2024-04-07 06:41:11 +07:00
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Yenthe Van Ginneken <yenthespam@gmail.com>, 2024
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# Jolien De Paepe, 2024
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# Gunther Clauwaert <gclauwae@hotmail.com>, 2024
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2024-06-23 06:40:56 +07:00
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# Wil Odoo, 2024
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2024-09-29 06:45:32 +07:00
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# Erwin van der Ploeg <erwin@odooexperts.nl>, 2024
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2024-04-07 06:41:11 +07:00
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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2024-06-23 06:40:56 +07:00
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"POT-Creation-Date: 2024-06-21 15:46+0000\n"
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2024-04-07 06:41:11 +07:00
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"PO-Revision-Date: 2024-04-04 12:31+0000\n"
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2024-09-29 06:45:32 +07:00
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"Last-Translator: Erwin van der Ploeg <erwin@odooexperts.nl>, 2024\n"
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2024-04-07 06:41:11 +07:00
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"Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: nl\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "Activiteiten"
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#: ../../content/applications/essentials/activities.rst:5
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msgid ""
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"*Activities* are follow-up tasks tied to a record in an Odoo database. "
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"Activities can be scheduled on any page of the database that contains a "
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"chatter thread, kanban view, list view, or activities view of an "
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"application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:10
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msgid "Schedule activities"
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2024-09-29 06:45:32 +07:00
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msgstr "Activiteiten plannen"
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2024-04-07 06:41:11 +07:00
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#: ../../content/applications/essentials/activities.rst:12
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msgid ""
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"One way that activities are created is by clicking the :guilabel:`Schedule "
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"Activity` button, located at the top of the *chatter* on any record. On the "
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"pop-up window that appears, select an :guilabel:`Activity Type` from the "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:17
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msgid ""
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"Individual applications have a list of *Activity Types* dedicated to that "
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"application. For example, to view and edit the activities available for the "
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"*CRM* application, go to :menuselection:`CRM app --> Configuration --> "
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"Activity Types`."
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msgstr ""
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"Afzonderlijke applicaties hebben een lijst met *Activiteitstypen* die aan "
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"die applicatie zijn gekoppeld. Om bijvoorbeeld de beschikbare activiteiten "
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"voor de *CRM* applicatie te bekijken en te bewerken, ga je naar "
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":menuselection:`CRM app --> Configuratie --> Activiteittypen`."
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2024-04-07 06:41:11 +07:00
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#: ../../content/applications/essentials/activities.rst:21
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msgid ""
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"Enter a title for the activity in the :guilabel:`Summary` field, located in "
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"the :guilabel:`Schedule Activity` pop-up window."
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msgstr ""
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"Voer een titel in voor de activiteit in het :guilabel:`Samenvatting` veld in"
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" het :guilabel:`Activiteit plannen` pop-up venster."
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2024-04-07 06:41:11 +07:00
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#: ../../content/applications/essentials/activities.rst:24
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msgid ""
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"To assign the activity to a different user, select a name from the "
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":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the "
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"activity is automatically assigned."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:27
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msgid ""
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"Lastly, feel free to add any additional information in the optional "
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":guilabel:`Log a note...` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:30
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msgid ""
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"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up "
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"window auto-populates based on the configuration settings for the selected "
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":guilabel:`Activity Type`. However, this date can be changed by selecting a "
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"day on the calendar in the :guilabel:`Due Date` field."
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msgstr ""
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2024-09-29 06:45:32 +07:00
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"Het :guilabel:`Datum` veld in het :guilabel:`Activiteit plannen` pop-"
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"upvenster wordt automatisch ingevuld op basis van de configuratie-"
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"instellingen voor het geselecteerde :guilabel:`Activiteitstype`. Deze datum "
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"kan echter worden gewijzigd door een dag op de kalender te selecteren in het"
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" :guilabel:`Datum` veld."
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2024-04-07 06:41:11 +07:00
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#: ../../content/applications/essentials/activities.rst:34
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msgid "Lastly, click one of the following buttons:"
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2024-09-29 06:45:32 +07:00
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msgstr "Klik ten slotte op een van de volgende knoppen:"
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#: ../../content/applications/essentials/activities.rst:36
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msgid ""
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":guilabel:`Schedule`: adds the activity to the chatter under "
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":guilabel:`Planned activities`."
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msgstr ""
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":guilabel:`Planning`: voegt de activiteit toe aan de chatter onder "
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":guilabel:`Geplande activiteiten`."
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#: ../../content/applications/essentials/activities.rst:37
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msgid ""
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":guilabel:`Mark as Done`: adds the details of the activity to the chatter "
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"under :guilabel:`Today`. The activity is not scheduled, it is automatically "
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"marked as completed."
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msgstr ""
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2024-09-29 06:45:32 +07:00
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":guilabel:`Markeer als voltooid`: voegt de details van de activiteit toe aan"
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" de chatter onder :guilabel:`Dag`. De activiteit wordt niet ingepland, maar "
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"automatisch gemarkeerd als voltooid."
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#: ../../content/applications/essentials/activities.rst:39
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msgid ""
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":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` "
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"marked as done, and opens a new activity window."
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msgstr ""
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":guilabel:`Done & Schedule Next`: voegt de taak onder :guilabel:`Today` "
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"gemarkeerd als gedaan toe en opent een nieuw activiteitenvenster."
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#: ../../content/applications/essentials/activities.rst:41
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msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
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msgstr ""
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":guilabel:`Verwijderen`: hiermee worden alle wijzigingen in het pop-"
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"upvenster verwijderd."
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#: ../../content/applications/essentials/activities.rst-1
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:47
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msgid ""
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"Depending on the activity type, the :guilabel:`Schedule` button may be "
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"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` "
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"button."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:50
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msgid ""
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"Scheduled activities are added to the chatter for the record under "
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":guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:55
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msgid ""
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"Activities can also be scheduled from the kanban, list, or activities view "
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"of an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:59
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msgid "Kanban view"
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msgstr "Kanban-weergave"
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#: ../../content/applications/essentials/activities.rst:61
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill "
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"out the pop-up form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr "Lijstweergave"
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#: ../../content/applications/essentials/activities.rst:69
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already "
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"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 "
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"(phone)` or an :guilabel:`✉️ (envelope)` icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:76
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msgid "Activity view"
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msgstr "Activiteit weergave"
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#: ../../content/applications/essentials/activities.rst:78
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msgid ""
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"To open the activity view for an application, select the :guilabel:`🕘 "
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"(clock)` icon from the menu bar anywhere in the database. Select any "
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"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` "
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"icon for the desired app."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity menu drop down with focus on where to open activity view for CRM."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:85
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msgid ""
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"Select a record on which to schedule an activity. Move across the row to "
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"find the desired activity type, then click the :guilabel:`+ (plus sign)`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:92
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msgid ""
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"Activity colors, and their relation to an activity's due date, is consistent"
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" throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:95
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msgid ""
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"Activities that appear in **green** indicate a due date sometime in the "
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"future."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:96
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msgid "**Yellow** indicates that the activity's due date is today."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:97
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msgid ""
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"**Red** indicates that the activity is overdue and the due date has passed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:99
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msgid ""
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"For example, if an activity is created for a phone call, and the due date "
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"passes, the activity appears with a red phone in list view, and a red clock "
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"on the kanban view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:103
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msgid "View scheduled activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:105
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msgid ""
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"To view scheduled activities, open either the :menuselection:`Sales app` or "
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":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
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"to the far-right side of the other view options."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:108
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msgid ""
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"Doing so opens the activities menu, showcasing all the scheduled activities "
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"for the user, by default. To show all activities for every user, remove the "
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":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:112
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msgid ""
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"To view a consolidated list of activities separated by the application where"
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" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on"
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" the header menu to see the activities for that specific application in a "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:116
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msgid ""
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"The possibility to :guilabel:`Add new note` and :guilabel:`Request a "
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"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘"
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" (clock)` icon on the header menu is clicked."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads page emphasizing the activities menu."
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msgstr ""
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|
|
#: ../../content/applications/essentials/activities.rst:123
|
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|
|
msgid "Configure activity types"
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|
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|
|
msgstr ""
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|
|
#: ../../content/applications/essentials/activities.rst:125
|
|
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|
|
msgid ""
|
|
|
|
|
"To configure the types of activities in the database, go to "
|
|
|
|
|
":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
|
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "View of the settings page emphasizing the menu activity types."
|
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/essentials/activities.rst:131
|
|
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|
|
msgid ""
|
|
|
|
|
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
|
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|
|
"activity types are found."
|
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msgstr ""
|
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|
|
#: ../../content/applications/essentials/activities.rst:133
|
|
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|
|
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 ""
|
|
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|
|
#: ../../content/applications/essentials/activities.rst:136
|
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|
|
msgid ""
|
|
|
|
|
"At the top of a blank activity type form, start by choosing a "
|
|
|
|
|
":guilabel:`Name` for the new activity type."
|
|
|
|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/essentials/activities.rst-1
|
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|
|
msgid "New activity type form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
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|
|
|
|
#: ../../content/applications/essentials/activities.rst:143
|
|
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|
|
msgid "Activity settings"
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Activiteit instellingen"
|
2024-04-07 06:41:11 +07:00
|
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|
|
#: ../../content/applications/essentials/activities.rst:146
|
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|
|
msgid "Action"
|
|
|
|
|
msgstr "Actie"
|
|
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|
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|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Het veld *Actie* specificeert de bedoeling van de activiteit. Sommige acties"
|
|
|
|
|
" triggeren specifiek gedrag nadat een activiteit is ingepland."
|
2024-04-07 06:41:11 +07:00
|
|
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|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Als :guilabel:`Upload document` is geselecteerd, wordt een link om een "
|
|
|
|
|
"document te uploaden direct toegevoegd aan de geplande activiteit in de "
|
|
|
|
|
"chatter."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Als :guilabel:`Aanvragen handtekening` is geselecteerd, wordt er een link "
|
|
|
|
|
"toegevoegd aan de geplande activiteit in de chatter die een pop-upvenster "
|
|
|
|
|
"voor het aanvragen van een handtekening opent."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"De acties die beschikbaar zijn om op een activiteitstype te selecteren "
|
|
|
|
|
"variëren, afhankelijk van de applicaties die op dat moment in de database "
|
|
|
|
|
"geïnstalleerd zijn."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:163
|
|
|
|
|
msgid "Default user"
|
|
|
|
|
msgstr "Standaard gebruiker"
|
|
|
|
|
|
|
|
|
|
#: ../../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"
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Standaard samenvatting"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Om notities op te nemen wanneer dit type activiteit wordt aangemaakt, voer "
|
|
|
|
|
"je ze in het :guilabel:`Default Summary` veld in."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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"
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Volgende activiteit voorstellen"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Selecteer :guilabel:`Suggest Next Activity` in het veld :guilabel:`Chaining "
|
|
|
|
|
"Type`. Als je dit doet, verandert het veld eronder in: :guilabel:`Suggest`. "
|
|
|
|
|
"Klik op het keuzemenu :guilabel:`Suggest` om activiteiten te selecteren die "
|
|
|
|
|
"je wilt aanbevelen als vervolgtaken voor dit activiteittype."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Kies in het :guilabel:`Planning` veld een standaard deadline voor deze "
|
|
|
|
|
"activiteiten. Stel hiervoor een gewenst aantal :guilabel:`dagen`, "
|
|
|
|
|
":guilabel:`weken` of :guilabel:`maanden` in. Bepaal vervolgens of deze moet "
|
|
|
|
|
"plaatsvinden :guilabel:`na voltooiingsdatum` of :guilabel:`na vorige "
|
|
|
|
|
"activiteit deadline`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Deze :guilabel:`Schedule` veldinformatie kan worden gewijzigd voordat de "
|
|
|
|
|
"activiteit wordt gepland."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:200
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:227
|
|
|
|
|
msgid "When all configurations are complete, click :guilabel:`Save`."
|
|
|
|
|
msgstr ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Wanneer alle configuraties voltooid zijn, klik je op :guilabel:`Opslaan`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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"
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Volgende activiteit activeren"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
"Als :guilabel:`Trigger Volgende Activiteit` is geselecteerd in het "
|
|
|
|
|
":guilabel:`Kettingtype` veld, verandert het veld eronder in: "
|
|
|
|
|
":guilabel:`Trigger`. Selecteer in het keuzemenu :guilabel:`Trigger` de "
|
|
|
|
|
"activiteit die gestart moet worden zodra deze activiteit is voltooid."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
2024-06-23 06:40:56 +07:00
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:3
|
|
|
|
|
msgid "Contacts"
|
|
|
|
|
msgstr "Contacten"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "Naam"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "Adres"
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Voeg een contact/adres toe aan het contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:80
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
|
|
|
|
|
" :guilabel:`Other Address` field at the top to reveal a drop-down menu of "
|
|
|
|
|
"address-related options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:83
|
|
|
|
|
msgid "Select any of the following options:"
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Selecteer een van de volgende opties:"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Contact`: adds another contact to the existing contact form."
|
|
|
|
|
msgstr ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
":guilabel:`Contact`: voegt nog een contact toe aan het bestaande "
|
|
|
|
|
"contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
|
|
|
|
" contact form."
|
|
|
|
|
msgstr ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
":guilabel:`Factuuradres`: voegt een specifiek factuuradres toe aan het "
|
|
|
|
|
"bestaande contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
|
|
|
|
"existing contact form."
|
|
|
|
|
msgstr ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
":guilabel:`Afleveradres`: voegt een specifiek afleveradres toe aan het "
|
|
|
|
|
"bestaande contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
|
|
|
|
" form."
|
|
|
|
|
msgstr ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
":guilabel:`Ander adres`: voegt een alternatief adres toe aan het bestaande "
|
|
|
|
|
"contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:89
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Private Address`: adds a private address to the existing contact "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
2024-11-10 07:42:58 +07:00
|
|
|
|
":guilabel:`Privéadres`: voegt een privéadres toe aan het bestaande "
|
|
|
|
|
"contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst-1
|
|
|
|
|
msgid "Create a new contact/address on a contact form."
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Maak een nieuw contact/adres aan op een contactformulier."
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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"
|
2024-11-10 07:42:58 +07:00
|
|
|
|
msgstr "Verkoopgedeelte"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:122
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can "
|
|
|
|
|
"be assigned to a contact. To do that, click the :guilabel:`Salesperson` "
|
|
|
|
|
"drop-down field, and select one. Create a new :guilabel:`Salesperson` by "
|
|
|
|
|
"typing the user's name, and making the appropriate selection."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
|
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|
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msgstr ""
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|
|
#: ../../content/applications/essentials/contacts.rst:174
|
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|
|
msgid "Partner Assignment tab"
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msgstr ""
|
|
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|
|
#: ../../content/applications/essentials/contacts.rst:176
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|
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msgid ""
|
|
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|
|
"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a"
|
|
|
|
|
" :guilabel:`Geolocation` section, and other partner options, including "
|
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|
|
":guilabel:`Partner Activation` and :guilabel:`Partner Review` "
|
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|
|
|
"configurations. These are **only** present when the *Enterprise Resellers* "
|
|
|
|
|
"module is installed."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:182
|
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|
|
msgid "Membership tab"
|
|
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|
|
msgstr ""
|
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|
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|
|
#: ../../content/applications/essentials/contacts.rst:184
|
|
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|
|
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 ""
|
|
|
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|
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|
|
#: ../../content/applications/essentials/contacts.rst:191
|
|
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|
|
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 ""
|
|
|
|
|
|
2024-04-07 06:41:11 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:3
|
|
|
|
|
msgid "Export and import data"
|
|
|
|
|
msgstr "Gegevens exporteren en importeren"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"In Odoo, it is sometimes necessary to export or import data for running "
|
|
|
|
|
"reports, or for data modification. This document covers the export and "
|
|
|
|
|
"import of data into and out of Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"Sometimes, users run into a 'time out' error, or a record does not process, "
|
|
|
|
|
"due to its size. This can occur with large exports, or in cases where the "
|
|
|
|
|
"import file is too large. To circumvent this limitation surrounding the size"
|
|
|
|
|
" of the records, process exports or imports in smaller batches."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:16
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "Export data from Odoo"
|
|
|
|
|
msgstr "Gegevens exporteren uit Odoo"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:18
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When working with a database, it is sometimes necessary to export data in a "
|
|
|
|
|
"distinct file. Doing so can aid in reporting on activities, although, Odoo "
|
|
|
|
|
"provides a precise and easy reporting tool with each available application."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:22
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"With Odoo, the values can be exported from any field in any record. To do "
|
|
|
|
|
"so, activate the list view (:guilabel:`☰ (three horizontal lines)` icon), on"
|
|
|
|
|
" the items that need to be exported, and then select the records that should"
|
|
|
|
|
" be exported. To select a record, tick the checkbox next to the "
|
|
|
|
|
"corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then "
|
|
|
|
|
":guilabel:`Export`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgid "View of the different things to enable/click to export data."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:31
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
|
|
|
|
|
"window appears, with several options for the data to export:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgid "Overview of options to consider when exporting data in Odoo.."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:38
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"With the :guilabel:`I want to update data (import-compatable export)` option"
|
|
|
|
|
" ticked, the system only shows the fields that can be imported. This is "
|
|
|
|
|
"helpful in the case where the existing records need to be updated. This "
|
|
|
|
|
"works like a filter. Leaving the box unticked, gives many more field options"
|
|
|
|
|
" because it shows all the fields, not just the ones that can be imported."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:42
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When exporting, there is the option to export in two formats: `.csv` and "
|
|
|
|
|
"`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds "
|
|
|
|
|
"information about all the worksheets in a file, including both content and "
|
|
|
|
|
"formatting."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:45
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"These are the items that can be exported. Use the :guilabel:`> (right "
|
|
|
|
|
"arrow)` icon to display more sub-field options. Use the :guilabel:`Search` "
|
|
|
|
|
"bar to find specific fields. To use the :guilabel:`Search` option more "
|
|
|
|
|
"efficiently, click on all the :guilabel:`> (right arrows)` to display all "
|
|
|
|
|
"fields."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:49
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
|
|
|
|
|
":guilabel:`Fields to export` list."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be"
|
|
|
|
|
" used to move the fields up and down, to change the order in which they are "
|
|
|
|
|
"displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-"
|
|
|
|
|
"down arrow)` icon."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:54
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
|
|
|
|
|
":guilabel:`🗑️ (trash can)` icon to remove the field."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:56
|
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"For recurring reports, it is helpful to save export presets. Select all the "
|
|
|
|
|
"needed fields, and click on the template drop-down menu. Once there, click "
|
|
|
|
|
"on :guilabel:`New template`, and give a unique name to the export just "
|
|
|
|
|
"created. The next time the same list needs to be exported, select the "
|
|
|
|
|
"related template that was previously saved from the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:62
|
|
|
|
|
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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:69
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "Import data into Odoo"
|
|
|
|
|
msgstr "Gegevens importeren in Odoo"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:79
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
|
|
|
|
|
" 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 ""
|
|
|
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#: ../../content/applications/essentials/export_import_data.rst-1
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msgid "Advanced import options when developer mode is activated."
|
2024-04-07 06:41:11 +07:00
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msgstr ""
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2024-05-05 06:41:18 +07:00
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#: ../../content/applications/essentials/export_import_data.rst:87
|
2024-04-07 06:41:11 +07:00
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msgid ""
|
2024-05-05 06:41:18 +07:00
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"If the model uses openchatter, the :guilabel:`Track history during import` "
|
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"option sets up subscriptions and sends notifications during the import, but "
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"leads to a slower import."
|
2024-04-07 06:41:11 +07:00
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msgstr ""
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|
2024-05-05 06:41:18 +07:00
|
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#: ../../content/applications/essentials/export_import_data.rst:90
|
2024-04-07 06:41:11 +07:00
|
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msgid ""
|
2024-05-05 06:41:18 +07:00
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"Should the :guilabel:`Allow matching with subfields` option be selected, "
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"then all subfields within a field are used to match under the "
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":guilabel:`Odoo Field` while importing."
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
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|
2024-05-05 06:41:18 +07:00
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#: ../../content/applications/essentials/export_import_data.rst:94
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msgid "Get started"
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msgstr "Ga van start"
|
2024-04-07 06:41:11 +07:00
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2024-05-05 06:41:18 +07:00
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|
#: ../../content/applications/essentials/export_import_data.rst:96
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msgid ""
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|
"Data can be imported on any Odoo business object using either Excel "
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"(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This "
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"includes: contacts, products, bank statements, journal entries, and orders."
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
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|
2024-05-05 06:41:18 +07:00
|
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|
#: ../../content/applications/essentials/export_import_data.rst:100
|
|
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msgid ""
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"Open the view of the object to which the data should be imported/populated, "
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"and click on :menuselection:`⭐ Favorites --> Import records`."
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
|
|
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|
2024-05-05 06:41:18 +07:00
|
|
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|
#: ../../content/applications/essentials/export_import_data.rst-1
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msgid "Favorites menu revealed with the import records option highlighted."
|
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msgstr ""
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:107
|
2024-04-07 06:41:11 +07:00
|
|
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"After clicking :guilabel:`Import records`, Odoo reveals a separate page with"
|
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|
" templates that can be downloaded and populated with the company's own data."
|
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|
" Such templates can be imported in one click, since the data mapping is "
|
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|
|
"already done. To download a template click :guilabel:`Import Template for "
|
|
|
|
|
"Customers` at the center of the page."
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
|
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:113
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
|
|
|
|
":guilabel:`Formatting` options. These options do **not** appear when "
|
|
|
|
|
"importing the proprietary Excel file type (`.xls`, `.xlsx`)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:0
|
|
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|
|
msgid "Formatting options presented when a CVS file is imported in Odoo."
|
|
|
|
|
msgstr ""
|
|
|
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|
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|
|
#: ../../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 ""
|
|
|
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|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:126
|
|
|
|
|
msgid "Adapt a template"
|
|
|
|
|
msgstr ""
|
|
|
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|
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|
|
|
|
#: ../../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
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Another useful way to find out the proper column names to import is to "
|
|
|
|
|
"export a sample file using the fields that should be imported. This way, if "
|
|
|
|
|
"there is not a sample import template, the names are accurate."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:161
|
|
|
|
|
msgid "Import from another application"
|
|
|
|
|
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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:166
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:168
|
|
|
|
|
msgid ""
|
|
|
|
|
"Update imports: import the same file several times without creating "
|
|
|
|
|
"duplicates."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:169
|
|
|
|
|
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
|
|
|
|
|
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
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "32.000,00"
|
|
|
|
|
msgstr "32.000,00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
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|
|
#: ../../content/applications/essentials/export_import_data.rst:246
|
2024-04-07 06:41:11 +07:00
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msgid "32000,00"
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|
|
msgstr "32000,00"
|
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|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:247
|
2024-04-07 06:41:11 +07:00
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msgid "32,000.00"
|
|
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|
msgstr "32,000.00"
|
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|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:248
|
2024-04-07 06:41:11 +07:00
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msgid "-32000.00"
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|
msgstr "-32000.00"
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|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:249
|
2024-04-07 06:41:11 +07:00
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msgid "(32000.00)"
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|
msgstr "(32000.00)"
|
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|
2024-05-05 06:41:18 +07:00
|
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|
#: ../../content/applications/essentials/export_import_data.rst:250
|
2024-04-07 06:41:11 +07:00
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msgid "$ 32.000,00"
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msgstr "€ 32.000,00"
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|
2024-05-05 06:41:18 +07:00
|
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|
#: ../../content/applications/essentials/export_import_data.rst:251
|
2024-04-07 06:41:11 +07:00
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msgid "(32000.00 €)"
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msgstr "(32000.00 €)"
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2024-05-05 06:41:18 +07:00
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#: ../../content/applications/essentials/export_import_data.rst:253
|
2024-04-07 06:41:11 +07:00
|
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msgid "Example that will not work:"
|
|
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msgstr "Voorbeeld dat niet werkt:"
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2024-05-05 06:41:18 +07:00
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#: ../../content/applications/essentials/export_import_data.rst:255
|
2024-04-07 06:41:11 +07:00
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msgid "ABC 32.000,00"
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msgstr "ABC 32.000,00"
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|
2024-05-05 06:41:18 +07:00
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#: ../../content/applications/essentials/export_import_data.rst:256
|
2024-04-07 06:41:11 +07:00
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msgid "$ (32.000,00)"
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msgstr "€ (32.000,00)"
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|
2024-05-05 06:41:18 +07:00
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|
|
#: ../../content/applications/essentials/export_import_data.rst:259
|
|
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|
|
msgid ""
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|
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"A :guilabel:`() (parenthesis)` around the number indicates that the number "
|
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|
|
"is a negative value. The currency symbol **must** be placed within the "
|
|
|
|
|
"parenthesis for Odoo to recognize it as a negative currency value."
|
2024-04-07 06:41:11 +07:00
|
|
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|
msgstr ""
|
|
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:264
|
|
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|
|
msgid "Import preview table not displayed correctly"
|
2024-04-07 06:41:11 +07:00
|
|
|
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msgstr ""
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:266
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"By default, the import preview is set on commas as field separators, and "
|
|
|
|
|
"quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)` file does not have these settings, modify the "
|
|
|
|
|
":guilabel:`Formatting` options (displayed under the :guilabel:`Import` "
|
|
|
|
|
":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV"
|
|
|
|
|
" (Comma-separated Values)` file)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:272
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a "
|
|
|
|
|
"separator, Odoo does **not** detect the separations. The file format options"
|
|
|
|
|
" need to be modified in the spreadsheet application. See the following "
|
|
|
|
|
":ref:`Change CSV file format <export_import_data/change-csv>` section."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:280
|
|
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|
|
msgid "Change CSV file format in spreadsheet application"
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:282
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When editing and saving :abbr:`CSV (Comma-separated Values)` files in "
|
|
|
|
|
"spreadsheet applications, the computer's regional settings are applied for "
|
|
|
|
|
"the separator and delimiter. Odoo suggests using *OpenOffice* or "
|
|
|
|
|
"*LibreOffice*, as both applications allow modifications of all three options"
|
|
|
|
|
" (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box"
|
|
|
|
|
" --> Check the box 'Edit filter settings' --> Save`)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:288
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
|
|
|
|
|
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:292
|
|
|
|
|
msgid "Difference between Database ID and External ID"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:294
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Some fields define a relationship with another object. For example, the "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"country of a contact is a link to a record of the 'Country' object. When "
|
|
|
|
|
"such fields are imported, Odoo has to recreate links between the different "
|
|
|
|
|
"records. To help import such fields, Odoo provides three mechanisms."
|
|
|
|
|
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 "
|
2024-04-07 06:41:11 +07:00
|
|
|
|
"different fields to import:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:303
|
|
|
|
|
msgid ":guilabel:`Country`: the name or code of the country"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:304
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
|
|
|
|
|
" the ID PostgreSQL column"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:306
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Country/External ID`: the ID of this record referenced in another"
|
|
|
|
|
" application (or the `.XML` file that imported it)"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:309
|
|
|
|
|
msgid ""
|
|
|
|
|
"For the country of Belgium, for example, use one of these three ways to "
|
|
|
|
|
"import:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:311
|
|
|
|
|
msgid ":guilabel:`Country`: `Belgium`"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:312
|
|
|
|
|
msgid ":guilabel:`Country/Database ID`: `21`"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:313
|
|
|
|
|
msgid ":guilabel:`Country/External ID`: `base.be`"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:315
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"According to the company's need, use one of these three ways to reference "
|
|
|
|
|
"records in relations. Here is an example when one or the other should be "
|
|
|
|
|
"used, according to the need:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:318
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Use :guilabel:`Country`: this is the easiest way when data comes from "
|
|
|
|
|
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:320
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Use :guilabel:`Country/Database ID`: this should rarely be used. It is "
|
|
|
|
|
"mostly used by developers as the main advantage is to never have conflicts "
|
|
|
|
|
"(there may be several records with the same name, but they always have a "
|
|
|
|
|
"unique Database ID)"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:323
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
|
|
|
|
|
"from a third-party application."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:326
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` "
|
|
|
|
|
"files with the :guilabel:`External ID` (ID) column defining the *External "
|
|
|
|
|
"ID* of each record that is imported. Then, a reference can be made to that "
|
|
|
|
|
"record with columns, like `Field/External ID`. The following two :abbr:`CSV "
|
|
|
|
|
"(Comma-separated Values)` files provide an example for products and their "
|
|
|
|
|
"categories."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:331
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for categories "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:333
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for Products "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:339
|
|
|
|
|
msgid "Import relation fields"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:341
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:345
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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`)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:350
|
|
|
|
|
msgid "Options for multiple matches on fields"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:352
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If, for example, there are two product categories with the child name "
|
|
|
|
|
"`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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for Manufacturer, Retailer "
|
|
|
|
|
"<export_import_data/m2m_customers_tags.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`CSV-bestand voor Fabrikant, Retailer "
|
|
|
|
|
"<export_import_data/m2m_customers_tags.csv>`"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:372
|
|
|
|
|
msgid "Import one2many relationships"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:374
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If a company wants to import a sales order with several order lines, a "
|
|
|
|
|
"specific row **must** be reserved in the :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)` file for each order line. The first order line is imported on the "
|
|
|
|
|
"same row as the information relative to order. Any additional lines need an "
|
|
|
|
|
"additional row that does not have any information in the fields relative to "
|
|
|
|
|
"the order."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:379
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
|
|
|
|
|
"quotations that can be imported, based on demo data:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:382
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`File for some Quotations "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:385
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
|
|
|
|
"purchase orders with their respective purchase order lines:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:388
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`Purchase orders with their respective purchase order lines "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/o2m_purchase_order_lines.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:391
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
|
|
|
|
"customers and their respective contacts:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:394
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`Customers and their respective contacts "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/o2m_customers_contacts.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:398
|
|
|
|
|
msgid "Import records several times"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:400
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If an imported file contains one of the columns: :guilabel:`External ID` or "
|
|
|
|
|
":guilabel:`Database ID`, records that have already been imported are "
|
|
|
|
|
"modified, instead of being created. This is extremely useful as it allows "
|
|
|
|
|
"users to import the same :abbr:`CSV (Comma-separated Values)` file several "
|
|
|
|
|
"times, while having made some changes in between two imports."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:405
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Odoo takes care of creating or modifying each record, depending if it is new"
|
|
|
|
|
" or not."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:411
|
|
|
|
|
msgid "Value not provided for a specific field"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:413
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If all fields are not set in the CSV file, Odoo assigns the default value "
|
|
|
|
|
"for every non-defined field. But, if fields are set with empty values in the"
|
|
|
|
|
" :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the"
|
|
|
|
|
" field, instead of assigning the default value."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:418
|
|
|
|
|
msgid "Export/import different tables from an SQL application to Odoo"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:420
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If data needs to be imported from different tables, relations need to be "
|
|
|
|
|
"recreated between records belonging to different tables. For instance, if "
|
|
|
|
|
"companies and people are imported, the link between each person and the "
|
|
|
|
|
"company they work for needs to be recreated."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:424
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"To manage relations between tables, use the `External ID` facilities of "
|
|
|
|
|
"Odoo. The `External ID` of a record is the unique identifier of this record "
|
|
|
|
|
"in another application. The `External ID` must be unique across all records "
|
|
|
|
|
"of all objects. It is a good practice to prefix this `External ID` with the "
|
|
|
|
|
"name of the application or table. (like, 'company_1', 'person_1' - instead "
|
|
|
|
|
"of '1')"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The two files produced are ready to be imported in Odoo without any "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"modifications. After having imported these two :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)` files, there are four contacts and three companies (the first two "
|
|
|
|
|
"contacts are linked to the first company). Keep in mind to first import the "
|
|
|
|
|
"companies, and then the people."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:3
|
|
|
|
|
msgid "In-app purchases (IAP)"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:7
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"In-app purchases (IAP) are optional services that enhance Odoo databases. "
|
|
|
|
|
"Each service provides its own specific features and functionality. A full "
|
|
|
|
|
"list of services is available on the `Odoo IAP Catalog "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"In-app aankopen (IAP) zijn optionele diensten die de Odoo-databases "
|
|
|
|
|
"verbeteren. Elke dienst biedt zijn eigen specifieke kenmerken en "
|
|
|
|
|
"functionaliteit. Een volledige lijst met services is beschikbaar in de `Odoo"
|
|
|
|
|
" IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"De IAP-catalogus met verschillende diensten beschikbaar op IAP.Odoo.com."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:16
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The :guilabel:`SMS` service sends text messages to contacts directly from "
|
|
|
|
|
"the database, and the :guilabel:`Documents Digitization` service digitizes "
|
|
|
|
|
"scanned or PDF vendor bills, expenses, and resumes with optical character "
|
|
|
|
|
"recognition (OCR) and artificial intelligence (AI)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"De dienst :guilabel:`SMS` verzendt tekstberichten rechtstreeks vanuit de "
|
|
|
|
|
"database naar contactpersonen, en de dienst :guilabel:`Documents "
|
|
|
|
|
"Digitalization` digitaliseert gescande of PDF-leveranciersrekeningen, "
|
|
|
|
|
"onkosten en cv's met optische tekenherkenning (OCR) en kunstmatige "
|
|
|
|
|
"intelligentie ( AI)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:20
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"|IAP| services do **not** need to be configured or set up before use. Odoo "
|
|
|
|
|
"users can simply click on the service in the app to activate it. However, "
|
|
|
|
|
"each service requires its own prepaid credits, and when they run out, users "
|
|
|
|
|
"**must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"|IAP| services hoeven **niet** voor gebruik te worden geconfigureerd of "
|
|
|
|
|
"ingesteld. Odoo-gebruikers kunnen eenvoudig op de dienst in de app klikken "
|
|
|
|
|
"om deze te activeren. Elke dienst heeft echter zijn eigen prepaid-tegoeden "
|
|
|
|
|
"nodig, en als deze op zijn, moeten gebruikers ** :ref:`meer "
|
|
|
|
|
"<iap/buying_credits>` kopen om het te kunnen blijven gebruiken."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:25
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:32
|
|
|
|
|
msgid "IAP services"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "IAP-diensten"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:34
|
2024-04-07 06:41:11 +07:00
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
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"|IAP| services are provided by Odoo, as well as third-parties, and have a "
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|
|
"wide range of uses."
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msgstr ""
|
2024-05-12 06:41:50 +07:00
|
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|
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"|IAP| diensten worden geleverd door Odoo, evenals door derden, en hebben een"
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|
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" breed scala aan toepassingen."
|
2024-05-05 06:41:18 +07:00
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#: ../../content/applications/essentials/in_app_purchase.rst:36
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|
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|
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msgid "The following |IAP| services are offered by Odoo:"
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
|
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|
2024-05-05 06:41:18 +07:00
|
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#: ../../content/applications/essentials/in_app_purchase.rst:38
|
2024-04-07 06:41:11 +07:00
|
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
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|
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
|
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|
|
|
"expenses, and resumes with OCR and AI."
|
2024-04-07 06:41:11 +07:00
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msgstr ""
|
2024-05-05 06:41:18 +07:00
|
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":guilabel:`Documentendigitalisering`: digitaliseert gescande of PDF-"
|
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"leveranciersrekeningen, onkosten en cv's met OCR en AI."
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
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#: ../../content/applications/essentials/in_app_purchase.rst:40
|
2024-04-07 06:41:11 +07:00
|
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|
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
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|
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
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|
|
|
"with corporate data."
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
|
2024-05-12 06:41:50 +07:00
|
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|
":guilabel:`Partner Autocomplete`: vult automatisch contactrecords in met "
|
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|
"bedrijfsgegevens."
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
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#: ../../content/applications/essentials/in_app_purchase.rst:41
|
|
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|
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msgid ""
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":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
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|
"database."
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msgstr ""
|
2024-05-12 06:41:50 +07:00
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":guilabel:`SMS`: verzendt SMS-tekstberichten rechtstreeks vanuit de database"
|
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|
" naar contacten."
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:42
|
|
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|
|
msgid ""
|
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|
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
|
|
|
|
|
" converts web visitors into quality leads and opportunities."
|
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msgstr ""
|
|
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|
":guilabel:`Lead Generation`: genereert leads op basis van een reeks criteria"
|
|
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|
|
" en zet webbezoekers om in kwaliteitsleads en kansen."
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:44
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
|
|
|
|
"post, worldwide."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Snailmail`: verzendt klantenfacturen en vervolgrapporten per "
|
|
|
|
|
"post, wereldwijd."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:45
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Signer identification with itsme®️`: ask document signatories in "
|
|
|
|
|
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
|
|
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|
|
"which is available in Belgium and the Netherlands."
|
2024-04-07 06:41:11 +07:00
|
|
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|
msgstr ""
|
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/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>`_."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:53
|
|
|
|
|
msgid "Use IAP services"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "Gebruik IAP-services"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:55
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"|IAP| services are automatically integrated with Odoo, and do **not** "
|
|
|
|
|
"require users to configure any settings. To use a service, simply interact "
|
|
|
|
|
"with it wherever it appears in the database."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"|IAP| services worden automatisch geïntegreerd met Odoo en vereisen **niet**"
|
|
|
|
|
" dat gebruikers instellingen configureren. Om een dienst te gebruiken, hoef "
|
|
|
|
|
"je er alleen maar mee te communiceren, waar deze ook in de database "
|
|
|
|
|
"voorkomt."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:59
|
|
|
|
|
msgid ""
|
|
|
|
|
"The following flow focuses on the *SMS* |IAP| service being used from a "
|
|
|
|
|
"contact's record."
|
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"De volgende stroom richt zich op de *SMS* |IAP| service die wordt gebruikt "
|
|
|
|
|
"vanuit de record van een contactpersoon."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:61
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The SMS icon on a typical contact information form located within an Odoo "
|
|
|
|
|
"database."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"Het SMS-pictogram op een typisch contactinformatieformulier in een Odoo-"
|
|
|
|
|
"database."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:67
|
|
|
|
|
msgid ""
|
|
|
|
|
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
|
|
|
|
|
"following steps:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Eén manier om de *SMS* |IAP| te gebruiken service met Odoo wordt in de "
|
|
|
|
|
"volgende stappen getoond:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:69
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"First, navigate to the :menuselection:`Contacts application`, and click on a"
|
|
|
|
|
" contact with a mobile phone number entered in either the :guilabel:`Phone` "
|
|
|
|
|
"or :guilabel:`Mobile` field of the contact form."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:73
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
|
|
|
|
|
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
|
|
|
|
|
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:77
|
|
|
|
|
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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| "
|
|
|
|
|
"service are automatically deducted from the existing credits. If there are "
|
|
|
|
|
"not enough credits to send the message, Odoo prompts the user to purchase "
|
|
|
|
|
"more."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Bij het versturen van het SMS-bericht worden de prepaidtegoeden voor de "
|
|
|
|
|
"*SMS* |IAP| service worden automatisch afgetrokken van de bestaande "
|
|
|
|
|
"tegoeden. Als er niet genoeg credits zijn om het bericht te verzenden, "
|
|
|
|
|
"vraagt Odoo de gebruiker om meer te kopen."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Voor meer informatie over het gebruik van verschillende |IAP| diensten, en "
|
|
|
|
|
"voor meer diepgaande instructies met betrekking tot de SMS-functionaliteit "
|
|
|
|
|
"in Odoo, bekijk de onderstaande documentatie:"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "IAP-tegoeden"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:99
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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>`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"Elke keer dat een |IAP| dienst wordt gebruikt, zijn de prepaidtegoeden voor "
|
|
|
|
|
"die dienst opgebruikt. Odoo vraagt om de aankoop van meer credits wanneer er"
|
|
|
|
|
" niet genoeg credits over zijn om een dienst te blijven gebruiken. "
|
|
|
|
|
"E-mailwaarschuwingen kunnen ook worden ingesteld voor wanneer :ref:`tegoeden"
|
|
|
|
|
" laag zijn <in_app_purchase/low-credits>`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Credits worden gekocht in *Packs* uit de `Odoo IAP Catalogus "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_, en de prijzen zijn "
|
|
|
|
|
"specifiek voor elke service."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"De `SMS-service <https://iap.odoo.com/iap/in-app-services/1>`_ heeft vier "
|
|
|
|
|
"pakketten beschikbaar, in coupures van:"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:110
|
|
|
|
|
msgid ":guilabel:`Starter Pack`: 10 credits"
|
|
|
|
|
msgstr ":guilabel:`Starterpakket`: 10 credits"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:111
|
|
|
|
|
msgid ":guilabel:`Standard Pack`: 100 credits"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr ":guilabel:`Standaardpakket`: 100 credits"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:112
|
|
|
|
|
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr ":guilabel:`Geavanceerd pakket`: 500 credits"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:113
|
|
|
|
|
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
|
|
|
|
msgstr ":guilabel:`Expertpakket`: 1.000 credits"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid "Four different packs of credits for the SMS IAP service."
|
|
|
|
|
msgstr "Vier verschillende pakketten met tegoeden voor de SMS IAP-service."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"Het aantal verbruikte credits is afhankelijk van de lengte van de sms en het"
|
|
|
|
|
" land van bestemming."
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:121
|
|
|
|
|
msgid ""
|
|
|
|
|
"For more information, refer to the :doc:`SMS Pricing and FAQ "
|
|
|
|
|
"<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
|
|
|
|
|
msgstr ""
|
|
|
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|
#: ../../content/applications/essentials/in_app_purchase.rst:127
|
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msgid "Buy credits"
|
2024-05-12 06:41:50 +07:00
|
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|
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msgstr "Credits kopen"
|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst:129
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msgid ""
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|
"If there are not enough credits to perform a task, the database "
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|
|
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"automatically prompts the purchase of more credits."
|
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msgstr ""
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"Als er niet genoeg credits zijn om een taak uit te voeren, vraagt de "
|
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"database automatisch om meer credits aan te schaffen."
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#: ../../content/applications/essentials/in_app_purchase.rst:132
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msgid ""
|
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"Users can check the current balance of credits for each service, and "
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"manually purchase more credits, by navigating to the "
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|
":menuselection:`Settings app --> Contacts section`, and beneath the "
|
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":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
|
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msgstr ""
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|
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#: ../../content/applications/essentials/in_app_purchase.rst:136
|
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msgid ""
|
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|
|
"Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| "
|
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"services in the database. From here, click an |IAP| service to open its "
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":guilabel:`Account Information` page, where additional credits can be "
|
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|
|
"purchased."
|
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msgstr ""
|
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst:141
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|
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msgid "Manually buy credits"
|
2024-05-12 06:41:50 +07:00
|
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msgstr "Handmatig credits kopen"
|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst:143
|
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msgid "To manually buy credits in Odoo, follow these steps:"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "Om handmatig credits te kopen in Odoo, volgt u deze stappen:"
|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst:145
|
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msgid ""
|
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|
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
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" :guilabel:`Search...` bar. Alternatively users can scroll down to the "
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|
":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where "
|
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|
|
"it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
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msgid ""
|
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|
|
|
"The Settings app showing the Odoo IAP heading and View My Services button."
|
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msgstr ""
|
2024-05-12 06:41:50 +07:00
|
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|
"De app Instellingen toont de Odoo IAP-kop en de knop Mijn services bekijken."
|
2024-05-05 06:41:18 +07:00
|
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|
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst:154
|
|
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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 "
|
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|
|
|
"about it; additional credits can be purchased from here."
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst:158
|
|
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|
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msgid ""
|
|
|
|
|
"On the following page, click the :guilabel:`Buy Credit` button. Doing so "
|
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|
|
|
"loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From "
|
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|
|
"here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the"
|
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|
|
|
" prompts to enter payment details, and confirm the order."
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
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|
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msgid ""
|
|
|
|
|
"The SMS service page on IAP.Odoo.com with four packs of credits available "
|
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|
|
|
"for purchase."
|
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msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"De sms-servicepagina op IAP.Odoo.com met vier pakketten credits die u kunt "
|
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|
|
|
"kopen."
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:166
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the transaction is complete, the credits are available for use in the "
|
|
|
|
|
"database."
|
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"Zodra de transactie is voltooid, zijn de tegoeden beschikbaar voor gebruik "
|
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|
|
|
"in de database."
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:171
|
|
|
|
|
msgid "Low-credit notification"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "Melding laag krediet"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:173
|
|
|
|
|
msgid ""
|
|
|
|
|
"It is possible to be notified when credits are low, in order to avoid "
|
|
|
|
|
"running out of credits, while using an |IAP| service. To do that, follow "
|
|
|
|
|
"this process:"
|
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"Het is mogelijk om gewaarschuwd te worden wanneer het tegoed bijna op is, om"
|
|
|
|
|
" te voorkomen dat het tegoed opraakt, terwijl u een |IAP| dienst. Om dat te "
|
|
|
|
|
"doen, volgt u dit proces:"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:176
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
|
|
|
|
|
":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it "
|
|
|
|
|
"says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:180
|
|
|
|
|
msgid ""
|
|
|
|
|
"The available |IAP| accounts appear in a list view on the :guilabel:`IAP "
|
|
|
|
|
"Account` page. From here, click on the desired |IAP| account to view that "
|
|
|
|
|
"service's details."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:183
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the details page, tick the :guilabel:`Receive threshold warning` "
|
|
|
|
|
"checkbox. Doing so reveals two fields on the form: :guilabel:`Warning "
|
|
|
|
|
"Threshold` and :guilabel:`Contact Email`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:186
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo "
|
|
|
|
|
"should use as the minimum threshold for this service. In the "
|
|
|
|
|
":guilabel:`Contact Email` field, enter the email address that receives the "
|
|
|
|
|
"notification."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:190
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the "
|
|
|
|
|
"balance of credits falls below the amount listed as the :guilabel:`Warning "
|
|
|
|
|
"Threshold`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:3
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
msgstr "Rapportages"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Je kunt verschillende rapporten vinden onder het menu :guilabel:`Reporting` "
|
|
|
|
|
"van de meeste apps waarmee u de gegevens van uw administratie kunt "
|
|
|
|
|
"analyseren en visualiseren."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:11
|
|
|
|
|
msgid "Selecting a view"
|
|
|
|
|
msgstr "Een weergave kiezen"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Afhankelijk van het rapport kan Odoo de gegevens op verschillende manieren "
|
|
|
|
|
"weergeven. Soms is er een unieke weergave beschikbaar die volledig is "
|
|
|
|
|
"afgestemd op het rapport, terwijl er voor andere rapporten meerdere "
|
|
|
|
|
"weergaven beschikbaar zijn. Er zijn echter twee algemene weergaven voor "
|
|
|
|
|
"rapportages: de grafiekweergave en de draaitabelweergave."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:20
|
|
|
|
|
msgid "Graph view"
|
|
|
|
|
msgstr "Grafiekweergave"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"De :ref:`grafiekweergave <reporting/using-graph>` wordt gebruikt om de "
|
|
|
|
|
"gegevens van je records te visualiseren en je te helpen patronen en trends "
|
|
|
|
|
"te identificeren. De weergave is vaak te vinden in het menu "
|
|
|
|
|
":guilabel:`Rapportages` van de applicaties, maar kan ook elders worden "
|
|
|
|
|
"gevonden. Klik op de knop **grafiekweergave** rechtsboven om die te openen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
msgid "Selecting the graph view"
|
|
|
|
|
msgstr "De grafiekweergave selecteren"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:33
|
|
|
|
|
msgid "Pivot view"
|
|
|
|
|
msgstr "Draaitabelweergave"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"De :ref:`draaitabelweergave <reporting/using-pivot>` wordt gebruikt om de "
|
|
|
|
|
"gegevens van je records samen te voegen en op te splitsen voor analyse. De "
|
|
|
|
|
"weergave is vaak te vinden in het menu :guilabel:`Rapportages` van de "
|
|
|
|
|
"applicaties, maar kan ook elders worden gevonden. Klik op de knop "
|
|
|
|
|
"**draaitabelweergave** rechtsboven om die te openen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
msgid "Selecting the pivot view"
|
|
|
|
|
msgstr "De draaitabelweergave selecteren"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:45
|
|
|
|
|
msgid "Choosing measures"
|
|
|
|
|
msgstr "Meetwaarden kiezen"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Nadat je een weergave hebt gekozen, moet je ervoor zorgen dat enkel de "
|
|
|
|
|
"relevante records worden :doc:`gefilterd <search>`. Vervolgens moet je "
|
|
|
|
|
"kiezen wat wordt gemeten. Standaard is er altijd een meetwaarde "
|
|
|
|
|
"geselecteerd. Als je deze wilt veranderen, klik op :guilabel:`Meetwaarden` "
|
|
|
|
|
"en kies één of, alleen voor draaitabellen, meerdere meetwaarden."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Wanneer je een meetwaarde kiest, voegt Odoo de waarden samen die op dat veld"
|
|
|
|
|
" zijn geregistreerd voor de gefilterde records. Enkel numerieke velden "
|
|
|
|
|
"(:ref:`geheel getal <studio/fields/simple-fields/integer>`, :ref:`decimaal "
|
|
|
|
|
"<studio/fields/simple-fields/decimal>`, :ref:`monetair "
|
|
|
|
|
"<studio/fields/simple-fields/monetary>`) kunnen worden gemeten. Daarnaast "
|
|
|
|
|
"kan je met de optie :guilabel:`Aantal` het totaal aantal gefilterde records "
|
|
|
|
|
"tellen."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Nadat je hebt gekozen wat je wilt meten, kan je bepalen hoe de gegevens "
|
|
|
|
|
"moeten worden :ref:`gegroepeerd <search/group>` afhankelijk van de dimensie "
|
|
|
|
|
"die je wilt analyseren. De gegevens worden standaard gegroepeerd per *Datum "
|
|
|
|
|
"> Maand*, wat wordt gebruikt om de evolutie van een meetwaarde over de "
|
|
|
|
|
"maanden te analyseren."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"When you filter a single time period, the option to compare it against "
|
|
|
|
|
"another one appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Wanneer je een enkele tijdsperiode filtert, verschijnt de optie om deze te "
|
|
|
|
|
"vergelijken met een andere periode."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Using the comparison option"
|
|
|
|
|
msgstr "Gebruik de vergelijkingsoptie"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:72
|
|
|
|
|
msgid "Select measures"
|
|
|
|
|
msgstr "Meetwaarden selecteren"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Naast andere meetwaarden kan je de meetwaarden :guilabel:`Marge` en "
|
|
|
|
|
":guilabel:`Aantal` toevoegen aan het verkoopanalyserapport. Standaard is de "
|
|
|
|
|
"meetwaarde :guilabel:`Totaal excl. BTW` geselecteerd."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Selecting different measures on the Sales Analysis report"
|
|
|
|
|
msgstr "Verschillende meetwaarden selecteren in het verkoopanalyserapport"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:81
|
|
|
|
|
msgid "Group measures"
|
|
|
|
|
msgstr "Meetwaarden groeperen"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Je kan de meetwaarden per :guilabel:`Productcategorie` groeperen op "
|
|
|
|
|
"rijniveau in bovenstaand voorbeeld van het verkoopanalyserapport."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Adding a group on the Sales Analysis report"
|
|
|
|
|
msgstr "Een groep toevoegen op het verkoopanalyserapport"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:92
|
|
|
|
|
msgid "Using the pivot view"
|
|
|
|
|
msgstr "De draaitabelweergave gebruiken"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Het groeperen van gegevens is essentieel voor de draaitabelweergave. Hiermee"
|
|
|
|
|
" kan je de gegevens uitdiepen om diepere inzichten te krijgen. Je kan de "
|
|
|
|
|
"optie :guilabel:`Groeperen op` gebruiken om snel een groep toe te voegen op "
|
|
|
|
|
"rijniveau, zoals in het bovenstaand voorbeeld, maar je kan ook op de "
|
|
|
|
|
"plusknop (:guilabel:`➕`) klikken naast de koptekst :guilabel:`Totaal` op "
|
|
|
|
|
"rij- *en* kolomniveau en vervolgens een van de **vooraf configureerde "
|
|
|
|
|
"groepen** selecteren. Om er een te verwijderen, klik op de minknop "
|
|
|
|
|
"(:guilabel:`➖`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:100
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once you have added a group, you can add new ones on the opposite axis or "
|
|
|
|
|
"the newly created subgroups."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Zodra je een groep hebt toegevoegd, kan je nieuwe groepen toevoegen op de "
|
|
|
|
|
"tegenoverliggende as of de nieuw aangemaakte subgroepen."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Je kan de meetwaarden in het bovenstaande verkoopanalyserapport verder "
|
|
|
|
|
"onderverdelen met de groep :guilabel:`Verkoper` op kolomniveau en met de "
|
|
|
|
|
"groep :guilabel:`Orderdatum > Maand` op de productcategorie :guilabel:`All /"
|
|
|
|
|
" Saleable / Office Furniture`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Adding multiple groups on the Sales Analysis report"
|
|
|
|
|
msgstr "Meerdere groepen toevoegen op het verkoopanalyserapport"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:112
|
|
|
|
|
msgid ""
|
|
|
|
|
"Switch the rows and columns' groups by clicking the flip axis button "
|
|
|
|
|
"(:guilabel:`⇄`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Wissel de groepen van rijen en kolommen door op de knop As wisselen "
|
|
|
|
|
"(:guilabel:`⇄`) te klikken."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
|
|
|
|
" (⏷) order."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klik op het label van een meetwaarde om de waarden oplopend (⏶) of aflopend "
|
|
|
|
|
"(⏷) te sorteren."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:114
|
|
|
|
|
msgid ""
|
|
|
|
|
"Download a `.xlsx` version of the pivot by clicking the download button "
|
|
|
|
|
"(:guilabel:`⭳`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Download een `.xlsx` versie van de draaitabel door op de downloadknop "
|
|
|
|
|
"(:guilabel:`⭳`) te klikken."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:119
|
|
|
|
|
msgid "Using the graph view"
|
|
|
|
|
msgstr "De grafiekweergave gebruiken"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:121
|
|
|
|
|
msgid "Three graphs are available: the bar, line, and pie charts."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Er zijn drie grafieken beschikbaar: het staaf-, lijn- en cirkeldiagram."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"**Staafdiagrammen** worden gebruikt om de verdeling of de vergelijking van "
|
|
|
|
|
"verschillende categorieën weer te geven. Ze zijn vooral nuttig omdat ze "
|
|
|
|
|
"grotere datasetten aankunnen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:126
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Line charts** are useful to show changing time series and trends over "
|
|
|
|
|
"time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Lijndiagrammen** zijn handig om veranderende tijdreeksen en trends in de "
|
|
|
|
|
"tijd weer te geven."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"**Cirkeldiagrammen** worden gebruikt om de verdeling of een vergelijking van"
|
|
|
|
|
" een klein aantal categorieën weer te geven als ze een zinvol geheel vormen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:133
|
|
|
|
|
msgid "Bar chart"
|
|
|
|
|
msgstr "Staafdiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a bar chart"
|
|
|
|
|
msgstr "Weergave van het verkoopanalyserapport als staafdiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:138
|
|
|
|
|
msgid "Line chart"
|
|
|
|
|
msgstr "Lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a line chart"
|
|
|
|
|
msgstr "Weergave van het verkoopanalyserapport als lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:143
|
|
|
|
|
msgid "Pie chart"
|
|
|
|
|
msgstr "Cirkeldiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a pie chart"
|
|
|
|
|
msgstr "Weergave van het verkoopanalyserapport als cirkeldiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Voor de **staaf-** en **lijndiagrammen** kan je de optie Gestapeld gebruiken"
|
|
|
|
|
" als je minstens twee groepen hebt, die dan boven elkaar verschijnen in "
|
|
|
|
|
"plaats van naast elkaar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:154
|
|
|
|
|
msgid "Stacked bar chart"
|
|
|
|
|
msgstr "Gestapeld staafdiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Stacked bar chart example"
|
|
|
|
|
msgstr "Voorbeeld van een gestapeld staafdiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:159
|
|
|
|
|
msgid "Regular bar chart"
|
|
|
|
|
msgstr "Gewoon staafdiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Non-stacked bar chart example"
|
|
|
|
|
msgstr "Voorbeeld van een niet gestapeld staafdiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:164
|
|
|
|
|
msgid "Stacked line chart"
|
|
|
|
|
msgstr "Gestapeld lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Stacked line chart example"
|
|
|
|
|
msgstr "Voorbeeld van een gestapeld lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:169
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:184
|
|
|
|
|
msgid "Regular line chart"
|
|
|
|
|
msgstr "Gewoon lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Non-stacked line chart example"
|
|
|
|
|
msgstr "Voorbeeld van een niet gestapeld lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Voor **lijndiagrammen** kan je de optie Cumulatief gebruiken om waarden op "
|
|
|
|
|
"te tellen, wat vooral handig is om de verandering in groei over een bepaalde"
|
|
|
|
|
" periode weer te geven."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:179
|
|
|
|
|
msgid "Cumulative line chart"
|
|
|
|
|
msgstr "Cumulatief lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Cumulative line chart example"
|
|
|
|
|
msgstr "Voorbeeld van een cumulatief lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Regular line chart example"
|
|
|
|
|
msgstr "Voorbeeld van een gewoon lijndiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:3
|
|
|
|
|
msgid "Search and filter records"
|
|
|
|
|
msgstr "Records zoeken en filteren"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo uses filters to include only the most relevant records depending on the"
|
|
|
|
|
" purpose of the view you are on. However, you can edit the default filter or"
|
|
|
|
|
" search for specific values."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo gebruikt filters om enkel de meest geschikte records op te nemen, "
|
|
|
|
|
"afhankelijk van het doel van de weergave waarin je je bevindt. Je kan echter"
|
|
|
|
|
" de standaardfilter bewerken of zoeken naar specifieke waarden."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:11
|
|
|
|
|
msgid "Preconfigured filters"
|
|
|
|
|
msgstr "Vooraf geconfigureerde filters"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Je kan de standaard selectie van records wijzigen door op "
|
|
|
|
|
":guilabel:`Filters` te klikken en één of meerdere **vooraf geconfigureerde "
|
|
|
|
|
"filters** te selecteren."
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Op het verkoopanalyserapport worden standaard enkel records in de "
|
|
|
|
|
"verkooporderfase geselecteerd. Je kan echter *ook* records in de offertefase"
|
|
|
|
|
" opnemen door :guilabel:`Offertes` te selecteren. Bovendien, zou je *alleen*"
|
|
|
|
|
" records van een bepaald jaar kunnen opnemen, bijvoorbeeld *2022*, door "
|
|
|
|
|
":menuselection:`Orderdatum --> 2022` te selecteren."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
msgid "Using preconfigured filters on the Sales Analysis report"
|
|
|
|
|
msgstr "Gebruik vooraf geconfigureerde filters op het Verkoopanalyserapport"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"Als je vooraf geconfigureerde filters van dezelfde groep selecteert (d.w.z. "
|
|
|
|
|
"die *niet* gescheiden worden door een horizontale lijn), kunnen de records "
|
|
|
|
|
"aan *eender welke* voorwaarde voldoen om te worden opgenomen. Als je echter "
|
|
|
|
|
"filters kiest uit verschillende groepen, moeten de records aan *alle* "
|
|
|
|
|
"voorwaarden voldoen om te worden opgenomen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:34
|
|
|
|
|
msgid "Custom filters"
|
|
|
|
|
msgstr "Aangepaste filters"
|
|
|
|
|
|
|
|
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#: ../../content/applications/essentials/search.rst:36
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msgid ""
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"You can create custom filters using most fields present on the model by "
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"clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, "
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"an operator, a value, and clicking :guilabel:`Apply`."
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msgstr ""
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"Je kan aangepaste filters maken met de meeste velden in het model door op "
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":menuselection:`Filters --> Een aangepaste filter toevoegen` te klikken, een"
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" veld, een operator en een waarde te selecteren en op :guilabel:`Toepassen` "
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"te klikken."
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#: ../../content/applications/essentials/search.rst:41
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msgid ""
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"You could *only* include records from a single salesperson on the Sales "
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"Analysis report, for example *Mitchell Admin*, by selecting "
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":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the "
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"operator, and typing `Mitchell Admin` as the value."
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msgstr ""
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"Je kan *alleen* records van één verkoper opnemen in het "
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"verkoopanalyserapport, bijvoorbeeld *Mitchell Admin*, door "
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":guilabel:`Verkoper` als veld te selecteren, :guilabel:`is gelijk aan` als "
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"operator en `Mitchell Admin` als waarde in te voeren."
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#: ../../content/applications/essentials/search.rst:0
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msgid "Using a custom filter on the Sales Analysis report"
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msgstr "Gebruik een aangepaste filter op het verkoopanalyserapport"
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#: ../../content/applications/essentials/search.rst:50
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msgid ""
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"If the records should *only* match one of several conditions, click "
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":guilabel:`Add a condition` before applying a custom filter. If the records "
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"should match *all* conditions, add new custom filters instead."
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msgstr ""
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"Als de records *alleen* aan één van de voorwaarden moeten voldoen, klik op "
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":guilabel:`Voorwaarde toevoegen` alvorens een aangepaste filter toe te "
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"passen. Als de records aan *alle* voorwaarden moeten voldoen, voeg liever "
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"nieuwe aangepaste filters toe."
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#: ../../content/applications/essentials/search.rst:57
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msgid "Search for values"
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msgstr "Waarden zoeken"
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#: ../../content/applications/essentials/search.rst:59
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msgid ""
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"You can use the search field to quickly look for specific values and add "
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"them as a filter. Either type the full value you are searching for and "
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"select the desired field, or type a part of the value, click the dropdown "
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"button (:guilabel:`⏵`) before the chosen field, and select the exact value "
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"you are looking for."
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msgstr ""
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"Je kan het zoekveld gebruiken om snel naar specifieke waarden te zoeken en "
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"ze als filter toe te voegen. Typ de volledige waarde die je zoekt en "
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"selecteer het gewenste veld, of typ een deel van de waarde en klik op de "
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"vervolgkeuzelijst (:guilabel:`⏵`) voor het gekozen veld, en selecteer de "
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"exacte waarde die je zoekt."
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#: ../../content/applications/essentials/search.rst:65
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msgid ""
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"Instead of adding a custom filter to select records where *Mitchell Admin* "
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"is the salesperson on the Sales Analysis report, you could search for "
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"`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search"
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" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
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msgstr ""
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"In plaats van een aangepaste filter toe te voegen om records te selecteren "
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"waarin *Mitchell Admin* de verkoper is in het verkoopanalyserapport, kan je "
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"op `Mitch` zoeken, op de vervolgkeuzelijst (:guilabel:`⏵`) klikken naast "
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":guilabel:`Verkoper zoeken op: Mitch`, en :guilabel:`Mitchell Admin` "
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"selecteren."
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#: ../../content/applications/essentials/search.rst:0
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msgid "Searching for a specific value on the Sales Analysis report"
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msgstr "Een specifieke waarde zoeken in het verkoopanalyserapport"
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#: ../../content/applications/essentials/search.rst:75
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msgid ""
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"Using the search field is equivalent to using the *contains* operator when "
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"adding a custom filter. If you enter a partial value and directly select the"
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" desired field, *all* records containing the characters you typed for the "
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"selected field will be included."
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msgstr ""
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"Het gebruik van een zoekveld komt overeen met het gebruiken van een *bevat* "
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"operator bij het toevoegen van een aangepaste filter. Als je een "
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"gedeeltelijke waarde ingeeft en meteen het gewenste veld selecteert, worden "
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"*alle* records opgenomen die de ingegeven tekens voor het geselecteerde veld"
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" bevatten."
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#: ../../content/applications/essentials/search.rst:82
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msgid "Group records"
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msgstr "Records groeperen"
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#: ../../content/applications/essentials/search.rst:84
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msgid ""
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"You can click :guilabel:`Group By` below the search field to cluster records"
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" together according to one of the **preconfigured groups**."
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msgstr ""
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"Je kan op :guilabel:`Groeperen op` klikken onder het zoekveld om records te "
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"groeperen volgens één van de **vooraf geconfigureerde groepen**."
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#: ../../content/applications/essentials/search.rst:88
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msgid ""
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"You could group the records by salesperson on the Sales Analysis report by "
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"clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No "
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"records are filtered out."
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msgstr ""
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"Je kan de records groeperen op verkoper op het verkoopanalyserapport door op"
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" :guilabel:`Groeperen op` te klikken en een :guilabel:`Verkoper` te "
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"selecteren. Geen enkel record wordt uitgefilterd."
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#: ../../content/applications/essentials/search.rst:0
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msgid "Grouping records on the Sales Analysis report"
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msgstr "Records groeperen op het verkoopanalyserapport"
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#: ../../content/applications/essentials/search.rst:95
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msgid ""
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"You can **customize groups** by using a wide selection of fields present on "
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"the model. To do so, click :menuselection:`Group By --> Add Custom Group`, "
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"select a field, and click :guilabel:`Apply`."
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msgstr ""
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"Je kan **groepen aanpassen** door een brede selectie van velden in het model"
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" te gebruiken. Klik hiervoor op :menuselection:`Groeperen op --> Aangepaste "
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"groep toevoegen`, selecteer een veld en klik op :guilabel:`Toepassen`."
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#: ../../content/applications/essentials/search.rst:99
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msgid ""
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"You can use several groups at the same time. The first group you select is "
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"the main cluster, the next one you add further divides the main group's "
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"categories, and so on."
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msgstr ""
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"Je kan meerdere velden tegelijkertijd gebruiken. De eerste groep die je "
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"selecteert is de hoofdgroep, de volgende die je toevoegt verdeelt de "
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"categorieën van de hoofdgroep verder, enzovoort."
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