msgid "Activities can be scheduled on any page of the database that contains a :ref:`chatter <activities/chatter>` thread, :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activities view <activities/activity>` of an application."
msgid "To schedule a new activity, click the :guilabel:`Activities` button, located at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the Schedule Activity form <activities/form>`."
msgid "If a record already has a scheduled activity, the |clock| is replaced by the icon that represents the existing scheduled activity. Click on the activity type's icon to schedule another activity."
msgid "If the :guilabel:`Activities` column is hidden, reveal it using the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-right of the top row."
msgid "Then, click on the |clock| for the record the activity is being added to, and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form <activities/form>` that appears."
msgid "Most applications in Odoo have an *Activity* view available. If available, a |clock| is visible in the top-right corner of the main menu bar, amongst the other view option icons."
msgid "Activities that appear green have a due date in the future, activities that appear orange are due today, while activities appearing red are overdue."
msgid "Color bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type."
msgid "To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then :ref:`fill out the Schedule Activity form <activities/form>`."
msgid "Activities can be scheduled from many different places, such as from the :ref:`chatter <activities/chatter>` of a record, or from one of multiple views in an application, when available: the :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity view <activities/activity>`."
msgid ":guilabel:`Activity Type`: select the type of activity from the drop-down menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other applications are installed, additional options may be available."
msgid ":guilabel:`Assigned to`: by default, the current user populates this field. To assign a different user to the activity, select them from the drop-down menu."
msgid "Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` field."
msgid "Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is added to the chatter under the :guilabel:`Planned Activities` section."
msgid "The :guilabel:`Open Calendar` button **only** appears if the :guilabel:`Activity Type` is set to either :guilabel:`Call` or :guilabel:`Meeting`."
msgid ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, and is automatically marked as done."
msgid ":guilabel:`Done & Schedule Next`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, is automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up window appears."
msgid "All activities for each application are further divided into subsections, indicating where in the application the activity is to be completed. Each sub-section lists the number of scheduled activities that are :guilabel:`Late`, due :guilabel:`Today`, and scheduled in the :guilabel:`Future`."
msgid "In the *Time Off* application, one activity is scheduled to be done in the *All Time Off* requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard."
msgid "These requests appear in two separate lists in the all activities drop-down menu: one labeled `Time Off` and one labeled `Time Off Allocation`."
msgid "The option to :guilabel:`Request a Document` is available at the bottom of the list of :ref:`all scheduled activities <activities/all>`, the option to :guilabel:`Request a Document` appears. Click :guilabel:`Request a Document`, and a :guilabel:`Request a file` pop-up window appears."
msgid ":guilabel:`Due Date In`: enter a numerical value indicating when the document is due. Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgid ":guilabel:`Workspace`: using the drop-down menu, select the specific :ref:`Workspace <documents/workspaces>` the document is being uploaded to."
msgid ":guilabel:`Tags`: select any desired tags from the drop-down menu. The available tags displayed are based on the tags configured for the selected :guilabel:`Workspace`."
msgid "To view the currently configured types of activities in the database, navigate to :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`."
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgid "Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon, located in the top-left corner of the page."
msgid "To create a new :ref:`activity type <activities/types>`, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads."
msgid ":guilabel:`Action`: using the drop-down menu, select an action associated with this new activity type. Some actions trigger specific behaviors after an activity is scheduled, such as:"
msgid ":guilabel:`Request Signature`: if selected, a link to open a signature request pop-up window is automatically added to the planned activity in the chatter. This requires the Odoo *Sign* application to be installed."
msgid ":guilabel:`Folder`: select a specific :ref:`workspace <documents/workspaces>` folder to save a document to. This field **only** appears if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
msgid ":guilabel:`Default User`: select a user from the drop-down menu to automatically assign this activity to the selected user when this activity type is scheduled. If this field is left blank, the activity is assigned to the user who creates the activity."
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
msgid ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view <activities/activity>`."
msgid ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` field is displayed."
msgid ":guilabel:`Suggest/Trigger`: depending on what is selected for the :guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or :guilabel:`Trigger`. Using the drop-down menu, select the activity to recommend or schedule as a follow-up task to the activity type."
msgid "Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgid "Lastly, using the drop-down menu, select whether the activity is scheduled or triggered either :guilabel:`after previous activity deadline` or :guilabel:`after completion date`."
msgid "Contacts are created in the **Contacts** application for customers the company does business with through Odoo. A contact is a repository of vital business information, facilitating communication and business transactions."
msgid "To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`Create`. A new form appears where various contact information can be added."
msgid "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added."
msgid "First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name appears throughout the database. This field is **mandatory**."
msgid ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first name field."
msgid "If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private Address`."
msgid ":guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking the desired option."
msgid ":guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking on the desired option."
msgid ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field."
msgid ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click :guilabel:`Create` from the resulting drop-down menu."
msgid "At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & Addresses` tab, contacts can be added that are associated with a :guilabel:`Company` and related addresses. For example, a specific contact person for the company can be listed here."
msgid "Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured."
msgid "On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other Address` field at the top to reveal a drop-down menu of address-related options."
msgid "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
msgid "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been selected. This is similar to the :guilabel:`Individual` contact."
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."
msgid "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu."
msgid "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection."
msgid "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`."
msgid "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part of a *Loyalty Program*."
msgid "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well."
msgid "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional information for this contact. If this contact should only be accessible for one company in a multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact."
msgid "The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`."
msgid "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above."
msgid "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner Review` configurations. These are **only** present when the *Resellers* module is installed."
msgid "Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab **only** appears when the *Members* application is installed."
msgid "To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership` tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` when both fields are filled in."
msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons."
msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible."
msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact."
msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact."
msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`."
msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter."
msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored."
msgid "Odoo's *Contacts* application allows user's to merge duplicate contacts, without losing any information in the process. This keeps the database organized, and prevents contacts from being contacted by more than one salesperson."
msgid "Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-view-list` :guilabel:`(list)` icon. Select two or more duplicate contacts from the list, and tick the checkbox (on the far-left) for the contacts that should be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the resulting drop-down menu."
msgid "This opens the :guilabel:`Merge` pop-up window. From here, review the details of the contacts before confirming they should be merged. If any contacts in the list should **not** be merged, click the :icon:`fa-times` :guilabel:`(delete)` icon at the far right of the contact."
msgid "Click the :guilabel:`Destination Contact` field, and select an option from the drop-down list. This field defaults to the contact record that was created first in the system."
msgid "After the merge is finished, a pop-up window appears confirming it is complete. This pop-up window also contains a :guilabel:`Deduplicate the other Contacts` button. This feature searches for duplicated records, based on selected criteria, and merges them automatically, or after manual approval."
msgid "Select one or more fields to be used in the search for duplicated records. Duplicated contacts can be searched, based on the following criteria:"
msgid "If necessary, select criteria to be used to exclude potential duplicates from the search. Potential duplicates can be excluded from the search, based on the following criteria:"
msgid "After confirming the search criteria, click either :guilabel:`Merge with Manual Check`, :guilabel:`Merge Automatically`, or :guilabel:`Merge Automatically all process`."
msgid "In Odoo, it is sometimes necessary to export or import data for running reports, or for data modification. This document covers the export and import of data into and out of Odoo."
msgid "Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This can occur with large exports, or in cases where the import file is too large. To circumvent this limitation surrounding the size of the records, process exports or imports in smaller batches."
msgid "When working with a database, it is sometimes necessary to export data in a distinct file. Doing so can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with each available application."
msgid "With Odoo, the values can be exported from any field in any record. To do so, activate the list view (|list|), on the items that need to be exported, then select the records that should be exported. To select a record, tick the checkbox next to the corresponding record. Finally, click on |actions|, then :guilabel:`Export`."
msgid "With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the :ref:`existing records need to be updated <essentials/update-data>`. This works like a filter. Leaving the box unticked, gives many more field options because it shows all the fields, not just the ones that can be imported."
msgid "When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`, items are separated by a comma, while `.xls` holds information about all the worksheets in a file, including both content and formatting."
msgid "These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to display all fields."
msgid "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the fields up and down, to change the order in which they are displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon."
msgid "For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the configuration. The next time the same list needs to be exported, select the related template that was previously saved from the drop-down menu."
msgid "It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` in the export user interface is equal to *parent_id* (external identifier). This is helpful because then, the only data exported is what should be modified and re-imported."
msgid "Importing data into Odoo is extremely helpful during implementation, or in times where data needs to be :ref:`updated in bulk <essentials/update-data>`. The following documentation covers how to import data into an Odoo database."
msgid "Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created on` or `last modified`) to identify records changed or created by the import."
msgid "Activating :ref:`developer mode <developer-mode>` changes the visible import settings in the left menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`."
msgid "If the model uses openchatter, the :guilabel:`Track history during import` option sets up subscriptions and sends notifications during the import, but leads to a slower import."
msgid "Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields within a field are used to match under the :guilabel:`Odoo Field` while importing."
msgid "Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements, journal entries, and orders."
msgid "Open the view of the object to which the data should be imported/populated, click the :icon:`fa-cog` (:guilabel:`gear`) icon and select :guilabel:`Import records`."
msgid "Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the center of the page to download a :ref:`template <essentials/export_import_data/adapt-a-template>` and populate it with the company's own data. Such templates can be imported in one click since the data mapping is already preconfigured."
msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, etc.)."
msgid "When a new column is added, Odoo may not be able to map it automatically, if its label does not fit any field within Odoo. However, new columns can be mapped manually when the import is tested. Search the drop-down menu for the corresponding field."
msgid "Another useful way to find out the proper column names to import is to export a sample file using the fields that should be imported. This way, if there is not a sample import template, the names are accurate."
msgid "The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one from previous software to facilitate the transition to Odoo."
msgid "To recreate relationships between different records, the unique identifier from the original application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo."
msgid "When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for the original unique identifier. This record can also be found using its name."
msgid "While this behavior might be beneficial in most cases, it is also possible that it could fail, or the column may be mapped to a field that is not proposed by default."
msgid "If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a complete list of fields becomes available for each column."
msgid "Odoo can automatically detect if a column is a date, and tries to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats are not recognizable. This can cause confusion, due to day-month inversions; it is difficult to guess which part of a date format is the day, and which part is the month, in a date, such as `01-03-2016`."
msgid "To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is shown when clicking on options under the file selector. If this format is incorrect, change it to the preferred format using *ISO 8601* to define the format."
msgid "*ISO 8601* is an international standard, covering the worldwide exchange, along with the communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it should be written as `1981-07-24`."
msgid "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This maintains locale date formats for display, regardless of how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section to select the date format columns to import."
msgid "Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the import crashes."
msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be changed."
msgid "A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value. The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a negative currency value."
msgid "By default, the import preview is set on commas as field separators, and quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file)."
msgid "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does **not** detect the separations. The file format options need to be modified in the spreadsheet application. See the following :ref:`Change CSV file format <export_import_data/change-csv>` section."
msgid "When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the computer's regional settings are applied for the separator and delimiter. Odoo suggests using *OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)."
msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links between the different records. To help import such fields, Odoo provides three mechanisms."
msgid "According to the company's need, use one of these three ways to reference records in relations. Here is an example when one or the other should be used, according to the need:"
msgid "Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated Values)` files that have been created manually."
msgid "Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers as the main advantage is to never have conflicts (there may be several records with the same name, but they always have a unique Database ID)"
msgid "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the :guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported. Then, a reference can be made to that record with columns, like `Field/External ID`. The following two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories."
msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations, the records of the related object need to be imported first, from their own list menu."
msgid "This can be achieved by using either the name of the related record, or its ID, depending on the circumstances. The ID is expected when two records have the same name. In such a case add `/ ID` at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`)."
msgid "If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be imported. However, Odoo recommends that the data is not imported because it will all be linked to the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`). Odoo, instead, recommends modifying one of the duplicate's values, or the product category hierarchy."
msgid "However, if the company does not wish to change the configuration of product categories, Odoo recommends making use of the *External ID* for this field, 'Category'."
msgid "The tags should be separated by a comma, without any spacing. For example, if a customer needs to be linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded in the same column of the :abbr:`CSV (Comma-separated Values)` file."
msgid "If a company wants to import a sales order with several order lines, a specific row **must** be reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line is imported on the same row as the information relative to order. Any additional lines need an additional row that does not have any information in the fields relative to the order."
msgid "Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically link the uploaded images to the imported data file. If there is no match, the data file is imported without any image."
msgid "When importing a large number of images, you can specify the maximum batch size in megabytes and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import` section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud - Acceptable Use Policy <https://www.odoo.com/acceptable-use>`_."
msgid "If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`, records that have already been imported are modified, instead of being created. This is extremely useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several times, while having made some changes in between two imports."
msgid "If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the field, instead of assigning the default value."
msgid "If data needs to be imported from different tables, relations need to be recreated between records belonging to different tables. For instance, if companies and people are imported, the link between each person and the company they work for needs to be recreated."
msgid "To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a record is the unique identifier of this record in another application. The `External ID` must be unique across all records of all objects. It is a good practice to prefix this `External ID` with the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')"
msgid "As an example, suppose there is an SQL database with two tables that are to be imported: companies and people. Each person belongs to one company, so the link between a person and the company they work for must be recreated."
msgid "In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is working for the Organi company. The relation between people and companies is done using the *External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in the original database)."
msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three companies (the first two contacts are linked to the first company). Keep in mind to first import the companies, and then the people."
msgid "To update data through an import, first navigate to the data to be updated, and select the |list| to activate list view. On the far-left side of the list, tick the checkbox for any record to be updated. Then, click |actions|, and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu."
msgid "On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox labeled, :guilabel:`I want to update data (import-compatible export)`. This automatically includes the *External ID* in the export. Additionally, it limits the :guilabel:`Fields to export` list to **only** include fields that are able to be imported."
msgid "The :guilabel:`External ID` field does **not** appear in the :guilabel:`Fields to export` list unless it is manually added, but it is still included in the export. However, if the :guilabel:`I want to update data (import-compatible export)` checkbox is ticked, it is included in the export."
msgid "Select the required fields to be included in the export using the :ref:`options <export-data>` on the pop-up window, then click :guilabel:`Export`."
msgid "After exporting, make any necessary changes to the data file. When the file is ready, it can be :ref:`imported <import-data>` by following the same process as a normal data import."
msgid "When updating data, it is extremely important that the *External ID* remain consistent, as this is how the system identifies a record. If an ID is altered, or removed, the system may add a duplicate record, instead of updating the existing one."
msgid "In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its own specific features and functionality. A full list of services is available on the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
msgid "The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and resumes with optical character recognition (OCR) and artificial intelligence (AI)."
msgid "|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on the service in the app to activate it. However, each service requires its own prepaid credits, and when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases."
msgid ":guilabel:`Signer identification with itsme®️`: ask document signatories in Odoo *Sign* to provide their identity using the *itsme®* identity platform, which is available in Belgium and the Netherlands."
msgid "For more information on every service currently available (offered from developers other than Odoo), visit the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
msgid "|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any settings. To use a service, simply interact with it wherever it appears in the database."
msgid "First, navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the contact form."
msgid "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
msgid "Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what was sent in the *chatter* of the contact's form."
msgid "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically deducted from the existing credits. If there are not enough credits to send the message, Odoo prompts the user to purchase more."
msgid "For more information on how to use various |IAP| services, and for more in-depth instructions related to SMS functionality in Odoo, review the documentation below:"
msgid "Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts the purchase of more credits when there are not enough credits left to continue using a service. Email alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
msgid "Credits are purchased in *Packs* from the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service."
msgid "Users can check the current balance of credits for each service, and manually purchase more credits, by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the :guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
msgid "Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased."
msgid "First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...` bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgid "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased."
msgid "On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment details, and confirm the order."
msgid "It is possible to be notified when credits are low, in order to avoid running out of credits, while using an |IAP| service. To do that, follow this process:"
msgid "Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgid "The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here, click on the desired |IAP| account to view that service's :guilabel:`Account Information` page."
msgid "On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`."
msgid "In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum threshold for this service. In the :guilabel:`Warning Email` field, enter the email address that receives the notification."
msgid "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls below the amount listed as the :guilabel:`Threshold`."
msgid "Some keyboard shortcuts may not be available on different versions of Odoo or effective depending on browsers, extensions, or other individual settings."
msgid "Enter a name (or term) in the search bar, or use the arrow keys to scroll through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to open the selected app, module, or menu in a new tab."
msgid "Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view fully tailored to the report is available, while several views are available for others. However, two generic views are dedicated to reporting: the graph and pivot views."
msgid "The :ref:`graph view <reporting/using-graph>` is used to visualize your records' data, helping you identify patterns and trends. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **graph view button** located at the top right to access it."
msgid "The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your records' data and break it down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **pivot view button** located at the top right to access it."
msgid "After selecting a view, you should ensure only the relevant records are :doc:`filtered <search>`. Next, you should choose what is measured. By default, a measure is always selected. If you wish to edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures."
msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer <studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records."
msgid "After choosing what you want to measure, you can define how the data should be :ref:`grouped <search/group>` depending on the dimension you want to analyze. By default, the data is often grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months."
msgid "Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is selected."
msgid "Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the :guilabel:`Total` header at the level of rows *and* columns, and then select one of the **preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`)."
msgid "You could further divide the measures on the previous Sales Analysis report example by the :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / Office Furniture` product category."
msgid "**Bar charts** are used to show the distribution or a comparison of several categories. They are especially useful as they can deal with larger data sets."
msgid "For **bar** and **line** charts, you can use the stacked option when you have at least two groups, which then appear on top of each other instead of next to each other."
msgid "For **line** charts, you can use the cumulative option to sum values, which is especially useful to show the change in growth over a time period."
msgid "Odoo allows for the searching, filtering, and grouping of records in a view to display only the most relevant records. The search bar is located at the top of the view, start typing to :ref:`search for values <search/values>`, or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter <search/filters>`, :ref:`Group By <search/group>`, and :ref:`Favorites <search/favorites>` drop-down menus."
msgid "Use the search field to quickly look for specific values, and add them as a filter. Type the value to search for, and select the desired option from the drop-down menu to apply the search filter."
msgid "Instead of adding a :ref:`custom filter <search/custom-filters>` to select records where *Mitchell Admin* is the salesperson on the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), search for `Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
msgid "Using the search field is equivalent to using the *contains* operator when adding a :ref:`custom filter <search/custom-filters>`. If a partial value is entered, and the desired field is directly selected (without selecting the :guilabel:`⏵ (right arrow)`), *all* records containing the typed characters for the selected field are included."
msgid "Filters are used to select records that meet specific criteria. The default selection of records is specific to each view, but can be modified by selecting one (or several) :ref:`preconfigured filters <search/preconfigured-filters>`, or by adding a :ref:`custom filter <search/custom-filters>`."
msgid "Modify the default selection of records by clicking the :guilabel:`🔽 (down arrow)` icon from the search bar, and selecting one (or several) *preconfigured filters* from the :guilabel:`Filters` drop-down menu."
msgid "On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), only records that are at the *sales order* stage, with an *order date* within the last 365 days, are selected by default."
msgid "Furthermore, to *only* include sales order and quotation records from a specific year, like 2024, for example, first remove the existing `Order Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, then select :menuselection:`Order Date --> 2024`."
msgid "The preconfigured :guilabel:`Filters` are grouped, and each group is separated by a horizontal line. Selecting preconfigured filters from the same group allows records to match *any* of the applied conditions. However, selecting filters from different groups requires records to match *all* of the applied conditions."
msgid "If the :ref:`preconfigured filters <search/preconfigured-filters>` are not specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down arrow)` icon in the search bar, then select :menuselection:`Filters --> Add Custom Filter`."
msgid "The :guilabel:`Add Custom Filter` pop-up window displays the matching option, filter rule, and a toggle to :guilabel:`Include archived` records."
msgid "The default matching configuration is to :guilabel:`Match any of the following rules`, indicating that each filter rule is applied independently. To change the matching configuration to :guilabel:`Match all of the following rules`, at least two filter rules must be added to the custom filter."
msgid "The first inline field is the *field name* to filter by. Some fields have refined parameters that are nested within another field. These fields have an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal the nested fields."
msgid "The second inline field is the conditional *operator* used to compare the field name to the value. The :ref:`available conditional operators <reference/orm/domains>` are specific to the field's data type."
msgid "The third inline field is the variable *value* of the field name. The value input may appear as a drop-down menu, a text input, a number input, a date/time input, a boolean selector, or it may be blank, depending on the operator used and the field's data type."
msgid ":guilabel:`(Add branch)`: adds a new group of rules below the existing rule, with the :guilabel:`any` and :guilabel:`all` matching options available to define how each rule within this branch is applied to the filter. If the matching option is set to the same as the parent group, the fields are moved to join the parent group."
msgid "If the matching option is set to :guilabel:`Match all 🔽 of the following rules`, and a new branch is added with its matching option changed from :guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch disappears, and its group of rules are moved to the parent group."
msgid "To target all leads and opportunities from the :menuselection:`CRM` app that are in the *Won* stage, and have an expected revenue greater than $1,000, the following should be entered:"
msgid "Activate :ref:`developer-mode` to reveal each field's technical name and data type, as well as the :guilabel:`# Code editor` text area below the filter rules, to view and edit the domain manually."
msgid "The display of records in a view can be clustered together, according to one of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down arrow)` icon in the search bar, then select one of the :guilabel:`Group By` options from the drop-down menu."
msgid "To group the records by salesperson on the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), click the :guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu. The view changes to group the records by salesperson, without filtering out any records."
msgid "It is possible to *customize groups* by using a field present on the model. To do so, click :menuselection:`Add Custom Group`, and select a field from the drop-down menu."
msgid "Several groups can be used at the same time. The first group that is selected is the main cluster, the next one that is added further divides the main group's categories, and so on. Furthermore, filters and groups can be used together to refine the view even more."
msgid "Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of their :guilabel:`Search...` bars. This includes the :doc:`Overall Equipment Effectiveness <../inventory_and_mrp/manufacturing/reporting/oee>` report for the *Manufacturing* app, and the :doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* app, among others."
msgid "The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from two different time periods. There are two comparison options to choose from: :guilabel:`(Time Filter): Previous Period` and :guilabel:`(Time Filter): Previous Year`."
msgid "For some reports, the :guilabel:`Comparison` section **only** appears in the :guilabel:`Search...` bar drop-down menu if one (or more) time periods have been selected in the :guilabel:`Filters` column. This is because, if no time period is specified, there is nothing to compare."
msgid "Additionally, some reports only allow use of the :guilabel:`Comparison` feature when the :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type, or the :icon:`oi-view-pivot` :guilabel:`(pivot)` view, is selected. A :guilabel:`Comparison` option can be selected even if another view is enabled, but doing so does **not** change the way data is displayed on the report."
msgid "To view data using one of the two comparisons, begin by selecting a time period in the :guilabel:`Filters` column of the :guilabel:`Search...` bar drop-down menu. Then, select either :guilabel:`(Time Filter): Previous Period` or :guilabel:`(Time Filter): Previous Year` in the :guilabel:`Comparison` section."
msgid "With one of the :guilabel:`Comparison` options enabled, the report compares the data for the selected period, with the data for the same unit of time (month, quarter, year), one period or year prior. The way the data is displayed depends on the selected view:"
msgid "The :icon:`fa-bar-chart` :guilabel:`(bar chart)` shows two bars, side-by-side, for each unit of time for the selected time period. The left bar represents the selected time period, while the right bar represents the previous time period."
msgid "The :icon:`fa-line-chart` :guilabel:`(line chart)` is displayed with two lines, one representing the selected time period, and the other representing the previous time period."
msgid "The :icon:`fa-pie-chart` :guilabel:`(pie chart)` appears as a large circle with a smaller circle inside. The larger circle represents the selected time period, while the smaller circle represents the previous time period."
msgid "The :icon:`oi-view-pivot` :guilabel:`(pivot table)` is displayed with each column split into two smaller columns. The right column represents the selected time period, while the left column represents the previous time period."
msgid "In the :guilabel:`Production Analysis` report of the :menuselection:`Manufacturing` app, data for the second quarter of 2024 is compared to data for the second quarter of 2023. :guilabel:`Q2` is selected in the :guilabel:`End Date` filter section of the :guilabel:`Search...` bar drop-down menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: Previous Year` is selected."
msgid "The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024. The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period, but one *year* prior."
msgid "If :guilabel:`End Date: Previous Period` is selected instead, the smaller circle shows data for the first quarter (Q1) of 2024, which is the same time period, but one *period* prior."
msgid "To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)` icon in the search bar, then select the :guilabel:`Save current search` drop-down menu to display the following options:"
msgid ":guilabel:`Shared`: makes the favorited search available to all users. By default, the favorited search is only available to the user who created it."
msgid "Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` icon in the search bar, then selecting the saved filter in the :guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the :guilabel:`🗑️ (garbage can)` icon next to the favorited search."
msgid "To view *all* favorited searches, first activate :ref:`developer-mode`, and navigate to :menuselection:`Settings app --> Technical --> User Interface: User-defined Filters`. From here, all favorited searches can be viewed, edited, archived, or deleted."
