documentation/locale/he/LC_MESSAGES/essentials.po

# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
# 
# Translators:
# Adi Sharashov <Adi@laylinetech.com>, 2024
# ZVI BLONDER <ZVIBLONDER@gmail.com>, 2024
# Roy Sayag, 2024
# Martin Trigaux, 2024
# Yihya Hugirat <hugirat@gmail.com>, 2024
# yacov mosbacher <ymosba@gmail.com>, 2024
# 
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-06-21 15:46+0000\n"
"PO-Revision-Date: 2024-04-04 12:31+0000\n"
"Last-Translator: yacov mosbacher <ymosba@gmail.com>, 2024\n"
"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: he\n"
"Plural-Forms: nplurals=3; plural=(n == 1 && n % 1 == 0) ? 0 : (n == 2 && n % 1 == 0) ? 1: 2;\n"

#: ../../content/applications/essentials.rst:3
msgid "Odoo essentials"
msgstr ""

#: ../../content/applications/essentials/activities.rst:3
msgid "Activities"
msgstr "פעילויות"

#: ../../content/applications/essentials/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/essentials/activities.rst:10
msgid "Schedule activities"
msgstr ""

#: ../../content/applications/essentials/activities.rst:12
msgid ""
"One way that activities are created is by clicking the :guilabel:`Schedule "
"Activity` button, located at the top of the *chatter* on any record. On the "
"pop-up window that appears, select an :guilabel:`Activity Type` from the "
"drop-down menu."
msgstr ""

#: ../../content/applications/essentials/activities.rst:17
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`."
msgstr ""

#: ../../content/applications/essentials/activities.rst:21
msgid ""
"Enter a title for the activity in the :guilabel:`Summary` field, located in "
"the :guilabel:`Schedule Activity` pop-up window."
msgstr ""

#: ../../content/applications/essentials/activities.rst:24
msgid ""
"To assign the activity to a different user, select a name from the "
":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the "
"activity is automatically assigned."
msgstr ""

#: ../../content/applications/essentials/activities.rst:27
msgid ""
"Lastly, feel free to add any additional information in the optional "
":guilabel:`Log a note...` field."
msgstr ""

#: ../../content/applications/essentials/activities.rst:30
msgid ""
"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up "
"window auto-populates based on the configuration settings for the selected "
":guilabel:`Activity Type`. However, this date can be changed by selecting a "
"day on the calendar in the :guilabel:`Due Date` field."
msgstr ""

#: ../../content/applications/essentials/activities.rst:34
msgid "Lastly, click one of the following buttons:"
msgstr ""

#: ../../content/applications/essentials/activities.rst:36
msgid ""
":guilabel:`Schedule`: adds the activity to the chatter under "
":guilabel:`Planned activities`."
msgstr ""

#: ../../content/applications/essentials/activities.rst:37
msgid ""
":guilabel:`Mark as Done`: adds the details of the activity to the chatter "
"under :guilabel:`Today`. The activity is not scheduled, it is automatically "
"marked as completed."
msgstr ""

#: ../../content/applications/essentials/activities.rst:39
msgid ""
":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` "
"marked as done, and opens a new activity window."
msgstr ""

#: ../../content/applications/essentials/activities.rst:41
msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
msgstr ""

#: ../../content/applications/essentials/activities.rst-1
#: ../../content/applications/essentials/activities.rst-1
msgid "View of CRM leads and the option to schedule an activity."
msgstr ""

#: ../../content/applications/essentials/activities.rst:47
msgid ""
"Depending on the activity type, the :guilabel:`Schedule` button may be "
"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` "
"button."
msgstr ""

#: ../../content/applications/essentials/activities.rst:50
msgid ""
"Scheduled activities are added to the chatter for the record under "
":guilabel:`Planned activities`."
msgstr ""

#: ../../content/applications/essentials/activities.rst:55
msgid ""
"Activities can also be scheduled from the kanban, list, or activities view "
"of an application."
msgstr ""

#: ../../content/applications/essentials/activities.rst:59
msgid "Kanban view"
msgstr ""

#: ../../content/applications/essentials/activities.rst:61
msgid ""
"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill "
"out the pop-up form."
msgstr ""

#: ../../content/applications/essentials/activities.rst:0
msgid ""
"Kanban view of the CRM pipeline and the option to schedule an activity."
msgstr ""

#: ../../content/applications/essentials/activities.rst:67
msgid "List view"
msgstr ""

#: ../../content/applications/essentials/activities.rst:69
msgid ""
"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already "
"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 "
"(phone)` or an :guilabel:`✉️ (envelope)` icon."
msgstr ""

#: ../../content/applications/essentials/activities.rst:0
msgid "List view of the CRM pipeline and the option to schedule an activity."
msgstr ""

#: ../../content/applications/essentials/activities.rst:76
msgid "Activity view"
msgstr ""

#: ../../content/applications/essentials/activities.rst:78
msgid ""
"To open the activity view for an application, select the :guilabel:`🕘 "
"(clock)` icon from the menu bar anywhere in the database. Select any "
"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` "
"icon for the desired app."
msgstr ""

#: ../../content/applications/essentials/activities.rst:0
msgid ""
"Activity menu drop down with focus on where to open activity view for CRM."
msgstr ""

#: ../../content/applications/essentials/activities.rst:85
msgid ""
"Select a record on which to schedule an activity. Move across the row to "
"find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
msgstr ""

#: ../../content/applications/essentials/activities.rst:0
msgid ""
"Activity view of the CRM pipeline and the option to schedule an activity."
msgstr ""

#: ../../content/applications/essentials/activities.rst:92
msgid ""
"Activity colors, and their relation to an activity's due date, is consistent"
" throughout Odoo, regardless of the activity type, or the view."
msgstr ""

#: ../../content/applications/essentials/activities.rst:95
msgid ""
"Activities that appear in **green** indicate a due date sometime in the "
"future."
msgstr ""

#: ../../content/applications/essentials/activities.rst:96
msgid "**Yellow** indicates that the activity's due date is today."
msgstr ""

#: ../../content/applications/essentials/activities.rst:97
msgid ""
"**Red** indicates that the activity is overdue and the due date has passed."
msgstr ""

#: ../../content/applications/essentials/activities.rst:99
msgid ""
"For example, if an activity is created for a phone call, and the due date "
"passes, the activity appears with a red phone in list view, and a red clock "
"on the kanban view."
msgstr ""

#: ../../content/applications/essentials/activities.rst:103
msgid "View scheduled activities"
msgstr ""

#: ../../content/applications/essentials/activities.rst:105
msgid ""
"To view scheduled activities, open either the :menuselection:`Sales app` or "
":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
"to the far-right side of the other view options."
msgstr ""

#: ../../content/applications/essentials/activities.rst:108
msgid ""
"Doing so opens the activities menu, showcasing all the scheduled activities "
"for the user, by default. To show all activities for every user, remove the "
":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
msgstr ""

#: ../../content/applications/essentials/activities.rst:112
msgid ""
"To view a consolidated list of activities separated by the application where"
" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on"
" the header menu to see the activities for that specific application in a "
"drop-down menu."
msgstr ""

#: ../../content/applications/essentials/activities.rst:116
msgid ""
"The possibility to :guilabel:`Add new note` and :guilabel:`Request a "
"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘"
" (clock)` icon on the header menu is clicked."
msgstr ""

#: ../../content/applications/essentials/activities.rst-1
msgid "View of CRM leads page emphasizing the activities menu."
msgstr ""

#: ../../content/applications/essentials/activities.rst:123
msgid "Configure activity types"
msgstr ""

#: ../../content/applications/essentials/activities.rst:125
msgid ""
"To configure the types of activities in the database, go to "
":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
msgstr ""

#: ../../content/applications/essentials/activities.rst-1
msgid "View of the settings page emphasizing the menu activity types."
msgstr ""

#: ../../content/applications/essentials/activities.rst:131
msgid ""
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
"activity types are found."
msgstr ""

#: ../../content/applications/essentials/activities.rst:133
msgid ""
"To edit an existing activity type, select it from the list, then click "
":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
msgstr ""

#: ../../content/applications/essentials/activities.rst:136
msgid ""
"At the top of a blank activity type form, start by choosing a "
":guilabel:`Name` for the new activity type."
msgstr ""

#: ../../content/applications/essentials/activities.rst-1
msgid "New activity type form."
msgstr ""

#: ../../content/applications/essentials/activities.rst:143
msgid "Activity settings"
msgstr ""

#: ../../content/applications/essentials/activities.rst:146
msgid "Action"
msgstr "פעולה"

#: ../../content/applications/essentials/activities.rst:148
msgid ""
"The *Action* field specifies the intent of the activity. Some actions "
"trigger specific behaviors after an activity is scheduled."
msgstr ""

#: ../../content/applications/essentials/activities.rst:151
msgid ""
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
"added directly to the planned activity in the chatter."
msgstr ""

#: ../../content/applications/essentials/activities.rst:153
msgid ""
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
"have the option to open their calendar to schedule a time for this activity."
msgstr ""

#: ../../content/applications/essentials/activities.rst:155
msgid ""
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
" activity in the chatter that opens a signature request pop-up window."
msgstr ""

#: ../../content/applications/essentials/activities.rst:159
msgid ""
"The actions available to select on an activity type vary, depending on the "
"applications currently installed in the database."
msgstr ""

#: ../../content/applications/essentials/activities.rst:163
msgid "Default user"
msgstr ""

#: ../../content/applications/essentials/activities.rst:165
msgid ""
"To automatically assign this activity to a specific user when this activity "
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
" menu. If this field is left blank, the activity is assigned to the user who"
" creates the activity."
msgstr ""

#: ../../content/applications/essentials/activities.rst:170
msgid "Default summary"
msgstr ""

#: ../../content/applications/essentials/activities.rst:172
msgid ""
"To include notes whenever this activity type is created, enter them into the"
" :guilabel:`Default Summary` field."
msgstr ""

#: ../../content/applications/essentials/activities.rst:176
msgid ""
"The information in the :guilabel:`Default User` and :guilabel:`Default "
"Summary` fields are included when an activity is created. However, they can "
"be altered before the activity is scheduled or saved."
msgstr ""

#: ../../content/applications/essentials/activities.rst:181
msgid "Next activity"
msgstr ""

#: ../../content/applications/essentials/activities.rst:183
msgid ""
"To automatically suggest, or trigger, a new activity after an activity has "
"been marked complete, the :guilabel:`Chaining Type` must be set."
msgstr ""

#: ../../content/applications/essentials/activities.rst:187
msgid "Suggest next activity"
msgstr ""

#: ../../content/applications/essentials/activities.rst:189
msgid ""
"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
"Activity`. Upon doing so, the field underneath changes to: "
":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
"select any activities to recommend as follow-up tasks to this activity type."
msgstr ""

#: ../../content/applications/essentials/activities.rst:193
#: ../../content/applications/essentials/activities.rst:220
msgid ""
"In the :guilabel:`Schedule` field, choose a default deadline for these "
"activities. To do so, configure a desired number of :guilabel:`Days`, "
":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
":guilabel:`after completion date` or :guilabel:`after previous activity "
"deadline`."
msgstr ""

#: ../../content/applications/essentials/activities.rst:198
#: ../../content/applications/essentials/activities.rst:225
msgid ""
"This :guilabel:`Schedule` field information can be altered before the "
"activity is scheduled."
msgstr ""

#: ../../content/applications/essentials/activities.rst:200
#: ../../content/applications/essentials/activities.rst:227
msgid "When all configurations are complete, click :guilabel:`Save`."
msgstr ""

#: ../../content/applications/essentials/activities.rst-1
msgid "Schedule activity popup with emphasis on recommended activities."
msgstr ""

#: ../../content/applications/essentials/activities.rst:206
msgid ""
"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
"users are presented with recommendations for activities as next steps."
msgstr ""

#: ../../content/applications/essentials/activities.rst:211
msgid "Trigger next activity"
msgstr ""

#: ../../content/applications/essentials/activities.rst:213
msgid ""
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
"immediately launches the next activity once the previous one is completed."
msgstr ""

#: ../../content/applications/essentials/activities.rst:216
msgid ""
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
" launched once this activity is completed."
msgstr ""

#: ../../content/applications/essentials/activities.rst-1
msgid ""
"Schedule new activity popup with emphasis on Done and launch next button."
msgstr ""

#: ../../content/applications/essentials/activities.rst:233
msgid ""
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
" Next Activity`, marking the activity as `Done` immediately launches the "
"next activity listed in the :guilabel:`Trigger` field."
msgstr ""

#: ../../content/applications/essentials/activities.rst:238
msgid ":doc:`/applications/productivity/discuss`"
msgstr ""

#: ../../content/applications/essentials/activities.rst:239
msgid ":doc:`/applications/productivity/discuss/team_communication`"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:3
msgid "Contacts"
msgstr "אנשי קשר"

#: ../../content/applications/essentials/contacts.rst:5
msgid ""
"The *Contacts* application comes installed on all Odoo databases. Contacts "
"are created for customers the company does business with through Odoo. A "
"contact is a repository of vital business information, facilitating "
"communication and business transactions."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:10
msgid "Contact form"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:12
msgid ""
"To create a new contact, navigate to the :menuselection:`Contacts app`, and "
"click :guilabel:`Create`. A new form appears where various contact "
"information can be added."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:16
msgid "Contact type"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:18
msgid ""
"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` "
"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, "
"depending on the type of contact that is being added."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:22
msgid "Name"
msgstr "שם"

#: ../../content/applications/essentials/contacts.rst:24
msgid ""
"First, fill in the name of the :guilabel:`Individual` or "
":guilabel:`Company`. This is how the name appears throughout the database. "
"This field is **mandatory**."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:28
msgid ""
":guilabel:`Individual` contacts can have a :guilabel:`Company` contact "
"linked to it. After selecting :guilabel:`Individual`, a new "
":guilabel:`Company Name...` field appears below the first name field."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:33
msgid "Address"
msgstr "כתובת"

#: ../../content/applications/essentials/contacts.rst:35
msgid ""
"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or "
":guilabel:`Individual`."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:38
msgid ""
"If the :guilabel:`Individual` option is chosen, then the *type of address* "
"can be chosen from a drop-down menu. Options for this drop-down menu "
"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, "
":guilabel:`Delivery Address`, :guilabel:`Other Address`, and "
":guilabel:`Private Address`."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:44
msgid "Additional fields"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:46
msgid ""
"Additional details are included on the initial form. The following fields "
"are available:"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:48
msgid ":guilabel:`VAT`: Value Added Tax number."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:49
msgid ""
":guilabel:`Citizen Identification`: citizen or government identification "
"number (only available on :guilabel:`Individual`)."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:51
msgid ""
":guilabel:`Job Position`: list the job position of the "
":guilabel:`Individual` (only available on :guilabel:`Individual`)."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:53
msgid ""
":guilabel:`Phone`: list phone number (with country code). Make a call, send "
"an SMS, or WhatsApp message by hovering over the field on the saved form, "
"and clicking the desired option."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:55
msgid ""
":guilabel:`Mobile`: list mobile phone number (with country code). Make a "
"call, send an SMS, or WhatsApp message by hovering over the field on the "
"saved form, and clicking on the desired option."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:57
msgid ":guilabel:`Email`: enter the email address with the domain."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:58
msgid ""
":guilabel:`Website`: enter the full website address, starting with `http` or"
" `https`."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:59
msgid ""
":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, "
":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new"
" one directly from this field."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:61
msgid ""
":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or "
"clicking the drop-down menu, and selecting one. To create a new one, type "
"the new tag in the field, and click :guilabel:`Create` from the resulting "
"drop-down menu."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:66
msgid "Contacts & Addresses tab"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:68
msgid ""
"At the bottom of the contact form are several tabs. On the "
":guilabel:`Contacts & Addresses` tab, contacts can be added that are "
"associated with a :guilabel:`Company` and related addresses. For example, a "
"specific contact person for the company can be listed here."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:72
msgid ""
"Multiple addresses can be added on both :guilabel:`Individual` and "
":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the "
":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create "
"Contact` pop-up form, in which additional addresses can be configured."
msgstr ""

#: ../../content/applications/essentials/contacts.rst-1
msgid "Add a contact/address to the contact form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:80
msgid ""
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
" :guilabel:`Other Address` field at the top to reveal a drop-down menu of "
"address-related options."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:83
msgid "Select any of the following options:"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:85
msgid ""
":guilabel:`Contact`: adds another contact to the existing contact form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:86
msgid ""
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
" contact form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:87
msgid ""
":guilabel:`Delivery Address`: adds a specific delivery address to the "
"existing contact form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:88
msgid ""
":guilabel:`Other Address`: adds an alternate address to the existing contact"
" form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:89
msgid ""
":guilabel:`Private Address`: adds a private address to the existing contact "
"form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst-1
msgid "Create a new contact/address on a contact form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:95
msgid ""
"Once an option is selected, enter the corresponding contact information that"
" should be used for the specified address type."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:98
msgid ""
"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, "
"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:101
msgid ""
"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` "
"address type has been selected. This is similar to the "
":guilabel:`Individual` contact."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:104
msgid ""
"To add a note, click on the text field next to :guilabel:`Notes`, and write "
"anything that is applicable to the customer or contact."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:107
msgid ""
"Then, click :guilabel:`Save & Close` to save the address, and close the "
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
"the address, and immediately input another one."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:111
msgid "Sales & Purchase tab"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:113
msgid ""
"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the "
"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:116
msgid ""
"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & "
"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down "
"menu."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:120
msgid "Sales section"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:122
msgid ""
"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can "
"be assigned to a contact. To do that, click the :guilabel:`Salesperson` "
"drop-down field, and select one. Create a new :guilabel:`Salesperson` by "
"typing the user's name, and making the appropriate selection."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:126
msgid ""
"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can "
"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment "
"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, "
"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down "
"menu to choose the appropriate :guilabel:`Pricelist`."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:131
msgid ""
"Click into the :guilabel:`Delivery Method` field to select an option from "
"the drop-down menu."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:134
msgid "Point Of Sale section"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:136
msgid ""
"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` "
"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`"
" field to track points the user won as part of a *Loyalty Program*."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:141
msgid "Purchase section"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:143
msgid ""
"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a "
"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` "
"can be set here, as well."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:147
msgid "Misc section"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:149
msgid ""
"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add "
"any additional information for this contact. If this contact should only be "
"accessible for one company in a multi-company database, select it from the "
":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-"
"down menu to restrict the publishing of this contact to one website (if "
"working on a database with multiple websites). Select one or more "
":guilabel:`Website Tags` to assist in filtering published customers on the "
"`/customers` website page. Select an :guilabel:`Industry` for this contact "
"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a "
"*Helpdesk* SLA policy to this contact."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:159
msgid "Accounting tab"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:161
msgid ""
"The :guilabel:`Accounting` tab appears when the *Accounting* application is "
"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or "
"set default :guilabel:`Accounting entries`."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:164
msgid ""
"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field "
"to enter a Legal Entity Identifier, if necessary."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:168
msgid "Internal Notes tab"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:170
msgid ""
"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` "
"tab, where notes can be left on this contact form, just like on the contact "
"form noted above."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:174
msgid "Partner Assignment tab"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:176
msgid ""
"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a"
" :guilabel:`Geolocation` section, and other partner options, including "
":guilabel:`Partner Activation` and :guilabel:`Partner Review` "
"configurations. These are **only** present when the *Enterprise Resellers* "
"module is installed."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:182
msgid "Membership tab"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:184
msgid ""
"Finally, there is the :guilabel:`Membership` tab, which can help users "
"manage any memberships that are being offered to this specific contact. It "
"should be noted that this tab only appears when the *Members* applications "
"is installed."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:189
msgid "Smart buttons"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:191
msgid ""
"At the top of the contact form, there are some additional options available,"
" known as *smart buttons*."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:194
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."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:198
msgid ""
"For example, there is an :guilabel:`Opportunities` smart button, where all "
"the opportunities related to this customer from the *CRM* app are "
"accessible."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:202
msgid ""
"If the corresponding applications are installed, their related smart buttons"
" appear automatically on a contact form."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:205
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."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:211
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."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:214
msgid ""
"If the contact is a partner, the user can visit their partner page on the "
"Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:218
msgid "Archive contacts"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:220
msgid ""
"If a user decides they no longer want to have this contact active, the "
"record can be archived. To do that, go to the :icon:`fa-cog` "
":guilabel:`Action` menu at the top of the contact form, and click "
":guilabel:`Archive`."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:224
msgid ""
"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-"
"up window."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:226
msgid ""
"With this contact successfully archived, as indicated by a banner at the "
"top, they do not show up in the main contacts page, but they can still be "
"searched for with the :guilabel:`Archived` filter."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:230
msgid ""
"A contact can be *unarchived*, if the user decides to work with them again. "
"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at "
"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon "
"doing so, the :guilabel:`Archived` banner is removed, and the contact is "
"restored."
msgstr ""

#: ../../content/applications/essentials/contacts.rst:236
msgid ""
":doc:`Add different addresses in CRM "
"<../sales/sales/send_quotations/different_addresses>`"
msgstr ""

#: ../../content/applications/essentials/contacts.rst:237
msgid ""
"`Odoo's eLearning Contacts tutorial "
"<https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:3
msgid "Export and import data"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:5
msgid ""
"In Odoo, it is sometimes necessary to export or import data for running "
"reports, or for data modification. This document covers the export and "
"import of data into and out of Odoo."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:9
msgid ""
"Sometimes, users run into a 'time out' error, or a record does not process, "
"due to its size. This can occur with large exports, or in cases where the "
"import file is too large. To circumvent this limitation surrounding the size"
" of the records, process exports or imports in smaller batches."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:16
msgid "Export data from Odoo"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:18
msgid ""
"When working with a database, it is sometimes necessary to export data in a "
"distinct file. Doing so can aid in reporting on activities, although, Odoo "
"provides a precise and easy reporting tool with each available application."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:22
msgid ""
"With Odoo, the values can be exported from any field in any record. To do "
"so, activate the list view (:guilabel:`☰ (three horizontal lines)` icon), on"
" the items that need to be exported, and then select the records that should"
" be exported. To select a record, tick the checkbox next to the "
"corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then "
":guilabel:`Export`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid "View of the different things to enable/click to export data."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:31
msgid ""
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
"window appears, with several options for the data to export:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Overview of options to consider when exporting data in Odoo.."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:38
msgid ""
"With the :guilabel:`I want to update data (import-compatable export)` option"
" ticked, the system only shows the fields that can be imported. This is "
"helpful in the case where the existing records need to be updated. This "
"works like a filter. Leaving the box unticked, gives many more field options"
" because it shows all the fields, not just the ones that can be imported."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:42
msgid ""
"When exporting, there is the option to export in two formats: `.csv` and "
"`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds "
"information about all the worksheets in a file, including both content and "
"formatting."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:45
msgid ""
"These are the items that can be exported. Use the :guilabel:`> (right "
"arrow)` icon to display more sub-field options. Use the :guilabel:`Search` "
"bar to find specific fields. To use the :guilabel:`Search` option more "
"efficiently, click on all the :guilabel:`> (right arrows)` to display all "
"fields."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:49
msgid ""
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
":guilabel:`Fields to export` list."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:51
msgid ""
"The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be"
" used to move the fields up and down, to change the order in which they are "
"displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-"
"down arrow)` icon."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:54
msgid ""
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
":guilabel:`🗑️ (trash can)` icon to remove the field."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:56
msgid ""
"For recurring reports, it is helpful to save export presets. Select all the "
"needed fields, and click on the template drop-down menu. Once there, click "
"on :guilabel:`New template`, and give a unique name to the export just "
"created. The next time the same list needs to be exported, select the "
"related template that was previously saved from the drop-down menu."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:62
msgid ""
"It is helpful to know the field's external identifier. For example, "
":guilabel:`Related Company` in the export user interface is equal to "
"*parent_id* (external identifier). This is helpful because then, the only "
"data exported is what should be modified and re-imported."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:69
msgid "Import data into Odoo"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:71
msgid ""
"Importing data into Odoo is extremely helpful during implementation, or in "
"times where data needs to be updated in bulk. The following documentation "
"covers how to import data into an Odoo database."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:75
msgid ""
"Imports are permanent and **cannot** be undone. However, it is possible to "
"use filters (`created on` or `last modified`) to identify records changed or"
" created by the import."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:79
msgid ""
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
" settings in the left menu. Doing so reveals an :menuselection:`Advanced` "
"menu. Included in this advanced menu are two options: :guilabel:`Track "
"history during import` and :guilabel:`Allow matching with subfields`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Advanced import options when developer mode is activated."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:87
msgid ""
"If the model uses openchatter, the :guilabel:`Track history during import` "
"option sets up subscriptions and sends notifications during the import, but "
"leads to a slower import."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:90
msgid ""
"Should the :guilabel:`Allow matching with subfields` option be selected, "
"then all subfields within a field are used to match under the "
":guilabel:`Odoo Field` while importing."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:94
msgid "Get started"
msgstr "התחל"

#: ../../content/applications/essentials/export_import_data.rst:96
msgid ""
"Data can be imported on any Odoo business object using either Excel "
"(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This "
"includes: contacts, products, bank statements, journal entries, and orders."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:100
msgid ""
"Open the view of the object to which the data should be imported/populated, "
"and click on :menuselection:`⭐ Favorites --> Import records`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Favorites menu revealed with the import records option highlighted."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:107
msgid ""
"After clicking :guilabel:`Import records`, Odoo reveals a separate page with"
" templates that can be downloaded and populated with the company's own data."
" Such templates can be imported in one click, since the data mapping is "
"already done. To download a template click :guilabel:`Import Template for "
"Customers` at the center of the page."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:113
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
":guilabel:`Formatting` options. These options do **not** appear when "
"importing the proprietary Excel file type (`.xls`, `.xlsx`)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:0
msgid "Formatting options presented when a CVS file is imported in Odoo."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:121
msgid ""
"Make necessary adjustments to the *Formatting* options, and ensure all "
"columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free "
"of errors. Finally, click :guilabel:`Import` to import the data."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:126
msgid "Adapt a template"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:128
msgid ""
"Import templates are provided in the import tool of the most common data to "
"import (contacts, products, bank statements, etc.). Open them with any "
"spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, "
"etc.)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:132
msgid "Once the template is downloaded, proceed to follow these steps:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:134
msgid "Add, remove, and sort columns to best fit the data structure."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:135
msgid ""
"It is strongly advised to **not** remove the :guilabel:`External ID` (ID) "
"column (see why in the next section)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:137
msgid ""
"Set a unique ID to every record by dragging down the ID sequencing in the "
":guilabel:`External ID` (ID) column."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid ""
"An animation of the mouse dragging down the ID column, so each record has a "
"unique ID."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:145
msgid ""
"When a new column is added, Odoo may not be able to map it automatically, if"
" its label does not fit any field within Odoo. However, new columns can be "
"mapped manually when the import is tested. Search the drop-down menu for the"
" corresponding field."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Drop-down menu expanded in the initial import screen on Odoo."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:153
msgid ""
"Then, use this field's label in the import file to ensure future imports are"
" successful."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:156
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."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:161
msgid "Import from another application"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:163
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."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:166
msgid ""
"Setting an ID is not mandatory when importing, but it helps in many cases:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:168
msgid ""
"Update imports: import the same file several times without creating "
"duplicates."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:169
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:171
msgid ""
"To recreate relationships between different records, the unique identifier "
"from the original application should be used to map it to the "
":guilabel:`External ID` (ID) column in Odoo."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:174
msgid ""
"When another record is imported that links to the first one, use **XXX/ID** "
"(XXX/External ID) for the original unique identifier. This record can also "
"be found using its name."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:178
msgid ""
"It should be noted that there will be a conflict if two or more records have"
" the same name."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:180
msgid ""
"The :guilabel:`External ID` (ID) can also be used to update the original "
"import, if modified data needs to be re-imported later, therefore, it is a "
"good practice to specify it whenever possible."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:184
msgid "Field missing to map column"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:186
msgid ""
"Odoo heuristically tries to find the type of field for each column inside "
"the imported file, based on the first ten lines of the files."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:189
msgid ""
"For example, if there is a column only containing numbers, only the fields "
"with the *integer* type are presented as options."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:192
msgid ""
"While this behavior might be beneficial in most cases, it is also possible "
"that it could fail, or the column may be mapped to a field that is not "
"proposed by default."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:195
msgid ""
"If this happens, check the :guilabel:`Show fields of relation fields "
"(advanced) option`, then a complete list of fields becomes available for "
"each column."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Searching for the field to match the tax column."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:203
msgid "Change data import format"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:206
msgid ""
"Odoo can automatically detect if a column is a date, and tries to guess the "
"date format from a set of most commonly used date formats. While this "
"process can work for many date formats, some date formats are not "
"recognizable. This can cause confusion, due to day-month inversions; it is "
"difficult to guess which part of a date format is the day, and which part is"
" the month, in a date, such as `01-03-2016`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:212
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
":guilabel:`Formatting` options."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:215
msgid ""
"To view which date format Odoo has found from the file, check the "
":guilabel:`Date Format` that is shown when clicking on options under the "
"file selector. If this format is incorrect, change it to the preferred "
"format using *ISO 8601* to define the format."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:220
msgid ""
"*ISO 8601* is an international standard, covering the worldwide exchange, "
"along with the communication of date and time-related data. For example, the"
" date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it "
"should be written as `1981-07-24`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:225
msgid ""
"When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to"
" store dates. This maintains locale date formats for display, regardless of "
"how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-"
"separated Values)` file, use Odoo's :guilabel:`Formatting` section to select"
" the date format columns to import."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:231
msgid "Import numbers with currency signs"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:233
msgid ""
"Odoo fully supports numbers with parenthesis to represent negative signs, as"
" well as numbers with currency signs attached to them. Odoo also "
"automatically detects which thousand/decimal separator is used. If a "
"currency symbol unknown to Odoo is used, it might not be recognized as a "
"number, and the import crashes."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:239
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, the "
":guilabel:`Formatting` menu appears on the left-hand column. Under these "
"options, the :guilabel:`Thousands Separator` can be changed."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:243
msgid ""
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:245
msgid "32.000,00"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:246
msgid "32000,00"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:247
msgid "32,000.00"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:248
msgid "-32000.00"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:249
msgid "(32000.00)"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:250
msgid "$ 32.000,00"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:251
msgid "(32000.00 €)"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:253
msgid "Example that will not work:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:255
msgid "ABC 32.000,00"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:256
msgid "$ (32.000,00)"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:259
msgid ""
"A :guilabel:`() (parenthesis)` around the number indicates that the number "
"is a negative value. The currency symbol **must** be placed within the "
"parenthesis for Odoo to recognize it as a negative currency value."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:264
msgid "Import preview table not displayed correctly"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:266
msgid ""
"By default, the import preview is set on commas as field separators, and "
"quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated "
"Values)` file does not have these settings, modify the "
":guilabel:`Formatting` options (displayed under the :guilabel:`Import` "
":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV"
" (Comma-separated Values)` file)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:272
msgid ""
"If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a "
"separator, Odoo does **not** detect the separations. The file format options"
" need to be modified in the spreadsheet application. See the following "
":ref:`Change CSV file format <export_import_data/change-csv>` section."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:280
msgid "Change CSV file format in spreadsheet application"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:282
msgid ""
"When editing and saving :abbr:`CSV (Comma-separated Values)` files in "
"spreadsheet applications, the computer's regional settings are applied for "
"the separator and delimiter. Odoo suggests using *OpenOffice* or "
"*LibreOffice*, as both applications allow modifications of all three options"
" (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box"
" --> Check the box 'Edit filter settings' --> Save`)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:288
msgid ""
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:292
msgid "Difference between Database ID and External ID"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:294
msgid ""
"Some fields define a relationship with another object. For example, the "
"country of a contact is a link to a record of the 'Country' object. When "
"such fields are imported, Odoo has to recreate links between the different "
"records. To help import such fields, Odoo provides three mechanisms."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:299
msgid "**Only one** mechanism should be used per field that is imported."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:301
msgid ""
"For example, to reference the country of a contact, Odoo proposes three "
"different fields to import:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:303
msgid ":guilabel:`Country`: the name or code of the country"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:304
msgid ""
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
" the ID PostgreSQL column"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:306
msgid ""
":guilabel:`Country/External ID`: the ID of this record referenced in another"
" application (or the `.XML` file that imported it)"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:309
msgid ""
"For the country of Belgium, for example, use one of these three ways to "
"import:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:311
msgid ":guilabel:`Country`: `Belgium`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:312
msgid ":guilabel:`Country/Database ID`: `21`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:313
msgid ":guilabel:`Country/External ID`: `base.be`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:315
msgid ""
"According to the company's need, use one of these three ways to reference "
"records in relations. Here is an example when one or the other should be "
"used, according to the need:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:318
msgid ""
"Use :guilabel:`Country`: this is the easiest way when data comes from "
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:320
msgid ""
"Use :guilabel:`Country/Database ID`: this should rarely be used. It is "
"mostly used by developers as the main advantage is to never have conflicts "
"(there may be several records with the same name, but they always have a "
"unique Database ID)"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:323
msgid ""
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
"from a third-party application."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:326
msgid ""
"When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` "
"files with the :guilabel:`External ID` (ID) column defining the *External "
"ID* of each record that is imported. Then, a reference can be made to that "
"record with columns, like `Field/External ID`. The following two :abbr:`CSV "
"(Comma-separated Values)` files provide an example for products and their "
"categories."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:331
msgid ""
":download:`CSV file for categories "
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:333
msgid ""
":download:`CSV file for Products "
"<export_import_data/External_id_3rd_party_application_products.csv>`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:339
msgid "Import relation fields"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:341
msgid ""
"An Odoo object is always related to many other objects (e.g. a product is "
"linked to product categories, attributes, vendors, etc.). To import those "
"relations, the records of the related object need to be imported first, from"
" their own list menu."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:345
msgid ""
"This can be achieved by using either the name of the related record, or its "
"ID, depending on the circumstances. The ID is expected when two records have"
" the same name. In such a case add `/ ID` at the end of the column title "
"(e.g. for product attributes: `Product Attributes / Attribute / ID`)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:350
msgid "Options for multiple matches on fields"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:352
msgid ""
"If, for example, there are two product categories with the child name "
"`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the"
" validation is halted, but the data may still be imported. However, Odoo "
"recommends that the data is not imported because it will all be linked to "
"the first `Sellable` category found in the *Product Category* list (`Misc. "
"Products/Sellable`). Odoo, instead, recommends modifying one of the "
"duplicate's values, or the product category hierarchy."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:359
msgid ""
"However, if the company does not wish to change the configuration of product"
" categories, Odoo recommends making use of the *External ID* for this field,"
" 'Category'."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:363
msgid "Import many2many relationship fields"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:365
msgid ""
"The tags should be separated by a comma, without any spacing. For example, "
"if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`"
" then 'Manufacturer,Retailer' needs to be encoded in the same column of the "
":abbr:`CSV (Comma-separated Values)` file."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:369
msgid ""
":download:`CSV file for Manufacturer, Retailer "
"<export_import_data/m2m_customers_tags.csv>`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:372
msgid "Import one2many relationships"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:374
msgid ""
"If a company wants to import a sales order with several order lines, a "
"specific row **must** be reserved in the :abbr:`CSV (Comma-separated "
"Values)` file for each order line. The first order line is imported on the "
"same row as the information relative to order. Any additional lines need an "
"additional row that does not have any information in the fields relative to "
"the order."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:379
msgid ""
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
"quotations that can be imported, based on demo data:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:382
msgid ""
":download:`File for some Quotations "
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:385
msgid ""
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
"purchase orders with their respective purchase order lines:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:388
msgid ""
":download:`Purchase orders with their respective purchase order lines "
"<export_import_data/o2m_purchase_order_lines.csv>`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:391
msgid ""
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
"customers and their respective contacts:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:394
msgid ""
":download:`Customers and their respective contacts "
"<export_import_data/o2m_customers_contacts.csv>`"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:398
msgid "Import records several times"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:400
msgid ""
"If an imported file contains one of the columns: :guilabel:`External ID` or "
":guilabel:`Database ID`, records that have already been imported are "
"modified, instead of being created. This is extremely useful as it allows "
"users to import the same :abbr:`CSV (Comma-separated Values)` file several "
"times, while having made some changes in between two imports."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:405
msgid ""
"Odoo takes care of creating or modifying each record, depending if it is new"
" or not."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:407
msgid ""
"This feature allows a company to use the *Import/Export tool* in Odoo to "
"modify a batch of records in a spreadsheet application."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:411
msgid "Value not provided for a specific field"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:413
msgid ""
"If all fields are not set in the CSV file, Odoo assigns the default value "
"for every non-defined field. But, if fields are set with empty values in the"
" :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the"
" field, instead of assigning the default value."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:418
msgid "Export/import different tables from an SQL application to Odoo"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:420
msgid ""
"If data needs to be imported from different tables, relations need to be "
"recreated between records belonging to different tables. For instance, if "
"companies and people are imported, the link between each person and the "
"company they work for needs to be recreated."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:424
msgid ""
"To manage relations between tables, use the `External ID` facilities of "
"Odoo. The `External ID` of a record is the unique identifier of this record "
"in another application. The `External ID` must be unique across all records "
"of all objects. It is a good practice to prefix this `External ID` with the "
"name of the application or table. (like, 'company_1', 'person_1' - instead "
"of '1')"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:429
msgid ""
"As an example, suppose there is an SQL database with two tables that are to "
"be imported: companies and people. Each person belongs to one company, so "
"the link between a person and the company they work for must be recreated."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:433
msgid ""
"Test this example, with a :download:`sample of a PostgreSQL database "
"<export_import_data/database_import_test.sql>`."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:436
msgid ""
"First, export all companies and their *External ID*. In PSQL, write the "
"following command:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:442
msgid ""
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
"file:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:451
msgid ""
"To create the :abbr:`CSV (Comma-separated Values)` file for people linked to"
" companies, use the following SQL command in PSQL:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:458
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:468
msgid ""
"In this file, Fabien and Laurence are working for the Bigees company "
"(`company_1`), and Eric is working for the Organi company. The relation "
"between people and companies is done using the *External ID* of the "
"companies. The *External ID* is prefixed by the name of the table to avoid a"
" conflict of ID between people and companies (`person_1` and `company_1`, "
"who shared the same ID 1 in the original database)."
msgstr ""

#: ../../content/applications/essentials/export_import_data.rst:474
msgid ""
"The two files produced are ready to be imported in Odoo without any "
"modifications. After having imported these two :abbr:`CSV (Comma-separated "
"Values)` files, there are four contacts and three companies (the first two "
"contacts are linked to the first company). Keep in mind to first import the "
"companies, and then the people."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:3
msgid "In-app purchases (IAP)"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:7
msgid ""
"In-app purchases (IAP) are optional services that enhance Odoo databases. "
"Each service provides its own specific features and functionality. A full "
"list of services is available on the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid "The IAP catalog with various services available on IAP.Odoo.com."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:16
msgid ""
"The :guilabel:`SMS` service sends text messages to contacts directly from "
"the database, and the :guilabel:`Documents Digitization` service digitizes "
"scanned or PDF vendor bills, expenses, and resumes with optical character "
"recognition (OCR) and artificial intelligence (AI)."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:20
msgid ""
"|IAP| services do **not** need to be configured or set up before use. Odoo "
"users can simply click on the service in the app to activate it. However, "
"each service requires its own prepaid credits, and when they run out, users "
"**must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:25
msgid ""
"Enterprise Odoo users with a valid subscription get free credits to test IAP"
" features before deciding to purchase more credits for the database. This "
"includes demo/training databases, educational databases, and one-app-free "
"databases."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:32
msgid "IAP services"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:34
msgid ""
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
"wide range of uses."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:36
msgid "The following |IAP| services are offered by Odoo:"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:38
msgid ""
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
"expenses, and resumes with OCR and AI."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:40
msgid ""
":guilabel:`Partner Autocomplete`: automatically populates contact records "
"with corporate data."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:41
msgid ""
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
"database."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:42
msgid ""
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
" converts web visitors into quality leads and opportunities."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:44
msgid ""
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
"post, worldwide."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:45
msgid ""
":guilabel:`Signer identification with itsme®️`: ask document signatories in "
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
"which is available in Belgium and the Netherlands."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:49
msgid ""
"For more information on every service currently available (offered from "
"developers other than Odoo), visit the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:53
msgid "Use IAP services"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:55
msgid ""
"|IAP| services are automatically integrated with Odoo, and do **not** "
"require users to configure any settings. To use a service, simply interact "
"with it wherever it appears in the database."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:59
msgid ""
"The following flow focuses on the *SMS* |IAP| service being used from a "
"contact's record."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:61
msgid ""
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid ""
"The SMS icon on a typical contact information form located within an Odoo "
"database."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:67
msgid ""
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
"following steps:"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:69
msgid ""
"First, navigate to the :menuselection:`Contacts application`, and click on a"
" contact with a mobile phone number entered in either the :guilabel:`Phone` "
"or :guilabel:`Mobile` field of the contact form."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:73
msgid ""
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:77
msgid ""
"Type a message in the :guilabel:`Message` field of the pop-up window. Then, "
"click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS,"
" to the contact, and logs what was sent in the *chatter* of the contact's "
"form."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:81
msgid ""
"Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| "
"service are automatically deducted from the existing credits. If there are "
"not enough credits to send the message, Odoo prompts the user to purchase "
"more."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:86
msgid ""
"For more information on how to use various |IAP| services, and for more in-"
"depth instructions related to SMS functionality in Odoo, review the "
"documentation below:"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:89
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:90
msgid ""
":doc:`Enrich your contacts base with Partner Autocomplete "
"<../sales/crm/optimize/partner_autocomplete>`"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:92
msgid ""
":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:97
msgid "IAP credits"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:99
msgid ""
"Every time an |IAP| service is used, the prepaid credits for that service "
"are spent. Odoo prompts the purchase of more credits when there are not "
"enough credits left to continue using a service. Email alerts can also be "
"set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:103
msgid ""
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
" each service."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:107
msgid ""
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
"packs available, in denominations of:"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:110
msgid ":guilabel:`Starter Pack`: 10 credits"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:111
msgid ":guilabel:`Standard Pack`: 100 credits"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:112
msgid ":guilabel:`Advanced Pack`: 500 credits"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:113
msgid ":guilabel:`Expert Pack`: 1,000 credits"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid "Four different packs of credits for the SMS IAP service."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:119
msgid ""
"The number of credits consumed depends on the length of the SMS and the "
"country of destination."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:121
msgid ""
"For more information, refer to the :doc:`SMS Pricing and FAQ "
"<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:127
msgid "Buy credits"
msgstr "קניית נקודות זכות"

#: ../../content/applications/essentials/in_app_purchase.rst:129
msgid ""
"If there are not enough credits to perform a task, the database "
"automatically prompts the purchase of more credits."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:132
msgid ""
"Users can check the current balance of credits for each service, and "
"manually purchase more credits, by navigating to the "
":menuselection:`Settings app --> Contacts section`, and beneath the "
":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:136
msgid ""
"Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| "
"services in the database. From here, click an |IAP| service to open its "
":guilabel:`Account Information` page, where additional credits can be "
"purchased."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:141
msgid "Manually buy credits"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:143
msgid "To manually buy credits in Odoo, follow these steps:"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:145
msgid ""
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
" :guilabel:`Search...` bar. Alternatively users can scroll down to the "
":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where "
"it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid ""
"The Settings app showing the Odoo IAP heading and View My Services button."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:154
msgid ""
"Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| "
"services in the database. From here, click an |IAP| service to open details "
"about it; additional credits can be purchased from here."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:158
msgid ""
"On the following page, click the :guilabel:`Buy Credit` button. Doing so "
"loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From "
"here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the"
" prompts to enter payment details, and confirm the order."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid ""
"The SMS service page on IAP.Odoo.com with four packs of credits available "
"for purchase."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:166
msgid ""
"Once the transaction is complete, the credits are available for use in the "
"database."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:171
msgid "Low-credit notification"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:173
msgid ""
"It is possible to be notified when credits are low, in order to avoid "
"running out of credits, while using an |IAP| service. To do that, follow "
"this process:"
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:176
msgid ""
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it "
"says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:180
msgid ""
"The available |IAP| accounts appear in a list view on the :guilabel:`IAP "
"Account` page. From here, click on the desired |IAP| account to view that "
"service's details."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:183
msgid ""
"On the details page, tick the :guilabel:`Receive threshold warning` "
"checkbox. Doing so reveals two fields on the form: :guilabel:`Warning "
"Threshold` and :guilabel:`Contact Email`."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:186
msgid ""
"In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo "
"should use as the minimum threshold for this service. In the "
":guilabel:`Contact Email` field, enter the email address that receives the "
"notification."
msgstr ""

#: ../../content/applications/essentials/in_app_purchase.rst:190
msgid ""
"Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the "
"balance of credits falls below the amount listed as the :guilabel:`Warning "
"Threshold`."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:3
msgid "Reporting"
msgstr "דו\"חות"

#: ../../content/applications/essentials/reporting.rst:5
msgid ""
"You can find several reports under the :guilabel:`Reporting` menu of most "
"apps that let you analyze and visualize the data of your records."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:11
msgid "Selecting a view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:13
msgid ""
"Depending on the report, Odoo can display the data in various ways. "
"Sometimes, a unique view fully tailored to the report is available, while "
"several views are available for others. However, two generic views are "
"dedicated to reporting: the graph and pivot views."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:20
msgid "Graph view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:22
msgid ""
"The :ref:`graph view <reporting/using-graph>` is used to visualize your "
"records' data, helping you identify patterns and trends. The view is often "
"found under the :guilabel:`Reporting` menu of apps but can be found "
"elsewhere. Click the **graph view button** located at the top right to "
"access it."
msgstr ""

#: ../../content/applications/essentials/reporting.rst-1
msgid "Selecting the graph view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:33
msgid "Pivot view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:35
msgid ""
"The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your "
"records' data and break it down for analysis. The view is often found under "
"the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the"
" **pivot view button** located at the top right to access it."
msgstr ""

#: ../../content/applications/essentials/reporting.rst-1
msgid "Selecting the pivot view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:45
msgid "Choosing measures"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:47
msgid ""
"After selecting a view, you should ensure only the relevant records are "
":doc:`filtered <search>`. Next, you should choose what is measured. By "
"default, a measure is always selected. If you wish to edit it, click "
":guilabel:`Measures` and choose one or, only for pivots, multiple measures."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:52
msgid ""
"When you select a measure, Odoo aggregates the values recorded on that field"
" for the filtered records. Only numerical fields (:ref:`integer "
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
"can be measured. In addition, the :guilabel:`Count` option is used to count "
"the total number of filtered records."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:58
msgid ""
"After choosing what you want to measure, you can define how the data should "
"be :ref:`grouped <search/group>` depending on the dimension you want to "
"analyze. By default, the data is often grouped by *Date > Month*, which is "
"used to analyze the evolution of a measure over the months."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:63
msgid ""
"When you filter a single time period, the option to compare it against "
"another one appears."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Using the comparison option"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:72
msgid "Select measures"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:74
msgid ""
"Among other measures, you could add the :guilabel:`Margin` and "
":guilabel:`Count` measures to the Sales Analysis report. By default, the "
":guilabel:`Untaxed Amount` measure is selected."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Selecting different measures on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:81
msgid "Group measures"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:83
msgid ""
"You could group the measures by :guilabel:`Product Category` at the level of"
" rows on the previous Sales Analysis report example."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Adding a group on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:92
msgid "Using the pivot view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:94
msgid ""
"Grouping data is quintessential to the pivot view. It enables drilling down "
"the data to gain deeper insights. While you can use the :guilabel:`Group By`"
" option to quickly add a group at the level of rows, as shown in the example"
" above, you can also click the plus button (:guilabel:`➕`) next to the "
":guilabel:`Total` header at the level of rows *and* columns, and then select"
" one of the **preconfigured groups**. To remove one, click the minus button "
"(:guilabel:`➖`)."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:100
msgid ""
"Once you have added a group, you can add new ones on the opposite axis or "
"the newly created subgroups."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:104
msgid ""
"You could further divide the measures on the previous Sales Analysis report "
"example by the :guilabel:`Salesperson` group at the level of columns and by "
"the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / "
"Office Furniture` product category."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Adding multiple groups on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:112
msgid ""
"Switch the rows and columns' groups by clicking the flip axis button "
"(:guilabel:`⇄`)."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:113
msgid ""
"Click on a measure's label to sort the values by ascending (⏶) or descending"
" (⏷) order."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:114
msgid ""
"Download a `.xlsx` version of the pivot by clicking the download button "
"(:guilabel:`⭳`)."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:119
msgid "Using the graph view"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:121
msgid "Three graphs are available: the bar, line, and pie charts."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:123
msgid ""
"**Bar charts** are used to show the distribution or a comparison of several "
"categories. They are especially useful as they can deal with larger data "
"sets."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:126
msgid ""
"**Line charts** are useful to show changing time series and trends over "
"time."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:128
msgid ""
"**Pie charts** are used to show the distribution or a comparison of a small "
"number of categories when they form a meaningful whole."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:133
msgid "Bar chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a bar chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:138
msgid "Line chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a line chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:143
msgid "Pie chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a pie chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:149
msgid ""
"For **bar** and **line** charts, you can use the stacked option when you "
"have at least two groups, which then appear on top of each other instead of "
"next to each other."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:154
msgid "Stacked bar chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Stacked bar chart example"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:159
msgid "Regular bar chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Non-stacked bar chart example"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:164
msgid "Stacked line chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Stacked line chart example"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:169
#: ../../content/applications/essentials/reporting.rst:184
msgid "Regular line chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Non-stacked line chart example"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:174
msgid ""
"For **line** charts, you can use the cumulative option to sum values, which "
"is especially useful to show the change in growth over a time period."
msgstr ""

#: ../../content/applications/essentials/reporting.rst:179
msgid "Cumulative line chart"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Cumulative line chart example"
msgstr ""

#: ../../content/applications/essentials/reporting.rst:0
msgid "Regular line chart example"
msgstr ""

#: ../../content/applications/essentials/search.rst:3
msgid "Search and filter records"
msgstr ""

#: ../../content/applications/essentials/search.rst:5
msgid ""
"Odoo uses filters to include only the most relevant records depending on the"
" purpose of the view you are on. However, you can edit the default filter or"
" search for specific values."
msgstr ""

#: ../../content/applications/essentials/search.rst:11
msgid "Preconfigured filters"
msgstr ""

#: ../../content/applications/essentials/search.rst:13
msgid ""
"You can modify the default selection of records by clicking "
":guilabel:`Filters` and selecting one or several **preconfigured filters**."
msgstr ""

#: ../../content/applications/essentials/search.rst:17
msgid ""
"On the Sales Analysis report, only records at the sales order stage are "
"selected by default. However, you could *also* include records at the "
"quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could "
"*only* include records from a specific year, for example *2022*, by "
"selecting :menuselection:`Order Date --> 2022`."
msgstr ""

#: ../../content/applications/essentials/search.rst:0
msgid "Using preconfigured filters on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/search.rst:27
msgid ""
"If you select preconfigured filters from the same group (i.e., that are "
"*not* separated by an horizontal line), the records can match *any* "
"condition to be included. However, if you select filters from different "
"groups, the records have to match *all* condition to be included."
msgstr ""

#: ../../content/applications/essentials/search.rst:34
msgid "Custom filters"
msgstr ""

#: ../../content/applications/essentials/search.rst:36
msgid ""
"You can create custom filters using most fields present on the model by "
"clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, "
"an operator, a value, and clicking :guilabel:`Apply`."
msgstr ""

#: ../../content/applications/essentials/search.rst:41
msgid ""
"You could *only* include records from a single salesperson on the Sales "
"Analysis report, for example *Mitchell Admin*, by selecting "
":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the "
"operator, and typing `Mitchell Admin` as the value."
msgstr ""

#: ../../content/applications/essentials/search.rst:0
msgid "Using a custom filter on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/search.rst:50
msgid ""
"If the records should *only* match one of several conditions, click "
":guilabel:`Add a condition` before applying a custom filter. If the records "
"should match *all* conditions, add new custom filters instead."
msgstr ""

#: ../../content/applications/essentials/search.rst:57
msgid "Search for values"
msgstr ""

#: ../../content/applications/essentials/search.rst:59
msgid ""
"You can use the search field to quickly look for specific values and add "
"them as a filter. Either type the full value you are searching for and "
"select the desired field, or type a part of the value, click the dropdown "
"button (:guilabel:`⏵`) before the chosen field, and select the exact value "
"you are looking for."
msgstr ""

#: ../../content/applications/essentials/search.rst:65
msgid ""
"Instead of adding a custom filter to select records where *Mitchell Admin* "
"is the salesperson on the Sales Analysis report, you could search for "
"`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search"
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
msgstr ""

#: ../../content/applications/essentials/search.rst:0
msgid "Searching for a specific value on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/search.rst:75
msgid ""
"Using the search field is equivalent to using the *contains* operator when "
"adding a custom filter. If you enter a partial value and directly select the"
" desired field, *all* records containing the characters you typed for the "
"selected field will be included."
msgstr ""

#: ../../content/applications/essentials/search.rst:82
msgid "Group records"
msgstr ""

#: ../../content/applications/essentials/search.rst:84
msgid ""
"You can click :guilabel:`Group By` below the search field to cluster records"
" together according to one of the **preconfigured groups**."
msgstr ""

#: ../../content/applications/essentials/search.rst:88
msgid ""
"You could group the records by salesperson on the Sales Analysis report by "
"clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No "
"records are filtered out."
msgstr ""

#: ../../content/applications/essentials/search.rst:0
msgid "Grouping records on the Sales Analysis report"
msgstr ""

#: ../../content/applications/essentials/search.rst:95
msgid ""
"You can **customize groups** by using a wide selection of fields present on "
"the model. To do so, click :menuselection:`Group By --> Add Custom Group`, "
"select a field, and click :guilabel:`Apply`."
msgstr ""

#: ../../content/applications/essentials/search.rst:99
msgid ""
"You can use several groups at the same time. The first group you select is "
"the main cluster, the next one you add further divides the main group's "
"categories, and so on."
msgstr ""