|
|
|
|
"and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right "
|
|
|
|
|
|
"side of the line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The use of *optional products* is a marketing strategy that involves the "
|
|
|
|
|
|
"cross-selling of products along with a core product. The aim is to offer "
|
|
|
|
|
|
"useful and related products to customers, which may result in an increased "
|
|
|
|
|
|
"sale."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Optional products appear as a section on the bottom of sales orders and "
|
|
|
|
|
|
"eCommerce pages. Customers can immediately add them to their online sales "
|
|
|
|
|
|
"orders themselves, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid "Optional products appearing on a typical sales order with Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each "
|
|
|
|
|
|
"cross-selling product related to the original items in the :guilabel:`Lines`"
|
|
|
|
|
|
" tab, if applicable. The products added here ideally complement the original"
|
|
|
|
|
|
" offering as added value for the prospective buyer."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Add a line` reveals a blank field in the "
|
|
|
|
|
|
":guilabel:`Product` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190
|
|
|
|
|
|
msgid "Optional products are **not** required to create a quotation template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193
|
|
|
|
|
|
msgid "Terms \\& Conditions tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add "
|
|
|
|
|
|
"terms and conditions to the quotation template. To add terms and conditions,"
|
|
|
|
|
|
" simply type (or copy/paste) the desired terms and conditions in this tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200
|
|
|
|
|
|
msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Terms and conditions are **not** required to create a quotation template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206
|
|
|
|
|
|
msgid "PDF Quote Builder tab"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`PDF Quote Builder` tab provides options to compose an "
|
|
|
|
|
|
"attractive quotation, with more information and visually-pleasing elements, "
|
|
|
|
|
|
"to highlight products and/or services."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, "
|
|
|
|
|
|
"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages."
|
|
|
|
|
|
" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216
|
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219
|
|
|
|
|
|
msgid "Use quotation templates"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When creating a quotation (:menuselection:`Sales app --> New`), choose a "
|
|
|
|
|
|
"pre-configured template in the :guilabel:`Quotation Template` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid "Quotation templates field on a standard quotation form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view what the customer will see, click the :guilabel:`Preview` button at "
|
|
|
|
|
|
"the top of the page to see how the quotation template appears on the front-"
|
|
|
|
|
|
"end of the website through Odoo's customer portal."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
|
|
|
|
|
msgid "Customer preview of a quotation template in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Quotation template design uses the same methodology and functionality with "
|
|
|
|
|
|
"design building blocks as a typical web page design with Odoo *Website*. Be "
|
|
|
|
|
|
"sure to check out the :doc:`../../../websites/website` documentation to "
|
|
|
|
|
|
"learn more."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When all blocks and customizations are complete, click the :guilabel:`Save` "
|
|
|
|
|
|
"button to put those configurations into place."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There is also a blue banner at the top of the quotation template design with"
|
|
|
|
|
|
" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo "
|
|
|
|
|
|
"returns to the quotation form in the back-end of the *Sales* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249
|
|
|
|
|
|
msgid "Mass cancel quotations/sales orders"
|
|
|
|
|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:251
|
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msgid ""
|
|
|
|
|
|
"Cancel multiple quotations (or sales orders) by navigating to the "
|
|
|
|
|
|
":menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by "
|
|
|
|
|
|
"default, in the list view. Then, on the left side of the table, tick the "
|
|
|
|
|
|
"preferred checkboxes for removal."
|
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|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256
|
|
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|
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msgid ""
|
|
|
|
|
|
"Select all records in the table by selecting the checkbox column header at "
|
|
|
|
|
|
"the top-left of the table; the total number of selected items are displayed "
|
|
|
|
|
|
"at the top of the page."
|
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|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259
|
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msgid ""
|
|
|
|
|
|
"Then, with the desired quotations (or sales orders) selected from the list "
|
|
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|
|
|
"view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` "
|
|
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|
":guilabel:`Actions` button to reveal a drop-down menu."
|
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|
msgstr ""
|
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|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263
|
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|
msgid "From this drop-down menu, select :guilabel:`Cancel quotations`."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
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msgid ""
|
|
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|
|
"The Cancel quotations option on the Actions drop-down menu in the Odoo Sales"
|
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|
|
|
|
" application."
|
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msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:270
|
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msgid ""
|
|
|
|
|
|
"This action can be performed for quotations in *any* stage, even if it is "
|
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|
|
|
|
"confirmed as a sales order."
|
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|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273
|
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|
|
msgid ""
|
|
|
|
|
|
"Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel"
|
|
|
|
|
|
" quotations` confirmation pop-up window appears. To complete the "
|
|
|
|
|
|
"cancellation, click the :guilabel:`Cancel quotations` button."
|
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:278
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"An error pop-up message appears when attempting to cancel an order for an "
|
|
|
|
|
|
"ongoing subscription that has an invoice."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:5
|
|
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|
msgid "Subscriptions"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new "
|
|
|
|
|
|
"contracts <subscriptions/quotations>`, :doc:`upsell customers "
|
|
|
|
|
|
"</applications/sales/subscriptions/upselling>`, keep the churn under "
|
|
|
|
|
|
"control, and :doc:`generate reports "
|
|
|
|
|
|
"</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key "
|
|
|
|
|
|
"Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, "
|
|
|
|
|
|
":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"`Odoo Tutorials: Subscriptions "
|
|
|
|
|
|
"<https://www.odoo.com/slides/subscription-20>`_"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:16
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/products`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:17
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/ecommerce`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:18
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/plans`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:19
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/upselling`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:20
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/renewals`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:21
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/closing`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:22
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:23
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:24
|
|
|
|
|
|
msgid ":doc:`/applications/sales/subscriptions/reports`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:29
|
|
|
|
|
|
msgid "Subscription quotations"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:32
|
|
|
|
|
|
msgid "Sales orders with a defined recurrence become subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new subscription, click on :guilabel:`New` from the "
|
|
|
|
|
|
"*Subscription* or the :doc:`Sales </applications/sales>` app. You can "
|
|
|
|
|
|
"either:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` "
|
|
|
|
|
|
"to prefill the quotation instantly, or"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Fill out the quotation normally, making sure to select a recurrence and an "
|
|
|
|
|
|
"end date if necessary and adding :doc:`recurrent products "
|
|
|
|
|
|
"</applications/sales/subscriptions/products>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:43
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can define different invoice and delivery addresses by enabling the "
|
|
|
|
|
|
":doc:`Customer Addresses "
|
|
|
|
|
|
"</applications/finance/accounting/customer_invoices/customer_addresses>` "
|
|
|
|
|
|
"feature."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:49
|
|
|
|
|
|
msgid "Confirmation"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Send the quotation to the customer for confirmation by clicking on "
|
|
|
|
|
|
":guilabel:`Send by email`, or confirm it immediately by clicking on "
|
|
|
|
|
|
":guilabel:`Confirm`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Click on :guilabel:`Customer Preview` to preview the customer portal where "
|
|
|
|
|
|
"the customer can view their quotation, sign and pay it, and communicate with"
|
|
|
|
|
|
" you."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:61
|
|
|
|
|
|
msgid "Automatic payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can require the customer to set an automatic payment method and pre-pay "
|
|
|
|
|
|
"the subscription's first occurrence before they can confirm their quotation."
|
|
|
|
|
|
" To do so, go to the :guilabel:`Other Info` tab of the quotation and check "
|
|
|
|
|
|
"the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:68
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you leave :guilabel:`Payment` unchecked, the customer doesn't have to "
|
|
|
|
|
|
"pre-pay to start the subscription. This means that the payment is not "
|
|
|
|
|
|
"automatic and that the customer must pay each invoice manually."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the online confirmation requires a pre-payment, your customer can select "
|
|
|
|
|
|
"only the :ref:`payment providers <payment_providers/supported_providers>` "
|
|
|
|
|
|
"that have the :ref:`tokenization feature <payment_providers/tokenization>`. "
|
|
|
|
|
|
"This ensures that the customer is automatically charged at each new period."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3
|
|
|
|
|
|
msgid "Automation rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With subscriptions up-and-running, it is important to stay up-to-date with "
|
|
|
|
|
|
"customers. It is efficient to use automation to avoid having to manually go "
|
|
|
|
|
|
"through the list of subscribers to see how things are going. That is where "
|
|
|
|
|
|
"Odoo's *automation rules* feature comes into play."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo *Subscriptions* application allows users to set up automatic "
|
|
|
|
|
|
"emails, create tasks for salespeople, and even send satisfaction surveys for"
|
|
|
|
|
|
" subscribers to evaluate their experience."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13
|
|
|
|
|
|
msgid "Create automation rules"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create an automated rule, start by navigating to "
|
|
|
|
|
|
":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. "
|
|
|
|
|
|
"This is where all the automation rules for subscriptions can be found."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, "
|
|
|
|
|
|
":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger "
|
|
|
|
|
|
"On`, and the :guilabel:`Company` to which the rule applies."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view or modify any existing automation rule, simply click the desired "
|
|
|
|
|
|
"rule from this page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When modifying an existing automation rule, Odoo \"grays-out\" the "
|
|
|
|
|
|
":guilabel:`Action` section of the form, and provides the following warning: "
|
|
|
|
|
|
"*Action data can not be updated to avoid unexpected behaviors. Create a new "
|
|
|
|
|
|
"action instead.*"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30
|
|
|
|
|
|
msgid "To create a new automation rule, click :guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
|
|
|
|
|
msgid "The Automation Rules page in the Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form "
|
|
|
|
|
|
"with numerous fields to configure."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
|
|
|
|
|
msgid "A sample Automation Rules form in the Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44
|
|
|
|
|
|
msgid "Automation rule form fields"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46
|
|
|
|
|
|
msgid ":guilabel:`Action Name`: title of the automated action rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49
|
|
|
|
|
|
msgid "Apply On section"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Apply On` section dictates which subscription "
|
|
|
|
|
|
"orders/customers this automated action applies to."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`MRR Between`: designate a range of monthly recurring revenue to "
|
|
|
|
|
|
"target."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`MRR Change More`: designate a change of monthly recurring revenue"
|
|
|
|
|
|
" to target, in either percentage or unit of currency."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Over`: choose a period of time over which the designated KPIs "
|
|
|
|
|
|
"(Key Performance Indicators) are calculated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Rating Satisfaction`: designate satisfaction as "
|
|
|
|
|
|
":guilabel:`greater than` or :guilabel:`less than` a percentage."
|
|
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|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Status`: select the status of the subscriptions to be included in"
|
|
|
|
|
|
" this automation rule. The options are: :guilabel:`Quotation`, "
|
|
|
|
|
|
":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and "
|
|
|
|
|
|
":guilabel:`Cancelled`."
|
|
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|
|
|
msgstr ""
|
|
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64
|
|
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|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Stage goes from`: designate when the automation rule should be "
|
|
|
|
|
|
"activated using two fields that represent two different stages of the "
|
|
|
|
|
|
"subscription."
|
|
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|
|
msgstr ""
|
|
|
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66
|
|
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|
|
|
msgid ""
|
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|
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|
|
":guilabel:`Subscription Plans`: choose specific subscription plans to target"
|
|
|
|
|
|
" with the automation rule."
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Products`: select specific product(s) to target with the "
|
|
|
|
|
|
"automation rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Customers`: select specific customer(s) to target with the "
|
|
|
|
|
|
"automation rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Company`: in a multi-company environment, select a specific "
|
|
|
|
|
|
"company's subscription data to target with the automation rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Sales Team`: select the data of specific sales team(s) to target "
|
|
|
|
|
|
"with the automation rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If any field is left blank, the rule applies to every subscription without "
|
|
|
|
|
|
"that specific designation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The number of subscriptions that match the configured criteria of the "
|
|
|
|
|
|
"customized automation rule are displayed at the bottom of the "
|
|
|
|
|
|
":guilabel:`Apply On` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If that green subscriptions link is clicked, Odoo reveals a separate page "
|
|
|
|
|
|
"showcasing all the subscriptions that meet that automation rule's criteria."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87
|
|
|
|
|
|
msgid "Action section"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Action` section dictates what action occurs when an automated"
|
|
|
|
|
|
" rule is triggered."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Action To Do` field, choose the action that will occur "
|
|
|
|
|
|
"once the automated rule is triggered. When clicked, the following options "
|
|
|
|
|
|
"become available on a drop-down menu:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Create next activity`: creates the next activity to occur, which "
|
|
|
|
|
|
"is configured in the :guilabel:`Activity` section that appears at the bottom"
|
|
|
|
|
|
" of the automation rule form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Send an email to the customer`: sends an email to the customer(s)"
|
|
|
|
|
|
" who fit the specified criteria of the automation rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message "
|
|
|
|
|
|
"to the customer(s) who fit the specified criteria of the automation rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Set Contract Health value`: set the health value of the "
|
|
|
|
|
|
"subscription contract."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Send an email to the customer` is selected in the "
|
|
|
|
|
|
":guilabel:`Action To Do` field, the following field appears:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Email Template`: create (and edit) a new email template *or* "
|
|
|
|
|
|
"select from a list of pre-configured email templates to send to the "
|
|
|
|
|
|
"customer(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Send an SMS Text Message to the customer` is selected in the "
|
|
|
|
|
|
":guilabel:`Action To Do` field, the following field appears:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select "
|
|
|
|
|
|
"from a list of pre-configured SMS templates to send to the customer(s)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Set Contract Health value` is selected in the "
|
|
|
|
|
|
":guilabel:`Action To Do` field, the following field appears:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Health`: designate the health of the subscription by choosing one"
|
|
|
|
|
|
" of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or "
|
|
|
|
|
|
":guilabel:`Bad`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Trigger On` field, decide whether the automated rule "
|
|
|
|
|
|
"should be triggered on a :guilabel:`Modification` or :guilabel:`Timed "
|
|
|
|
|
|
"Condition`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A :guilabel:`Trigger Now` button appears at the top of the automation rule "
|
|
|
|
|
|
"form *only* when a trigger has been configured for the rule."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the "
|
|
|
|
|
|
"action on *all* linked subscriptions, regardless of possible timed "
|
|
|
|
|
|
"conditions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or "
|
|
|
|
|
|
"tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit "
|
|
|
|
|
|
":doc:`../../essentials/in_app_purchase`. For more information on sending SMS"
|
|
|
|
|
|
" messages, visit :doc:`../../marketing/sms_marketing`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` "
|
|
|
|
|
|
"field, the following fields appear:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Trigger Date`: represents when the condition should be triggered."
|
|
|
|
|
|
" If left blank, the action is created upon subscription creation *and* "
|
|
|
|
|
|
"updates."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Delay After Trigger`: select a delayed amount of time "
|
|
|
|
|
|
"(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or "
|
|
|
|
|
|
":guilabel:`Months`) for Odoo to wait before triggering the configured "
|
|
|
|
|
|
"action. If a negative number is entered, the \"delay\" will occur *before* "
|
|
|
|
|
|
"the :guilabel:`Trigger Date`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148
|
|
|
|
|
|
msgid "Activity section"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Create next activity` is selected in the :guilabel:`Action To "
|
|
|
|
|
|
"Do` field, an :guilabel:`Activity` section appears at the bottom of the "
|
|
|
|
|
|
":guilabel:`Automation Rules` form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Activity Type`: select an pre-configured activity type from the "
|
|
|
|
|
|
"drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154
|
|
|
|
|
|
msgid ":guilabel:`Title`: enter a custom title for the chosen activity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Note`: leave a note for the employee to whom the activity is "
|
|
|
|
|
|
"assigned."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Due Date In`: enter an amount of days within which the activity "
|
|
|
|
|
|
"should be completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Assign To`: choose to assign the specified activity to either: "
|
|
|
|
|
|
":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or "
|
|
|
|
|
|
":guilabel:`Specific Users`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` "
|
|
|
|
|
|
"option, a new :guilabel:`Specific Users` field appears beneath it, where a "
|
|
|
|
|
|
"specific employee(s) can be chosen as the assignee(s) for the configured "
|
|
|
|
|
|
"activity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:105
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:128
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:403
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:107
|
|
|
|
|
|
msgid ":doc:`../subscriptions`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:106
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:129
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:404
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:108
|
|
|
|
|
|
msgid ":doc:`plans`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
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#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168
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#: ../../content/applications/sales/subscriptions/closing.rst:107
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#: ../../content/applications/sales/subscriptions/renewals.rst:130
|
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#: ../../content/applications/sales/subscriptions/reports.rst:405
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#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188
|
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#: ../../content/applications/sales/subscriptions/upselling.rst:109
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msgid ":doc:`products`"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169
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msgid ":doc:`../../essentials/in_app_purchase`"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/closing.rst:3
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msgid "Close subscriptions"
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msgstr ""
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|
|
#: ../../content/applications/sales/subscriptions/closing.rst:5
|
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|
|
msgid ""
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|
|
"Odoo *Subscriptions* provides flexibility for businesses to decide whether "
|
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|
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"customers can self-manage their subscriptions, or restrict that ability "
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|
"entirely."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/closing.rst:11
|
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|
|
msgid ""
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|
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|
"Start by navigating to :menuselection:`Subscriptions app --> Configuration "
|
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|
|
"--> Recurring Plans`. From there, either create a new plan by clicking "
|
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|
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":guilabel:`New` or select an existing one to modify it."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/subscriptions/closing.rst:15
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msgid ""
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|
"Once on the :guilabel:`Recurring Plans` form, enable the "
|
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|
|
":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to "
|
|
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|
|
|
"allow customers to close their own subscriptions using the customer portal."
|
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msgstr ""
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|
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#: ../../content/applications/sales/subscriptions/closing.rst-1
|
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|
|
msgid "The Closable option on a recurring plan form in Odoo Subscriptions."
|
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|
|
msgstr ""
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|
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|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:24
|
|
|
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|
|
msgid ":doc:`Configure recurring plans <plans>`"
|
|
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|
|
|
msgstr ""
|
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|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:27
|
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|
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|
|
msgid "Close a subscription"
|
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|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:30
|
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|
|
msgid "Administrator view"
|
|
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:32
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"After a quotation for a subscription product has been confirmed, it becomes "
|
|
|
|
|
|
"a sales order, and the subscription status changes to :guilabel:`In "
|
|
|
|
|
|
"Progress`."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"At that point, the ability to close the subscription becomes available, via "
|
|
|
|
|
|
"the :guilabel:`Close` button at the top of the subscription order, near the "
|
|
|
|
|
|
"row that contains :guilabel:`In Progress` and other stages. This option is "
|
|
|
|
|
|
"also available after the order has been invoiced and the payment has been "
|
|
|
|
|
|
"registered."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Close subscription from an administration point of view with Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:44
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` "
|
|
|
|
|
|
"pop-up window to appear, allowing administrators to input the reason for "
|
|
|
|
|
|
"closing the subscription, or choose from the drop-down menu of options in "
|
|
|
|
|
|
"the :guilabel:`Reason` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Close Reason pop-up when the Close button is clicked in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`"
|
|
|
|
|
|
" button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window "
|
|
|
|
|
|
"updates the subscription sales order to show :guilabel:`Churned` status tag,"
|
|
|
|
|
|
" along with the specified :guilabel:`Close Reason`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
|
|
|
|
|
msgid "A churned sales order for a closed subscription in Odoo Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"That same close reason can be found in the *Chatter* of the sales order, as "
|
|
|
|
|
|
"well."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The chatter of a churned sales order for a closed subscription in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:69
|
|
|
|
|
|
msgid "Customer view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As an administrator, the ability to visualize what customers see when "
|
|
|
|
|
|
"managing their subscriptions is accessible via the :guilabel:`Preview` "
|
|
|
|
|
|
"button, located at the top of the subscription sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:76
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the customer's point of view, in the customer portal, the "
|
|
|
|
|
|
":guilabel:`Close Subscription` button is located on the left side of the "
|
|
|
|
|
|
"sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Close subscription button on a customer's view of a sales order in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the customer clicks the :guilabel:`Close Subscription` button, a "
|
|
|
|
|
|
":guilabel:`Close Subscription` pop-up window appears, in which the customer "
|
|
|
|
|
|
"has to choose from a select list of reasons why they are choosing to close "
|
|
|
|
|
|
"the subscription."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The close subscription pop-up window customers see when closing a "
|
|
|
|
|
|
"subscription."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Customers can *only* chose a pre-configured reason why the subscription is "
|
|
|
|
|
|
"being closed. They can *not* enter a custom reason from the customer portal."
|
|
|
|
|
|
" These selections can be adjusted by navigating to "
|
|
|
|
|
|
":menuselection:`Subscriptions --> Configuration --> Close Reasons`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the customer has chosen a close reason, they would click the "
|
|
|
|
|
|
":guilabel:`Submit` button on the pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Upon closure, the subscription order in the customer portal is tagged as "
|
|
|
|
|
|
":guilabel:`Closed`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/closing.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In addition, the specified :guilabel:`Close Reason` appears on the "
|
|
|
|
|
|
"subscription order in the *Subscriptions* app in the backend "
|
|
|
|
|
|
"(Administrator's view)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:3
|
|
|
|
|
|
msgid "Subscriptions in the eCommerce shop"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Subscription products can be sold in the Odoo *eCommerce* shop just like "
|
|
|
|
|
|
"regular sales products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:7
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However, by default, the eCommerce product page **only** displays the "
|
|
|
|
|
|
"shortest recurrence period listed in the :guilabel:`Recurring Prices` tab of"
|
|
|
|
|
|
" the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, if a subscription product has *monthly* and *annaul* recurrence"
|
|
|
|
|
|
" periods configured, then *only* the monthly price appears on the eCommerce "
|
|
|
|
|
|
"page for that product, by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To add more recurrence periods to the eCommerce product page, create a "
|
|
|
|
|
|
"*product variant* for each recurrence period."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Configure subscription products "
|
|
|
|
|
|
"</applications/sales/subscriptions/products>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Product variants "
|
|
|
|
|
|
"</applications/sales/sales/products_prices/products/variants>`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:21
|
|
|
|
|
|
msgid "Create recurrence periods as product variants"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To set up each recurrence period as a product variant, go to "
|
|
|
|
|
|
":menuselection:`Subscriptions app --> Products --> Products`, and select a "
|
|
|
|
|
|
"product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add "
|
|
|
|
|
|
"a line`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then proceed to create an :guilabel:`Attribute` called `Billing Period` (or "
|
|
|
|
|
|
"something similar), by typing in the name, and clicking :guilabel:`Create` "
|
|
|
|
|
|
"from the mini drop-down menu that appears. This attribute name appears as "
|
|
|
|
|
|
"option heading on the product page of the eCommerce shop."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:31
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, create :guilabel:`Values` that correspond to the recurrence periods "
|
|
|
|
|
|
"that are configured in the :guilabel:`Recurring Prices` tab of the product "
|
|
|
|
|
|
"form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:34
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do that, type in the name of the recurrence period in the "
|
|
|
|
|
|
":guilabel:`Values` column, on the same :guilabel:`Attribute` line, in the "
|
|
|
|
|
|
":guilabel:`Attributes & Variants` tab. Then, click :guilabel:`Create` from "
|
|
|
|
|
|
"the mini drop-down menu that appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These value names appear as selectable options on the product page of the "
|
|
|
|
|
|
"eCommerce shop."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n"
|
|
|
|
|
|
"the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With those configurations in place and saved, a :guilabel:`Product Variants`"
|
|
|
|
|
|
" column appears in the :guilabel:`Recurring Prices` tab. Proceed to assign "
|
|
|
|
|
|
"the different :guilabel:`Product Variants` to their corresponding recurrence"
|
|
|
|
|
|
" :guilabel:`Period` and :guilabel:`Price`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
|
|
|
|
|
msgid "Product variants on the \"Time-based pricing\" tab of the product form."
|
|
|
|
|
|
msgstr ""
|
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|
#: ../../content/applications/sales/subscriptions/ecommerce.rst:53
|
|
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|
|
msgid ""
|
|
|
|
|
|
"After following those aforementioned steps, the product variants are "
|
|
|
|
|
|
"available for selection on the eCommerce product page."
|
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Recurrence periods configured as product variants on the eCommerce product "
|
|
|
|
|
|
"page."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:3
|
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|
|
msgid "SEPA Direct Debit"
|
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|
|
|
msgstr ""
|
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|
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|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:7
|
|
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|
|
msgid ""
|
|
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|
|
|
"*SEPA*, or Single Euro Payments Area, is a payment-integration initiative of"
|
|
|
|
|
|
" the European Union for simplifying bank transfers denominated in euros."
|
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|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:10
|
|
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|
|
msgid ""
|
|
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|
|
|
"*SEPA Direct Debit (|sdd|)* is a payment provider that allows future "
|
|
|
|
|
|
"payments to be collected from customers' bank accounts by signing a mandate."
|
|
|
|
|
|
" This allows recurring payments to be automatically gathered and processed "
|
|
|
|
|
|
"using |sdd|."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create :ref:`direct debit mandates <subscriptions/sepa-sdd-payment>`, the"
|
|
|
|
|
|
" **Accounting** app **must** be installed."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before using |sdd|, the database must be configured to allow the use of "
|
|
|
|
|
|
"Euros on sales orders. To do so, a :doc:`pricelist "
|
|
|
|
|
|
"<../../point_of_sale/pricing/pricelists>` must be created for Euros."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This can be done using the **Sales** or **Point of Sales** apps. From either"
|
|
|
|
|
|
" app, navigate to :menuselection:`Configuration --> Settings`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Pricing` section, underneath the :guilabel:`Pricelists` "
|
|
|
|
|
|
"feature, click :icon:`fa-arrow-right` :guilabel:`Pricelists`. Then, click "
|
|
|
|
|
|
"the :guilabel:`New` button to open a new pricelist form. Add a name for the "
|
|
|
|
|
|
"pricelist in the top field, then set the drop-down menu next to "
|
|
|
|
|
|
":guilabel:`Currency` to :guilabel:`EUR`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use the wire transfer payment method, first ensure the |sdd| payment "
|
|
|
|
|
|
"method is enabled. To do so, navigate to :menuselection:`Accounting app --> "
|
|
|
|
|
|
"Configuration --> Settings`, scroll to the :guilabel:`Customer Payments` "
|
|
|
|
|
|
"section, and tick the :guilabel:`SEPA Direct Deposit (SDD)` checkbox. Then, "
|
|
|
|
|
|
"set a creditor identifier number in the field labeled, :guilabel:`Creditor "
|
|
|
|
|
|
"Identifier`. Then, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The company using |sdd| must have a creditor identifier to issue a SEPA "
|
|
|
|
|
|
"Direct Debit payment request. If using :ref:`test mode <subscriptions/sepa-"
|
|
|
|
|
|
"sdd-test-mode>`, use the test creditor identifier number: "
|
|
|
|
|
|
"`DE98ZZZ09999999999`, and click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, enable SEPA Direct Debit from the *Payment Providers* page in either "
|
|
|
|
|
|
"the **Accounting**, **Website**, or **Sales** apps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, navigate to :menuselection:`Accounting app --> Configuration "
|
|
|
|
|
|
"--> Payment Providers`, then click the :guilabel:`SEPA Direct Debit` card."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *SEPA Direct Debit* form can also be reached by navigating to "
|
|
|
|
|
|
":menuselection:`Website app --> Configuration --> Payment Providers`, or "
|
|
|
|
|
|
":menuselection:`Sales app --> Configuration --> Payment Providers`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable |sdd|. Use "
|
|
|
|
|
|
"the drop-down menus next to the :guilabel:`Company` and :guilabel:`Website` "
|
|
|
|
|
|
"fields to set where |sdd| can be used."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The options in the :guilabel:`Configuration` tab can be configured to "
|
|
|
|
|
|
"customize how |sdd| is used. Optionally, tick the checkbox next to "
|
|
|
|
|
|
":guilabel:`Enable QR Codes` to enable the use of QR codes when paying by "
|
|
|
|
|
|
"|sdd|, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:64
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use the drop-down menu next to the :guilabel:`Communication` field to select"
|
|
|
|
|
|
" the communication type used on sales orders. Choose :guilabel:`Based on "
|
|
|
|
|
|
"Document Reference` to use the sales order (or invoice number), or "
|
|
|
|
|
|
":guilabel:`Based on Customer ID` to use the customer identifier. With either"
|
|
|
|
|
|
" method selected, communication is given to the customer, once they choose "
|
|
|
|
|
|
"the |sdd| payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:69
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The configuration options listed under the :guilabel:`Availability` section "
|
|
|
|
|
|
"are used to set payment restrictions, and are optional. Use the "
|
|
|
|
|
|
":guilabel:`Maximum Amount` field to set a maximum payment value, and the "
|
|
|
|
|
|
":guilabel:`Countries` field to restrict payment from any particular "
|
|
|
|
|
|
"countries, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Currencies` field should be left with the default "
|
|
|
|
|
|
":guilabel:`EUR` tag to ensure |sdd| is only accessible when customers pay "
|
|
|
|
|
|
"with Euros."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:78
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Payment Journal` field in the :guilabel:`Payment followup` "
|
|
|
|
|
|
"section can be used to select the journal in which the successful "
|
|
|
|
|
|
"transactions are posted."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:81
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Messages` tab, the :guilabel:`Pending Message` field can "
|
|
|
|
|
|
"be used to add a message that is displayed, if the order remains pending "
|
|
|
|
|
|
"after the payment is processed. By default, this field contains the message:"
|
|
|
|
|
|
" :guilabel:`Please make an unique payment transfer to confirm the SEPA "
|
|
|
|
|
|
"mandate.`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst-1
|
|
|
|
|
|
msgid "The SEPA Direct Debit Payment Provider form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:90
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all necessary configuration settings are complete, the :icon:`fa-eye-"
|
|
|
|
|
|
"slash` :guilabel:`Unpublished` smart button, located at the top of the page "
|
|
|
|
|
|
"automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the "
|
|
|
|
|
|
"|sdd| payment option is now visible to customers. Only keep the payment "
|
|
|
|
|
|
"method published if payments are ready to be received."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is possible to keep the payment method enabled, but **not** visible to "
|
|
|
|
|
|
"customers, until payments are ready to be received. To do this, set the "
|
|
|
|
|
|
"smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting "
|
|
|
|
|
|
"the :guilabel:`State` to :guilabel:`Enabled`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The |sdd| configuration menu can also be accessed by navigating to "
|
|
|
|
|
|
":menuselection:`Settings app --> Website`, and in the :guilabel:`Shop - "
|
|
|
|
|
|
"Payment` section, click the :icon:`fa-arrow-right` :guilabel:`View other "
|
|
|
|
|
|
"providers` button. Then, click the |sdd| card. Alternatively, navigate to "
|
|
|
|
|
|
":menuselection:`Website app --> Configuration --> Settings` to access the "
|
|
|
|
|
|
"same button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:109
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75
|
|
|
|
|
|
msgid "Test mode"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The |sdd| payment method can be tested before it is accessed by customers. "
|
|
|
|
|
|
"First, ensure the test creditor identifier is :ref:`configured "
|
|
|
|
|
|
"<subscriptions/sepa-sdd-configuration>` before continuing."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:115
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is recommended to use the :guilabel:`Test Mode` setting on a duplicate "
|
|
|
|
|
|
"(or test) database to avoid potential issues with invoice numbering."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, select the :guilabel:`Test Mode` option in the :guilabel:`State` field"
|
|
|
|
|
|
" on the form. Upon selecting :guilabel:`Test Mode`, an orange "
|
|
|
|
|
|
":guilabel:`Test mode` banner appears in the upper-right corner of the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:123
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the payment provider remains :guilabel:`Unpublished` in "
|
|
|
|
|
|
":guilabel:`Test Mode`, so it is not visible to visitors."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Navigate to :menuselection:`Sales app --> Orders --> Quotations`, and click "
|
|
|
|
|
|
"the :guilabel:`New` button to create a new sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:129
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select a :guilabel:`Customer`. Select any pay period in the drop-down menu "
|
|
|
|
|
|
"next to :guilabel:`Recurring Plan` and select the pricelist using EUR in the"
|
|
|
|
|
|
" drop-down menu next to :guilabel:`Pricelist`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Finally, select a subscription product in the :guilabel:`Order Lines` tab of"
|
|
|
|
|
|
" the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:135
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, confirm the sales order by clicking the :guilabel:`Confirm` button, "
|
|
|
|
|
|
"then click the :guilabel:`Preview` button to open a preview of the customer "
|
|
|
|
|
|
"invoice. Scroll down to the :guilabel:`Anticipate payment` section to find "
|
|
|
|
|
|
"the SEPA Direct Debit payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It can be confirmed that test mode is still enabled if the :icon:`fa-eye-"
|
|
|
|
|
|
"slash` (unpublished) and :icon:`fa-exclamation-triangle` (test mode) icons "
|
|
|
|
|
|
"are present next to SEPA Direct Debit."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The view of the SEPA Direct Debit payment method presented to customers at "
|
|
|
|
|
|
"checkout."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, enter a test IBAN number, such as `GB33BUKB20201555555555`, and click "
|
|
|
|
|
|
":guilabel:`Pay`. Return to the sales order in the **Sales** app, and confirm"
|
|
|
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|
|
" the :guilabel:`In Progress` tag is present on the sales order form. At this"
|
|
|
|
|
|
" point, the flow is complete."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:151
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To re-enable normal function after testing, navigate back to the *SEPA "
|
|
|
|
|
|
"Direct Debit* form, and change the *State* setting to :guilabel:`Enabled`."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:157
|
|
|
|
|
|
msgid "Pay by SEPA Direct Debit"
|
|
|
|
|
|
msgstr ""
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once |sdd| has been :ref:`configured <subscriptions/sepa-sdd-configuration>`"
|
|
|
|
|
|
" and enabled, |sdd| appears as a payment method during checkout in "
|
|
|
|
|
|
"**eCommerce**, and as a payment method on invoices in the **Sales** app. The"
|
|
|
|
|
|
" option is presented to customers, and prompts them to enter their IBAN "
|
|
|
|
|
|
"number."
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once a customer clicks *Pay*, the sales order is marked with a *In Progress*"
|
|
|
|
|
|
" tag until the mandate has been closed."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:167
|
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|
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|
|
msgid ""
|
|
|
|
|
|
"Mandates automatically close after the end date is reached. If the *End "
|
|
|
|
|
|
"date* field is not set, the mandate remains in an *Active* state until it is"
|
|
|
|
|
|
" *Closed* or *Revoked*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:170
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"|sdd| payments can also be registered manually by navigating to the desired "
|
|
|
|
|
|
"invoice and clicking the :guilabel:`Register Payment` button. Next, select "
|
|
|
|
|
|
":guilabel:`SEPA Direct Debit` as the :guilabel:`Payment Method` and click "
|
|
|
|
|
|
"the :guilabel:`Create Payment` button. The invoice now displays a green "
|
|
|
|
|
|
":guilabel:`In Payment` banner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To validate a successful |sdd| payment, navigate to "
|
|
|
|
|
|
":menuselection:`Accounting app --> Customers --> Payments`, and look for the"
|
|
|
|
|
|
" entry in the list, along with a :guilabel:`Posted` tag in the "
|
|
|
|
|
|
":guilabel:`Status` column."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:181
|
|
|
|
|
|
msgid "Submit payments"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All |sdd| payments can be processed at once by uploading an `.xml` file "
|
|
|
|
|
|
"containing a batch of all posted |sdd| payments to an online banking "
|
|
|
|
|
|
"interface. To generate this file, navigate to :menuselection:`Accounting app"
|
|
|
|
|
|
" --> Customers --> Batch Payments`. A list of all posted |sdd| payments "
|
|
|
|
|
|
"appears. Tick the checkbox next to every payment to be included in the "
|
|
|
|
|
|
"batch, or tick the checkbox at the top of the list to select all entries at "
|
|
|
|
|
|
"once."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click :guilabel:`Create Batch`. A new batch payment form appears with "
|
|
|
|
|
|
"the selected payments added to the list in the :guilabel:`Batch Content` "
|
|
|
|
|
|
"tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst-1
|
|
|
|
|
|
msgid "The batch payment form containing the selected payments."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:196
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This form also contains optional fields to customize the batch payment:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:198
|
|
|
|
|
|
msgid ":guilabel:`Bank`: Select the bank the payment is sent to."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:199
|
|
|
|
|
|
msgid ":guilabel:`Date`: Set the current date."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:200
|
|
|
|
|
|
msgid ":guilabel:`Reference`: Set a custom reference number for the payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:201
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Required collection date`: Set a date when the company expects to"
|
|
|
|
|
|
" receive the payment of this batch."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:203
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Batch Booking`: Request batch booking from the bank for the "
|
|
|
|
|
|
"related bank statements."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:204
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`SDD Scheme`: The B2B scheme is an optional scheme, offered "
|
|
|
|
|
|
"exclusively to business payers. Some banks/businesses might not accept B2B "
|
|
|
|
|
|
"|sdd|."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:207
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the payment is configured, click :guilabel:`Validate` to generate the "
|
|
|
|
|
|
"`.xml` file, which appears in the chatter. Finally, click the :icon:`fa-"
|
|
|
|
|
|
"download` :guilabel:`(download)` icon next to the file in the chatter to "
|
|
|
|
|
|
"download the file."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:211
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This file can now be uploaded to the desired online banking interface to "
|
|
|
|
|
|
"process the payments."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:214
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**"
|
|
|
|
|
|
" specifications, as required by the SEPA customer-to-bank `implementation "
|
|
|
|
|
|
"guidelines <https://www.europeanpaymentscouncil.eu/document-"
|
|
|
|
|
|
"library/implementation-guidelines/sepa-credit-transfer-customer-psp-"
|
|
|
|
|
|
"implementation>`_, which ensures compatibility with the banks."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:220
|
|
|
|
|
|
msgid ":doc:`../../../finance/accounting/payments/batch_sdd`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:221
|
|
|
|
|
|
msgid ":doc:`../../../finance/accounting/payments/online`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3
|
|
|
|
|
|
msgid "Wire transfer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *wire transfer* payment method allows for payment instructions to be "
|
|
|
|
|
|
"shared with a customer after purchasing a product. With a subscription, "
|
|
|
|
|
|
"these payment instructions are shared every time the payment is renewed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The wire transfer payment method requires minimal setup, but in most cases, "
|
|
|
|
|
|
"it is inefficient compared to other online payment providers. It is "
|
|
|
|
|
|
"recommended to use another payment provider with subscriptions, due to wire "
|
|
|
|
|
|
"transfers requiring manual confirmation for each payment."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To use the wire transfer payment method, first ensure the *Wire Transfer* "
|
|
|
|
|
|
"payment method is enabled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do so, begin by navigating to the *Payment Providers* page in either the "
|
|
|
|
|
|
"**Accounting**, **Website**, or **Sales** apps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, navigate to :menuselection:`Accounting app --> Configuration "
|
|
|
|
|
|
"--> Online Payments: Payment Providers`, then click the :guilabel:`Wire "
|
|
|
|
|
|
"Transfer` card."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the **Accounting** app is not installed, the *Payment Providers* page can"
|
|
|
|
|
|
" also be reached by navigating to :menuselection:`Website app --> "
|
|
|
|
|
|
"Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales "
|
|
|
|
|
|
"app --> Configuration --> Online Payments: Payment Providers`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire "
|
|
|
|
|
|
"transfers. Use the drop-down menus next to the :guilabel:`Company` and "
|
|
|
|
|
|
":guilabel:`Website` fields to set where wire transfers can be used."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The options in the :guilabel:`Configuration` tab can be used to customize "
|
|
|
|
|
|
"the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR"
|
|
|
|
|
|
" Codes` to enable the use of QR codes when paying by wire transfer, if "
|
|
|
|
|
|
"desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use the drop-down menu next to the :guilabel:`Communication` field to select"
|
|
|
|
|
|
" the communication type used on sales orders. Choose :guilabel:`Based on "
|
|
|
|
|
|
"Document Reference` to use the sales order (or invoice number), or "
|
|
|
|
|
|
":guilabel:`Based on Customer ID` to use the customer identifier. With either"
|
|
|
|
|
|
" method selected, communication is given to the customer, once they choose "
|
|
|
|
|
|
"the wire transfer payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The configuration options listed under the :guilabel:`Availability` section "
|
|
|
|
|
|
"are used to set payment restrictions, and are optional. Use the "
|
|
|
|
|
|
":guilabel:`Maximum Amount` field to set a maximum payment value, the "
|
|
|
|
|
|
":guilabel:`Currencies` field to restrict any currencies from being used for "
|
|
|
|
|
|
"payment, and the :guilabel:`Countries` field to restrict payment from any "
|
|
|
|
|
|
"particular countries, if desired."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field "
|
|
|
|
|
|
"to add a message containing wire transfer information. This message is "
|
|
|
|
|
|
"displayed to the customer after confirming their order, as well as if the "
|
|
|
|
|
|
"order is marked as pending after the payment is processed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :doc:`a bank account <../../../finance/accounting/bank>` has already been"
|
|
|
|
|
|
" defined, the account number is automatically added to the default message "
|
|
|
|
|
|
"generated by Odoo. A bank account can also be added afterwards, and the "
|
|
|
|
|
|
"message updates with the appropriate bank information by clicking :icon:`fa-"
|
|
|
|
|
|
"refresh` :guilabel:`Reload pending message`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once all necessary configuration settings are complete, the :icon:`fa-eye-"
|
|
|
|
|
|
"slash` :guilabel:`Unpublished` smart button located at the top of the page "
|
|
|
|
|
|
"automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the "
|
|
|
|
|
|
"wire transfer payment option is now visible to customers. Only keep the "
|
|
|
|
|
|
"payment method published if payments are ready to be received."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It is possible to keep the payment method enabled, but **not** visible to "
|
|
|
|
|
|
"customers, until payments are ready to be received. To do that, set the "
|
|
|
|
|
|
"smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting "
|
|
|
|
|
|
"the :guilabel:`State` to :guilabel:`Enabled`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
|
|
|
|
|
|
msgid "The wire transfer card enabled and published."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The wire transfer payment method can be tested before it is accessed by "
|
|
|
|
|
|
"customers by selecting the :guilabel:`Test Mode` option in the "
|
|
|
|
|
|
":guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, "
|
|
|
|
|
|
"an orange :guilabel:`Test mode` banner appears in the upper-right corner of "
|
|
|
|
|
|
"the form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, enter the credentials for a bank account with accessible transactions "
|
|
|
|
|
|
"in the :guilabel:`Messages` tab. To re-enable normal function after testing,"
|
|
|
|
|
|
" change the :guilabel:`State` setting to :guilabel:`Enabled`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97
|
|
|
|
|
|
msgid "Pay by wire transfer"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With wire transfers :ref:`enabled and published <subscriptions/wire-"
|
|
|
|
|
|
"transfer-configuration>`, customers see wire transfers as an available "
|
|
|
|
|
|
"payment method at checkout when purchasing a product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When this method is selected by a customer, they are shown the *Pending "
|
|
|
|
|
|
"Message* set in the :ref:`wire transfer configuration page "
|
|
|
|
|
|
"<subscriptions/wire-transfer-configuration>`, after confirming their "
|
|
|
|
|
|
"purchase. Once the purchase is confirmed, a sales order is created."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
|
|
|
|
|
|
msgid "The wire transfer pending message shown to customers."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until"
|
|
|
|
|
|
" both the payment is received, *and* the order is confirmed manually, using "
|
|
|
|
|
|
"the :guilabel:`Confirm` button on the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To begin processing the payment, navigate to :menuselection:`Sales app --> "
|
|
|
|
|
|
"Orders --> Orders`, and click the corresponding sales order. Ensure the "
|
|
|
|
|
|
"sales order is correct, then click :guilabel:`Confirm` to confirm the sales "
|
|
|
|
|
|
"order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click the new :guilabel:`Create Invoice` button, then choose "
|
|
|
|
|
|
":guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A "
|
|
|
|
|
|
"draft of the invoice appears. Click :guilabel:`Confirm` to validate the "
|
|
|
|
|
|
"invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To send this invoice to the customer, click the :guilabel:`Send & Print` "
|
|
|
|
|
|
"button. A :guilabel:`Send` pop-up window appears, with an email template "
|
|
|
|
|
|
"configured, and a PDF invoice attached."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Ensure the information is correct, then click :guilabel:`Send & Print`. The "
|
|
|
|
|
|
"pop-up window disappears, and the :guilabel:`Send & Print` button turns gray"
|
|
|
|
|
|
" to show the invoice has been sent."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default template for sending an invoice can be modified by navigating to"
|
|
|
|
|
|
" :menuselection:`Settings app --> Companies --> Email Templates --> Review "
|
|
|
|
|
|
"All Templates --> Invoice: Sending`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Next, click the :guilabel:`Register payment` button on the invoice page. A "
|
|
|
|
|
|
"pop-up window titled, :guilabel:`Register Payment`, appears with options for"
|
|
|
|
|
|
" selecting the type of payment. In the :guilabel:`Journal` field, select "
|
|
|
|
|
|
":guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment "
|
|
|
|
|
|
"Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and "
|
|
|
|
|
|
":guilabel:`Payment Date` are correct, then click the :guilabel:`Create "
|
|
|
|
|
|
"Payment` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
|
|
|
|
|
|
msgid "The register payment pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The customer invoice is revealed with a green :guilabel:`In Payment` banner "
|
|
|
|
|
|
"in the upper-right corner. At this point, the flow is now complete."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
|
|
|
|
|
|
msgid "The green in payment banner displayed on the invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If payment has been received before sending the invoice, such as in cash, "
|
|
|
|
|
|
"the payment can still be registered in Odoo by clicking the "
|
|
|
|
|
|
":guilabel:`Register Payment` button, and creating the payment *before* "
|
|
|
|
|
|
"clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the "
|
|
|
|
|
|
":guilabel:`Send & Print` button, a new line is automatically added to the "
|
|
|
|
|
|
"invoice message, stating the invoice is already paid."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:3
|
|
|
|
|
|
msgid "Subscription plans"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Subscription plans* are :doc:`quotation templates "
|
|
|
|
|
|
"</applications/sales/sales/send_quotations/quote_template>` used to "
|
|
|
|
|
|
"preconfigure quotations with subscription products. Use subscription plans "
|
|
|
|
|
|
"to quickly create subscription orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:10
|
|
|
|
|
|
msgid "Configure subscription plans"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure subscription plans, go to :menuselection:`Subscriptions --> "
|
|
|
|
|
|
"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
|
|
|
|
|
|
"or select an existing plan to edit it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
|
|
|
|
|
|
"app, subscription plans use the same form as quotation templates."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
|
|
|
|
|
msgid "Subscription plan (quotation template) configuration form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:22
|
|
|
|
|
|
msgid "The subscription plan form contains the following options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:24
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
|
|
|
|
|
|
"page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:25
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Quotation expires after`: Enter the number of days after which "
|
|
|
|
|
|
"the quotation expires, starting from the day the quotation is sent to the "
|
|
|
|
|
|
"customer. Leave this field at zero for the quotation to never expire."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Online Confirmation`: Check the boxes next to "
|
|
|
|
|
|
":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
|
|
|
|
|
|
"confirm their subscription order by signing or paying for the quotation. "
|
|
|
|
|
|
"Enable both to leave the choice to the customer. Enable neither to only "
|
|
|
|
|
|
"confirm the quotation in the backend."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:32
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Confirmation Mail`: Select an :doc:`email template "
|
|
|
|
|
|
"</applications/general/companies/email_template>` for the confirmation email"
|
|
|
|
|
|
" that is automatically sent to the customer after the quotation is "
|
|
|
|
|
|
"confirmed. Leave this field blank to send nothing."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new email template, enter a name for the template, then click "
|
|
|
|
|
|
":guilabel:`Create and edit`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To edit an existing email template, select one from the drop-down menu, then"
|
|
|
|
|
|
" click on the :guilabel:`Internal link` arrow at the end of the line."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
|
|
|
|
|
|
"recurrence periods available here are the same ones that are configured in "
|
|
|
|
|
|
":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
|
|
|
|
|
|
"subscription plan and enables the following additional options:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Duration`: Choose whether the subscription plan has no end date "
|
|
|
|
|
|
"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the duration is :guilabel:`Forever`, then the subscription plan will "
|
|
|
|
|
|
"continually renew until either the customer or the company manually ends the"
|
|
|
|
|
|
" subscription."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:54
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
|
|
|
|
|
|
"date, which determines the amount of time after which the subscription will "
|
|
|
|
|
|
"automatically end."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Self Closable`: Check this box to enable the customer to "
|
|
|
|
|
|
"terminate their subscription from the :doc:`customer portal "
|
|
|
|
|
|
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
|
|
|
|
|
|
" subscriptions *past* the due date are automatically closed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Invoicing Journal`: Select the accounting journal in which "
|
|
|
|
|
|
"invoices for this subscription plan are recorded. Leave this field blank to "
|
|
|
|
|
|
"use the sales journal with the lowest sequence."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
|
|
|
|
|
msgid "Subscription plan with Recurrence selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
|
|
|
|
|
|
"Click :guilabel:`Add a product`, select a product to include in the plan, "
|
|
|
|
|
|
"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
|
|
|
|
|
|
" as many products as desired to the order lines."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Optional Products` tab, enter any optional products that "
|
|
|
|
|
|
"the customer can add to their quotation before confirming the order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the subscription plan has unique :doc:`terms and conditions "
|
|
|
|
|
|
"</applications/finance/accounting/customer_invoices/terms_conditions>`, add "
|
|
|
|
|
|
"them in the :guilabel:`Terms & Conditions` tab. If terms conditions are "
|
|
|
|
|
|
"specified on a plan, these will be used instead of the default terms and "
|
|
|
|
|
|
"conditions set up in the *Sales* app settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
|
|
|
|
|
msgid "Subscription plan Terms & Conditions tab."
|
|
|
|
|
|
msgstr ""
|
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:87
|
|
|
|
|
|
msgid "Use subscription plans on quotations"
|
|
|
|
|
|
msgstr ""
|
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:89
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Quotations for subscription products can be created in both the "
|
|
|
|
|
|
"*Subscriptions* app and the *Sales* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
|
|
|
|
|
|
"create a new quotation. Then, select a subscription plan in the "
|
|
|
|
|
|
":guilabel:`Subscription Plan` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Recurrence`, products, and other information from the plan "
|
|
|
|
|
|
"are automatically filled in. The quotation can then be modified further as "
|
|
|
|
|
|
"needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
|
|
|
|
|
|
"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
|
|
|
|
|
|
"Template` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/plans.rst:101
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"All subscription orders will appear on the :guilabel:`Subscriptions` "
|
|
|
|
|
|
"dashboard regardless of whether they were created in the *Subscriptions* app"
|
|
|
|
|
|
" or the *Sales* app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:3
|
|
|
|
|
|
msgid "Subscription products"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By closely integrating with the Odoo *Sales* app, the *Subscriptions* app "
|
|
|
|
|
|
"enables users to sell subscription products alongside regular sales "
|
|
|
|
|
|
"products. While regular products are sold on a one-time basis, subscription "
|
|
|
|
|
|
"products are sold on a renewing basis, generating recurring revenue."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:9
|
|
|
|
|
|
msgid "In Odoo, subscription products are also called *recurring* products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:12
|
|
|
|
|
|
msgid "Configure recurrence periods"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To get started with subscriptions, the *recurrence periods* must be properly"
|
|
|
|
|
|
" configured, as needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Recurrence periods are the time periods in which subscriptions renew. They "
|
|
|
|
|
|
"designate how often the customer pays for (and receives) subscription "
|
|
|
|
|
|
"products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:19
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To configure recurrence periods, go to :menuselection:`Subscriptions app -->"
|
|
|
|
|
|
" Configuration --> Recurrence periods`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst-1
|
|
|
|
|
|
msgid "The recurrence periods page in Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The *Subscriptions* app comes with some basic recurrence periods already "
|
|
|
|
|
|
"configured:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:28
|
|
|
|
|
|
msgid ":guilabel:`Monthly`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:29
|
|
|
|
|
|
msgid ":guilabel:`Quarterly`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:30
|
|
|
|
|
|
msgid ":guilabel:`Weekly`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:31
|
|
|
|
|
|
msgid ":guilabel:`2 Weeks`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:32
|
|
|
|
|
|
msgid ":guilabel:`Yearly`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:33
|
|
|
|
|
|
msgid ":guilabel:`3 Years`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:34
|
|
|
|
|
|
msgid ":guilabel:`5 Years`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:36
|
|
|
|
|
|
msgid "New recurrence periods can be added and/or edited at any time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new recurrence period, click :guilabel:`New` on the "
|
|
|
|
|
|
":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence "
|
|
|
|
|
|
"period form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst-1
|
|
|
|
|
|
msgid "A recurrence period form in Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the "
|
|
|
|
|
|
"recurrence period, and select the :guilabel:`Unit` that defines the "
|
|
|
|
|
|
"duration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The unit :guilabel:`Days` *cannot* be used as a recurrence period on "
|
|
|
|
|
|
"subscriptions. The daily recurrence is meant for rentals, and **cannot** be "
|
|
|
|
|
|
"added on recurring subscription sales orders."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This limitation is there to avoid sales orders that would generate daily "
|
|
|
|
|
|
"invoices."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:55
|
|
|
|
|
|
msgid "Product form configuration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:57
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create a new subscription product, navigate to "
|
|
|
|
|
|
":menuselection:`Subscriptions app --> Products --> Products`, and click "
|
|
|
|
|
|
":guilabel:`New`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a blank product form, which can be configured and "
|
|
|
|
|
|
"customized in a number of ways."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the :guilabel:`Recurring` option is already enabled, prompting "
|
|
|
|
|
|
"Odoo to recognize it as a subscription product. Be sure to leave the "
|
|
|
|
|
|
":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Product Type` field is set to :guilabel:`Service` by default,"
|
|
|
|
|
|
" as well. However, subscription products *can* be set to other types, if "
|
|
|
|
|
|
"needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:71
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When creating a physical subscription product in the Odoo **Sales** "
|
|
|
|
|
|
"application, the :guilabel:`Invoicing Policy` must be set to "
|
|
|
|
|
|
":guilabel:`Ordered quantities`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Setting it to :guilabel:`Delivered quantities` causes issues with invoice "
|
|
|
|
|
|
"creation, and disrupts the subscription process."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Similarly, when creating a physical subscription product in the Odoo "
|
|
|
|
|
|
"**Subscriptions** application, the :guilabel:`Invoicing Policy` must **not**"
|
|
|
|
|
|
" be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same "
|
|
|
|
|
|
"reasons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst-1
|
|
|
|
|
|
msgid "A basic subscription product form in Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:86
|
|
|
|
|
|
msgid "Time-based pricing"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the desired fields in the :guilabel:`General Information` tab have been"
|
|
|
|
|
|
" entered, click the :guilabel:`Time-based pricing` tab on the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The time-based pricing tab on a subscription product form in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From here, click :guilabel:`Add a price` to begin defining recurring prices."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:97
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Period` column, select a desired recurrence period. In the"
|
|
|
|
|
|
" :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the "
|
|
|
|
|
|
":guilabel:`Price` column, enter the price for that recurrence period."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on "
|
|
|
|
|
|
"recurring products."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:0
|
|
|
|
|
|
msgid "The validation error pop-up window that appears in Odoo Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There is *no limit* to how many lines can be added to the :guilabel:`Time-"
|
|
|
|
|
|
"based pricing` table."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:112
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An existing product can be made into a subscription product, simply by "
|
|
|
|
|
|
"marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based "
|
|
|
|
|
|
"pricing` on the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:118
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with"
|
|
|
|
|
|
" subscription products to give special pricing to customers included in "
|
|
|
|
|
|
"pricelists."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This can be configured either in the :guilabel:`Time-based pricing` tab of "
|
|
|
|
|
|
"the product form, or on the pricelist form in the *Sales* application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create recurring price rules for specific pricelists in the "
|
|
|
|
|
|
":guilabel:`Time-based pricing` tab of the product form, select a pricelist "
|
|
|
|
|
|
"in the :guilabel:`Pricelist` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst-1
|
|
|
|
|
|
msgid "Pricelists in the \"Time-based pricing\" tab of the product form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
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|
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|
|
#: ../../content/applications/sales/subscriptions/products.rst:131
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When pricelists are added to the :guilabel:`Time-based pricing` tab, the "
|
|
|
|
|
|
"pricelist form in the *Sales* app is automatically updated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:134
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Time-based pricing rules can also be configured directly on the pricelist "
|
|
|
|
|
|
"form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:136
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, "
|
|
|
|
|
|
"and select a pricelist (or click :guilabel:`New` to create a new pricelist)."
|
|
|
|
|
|
msgstr ""
|
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:140
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pricelists are also accessible through the Odoo *Subscriptions* app by "
|
|
|
|
|
|
"following the same menu steps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:143
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, "
|
|
|
|
|
|
"click :guilabel:`Add a line`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst-1
|
|
|
|
|
|
msgid "The time-based rules tab on a pricelist form in Odoo Sales."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:150
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, select a subscription product in the :guilabel:`Products` column, and "
|
|
|
|
|
|
"select a recurrence period in the :guilabel:`Period` column. Lastly, enter a"
|
|
|
|
|
|
" :guilabel:`Price` for that particular product and period. Add as many lines"
|
|
|
|
|
|
" as needed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:154
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When :guilabel:`Time-based rules` are added to the pricelist form, the "
|
|
|
|
|
|
":guilabel:`Time-based pricing` tab of the product form is automatically "
|
|
|
|
|
|
"updated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/products.rst:158
|
|
|
|
|
|
msgid ":doc:`ecommerce`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:3
|
|
|
|
|
|
msgid "Renew subscriptions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The foundation of any subscription business model is recurring payments. "
|
|
|
|
|
|
"This is when customers reliably pay a regular amount at specific intervals, "
|
|
|
|
|
|
"in exchange for access to a subscription product or service."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Subscription renewal is the process customers follow when they willingly "
|
|
|
|
|
|
"choose to continue participating in, and paying for, a subscription product "
|
|
|
|
|
|
"or service."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:12
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Subscribers experience the renewal process at different intervals -- weekly,"
|
|
|
|
|
|
" monthly, annually, etc. -- depending on the duration of the agreed-upon "
|
|
|
|
|
|
"contract."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:15
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Most companies that offer subscriptions prefer to automate the renewal "
|
|
|
|
|
|
"process for customers. However, manual subscription renewals are still used "
|
|
|
|
|
|
"in some cases."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:18
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the Odoo **Subscriptions** application, a company can manage all of its"
|
|
|
|
|
|
" subscriptions in one place. Renewals can be processed automatically, or "
|
|
|
|
|
|
"manually, include additional products or upsells per renewal order, and be "
|
|
|
|
|
|
"filtered in batch views to quickly locate customers who need to renew their "
|
|
|
|
|
|
"subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:24
|
|
|
|
|
|
msgid "Subscription renewals"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to renew a subscription, a quotation with a subscription product "
|
|
|
|
|
|
"**must** be confirmed, with a configured *Recurring Plan* selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:29
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To open a subscription quotation, navigate to :menuselection:`Subscriptions "
|
|
|
|
|
|
"app --> Subscriptions --> Quotations`, and select the desired quotation from"
|
|
|
|
|
|
" the list. Or, create a new one by clicking :guilabel:`New` to open a new "
|
|
|
|
|
|
"quotation form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:34
|
|
|
|
|
|
msgid "Only a singular product is required."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A subscription service counts as a product, as it is considered a recurring "
|
|
|
|
|
|
"product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:37
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Subscription quotations **must** be confirmed, and payment from the customer"
|
|
|
|
|
|
" for the initial subscription **must** be invoiced and registered in order "
|
|
|
|
|
|
"to successfully open a *Renewal Quotation*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information on the above process of confirming quotations and "
|
|
|
|
|
|
"invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations`"
|
|
|
|
|
|
" - :doc:`../sales/send_quotations/get_paid_to_validate`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the payment from the subscription quotation is confirmed, the quotation"
|
|
|
|
|
|
" turns into a sales order. An :guilabel:`In Progress` tag is applied to the "
|
|
|
|
|
|
"sales order form, and a series of buttons also appear at the top of the "
|
|
|
|
|
|
"sales order, including a :guilabel:`Renew` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
|
|
|
|
|
msgid "Renew button on subscription sales order with Odoo Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new "
|
|
|
|
|
|
"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
|
|
|
|
|
msgid "Renewal quotation in the Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:62
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From here, a standard sales flow can occur to confirm the quotation. This "
|
|
|
|
|
|
"typically begins by clicking :guilabel:`Send by Email`, which sends a copy "
|
|
|
|
|
|
"of the quotation to the customer, by email, for them to confirm, and "
|
|
|
|
|
|
"eventually, pay for."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that "
|
|
|
|
|
|
"this subscription is the renewal of the subscription from the original sales"
|
|
|
|
|
|
" order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:70
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales "
|
|
|
|
|
|
"order, and a :guilabel:`Sales History` smart button appears at the top of "
|
|
|
|
|
|
"the page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
|
|
|
|
|
msgid "Sales History smart button in the Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a "
|
|
|
|
|
|
"separate page, showcasing the different sales orders attached to this "
|
|
|
|
|
|
"subscription, along with their individual :guilabel:`Subscription Status`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:85
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an "
|
|
|
|
|
|
":guilabel:`MRR` smart button also appears at the top of the sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
|
|
|
|
|
msgid "MRR smart button in the Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:92
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the "
|
|
|
|
|
|
"monthly recurring revenue related to this specific subscription."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On rare occasions, automatic payment can fail, which results in a *Payment "
|
|
|
|
|
|
"Failure* tag on the top-right of the sales order, if there is an error in "
|
|
|
|
|
|
"the payment method."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:99
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This is done to prevent the system from charging the customer again the next"
|
|
|
|
|
|
" time a scheduled action is run. Because the status of the payment is "
|
|
|
|
|
|
"unknown, Odoo requests a manual operation to check if the payment has been "
|
|
|
|
|
|
"made, before the payment can be used again."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions "
|
|
|
|
|
|
"--> Quotations`. Click into the desired subscription, then check the "
|
|
|
|
|
|
"*Chatter* to see if the payment was made."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:106
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the payment was **not** made, first enter :doc:`debug mode "
|
|
|
|
|
|
"<../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab,"
|
|
|
|
|
|
" and untick the checkbox next to :guilabel:`Contract in exception`. Reload "
|
|
|
|
|
|
"the sales order, and the :guilabel:`Payment Failure` tag is gone."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the payment **was** made, a new invoice must be made and posted manually."
|
|
|
|
|
|
" This automatically updates the next invoice date of the subscription. Once "
|
|
|
|
|
|
"created, enter :doc:`debug mode <../../general/developer_mode>`, and "
|
|
|
|
|
|
"navigate to the new sales order. Click the :guilabel:`Other Info` tab, and "
|
|
|
|
|
|
"untick the checkbox next to :guilabel:`Contract in exception`. Reload the "
|
|
|
|
|
|
"sales order, and the :guilabel:`Payment Failure` tag is gone."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The \"contract in exception\" option selected with the \"payment failure\" "
|
|
|
|
|
|
"tag shown."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:120
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`contract in exception`` option selected with the "
|
|
|
|
|
|
":guilabel:`payment failure` tag shown."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/renewals.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In both cases, once the :guilabel:`Contract in exception` option is no "
|
|
|
|
|
|
"longer selected, Odoo handles renewals automatically again. If the "
|
|
|
|
|
|
"subscription remains in *payment failure*, it is skipped by Odoo until the "
|
|
|
|
|
|
"sales order is closed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:3
|
|
|
|
|
|
msgid "Subscription reports"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:8
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Odoo **Subscriptions** app provides a series of reporting pages to help "
|
|
|
|
|
|
"companies analyze how subscriptions are performing."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:11
|
|
|
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msgid ""
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|
|
"On the *Subscriptions Analysis* reporting page, users can view specific data"
|
|
|
|
|
|
" related to recurring subscriptions, quantity of subscriptions, in-progress "
|
|
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|
|
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"or paused subscriptions, and more."
|
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msgstr ""
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:14
|
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msgid ""
|
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|
|
"The *Retention Analysis* reporting page provides an organized table of "
|
|
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|
|
|
"subscription retention percentages over any period of time."
|
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|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:17
|
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msgid ""
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|
|
"The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics "
|
|
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|
|
|
"for subscriptions into various graphs, lists, and charts."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:20
|
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|
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|
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msgid ""
|
|
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|
|
|
"And the *MRR Analysis* reporting page offers a time-based collection of "
|
|
|
|
|
|
"analytics showcasing how subscription |MRR| and |ARR| have changed over the "
|
|
|
|
|
|
"course of any given period of time."
|
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|
|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:24
|
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msgid "Reporting page elements"
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:26
|
|
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|
|
msgid ""
|
|
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|
|
"All subscriptions-based reporting pages can be accessed via the "
|
|
|
|
|
|
":guilabel:`Reporting` header menu in the **Subscriptions** app."
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:29
|
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|
msgid "The following sections describe elements found on each reporting page."
|
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|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:32
|
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|
|
msgid "Filters and Group By"
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|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:34
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"*Filters* are used to narrow down metrics to show specific analytics, "
|
|
|
|
|
|
"whereas groupings (via the *Group By* option) are used to gather the data "
|
|
|
|
|
|
"from specific sections into groups for more organized analysis."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:38
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This section refers to both filters and groupings, as a combination of the "
|
|
|
|
|
|
"two can be saved in the *Favorites* section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To modify the results being shown on any reporting page, click the "
|
|
|
|
|
|
":icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the "
|
|
|
|
|
|
"search bar. Doing so reveals a drop-down menu of detailed filter and "
|
|
|
|
|
|
"grouping options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If desired, a filter or grouping (or combination of filters and/or "
|
|
|
|
|
|
"groupings) can be saved in the :guilabel:`Favorites` section of that drop-"
|
|
|
|
|
|
"down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down "
|
|
|
|
|
|
"arrow)` icon beside :guilabel:`Save current search`, located beneath the "
|
|
|
|
|
|
":guilabel:`Favorites` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This reveals a field to assign a title to the favorite filter. Two options "
|
|
|
|
|
|
"are also found beneath the title field: :guilabel:`Default filter` and "
|
|
|
|
|
|
":guilabel:`Shared`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:53
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Ticking the checkbox beside :guilabel:`Default filter` makes the newly-"
|
|
|
|
|
|
"favorited filter the default option for that reporting page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited "
|
|
|
|
|
|
"filter available to other users in the database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:60
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** "
|
|
|
|
|
|
"required, and only *one* of these options can be selected at a time."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` "
|
|
|
|
|
|
"section of the drop-down filter menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:66
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, that saved filter appears beneath the :guilabel:`Favorites` "
|
|
|
|
|
|
"column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold "
|
|
|
|
|
|
"star)` icon appears beside the favorite filter's name in the search bar."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:71
|
|
|
|
|
|
msgid "Views"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:73
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and "
|
|
|
|
|
|
":guilabel:`MRR Analysis` reporting pages, three different view options are "
|
|
|
|
|
|
"located in the upper-right corner."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:77
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There are *no* other view options available on the :guilabel:`Retention "
|
|
|
|
|
|
"Analysis` reporting page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:79
|
|
|
|
|
|
msgid "The available view options, from left to right, are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:81
|
|
|
|
|
|
msgid ":guilabel:`Graph`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:82
|
|
|
|
|
|
msgid ":guilabel:`List`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:83
|
|
|
|
|
|
msgid ":guilabel:`Pivot`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The different view options available on the Subscriptions Analysis page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:89
|
|
|
|
|
|
msgid "Each view has its own series of related view-specific visual options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the graph view selected, the following options appear between the "
|
|
|
|
|
|
"search bar and visual representation of the data. These graph-specific "
|
|
|
|
|
|
"options are located to the right of the :guilabel:`Measures` and "
|
|
|
|
|
|
":guilabel:`Insert in Spreadsheet` buttons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid "The different graph view options in the Odoo Subscriptions app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:102
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The first three options, from left to right, represent different graph-"
|
|
|
|
|
|
"related views. The remaining options represent different ways to organize "
|
|
|
|
|
|
"and visualize that specific graph-related data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:105
|
|
|
|
|
|
msgid "From left to right, the specific graph-related view options are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:107
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar "
|
|
|
|
|
|
"chart format."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:108
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line "
|
|
|
|
|
|
"chart format."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:109
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie "
|
|
|
|
|
|
"chart format."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:111
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Each graph view option has its own series of specific visual options, which "
|
|
|
|
|
|
"are represented by the available buttons that appear to the right of the "
|
|
|
|
|
|
"selected graph-related view option."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, "
|
|
|
|
|
|
"the following visual options are available:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:117
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked "
|
|
|
|
|
|
"visual format."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:118
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in "
|
|
|
|
|
|
"descending order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:119
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in "
|
|
|
|
|
|
"ascending order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:121
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Line Chart` graph view is selected, the following visual"
|
|
|
|
|
|
" options are available:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:124
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated,"
|
|
|
|
|
|
" increasing format."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Pie Chart` graph view is selected, there are no "
|
|
|
|
|
|
"additional visual options."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:133
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the list view selected, the subscription metrics being analyzed are "
|
|
|
|
|
|
"displayed in a simple list, which can be fully customized by using any of "
|
|
|
|
|
|
"the available filters or groupings in the drop-down filter menu (accessible "
|
|
|
|
|
|
"via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of "
|
|
|
|
|
|
"the search bar)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:139
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With list view selected, the :guilabel:`Measures` drop-down menu and "
|
|
|
|
|
|
":guilabel:`Insert in Spreadsheet` button are *not* available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:145
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the pivot view selected, the subscription metrics are displayed in a "
|
|
|
|
|
|
"data table, which can be fully customized."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:148
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pivot data table can be customized using the options available in the "
|
|
|
|
|
|
":guilabel:`Measures` drop-down menu, and/or the filter grouping options "
|
|
|
|
|
|
"available in the filter drop-down menu (accessible via the :icon:`fa-caret-"
|
|
|
|
|
|
"down` :guilabel:`(down arrow)` icon to the right of the search bar)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:153
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Three pivot-specific options are available, located to the right of the "
|
|
|
|
|
|
":guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` "
|
|
|
|
|
|
"button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The pivot-specific view options available in the Odoo Subscriptions app."
|
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|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:160
|
|
|
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|
|
msgid "From left to right, those pivot-specific view options are:"
|
|
|
|
|
|
msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:162
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot"
|
|
|
|
|
|
" data table flip."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:163
|
|
|
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|
|
msgid ""
|
|
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|
|
|
":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns"
|
|
|
|
|
|
" of the pivot data table expand fully."
|
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|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:165
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is "
|
|
|
|
|
|
"downloaded as an :file:`.xlsx` file."
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:169
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|
msgid "Measures"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:171
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The graph and pivot reporting pages have their own metric-specific "
|
|
|
|
|
|
":guilabel:`Measures` drop-down menu of data-related options to choose from, "
|
|
|
|
|
|
"located in the upper-left corner, above the visual representation of "
|
|
|
|
|
|
"metrics."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid "The standard measures drop-down menu in the Odoo Subscriptions app."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:179
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Measures` button is clicked, a series of selectable "
|
|
|
|
|
|
"measures becomes available, via a drop-down menu. When any of the options "
|
|
|
|
|
|
"are selected from the :guilabel:`Measures` drop-down menu, the chosen "
|
|
|
|
|
|
"metrics related to that specific measure appear on the reporting page."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:184
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For more information on the different measures that can be utilized on each "
|
|
|
|
|
|
"reporting page, refer to the :ref:`specific reporting page breakdowns "
|
|
|
|
|
|
"<subscriptions/reports/reporting>` found below in this documentation."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:189
|
|
|
|
|
|
msgid "Insert in spreadsheet"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:191
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Beside the :guilabel:`Measures` drop-down menu, there is an "
|
|
|
|
|
|
":guilabel:`Insert in Spreadsheet` button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:194
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, the ability to add the configured data currently being "
|
|
|
|
|
|
"showcased on the reporting page into a new or pre-existing spreadsheet or "
|
|
|
|
|
|
"dashboard becomes available, via a pop-up window."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid "The spreadsheet pop-up window of the Subscriptions Analysis page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:201
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Select the desired option from this pop-up window, then click "
|
|
|
|
|
|
":guilabel:`Confirm`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:206
|
|
|
|
|
|
msgid "Reporting pages"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:208
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the Odoo **Subscriptions** app, there are four different reporting pages "
|
|
|
|
|
|
"available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:210
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access, analyze, and customize various reports related to subscriptions, "
|
|
|
|
|
|
"navigate to :menuselection:`Subscriptions app`, and click the "
|
|
|
|
|
|
":guilabel:`Reporting` drop-down menu in the header to reveal the following "
|
|
|
|
|
|
"reporting pages:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:214
|
|
|
|
|
|
msgid ":guilabel:`Subscriptions`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:215
|
|
|
|
|
|
msgid ":guilabel:`Retention`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:216
|
|
|
|
|
|
msgid ":guilabel:`MRR Breakdown`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:217
|
|
|
|
|
|
msgid ":guilabel:`MRR Timeline`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:219
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Clicking any of those options reveals a separate, fully-customizable "
|
|
|
|
|
|
"reporting page focusing on that particular aspect of subscription data."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:222
|
|
|
|
|
|
msgid "The following is a breakdown of those four specific reporting pages."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:225
|
|
|
|
|
|
msgid "Subscriptions analysis"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:227
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to"
|
|
|
|
|
|
" :menuselection:`Subscriptions app --> Reporting --> Subscriptions`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:230
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view,"
|
|
|
|
|
|
" is selected on the :guilabel:`Subscriptions Analysis` reporting page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:233
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The following filters are also present in the search bar: :guilabel:`In "
|
|
|
|
|
|
"Progress or Paused` and :guilabel:`Recurring`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default view of the Subscriptions Analysis reporting page in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:240
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Measures` button on the :guilabel:`Subscriptions "
|
|
|
|
|
|
"Analysis` page is clicked, a series of metric-related options becomes "
|
|
|
|
|
|
"available as a drop-down menu."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid "The measures drop-down menu of the Subscriptions Analysis page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:247
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
|
|
|
|
|
|
" :guilabel:`Subscriptions Analysis` page are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:250
|
|
|
|
|
|
msgid ":guilabel:`Monthly Recurring`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:251
|
|
|
|
|
|
msgid ":guilabel:`Quantity`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:252
|
|
|
|
|
|
msgid ":guilabel:`Recurring Revenue`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:253
|
|
|
|
|
|
msgid ":guilabel:`Untaxed Total`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:254
|
|
|
|
|
|
msgid ":guilabel:`Yearly Recurring`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:255
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:293
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:349
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:397
|
|
|
|
|
|
msgid ":guilabel:`Count`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:258
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Monthly Recurring` measure option is selected by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:260
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When any of those available measures are clicked, Odoo displays that "
|
|
|
|
|
|
"selected data on the reporting page for further analysis."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:264
|
|
|
|
|
|
msgid "Retention analysis"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:266
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the :guilabel:`Retention Analysis` reporting page, navigate to "
|
|
|
|
|
|
":menuselection:`Subscriptions app --> Reporting --> Retention`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:269
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Retention Analysis` reporting page differs from the other "
|
|
|
|
|
|
"**Subscriptions** app reporting pages, in that it does **not** provide any "
|
|
|
|
|
|
"additional view options. The data on this page is only presented in a "
|
|
|
|
|
|
"customizable data chart."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default view of the Retention Analysis reporting page in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:277
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention "
|
|
|
|
|
|
"Analysis` reporting page is clicked, a series of metric-related options "
|
|
|
|
|
|
"become available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid "The measures drop-down menu of the Retention Analysis page."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:284
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
|
|
|
|
|
|
" :guilabel:`Retention Analysis` reporting page are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:287
|
|
|
|
|
|
msgid ":guilabel:`Amount to invoice`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:288
|
|
|
|
|
|
msgid ":guilabel:`Margin`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:289
|
|
|
|
|
|
msgid ":guilabel:`Margin (%)`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:290
|
|
|
|
|
|
msgid ":guilabel:`Prepayment percentage`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:291
|
|
|
|
|
|
msgid ":guilabel:`Shipping Weight`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:292
|
|
|
|
|
|
msgid ":guilabel:`Unpaid Amount`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:296
|
|
|
|
|
|
msgid "The :guilabel:`Count` measure option is selected by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:298
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To the right of the :guilabel:`Measures` drop-down menu on the "
|
|
|
|
|
|
":guilabel:`Retention Analysis` page is an additional drop-down menu "
|
|
|
|
|
|
"containing different time periods. The default time period is "
|
|
|
|
|
|
":guilabel:`Month`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:302
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When clicked, a drop-down menu of various time period options become "
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|
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"available."
|
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msgstr ""
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|
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#: ../../content/applications/sales/subscriptions/reports.rst-1
|
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msgid "The time period drop-down menu of the Retention Analysis page."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/reports.rst:308
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msgid "The time period options are:"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/reports.rst:310
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msgid ":guilabel:`Day`"
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msgstr ""
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|
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#: ../../content/applications/sales/subscriptions/reports.rst:311
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msgid ":guilabel:`Week`"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/reports.rst:312
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msgid ":guilabel:`Month`"
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msgstr ""
|
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|
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#: ../../content/applications/sales/subscriptions/reports.rst:313
|
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msgid ":guilabel:`Year`"
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:315
|
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|
|
msgid ""
|
|
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|
|
"When a time period option from this drop-down menu is selected, the "
|
|
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|
|
|
":guilabel:`Retention Analysis` reporting page showcases data for the "
|
|
|
|
|
|
"configured measures and filters within that time period."
|
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|
|
msgstr ""
|
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|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:318
|
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|
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msgid ""
|
|
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|
|
"To the right of the time period drop-down menu, there is a download button, "
|
|
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|
|
|
"which allows the user to download the data presented on the "
|
|
|
|
|
|
":guilabel:`Retention Analysis` page as an Excel file."
|
|
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|
|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:322
|
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|
|
msgid "MRR breakdown"
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/sales/subscriptions/reports.rst:324
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"To access the :guilabel:`MRR Breakdown` reporting page, navigate to "
|
|
|
|
|
|
":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`."
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:327
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the data displayed on the :guilabel:`MRR Breakdown` reporting "
|
|
|
|
|
|
"page is in graph view, with the :guilabel:`Bar Chart` option and "
|
|
|
|
|
|
":guilabel:`Stacked` option selected."
|
|
|
|
|
|
msgstr ""
|
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:330
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A default filter is also available in the search bar for :guilabel:`Event "
|
|
|
|
|
|
"Date: Month > Event Type`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default appearance of the MRR Breakdown reporting page in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:336
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR "
|
|
|
|
|
|
"Breakdown` reporting page is clicked, a series of metric-related options "
|
|
|
|
|
|
"become available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:343
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
|
|
|
|
|
|
" :guilabel:`MRR Breakdown` reporting page are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:346
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:394
|
|
|
|
|
|
msgid ":guilabel:`Active Subscriptions Change`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:347
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:395
|
|
|
|
|
|
msgid ":guilabel:`ARR Change`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:348
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:396
|
|
|
|
|
|
msgid ":guilabel:`MRR Change`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:352
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:400
|
|
|
|
|
|
msgid "The :guilabel:`MRR Change` measure option is selected by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:355
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To make a different measure option the default, first, select the desired "
|
|
|
|
|
|
"measure from the :guilabel:`Measures` drop-down menu. Then, click the "
|
|
|
|
|
|
":icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to "
|
|
|
|
|
|
"open the mega menu of filters and groupings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:359
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` "
|
|
|
|
|
|
":guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to "
|
|
|
|
|
|
"reveal a field, where a title can be entered, along with two "
|
|
|
|
|
|
"checkboxes::guilabel:`Default filter` and :guilabel:`Shared`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:363
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Tick the checkbox for :guilabel:`Default filter`, and click "
|
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:365
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"That newly-chosen measure option is now the default option that appears when"
|
|
|
|
|
|
" this reporting page is accessed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:369
|
|
|
|
|
|
msgid "MRR analysis"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:371
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the :guilabel:`MRR Analysis` reporting page, navigate to "
|
|
|
|
|
|
":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:374
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"By default, the data displayed on the :guilabel:`MRR Analysis` reporting "
|
|
|
|
|
|
"page is in graph view, with the :guilabel:`Line Chart` option, "
|
|
|
|
|
|
":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:378
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A default filter is also found in the search bar for :guilabel:`Event Date: "
|
|
|
|
|
|
"Month`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The default appearance of the MRR Analysis reporting page in Odoo "
|
|
|
|
|
|
"Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:384
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`"
|
|
|
|
|
|
" reporting page is clicked, a series of metric-related options become "
|
|
|
|
|
|
"available."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/reports.rst:391
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
|
|
|
|
|
|
" :guilabel:`MRR Analysis` reporting page are:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3
|
|
|
|
|
|
msgid "Scheduled actions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"*Scheduled actions* are pre-configured processes that allow users to "
|
|
|
|
|
|
"automate certain tasks within a database, based on a designated schedule or "
|
|
|
|
|
|
"number of occurrences. These tasks can include sending emails, generating "
|
|
|
|
|
|
"invoices, data clean-up, and so much more."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo, some scheduled actions are active, by default, to ensure that "
|
|
|
|
|
|
"certain functions are triggered automatically, however there are *also* many"
|
|
|
|
|
|
" scheduled action options that appear in the database that are **not** "
|
|
|
|
|
|
"activated by default."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In Odoo *Subscriptions*, there are two scheduled actions that initiate the "
|
|
|
|
|
|
"billing process for active recurring subscriptions, as well as when billing "
|
|
|
|
|
|
"should stop due to subscription expiration."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"They are turned on, by default and can be deactivated at any time in order "
|
|
|
|
|
|
"to manage subscriptions manually."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20
|
|
|
|
|
|
msgid "Access scheduled actions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In order to access scheduled actions, :ref:`developer mode <developer-mode>`"
|
|
|
|
|
|
" **must** be activated."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With developer mode activated, navigate to :menuselection:`Settings app --> "
|
|
|
|
|
|
"Technical --> Scheduled Actions`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The scheduled actions option under the technical menu in the Odoo Settings "
|
|
|
|
|
|
"application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On "
|
|
|
|
|
|
"this page, there is a complete list of scheduled actions for the entire "
|
|
|
|
|
|
"database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From here, enter `Subscription` in the search bar. Doing so provides three "
|
|
|
|
|
|
"subscription-specific results. The following documentation focuses on the "
|
|
|
|
|
|
"last two results in the list:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":guilabel:`Sale Subscription: generate recurring invoices and payments`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40
|
|
|
|
|
|
msgid ":guilabel:`Sale Subscription: subscriptions expiration`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The subscription-related results on the scheduled actions page in Odoo "
|
|
|
|
|
|
"Settings."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Determine if a scheduled action is active by looking under the "
|
|
|
|
|
|
":guilabel:`Active` column, in the it's corresponding row on the "
|
|
|
|
|
|
":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the "
|
|
|
|
|
|
"checkbox is green with a check mark, the scheduled action is active."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If a scheduled action needs to be activated, click into the desired "
|
|
|
|
|
|
"scheduled action from the list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid "The scheduled action form in the Odoo Settings application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, from the scheduled action form, toggle the switch in the "
|
|
|
|
|
|
":guilabel:`Active` field to the right. Doing so turns the switch green, "
|
|
|
|
|
|
"indicating that the scheduled action is now `Active`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58
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|
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msgid ""
|
|
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|
|
"The ability to set up how often the scheduled action runs is also available "
|
|
|
|
|
|
"on the scheduled action form, in the :guilabel:`Execute Every` field."
|
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msgstr ""
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|
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|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62
|
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|
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msgid ""
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|
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|
|
"The scheduled action does **not** function correctly if the execution time "
|
|
|
|
|
|
"is less than five minutes. This is a general rule for all scheduled actions."
|
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msgstr ""
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|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65
|
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msgid ""
|
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|
|
"For more information, read the :doc:`Frequent Technical Questions "
|
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|
|
|
"</administration/odoo_sh/advanced/frequent_technical_questions>` "
|
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|
|
|
|
"documentation."
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69
|
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|
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msgid "Generate recurring invoices and payments"
|
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|
msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71
|
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msgid ""
|
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|
|
"In order for the :guilabel:`Sale Subscription: generate recurring invoices "
|
|
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|
|
|
"and payments` scheduled action to properly generate recurring invoices and "
|
|
|
|
|
|
"payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* "
|
|
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|
|
|
"accounts **must** be set up, in order for Odoo to process various invoices "
|
|
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|
"and payments related to subscriptions."
|
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|
|
msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76
|
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msgid ""
|
|
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|
|
"To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to "
|
|
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|
|
":menuselection:`Accounting app --> Configuration --> Settings`. Both "
|
|
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|
|
|
"accounts can be configured in the :guilabel:`Default Accounts` section."
|
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msgstr ""
|
|
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|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
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msgid ""
|
|
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|
|
|
"The necessary deferred account settings in the Odoo Accounting app's "
|
|
|
|
|
|
"settings page."
|
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|
msgstr ""
|
|
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|
|
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|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Once the correct accounts are entered in the :guilabel:`Deferred Expense` "
|
|
|
|
|
|
"and :guilabel:`Deferred Revenue` drop-down menu fields, click "
|
|
|
|
|
|
":guilabel:`Save` in the upper-left corner."
|
|
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|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88
|
|
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|
|
msgid "Create invoice"
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Elements related to the :guilabel:`Sale Subscription: generate recurring "
|
|
|
|
|
|
"invoices and payments` scheduled action can be found on confirmed "
|
|
|
|
|
|
"subscription sales orders."
|
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"To examine these elements, open any confirmed sales order in the "
|
|
|
|
|
|
"*Subscriptions* application to reveal the subscription sales order form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On a confirmed subscription sales order form, focus on the "
|
|
|
|
|
|
":guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"A confirmed subscription sales order in the Odoo Subscriptions application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The scheduled action creates an invoice when today's date is the same date "
|
|
|
|
|
|
"as the :guilabel:`Date of Next Invoice`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo uses the information in the :guilabel:`Recurring Plan` field to update "
|
|
|
|
|
|
"the next invoice date accordingly."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the product invoicing policy is set to *Based on Delivered Quantities "
|
|
|
|
|
|
"(Manual)*, and the delivered quantity is `0`, Odoo does **not** create an "
|
|
|
|
|
|
"invoice, and the customer is not charged."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Instead, the subscription is processed as a free recurring product, and is "
|
|
|
|
|
|
"reflected as such in the *chatter* of the subscription sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When this occurs, the following message appears: `Automatic renewal "
|
|
|
|
|
|
"succeeded. Free subscription. Next invoice:[date]. No email sent.`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the invoice for the subscription sales order is created, the invoice "
|
|
|
|
|
|
"can be viewed by clicking the :guilabel:`Invoices` smart button that appears"
|
|
|
|
|
|
" at the top of the subscription sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An email is sent to the customer notifying them of the recurring "
|
|
|
|
|
|
"subscription charge, *if* there is a :guilabel:`Payment Token` on the "
|
|
|
|
|
|
"account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other "
|
|
|
|
|
|
"Info` tab, and look at the :guilabel:`Payment Token` field, under the "
|
|
|
|
|
|
":guilabel:`Subscription` section."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Payment Token field under the Other Info tab on a subscription sales "
|
|
|
|
|
|
"order form."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If there is no :guilabel:`Payment Token`, the invoice is created, and sent "
|
|
|
|
|
|
"to the customer. The payment **must** be registered manually in this case."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136
|
|
|
|
|
|
msgid "Closing invoices"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Sale Subscription: generate recurring invoices and payments` "
|
|
|
|
|
|
"scheduled action also has the ability to close a subscription, if the "
|
|
|
|
|
|
"following conditions are met:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the subscription has no :guilabel:`Payment Token`, create and post the "
|
|
|
|
|
|
"invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142
|
|
|
|
|
|
msgid "If the subscription has a :guilabel:`Payment Token`, try to charge."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144
|
|
|
|
|
|
msgid "If the charge is successful, create and post the invoice."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145
|
|
|
|
|
|
msgid "If the charge fails, send reminders periodically."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Close the subscription if it continues to fail for more than fourteen days."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150
|
|
|
|
|
|
msgid "Subscriptions expiration"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action"
|
|
|
|
|
|
" checks for all other conditions that may cause a subscription to close "
|
|
|
|
|
|
"automatically. If certain conditions are met, the scheduled action closes "
|
|
|
|
|
|
"that subscription."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled"
|
|
|
|
|
|
" action checks to see if the end date has passed, which is configured on the"
|
|
|
|
|
|
" subscription sales order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The expiration date on a subscription sales order in Odoo Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled "
|
|
|
|
|
|
"action checks if the invoice has not been paid within the payment terms "
|
|
|
|
|
|
"deadline."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To access the invoices attached to a subscription, access the sales order "
|
|
|
|
|
|
"for the subscription product, and click the :guilabel:`Invoices` smart "
|
|
|
|
|
|
"button. Then, look at the :guilabel:`Invoice Date` column."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Invoice Date column on subscriptions invoice page in Odoo Subscriptions "
|
|
|
|
|
|
"app."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the "
|
|
|
|
|
|
"determined number of days in the :guilabel:`Automatic Closing` field of a "
|
|
|
|
|
|
":guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale "
|
|
|
|
|
|
"Subscription: subscriptions expiration` scheduled action."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For example, if the next invoice date is July 1st, and the "
|
|
|
|
|
|
":guilabel:`Automatic Closing` is set to '30 Days', the scheduled action "
|
|
|
|
|
|
"would close the subscription on August 1st."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189
|
|
|
|
|
|
msgid ":doc:`automatic_alerts`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:3
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:44
|
|
|
|
|
|
msgid "Upsell subscriptions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Subscriptions are recurrent, and go on indefinitely. As time passes, "
|
|
|
|
|
|
"customers may want to modify them. With that in mind, it's imperative to "
|
|
|
|
|
|
"have the ability to adapt prices, or change quantities, to accommodate any "
|
|
|
|
|
|
"need. That's where the opportunity to upsell a subscription can come into "
|
|
|
|
|
|
"play."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:9
|
|
|
|
|
|
msgid "Upselling may prove beneficial to the following customer types:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:0
|
|
|
|
|
|
msgid "*Loyal Customers*"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"These are customers who already trust the company/brand, and because they "
|
|
|
|
|
|
"have established a pattern of paying for products/services, there's more "
|
|
|
|
|
|
"confidence behind the attempt to sell them a more expensive product/service."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:0
|
|
|
|
|
|
msgid "*New Customers*"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:0
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For brand new customers unfamiliar with the company/brand, a new, attractive"
|
|
|
|
|
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" tactic must be employed to entice them to purchase a more expensive "
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"product/service."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:19
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msgid ""
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"In these instances, discounts can be useful. Typically, subscriptions end "
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"after a certain period of time."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:22
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msgid ""
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"So, if these more expensive products/services are offered to new customers "
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"at a discount, it can result in a sale, while establishing a strong sense of"
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" trust between the customer and the company/brand. In turn, this can "
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"increase customer retention, as they'll grow more comfortable and "
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"trustworthy over time."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:28
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msgid "Discount configuration"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:30
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msgid ""
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"In order to have the ability to upsell a subscription to a new customer, "
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"with the aid of a discount, the *Discounts* feature **must** be activated."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:33
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msgid ""
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"To activate the *Discounts* feature, navigate to :menuselection:`Sales app "
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"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, "
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"and tick the checkbox beside :guilabel:`Discounts`. Then, click "
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":guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst-1
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msgid "Activation of the discount option in Odoo Sales."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:41
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msgid ""
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"With that feature activated, the ability to grant discounts on sales order "
|
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"lines."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:46
|
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msgid ""
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|
"Before upselling a subscription, check out our documentation on how to "
|
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|
":doc:`Create a quotation <../subscriptions>` using subscription products."
|
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msgstr ""
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#: ../../content/applications/sales/subscriptions/upselling.rst:49
|
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msgid ""
|
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|
"When a quotation with a subscription is confirmed, it officially becomes a "
|
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|
|
|
|
"sales order, and a new subscription is created in the Odoo *Subscriptions* "
|
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|
|
"application."
|
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msgstr ""
|
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|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:53
|
|
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msgid ""
|
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|
|
|
|
"The subscription sales order **must** be invoiced *before* an upsell can "
|
|
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|
|
|
"occur."
|
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msgstr ""
|
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|
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|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:55
|
|
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|
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msgid ""
|
|
|
|
|
|
"When the subscription sales order is opened, either in the *Sales* or "
|
|
|
|
|
|
"*Subscriptions* application, the ability to upsell that subscription is "
|
|
|
|
|
|
"available, via the :guilabel:`Upsell` button at the top of the sales order."
|
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|
msgstr ""
|
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|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
|
|
|
|
|
msgid "Upsell button for subscription sales orders with Odoo Subscriptions."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Upsell` button is clicked, a new quotation form appears,"
|
|
|
|
|
|
" with an :guilabel:`Upsell` status banner in the upper-right corner. The "
|
|
|
|
|
|
"initial subscription product is already in the :guilabel:`Order Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:67
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"There is also a warning reminding the user that the recurring products are "
|
|
|
|
|
|
"discounted, according to the prorated period of time, located beneath the "
|
|
|
|
|
|
"initial subscription product in the :guilabel:`Order Lines` tab."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:72
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The prorated amount is **only** applied to *Service* product types. It is "
|
|
|
|
|
|
"**not** applied to *Consumable* or *Storable* product types, even if the "
|
|
|
|
|
|
"message appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"From this new upsell quotation form, add new subscription products in the "
|
|
|
|
|
|
":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and "
|
|
|
|
|
|
"selecting the desired subscription product."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Adding products to your subscription via the upsell option in Odoo "
|
|
|
|
|
|
"Subscriptions"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:82
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the desired upsell subscription product(s) have been added, it can be "
|
|
|
|
|
|
"sent to the customer for approval by clicking the :guilabel:`Send by Email` "
|
|
|
|
|
|
"button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:86
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the quotation is confirmed by the customer, the upsell products are "
|
|
|
|
|
|
"added to the initial subscription. Quotation prices are then prorated to the"
|
|
|
|
|
|
" remaining time of the current invoicing period."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:91
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Before sending the new quotation to the customer, the unit price, taxes, and"
|
|
|
|
|
|
" even discount can be applied."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:94
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Once the customer approves, click the :guilabel:`Confirm` button on the "
|
|
|
|
|
|
"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales "
|
|
|
|
|
|
"History` smart button appears, displaying how many sales orders are attached"
|
|
|
|
|
|
" to this initial subscription order."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst:98
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a "
|
|
|
|
|
|
"separate page containing a list of the related sales orders, clearly "
|
|
|
|
|
|
"showcasing their individual :guilabel:`Subscription Status`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The related sales order viewable from the Sales History smart button in Odoo"
|
|
|
|
|
|
" Subscriptions."
|
|
|
|
|
|
msgstr ""
|
