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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
2017-03-24 16:44:24 +07:00
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
# Translators:
# Martin Trigaux, 2023
# John An <johnxan@163.com>, 2023
# scott lai, 2023
2025-02-22 18:12:33 +07:00
# 何彬 <vnsoft.he@gmail.com>, 2023
# fausthuang, 2023
# mrshelly <mrshelly@hotmail.com>, 2023
# snow wang <147156565@qq.com>, 2023
# liAnGjiA <liangjia@qq.com>, 2023
# Datasource International <Hennessy@datasourcegroup.com>, 2023
# Gary Wei <Gary.wei@elico-corp.com>, 2023
# qilong zhong <zhongqilong001@gmail.com>, 2024
# Emily Jia <eji@odoo.com>, 2024
# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2024
# 稀饭~~ <wangwhai@qq.com>, 2024
# Jeffery CHEN <jeffery9@gmail.com>, 2024
# diaojiaolou <124412206@qq.com>, 2024
# Mandy Choy <mnc@odoo.com>, 2024
# Wil Odoo, 2025
2025-02-14 18:12:51 +07:00
# Chloe Wang, 2025
#
2017-03-24 16:44:24 +07:00
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
2025-02-22 18:12:33 +07:00
"POT-Creation-Date: 2025-02-20 12:15+0000\n"
"PO-Revision-Date: 2023-11-08 08:57+0000\n"
2025-02-14 18:12:51 +07:00
"Last-Translator: Chloe Wang, 2025\n"
"Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: zh_CN\n"
"Plural-Forms: nplurals=1; plural=0;\n"
#: ../../content/applications/sales.rst:5
#: ../../content/applications/sales/sales.rst:8
msgid "Sales"
msgstr "销售"
#: ../../content/applications/sales/crm.rst:8
msgid "CRM"
msgstr "客户关系管理系统"
#: ../../content/applications/sales/crm.rst:10
msgid ""
"**Odoo CRM** helps you organize your sales activities: track leads, close "
"opportunities and get accurate forecasts. Keep opportunities organized with "
"the pipeline and manage your day-to-day activities with meetings and next "
"activities."
msgstr ""
"**Odoo CRM **助您组织销售活动:跟踪潜在客户、关闭机会并获得准确的预测。利用管道组织机会,并通过会议和后续活动管理您的日常活动。"
#: ../../content/applications/sales/crm.rst:15
msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
msgstr "`Odoo 教程: CRM <https://www.odoo.com/slides/crm-16>`_"
#: ../../content/applications/sales/crm/acquire_leads.rst:5
msgid "Acquire leads"
msgstr "获取销售线索"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
msgid "Convert leads into opportunities"
msgstr "销售线索转换商机"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
msgid ""
"*Leads* act as a qualifying step before an opportunity is created. This "
"provides additional time to review its potential, and gauge its viability, "
"before the opportunity is assigned to a salesperson."
msgstr "在创建商机之前,*潜在客户*可作为资格审查步骤。这样,在将商机分配给销售人员之前,就有更多的时间来考虑其潜力,衡量可行性。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13
#: ../../content/applications/sales/crm/optimize/gamification.rst:10
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
#: ../../content/applications/sales/crm/track_leads/resellers.rst:9
#: ../../content/applications/sales/point_of_sale/combos.rst:16
#: ../../content/applications/sales/point_of_sale/configuration.rst:6
#: ../../content/applications/sales/point_of_sale/configuration.rst:52
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10
#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16
#: ../../content/applications/sales/point_of_sale/preparation.rst:13
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54
#: ../../content/applications/sales/point_of_sale/restaurant.rst:22
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10
#: ../../content/applications/sales/sales/invoicing/proforma.rst:14
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:34
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14
#: ../../content/applications/sales/subscriptions/closing.rst:9
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:21
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17
msgid "Configuration"
msgstr "配置"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11
msgid ""
"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> "
"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. "
"Then, click :guilabel:`Save`."
msgstr ""
"要激活 *潜在客户* 设置,请导航至 :menuselection:`CRM 应用程序 --> 配置 --> 设置` 并选中标有 "
":guilabel:`潜在客户` 的复选框。然后,单击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Leads setting on CRM configuration page."
msgstr "客户关系管理配置页面的潜在客户设置。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18
2016-04-04 18:50:49 +07:00
msgid ""
"Activating this feature adds a new menu option, :guilabel:`Leads`, to the "
"header bar, located along the top of the screen."
msgstr "激活此功能可在屏幕顶部的标题栏中添加一个新的菜单选项 :guilabel:`潜在客户`。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Leads menu on CRM application."
msgstr "CRM 应用程序中的潜在客户菜单。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25
2016-04-04 18:50:49 +07:00
msgid ""
"Once the *Leads* setting has been activated, it applies to all sales teams "
"by default. To turn off leads for a specific team, navigate to "
":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a "
"team from the list to open that team's configuration page. Clear the "
":guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` "
"field, then click :guilabel:`Save`."
msgstr ""
"一旦激活*潜在客户*设置,它默认适用于所有销售团队。要关闭特定团队的线索,请导航至 :menuselection:`CRM 应用程序 --> 配置 "
"--> 销售团队`。然后,从列表中选择一个团队,打开该团队的配置页面。清除位于 :guilabel:`销售团队` 字段下方的 "
":guilabel:`潜在客户` 复选框,然后点击 :guilabel:`保存`。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:36
msgid "Convert a lead into an opportunity"
msgstr "将销售线索转换为商机"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
msgid ""
"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app"
" --> Leads`, and click on a lead from the list to open it."
msgstr ""
"要将潜在客户转换为*商机*,请导航至 :menuselection:`CRM 应用程序 --> 潜在客户`,然后点击列表中的潜在客户打开它。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:42
2016-04-04 18:50:49 +07:00
msgid ""
"If a :guilabel:`Similar Leads` smart button appears at the top of the page "
"for the lead, it indicates a similar lead or opportunity already exists in "
"the database. Before converting this lead, click the smart button to confirm"
" if the lead should be merged."
msgstr ""
"如果潜在客户页面顶部出现 :guilabel:`类似潜在客户` "
"智能按钮,则表明数据库中已存在类似潜在客户或商机。在转换此潜在客户前,请点击该智能按钮以确认是否应合并潜在客户。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:0
msgid "Close up of a lead with emphasis on the Similar Leads smart button."
msgstr "潜在客户,重点放在“类似潜在客户”智能按钮。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:50
msgid ""
"Click the :guilabel:`Convert to Opportunity` button, located at the top-left"
" of the page."
msgstr "点击页面左上角的 :guilabel:`转换为商机` 按钮。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Create opportunity button on a lead record."
msgstr "在潜在客户记录上创建商机按钮。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56
2016-04-04 18:50:49 +07:00
msgid ""
"This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the "
":guilabel:`Conversion Action` field, select the :guilabel:`Convert to "
"opportunity` option."
msgstr ""
"这将打开一个 :guilabel:`转换为商机` 弹窗模式。在 :guilabel:`转换操作` 字段中,选择 :guilabel:`转换为商机` "
"选项。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
msgid ""
"To merge this lead with an existing similar lead or opportunity, select "
":guilabel:`Merge with existing opportunities` in the :guilabel:`Conversion "
"Action` field. This generates a list of the similar leads/opportunities to "
"be merged."
msgstr ""
"要将此销售线索与现有的类似销售线索或商机合并,请在 :guilabel:`转换操作` 字段中选择 "
":guilabel:`与现有商机合并`。这将生成一个要合并的类似销售线索/商机列表。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:64
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:38
msgid ""
"When merging, Odoo gives priority to whichever lead/opportunity was created "
"in the system first, merging the information into the first created "
"lead/opportunity. However, if a lead and an opportunity are being merged, "
"the resulting record is referred to as an opportunity, regardless of which "
"record was created first."
msgstr ""
"合并时Odoo "
"会优先考虑系统中最先创建的潜在客户/商机,将信息合并到最先创建的潜在客户/商机中。不过,如果合并的是潜在客户和商机,则无论哪条记录先创建,生成的记录都被称为商机。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:69
msgid ""
"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which"
" the opportunity should be assigned. Neither field is required, though if a "
"selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales"
" Team` field is populated automatically, based on the salesperson's team "
"assignments."
msgstr ""
"然后,选择分配给该商机的 :guilabel:`销售人员` 和 :guilabel:`销售团队`。这两个字段都不是必填字段,但如果在 "
":guilabel:`销售人员` 字段中进行了选择,则 :guilabel:`销售团队` 字段将根据销售人员的团队分配自动填充。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:74
msgid ""
"If the lead has already been assigned to a salesperson or a team, these "
"fields automatically populate with that information."
msgstr "如果销售线索已分配给某个销售人员或团队,这些字段就会自动填充该信息。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Create opportunity pop-up."
msgstr "创建商机弹窗"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:81
msgid ""
"Under the :guilabel:`Customer` heading, choose from the following options:"
msgstr "在 :guilabel:`客户` 标题下,选择以下选项:"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:83
msgid ""
":guilabel:`Create a new customer`: choose this option to use the information"
" in the lead to create a new customer record."
msgstr ":guilabel:`创建新客户`:选择此选项可使用销售线索中的信息创建新客户记录。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:85
msgid ""
":guilabel:`Link to an existing customer`: choose this option, then select a "
"customer from the resulting drop-down menu, to link this opportunity to an "
"existing customer record."
msgstr ":guilabel:`链接到现有客户`:选择此选项,然后从下拉菜单中选择一个客户,将此机会链接到现有客户记录。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:87
msgid ""
":guilabel:`Do not link to a customer`: choose this option to convert the "
"lead, but not link it to a new or existing customer."
msgstr ":guilabel:`不链接到客户`:选择此选项可转换潜在客户,但不会将其链接到新客户或现有客户。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90
msgid ""
"Lastly, when all configurations are complete, click :guilabel:`Create "
"Opportunity`."
msgstr "最后,完成所有配置后,点击 :guilabel:`创建商机`。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:92
msgid ""
"To view the newly created opportunity, navigate to :menuselection:`CRM app "
"--> My Pipeline`."
msgstr "要查看新创建的机会,请导航至 :menuselection:`客户关系管理应用程序 --> 我的管道`。"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95
msgid ""
"Some filters may need to be removed from the :guilabel:`Search...` bar on "
"the top :guilabel:`Pipeline` page to view all opportunities."
msgstr "要查看所有机会,可能需要从顶部 :guilabel:`管道` 页面的 :guilabel:`搜索...` 栏中移除部分筛选器。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3
msgid "Create leads (from email or manually)"
msgstr "创建销售线索(通过电子邮件或手动操作)"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:8
msgid ""
"Leads can be added to the *CRM* app from custom email aliases, and by "
"manually creating new records. This is in addition to the leads and "
"opportunities created in the app through the :doc:`website contact form "
"<opportunities_form>`."
msgstr ""
"可通过自定义电子邮件别名和手动创建新记录向 *CRM* 应用程序添加潜在客户。这是在应用程序中通过 "
":doc:`网站联系表<opportunities_form>` 创建的潜在客户和商机之外的新增记录。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:12
msgid ""
"First, ensure the *Leads* feature is enabled in the database by navigating "
"to :menuselection:`CRM app --> Configuration --> Settings`. Tick the "
":guilabel:`Leads` checkbox, then click :guilabel:`Save`."
msgstr ""
"首先,通过导航至 :menuselection:`CRM 应用程序 --> 配置 --> 设置`,确保在数据库中启用*潜在客户*功能。勾选 "
":guilabel:`潜在客户` 复选框,然后点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19
msgid "Configure email aliases"
msgstr "配置电子邮件别名"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21
msgid ""
"Each sales team has the option to create and utilize their own unique email "
"alias. When messages are sent to this address, a lead (or opportunity), is "
"created with the information from the message."
msgstr "每个销售团队都可以选择创建和使用自己独特的电子邮件别名。当邮件发送到该地址时,就会根据邮件中的信息创建一个销售线索(或商机)。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25
msgid ""
"To create or update a sales teams' email alias, navigate to "
":menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team "
"from the list to open the team's details page."
msgstr ""
"要创建或更新销售团队的电子邮件别名,请导航至 :menuselection:`CRM 应用程序 --> 配置 --> "
"销售团队`。点击列表中的团队,打开团队详情页面。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
msgid "The sales team details page, focused on the email alias section."
msgstr "销售团队详情页面,重点放在电子邮件别名部分。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32
msgid ""
"In the :guilabel:`Email Alias` field, enter a name for the email alias, or "
"edit the existing name. In the :guilabel:`Accept Emails From` field, use the"
" drop-down menu to choose who is allowed to send messages to this email "
"alias:"
msgstr ""
"在 :guilabel:`电子邮件别名` 字段中,输入电子邮件别名的名称,或编辑现有名称。在 :guilabel:`接受电子邮件` "
"字段中,使用下拉菜单选择允许向此电子邮件别名发送邮件的对象:"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36
msgid ":guilabel:`Everyone`: messages are accepted from any email address."
msgstr ":guilabel:`所有人`:接受来自任何电子邮件地址的信息。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37
msgid ""
":guilabel:`Authenticated Partners`: only accepts messages from email "
"addresses associated with a a partner (contact or customer) record."
msgstr ":guilabel:`已验证的合作伙伴`:只接受来自与合作伙伴(联系人或客户)记录相关联的电子邮件地址的信息。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39
msgid ""
":guilabel:`Followers only`: only accepts messages from those who are "
"following a record related to the team, such as a lead or opportunity. "
"Messages are also accepted from team members."
msgstr ""
":guilabel:`仅限关注者`:该选项仅接受特定人员的消息,即关注与团队相关记录(如潜在客户或商机)的人员。团队成员发送的消息也会被接受。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41
msgid ""
":guilabel:`Authenticated Employees`: only accepts messages from email "
"addresses that are connected to a record in the *Employees* app."
msgstr ":guilabel:`通过身份验证的员工`:只接受与 *员工* 应用程序中的记录相连的电子邮件地址发送的信息。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45
msgid "Leads created from email"
msgstr "通过电子邮件创建的潜在客户"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47
msgid ""
"Leads created from email alias messages can be viewed by navigating to "
":menuselection:`CRM app --> Leads`. Click a lead from the list to open it, "
"and view the details."
msgstr ""
"可通过导航至 :menuselection:`CRM 应用程序 --> 潜在客户` "
"查看通过电子邮件别名信息创建的潜在客户。点击列表中的潜在客户以打开它,并查看详细信息。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50
msgid ""
"The email received by the alias is added to the *chatter* thread for the "
"lead. The subject line of the message is added to the title field, and the "
":guilabel:`Email` field is updated with the contact's email address."
msgstr ""
"别名收到的电子邮件会添加到潜在客户的*沟通栏*线程中。邮件的主题行会添加到标题字段,:guilabel:`电子邮件`字段会更新为联系人的电子邮件地址。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
msgid "The chatter thread of a newly created lead in the CRM app."
msgstr "客户关系管理应用程序中新建潜在客户的对话线程。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59
msgid ""
"If the *leads* feature is **not** enabled on the database, messages to the "
"email alias are added to the database as opportunities."
msgstr "如果数据库中 *潜在客户* 功能未启用,发送到邮件别名的消息将被添加到数据库中作为商机。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63
msgid ":doc:`../../../general/email_communication`"
2025-02-14 18:12:51 +07:00
msgstr ":doc:`../../../general/email_communication`"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66
msgid "Manually create leads"
msgstr "手动创建潜在客户"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68
msgid ""
"Leads can be added directly to the *CRM* app by manually creating a new "
"record. Navigate to :menuselection:`CRM app --> Leads` to view a list of "
"existing leads."
msgstr ""
"通过手动创建新记录,可直接在 *CRM* 应用程序中添加潜在客户。导航至 :menuselection:`CRM 应用程序 --> "
"潜在客户`,查看现有潜在客户列表。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72
msgid ""
"Leads can also be added via the :doc:`Generate Leads <lead_mining>` button."
msgstr "也可以通过 :doc:`生成潜在客户<lead_mining>` 按钮添加。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74
msgid ""
"At the top-left of the list, click :guilabel:`New` to open a blank "
":guilabel:`Leads` form."
msgstr "在列表左上方,点击 :guilabel:`新建`,打开空白的 :guilabel:`潜在客户` 表单。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76
msgid ""
"In the first field of the new form, enter a title for the new lead. Next, "
"enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`."
msgstr "在新表单的第一个字段中,输入新潜在客户的标题。然后,输入 :guilabel:`联系人姓名` 和 :guilabel:`公司名称`。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80
msgid ""
"If a lead is :doc:`converted to an opportunity <convert>`, the "
":guilabel:`Company Name` field is used to either link this opportunity to an"
" existing customer, or to create a new customer."
msgstr ""
"如果潜在客户被 :doc:`转换为机会<convert>`,则 :guilabel:`公司名称` 字段用于将此商机链接到现有客户,或创建新客户。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84
msgid "Manually create opportunities"
msgstr "手动创建商机"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86
msgid ""
"To manually create an opportunity, navigate to :menuselection:`CRM app --> "
"Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` "
"to create a new opportunity Kanban card. In the "
":guilabel:`Organization/Contact` field, enter the name of the company the "
"opportunity is for."
msgstr ""
"要手动创建商机,请导航至 :menuselection:`CRM 应用程序 --> 销售 --> 我的管道`。在页面左上角,点击 "
":guilabel:`新建`,创建一个新的商机看板卡。在 :guilabel:`组织/联系方式` 字段中,输入该商机的公司名称。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90
msgid ""
"Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a"
" required field.* When manually creating an opportunity, it is helpful to "
"add a name that relates to the details of the opportunity."
msgstr "选择一个名称,并将其输入 :guilabel:`商机` 字段。*这是必填字段。*手动创建商机时,添加一个与商机详细相关的名称会很有帮助。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95
msgid ""
"In the example below, the opportunity is named `5 VP Chairs`. This "
"identifies the product the customer is interested in, as well as the "
"potential number of products."
msgstr "在下面的示例中,商机被命名为 `5 VP Chairs`。这就确定了客户感兴趣的产品以及潜在的产品数量。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0
msgid "An example of an opportunity in the CRM pipeline."
msgstr "客户关系管理管道中的商机示例。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102
msgid ""
"Enter the contact information for the opportunity in the :guilabel:`Email` "
"and :guilabel:`Phone` fields."
msgstr "在 :guilabel:`电子邮件` 和 :guilabel:`电话` 字段中输入商机的联系信息。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105
msgid ""
"In the :guilabel:`Expected Revenue` field, enter an estimated value for the "
"opportunity."
msgstr "在 :guilabel:`预期收入` 字段中,输入商机的估计值。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108
msgid ""
"The information in the :guilabel:`Expected Revenue` and priority fields can "
"be used to track performance for individual salespeople, and on a team "
"basis. See :doc:`../performance/expected_revenue_report` and "
":doc:`../track_leads/lead_scoring` for more information."
msgstr ""
"在 :guilabel:`预期收入` 和优先权字段中的信息,可以用来追踪个别销售人员和团队的业绩。请参阅 "
":doc:`../performance/expected_revenue_report` 和 "
":doc:`../track_leads/lead_scoring` 获取更多信息。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113
msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority."
msgstr "然后,使用 |st-o| :guilabel:`(star)` 图标指定优先级。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115
msgid "|st-o| |st-o| |st-o|: low priority"
msgstr "|st-o| |st-o| |st-o|:低优先级"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116
msgid "|st| |st-o| |st-o|: medium priority"
msgstr "|st| |st-o| |st-o|:中等优先级"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117
msgid "|st| |st| |st-o|: high priority"
msgstr "|st| |st| |st-o|:高优先级"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118
msgid "|st| |st| |st|: very high priority"
msgstr "|st| |st| |st|:极高优先级"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121
msgid ""
"Assigning a priority changes the order of leads in Kanban view, with higher "
"priority leads displayed first."
msgstr "指定优先级可更改看板视图中的销售线索顺序,优先级较高的销售线索会首先显示。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124
msgid ""
"Once all the necessary information has been entered, click :guilabel:`Add`."
msgstr "输入所有必要信息后,点击 :guilabel:`添加`。"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
msgid "The CRM pipeline with a newly created opportunity."
msgstr "客户关系管理管道新创建的商机。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
msgid "Lead mining"
msgstr "线索挖掘"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8
msgid ""
"*Lead mining* is a feature that allows *CRM* users to generate new leads "
"directly into their Odoo database. To ensure lead qualification, lead mining"
" output is determined by a variety of filtering criteria, such as the "
"country, the company size, and the industry."
msgstr ""
"*潜在客户挖掘*功能,允许 *CRM* 用户直接在其 Odoo "
"数据库中生成新潜在客户。为确保潜在客户的资质,潜在客户挖掘的结果会由各种筛选标准决定,如国家/地区、公司规模、行业等。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15
msgid ""
"To get started, go to :menuselection:`CRM app --> Configuration --> "
"Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the "
"feature. Then, click :guilabel:`Save`."
msgstr ""
"要开始使用,请进入 :menuselection:`CRM 应用程序 --> 配置 --> 设置`,并勾选 :guilabel:`潜在客户挖掘` "
"复选框以激活该功能。然后,点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid "Activate lead mining in Odoo CRM settings."
msgstr "在Odoo CRM设置中启用商机挖掘功能."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23
msgid "Generate leads"
msgstr "创建商机"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25
msgid ""
"After the *Lead Mining* setting is activated, a new button called *Generate "
"Leads* is available to use in the upper-left corner of the *CRM* *Pipeline* "
"(:menuselection:`CRM app --> Sales --> My Pipeline`)."
msgstr ""
"激活*潜在客户挖掘*设置后,在*CRM**管道*:menuselection:`CRM 应用程序 --> 销售--> "
"我的管道`)的左上角会出现一个名为*生成潜在客户*的新按钮。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:29
msgid ""
"Lead mining requests are also available through :menuselection:`CRM app --> "
"Configuration --> Lead Mining Requests`, or through :menuselection:`CRM app "
"--> Leads --> Leads`, where the :guilabel:`Generate Leads` button is also "
"available."
msgstr ""
"也可通过 :menuselection:`CRM 应用程序 --> 配置 --> 潜在客户挖掘请求` 或通过 :menuselection:`CRM "
"应用程序 --> 潜在客户 --> 潜在客户`,其中也有 :guilabel:`生成潜在客户` 按钮。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid "The Generate Leads button to use the lead mining feature."
msgstr "用于使用商机挖掘模块功能的‘新建商机’按钮。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37
msgid ""
"Click the :guilabel:`Generate Leads` button, and a pop-up window appears, "
"offering a variety of criteria by which to generate leads."
msgstr "点击 :guilabel:`生成潜在客户` 按钮,弹出一个窗口,提供多种生成潜在客户的标准。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid ""
"The pop-up window with the selection criteria in order to generate leads in "
"Odoo."
msgstr "这个带条件选项的弹窗用于在Odoo中新建商机。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
msgid ""
"Choose to generate leads for :guilabel:`Companies` to get company "
"information only, or choose |CC| to get company information and individual "
"employee contact information."
msgstr "选择为 :guilabel:`公司` 生成潜在客户,只获取公司信息,或选择 |CC| 获取公司信息和员工个人联系信息。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
msgid ""
"When targeting |CC|, additional options are available to filter contacts "
"based on :guilabel:`Role` or :guilabel:`Seniority`."
msgstr "针对 |CC| 时,可使用其他选项根据 :guilabel:`角色` 或 :guilabel:`资历` 筛选联系人。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
msgid "Additional filtering options include the following:"
msgstr "其他筛选选项包括:"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53
msgid ""
":guilabel:`Countries`: filter leads based on the country (or countries) they"
" are located in."
msgstr ":guilabel:`国家/地区`:根据潜在客户所在国家/地区筛选潜在客户。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54
msgid ""
":guilabel:`States`: further filter leads based on the state in which they "
"are located, if applicable."
msgstr ":guilabel:`国家/地区`:根据潜在客户所在省/州(如适用),进一步筛选。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56
msgid ""
":guilabel:`Industries`: filter leads based on the specific industry they "
"work in."
msgstr ":guilabel:`行业`:根据潜在客户所属的具体行业筛选。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57
msgid ""
":guilabel:`Filter on Size`: tick this checkbox to specify the number of "
"employees at the company. This generates a field labeled :guilabel:`Size`. "
"Fill in the blanks to create a range for the desired company size."
msgstr ""
":guilabel:`规模筛选`:勾选该复选框以指定公司的员工人数。这将生成一个标有 :guilabel:`规模` "
"的字段。在空白处填入所需的公司规模范围。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60
msgid ""
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
"to."
msgstr ":guilabel:`销售团队`:选择将潜在客户分配给哪个销售团队。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
msgid ""
":guilabel:`Salesperson`: choose which member of the Sales Team the leads "
"will be assigned to."
msgstr ":guilabel:`销售人员`:选择潜在客户将分配给销售团队的哪位成员。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62
msgid ""
":guilabel:`Default Tags`: choose which tags are applied directly to the "
"leads once found."
msgstr ":guilabel:`默认标签`:选择找到潜在客户后直接应用的标签。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65
msgid ""
"Make sure to be aware of the latest EU regulations when receiving contact "
"information. Get more information about the General Data Protection "
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
msgstr ""
"在接收联系方式信息时,确保已明晰最新的欧盟相关法规。更多关于欧盟《通用数据保护条例》的信息,请参考`Odoo GDPR "
"<http://odoo.com/gdpr>`_。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69
msgid "View leads"
msgstr "查看潜在客户"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71
msgid ""
"After leads are generated, they are assigned to the designated salesperson "
"and team. To view additional information regarding the lead, select one from"
" the list, and click to open it."
msgstr "生成潜在客户后,会分配给指定的销售人员和团队。要查看有关潜在客户的其他信息,请从列表中选择一个,然后点击打开。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74
msgid ""
"In the chatter thread for the lead, additional information is provided. This"
" can include the number of employees, the technology used by the company, "
"the timezone, and direct contact information."
msgstr "在该潜在客户的聊天线程中,会提供更多信息。其中可包括员工人数、公司使用的技术、时区和直接联系信息。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid "The chatter thread of a newly generated lead."
msgstr "新潜在客户的聊天线程。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82
msgid ""
"If :guilabel:`Leads` are **not** enabled for the database, then leads are "
"generated as *opportunities*, and added to the pipeline for the designated "
"salesperson."
msgstr "如果 :guilabel:`潜在客户` **未** 为数据库启用,则潜在客户将作为*商机*生成,并添加到指定销售人员的管道中。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85
msgid ""
"To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app"
" --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. "
"Then, click :guilabel:`Save`."
msgstr ""
"要启用 :guilabel:`潜在客户` 功能,请导航至 :menuselection:`CRM 应用程序 --> 配置 --> 设置`,并勾选 "
":guilabel:`潜在客户` 复选框。然后,点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61
#: ../../content/applications/sales/rental.rst:88
msgid "Pricing"
msgstr "价格"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91
msgid ""
"Lead mining is an *In-App Purchase* feature, and each generated lead costs "
"one :ref:`credit <in_app_purchase/credits>`."
msgstr ""
"潜在客户挖掘是一项 *应用程序内购买* 功能,每生成一个潜在客户就会消耗一个 :ref:`信用分 <in_app_purchase/credits>`。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95
msgid ""
"Generating |CC| costs one additional credit for each contact generated. See "
"here for complete pricing information: `Lead Generation by Odoo IAP "
"<https://iap.odoo.com/iap/in-app-services/167?>`_."
msgstr ""
"每生成一个联系人,生成 |CC| 的费用为一个额外积点。有关完整的定价信息,请参阅此处:`Odoo IAP "
"<https://iap.odoo.com/iap/in-app-services/167?>`_的潜在客户生成`。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99
msgid ""
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
"Settings`. In the :guilabel:`Lead Generation` section, under the "
":guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`."
msgstr ""
"要购买信用点数,请导航至 :menuselection:`CRM 应用程序 --> 配置 --> "
"设置`。在:guilabel:`潜在客户生成`部分的:guilabel:`潜在客户挖掘`功能下,点击:guilabel:`购买点数`。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103
msgid ""
"Credits may also be purchased by navigating to the :menuselection:`Settings "
"app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` "
"feature, click :guilabel:`View My Services`."
msgstr ""
"也可以通过导航至 :menuselection:`设置应用程序`来购买点数。在 :guilabel:`联系人` 部分的 :guilabel:`Odoo "
"IAP` 功能下,点击 :guilabel:`查看我的服务`。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid "Buy credits in the Odoo IAP settings."
msgstr "在 Odoo IAP 设置中购买积分。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112
msgid ""
"Enterprise Odoo users with a valid subscription get free credits to test "
"|IAP| features before purchasing more credits for the database. This "
"includes demo/training databases, educational databases, and one-app-free "
"databases."
msgstr ""
"拥有有效订阅的企业 Odoo 用户在购买更多数据库点数之前,可获得免费点数以测试 |IAP| "
"功能。这包括演示/培训数据库、教育数据库和单一应用程序免费数据库。"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117
msgid ":doc:`/applications/essentials/in_app_purchase`"
msgstr ":doc:`/applications/essentials/in_app_purchase`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3
msgid "Create opportunities from web contact forms"
msgstr "通过网络联系表单创造商机"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5
msgid ""
"Adding a contact form to a website makes it easy to convert visitors into "
"leads and opportunities. After a visitor submits their information, an "
"opportunity can be created automatically, and assigned to a designated sales"
" team and salesperson."
msgstr "在网站上添加联系表单可以轻松地将访客转化为潜在客户和商机。访客提交信息后,可自动创建商机,并将其分配给指定的销售团队和销售人员。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12
msgid "Customize contact forms"
msgstr "定制联系人表单"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14
msgid ""
"By default, the *Contact Us* page on an Odoo website displays a "
"preconfigured contact form. This form can be customized, as needed, to suit "
"the needs of a specific sales team."
msgstr "默认情况下Odoo 网站上的 *联系我们* 页面会显示一个预先配置的联系表单。该表单可根据需要进行定制,以满足特定销售团队的需求。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17
msgid ""
"Navigate to :menuselection:`Website app --> Contact Us`, then click "
":guilabel:`Edit` in the top-right of the screen to open the web editor. "
"Click on the form building block in the body of the webpage to open the form"
" configuration settings on the right sidebar. The following options are "
"available to customize the contact form from the :guilabel:`From` section of"
" the right sidebar:"
msgstr ""
"导航至 :menuselection:`网站应用程序 --> 联系我们`,然后点击屏幕右上方的 :guilabel:`编辑` "
"打开网页编辑器。点击网页正文中的表单构建块,打开右侧边栏的表单配置设置。在右侧边栏的 :guilabel:`来自` "
"部分,可使用以下选项自定义联系人表单:"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1
msgid "The form configuration settings on an Odoo website."
msgstr "Odoo 网站上的表单配置设置。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26
msgid ""
":guilabel:`Action`: the default action for a contact form is :guilabel:`Send"
" an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list"
" to capture the information in the *CRM* app."
msgstr ""
":guilabel:`操作`:联系表单的默认操作是 :guilabel:`发送电子邮件`。从下拉列表中选择 :guilabel:`创建商机`,在 "
"*CRM* 应用程序中捕获信息。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29
msgid ""
":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the"
" opportunities from this form should be assigned to. This field **only** "
"appears if the :guilabel:`Action` field is set to :guilabel:`Create an "
"Opportunity`."
msgstr ""
":guilabel:`销售团队`:从下拉菜单中选择一个销售团队,此表单中的机会应分配给该团队。只有当 :guilabel:`操作` 字段设置为 "
":guilabel:`创造商机` 时,此字段**才会**出现。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32
msgid ""
":guilabel:`Salesperson`: if the opportunities should be assigned to a "
"specific salesperson, select them from the drop-down menu. If no selection "
"is made in this field, the opportunities are assigned based on the team's "
"existing rules."
msgstr ""
":guilabel:`销售人员`:如果商机应分配给特定的销售人员,请从下拉菜单中选择。如果未在此字段中进行选择,则会根据团队的现有规则分配机会。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35
msgid ""
":guilabel:`Marked Fields`: use this field to alter how the form handles "
"marked fields. The default option is to treat marked fields as "
":guilabel:`Required`, which is the recommended setting."
msgstr ""
":guilabel:`标记字段`:使用此字段可改变表单处理标记字段的方式。默认选项是将标记字段视为 :guilabel:`必填`,这是推荐的设置。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37
msgid ""
":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be "
"identified. The default character is an asterisk (`*`)."
msgstr ":guilabel:`标记文本`:选择如何标识 :guilabel:`标记字段`。默认字符是星号 (`*`)。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39
msgid ""
":guilabel:`Labels Width`: use this field to alter the pixel width of the "
"labels, if desired."
msgstr ":guilabel:`标签宽度`:如果需要,使用此字段更改标签的像素宽度。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40
msgid ""
":guilabel:`On Success`: select how the webpage reacts after a customer "
"successfully submits a form. :guilabel:`Nothing` keeps the customer on the "
"same screen, with the addition of a confirmation message that the form was "
"submitted successfully. :guilabel:`Redirect` sends the customer to a new "
"webpage, based on the address provided in the :guilabel:`URL` field below. "
":guilabel:`Show Message` replaces the form with a preconfigured message that"
" informs the customer someone should respond to them as soon as possible."
msgstr ""
":guilabel:`成功时`:选择客户成功提交表单后网页的反应。 :guilabel:`无`,将客户保留在同一屏幕上,并添加表单提交成功的确认信息。 "
":guilabel:`重定向` 根据下面 :guilabel:`URL` 字段中提供的地址,将客户发送到一个新网页。:guilabel:`显示消息` "
"将表单替换为预设消息,通知客户会有人尽快回复。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46
msgid ""
":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On "
"Success` field, enter the URL for the webpage, where customers should be "
"directed after successfully submitting a form."
msgstr ""
":guilabel:`URL`:如果在 :guilabel:`成功时` 字段中选择了 "
":guilabel:`重定向`,请输入成功提交表单后应指向客户的网页 URL。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48
msgid ""
":guilabel:`Visibility`: use the drop-down menu to add any visibility "
"conditions for this field, if desired."
msgstr ":guilabel:`可见性`:如果需要,使用下拉菜单为该字段添加任何可见性条件。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52
msgid ""
"If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an "
"Opportunity` generates a lead instead. To activate leads, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`, and tick the "
":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`."
msgstr ""
"如果*潜在客户*在*CRM*设置中被激活,选择:guilabel:`创建商机`,会生成一个线索。要激活潜在客户,请导航至 "
":menuselection:`CRM 应用程序 --> 配置 --> 设置`,并勾选 :guilabel:`潜在客户` 复选框。然后,点击 "
":guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57
msgid "Customize contact form fields"
msgstr "定制联系人表单字段"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59
msgid ""
"In addition to the settings for the form, the settings for each field can be"
" customized, as well. With the web editor menu still open, click into a "
"field to open the :guilabel:`Field` configuration settings section on the "
"sidebar. The following options are available to customize a field:"
msgstr ""
"除了表单的设置外,每个字段的设置也可以自定义。在网页编辑器菜单仍然打开的情况下,点击一个字段,打开侧边栏上的 :guilabel:`字段` "
"配置设置部分。以下选项可用于自定义字段:"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63
msgid ""
":guilabel:`Type`: choose a custom field option or an existing field type."
msgstr ":guilabel:`类型`:选择自定义字段选项或现有字段类型。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64
msgid ""
":guilabel:`Input Type`: determine the type of information customers should "
"input. Available options are :guilabel:`Text`, :guilabel:`Email`, "
":guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field "
"limits the format that customers can use when entering information."
msgstr ""
":guilabel:`输入类型`:确定客户应输入的信息类型。可用选项包括 "
":guilabel:`文本`、:guilabel:`电子邮件`、:guilabel:`电话`或 "
":guilabel:`网址`。在此字段中进行的选择限制了客户在输入信息时可以使用的格式。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67
msgid ":guilabel:`Label`: enter the name for the field."
msgstr ":guilabel:`标签`: 输入字段的名称。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68
msgid ""
":guilabel:`Position`: choose the way the label is aligned with the rest of "
"the form. The label can be hidden, above the field, to the left of the "
"field, or right adjusted and closer to the field."
msgstr ":guilabel:`标签位置`:选择标签与表单其他部分的对齐方式。标签可以隐藏、位于字段上方、字段左侧,也可以向右调整并靠近字段。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70
msgid ""
":guilabel:`Description`: slide the toggle to add a description for the "
"field, which can provide additional instructions to customers. Click under "
"the field on the form to add the description."
msgstr ":guilabel:`说明`:滑动切换按钮,为字段添加说明,以便为客户提供额外说明。点击表单中字段下方以添加说明。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72
msgid ""
":guilabel:`Placeholder`: enter an example to help users know how to input "
"information where formatting is important, such as a phone number or email "
"address."
msgstr ":guilabel:`占位符`:输入示例,帮助用户了解如何输入格式重要的信息,如电话号码或电子邮件地址。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74
msgid ""
":guilabel:`Default Value`: enter a value to include in the form, by default,"
" if the customer does not provide information in the field. *It is not "
"recommended to include a default value for required fields*."
msgstr ":guilabel:`默认值`:如果客户未在字段中提供信息,则输入一个默认值,将其包含在表单中。*不建议在必填字段中包含默认值*。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77
msgid ""
":guilabel:`Required`: slide the toggle to mark this field as required if it "
"**must** be filled in for every submission."
msgstr ":guilabel:`必填`:如果每次提交都必须填写该字段,则滑动切换按钮将其标记为必填字段。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79
msgid ""
":guilabel:`Visibility`: select when this field should be visible. Use the "
"button on the left to choose whether to show or hide this field on a desktop"
" users. Use the button on the right to choose whether to show or hide this "
"field to mobile users."
msgstr ""
":guilabel:`可见性`:选择何时显示此字段。使用左侧的按钮选择是否向桌面用户显示或隐藏此字段。使用右侧的按钮选择是否向移动用户显示或隐藏此字段。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82
msgid ":guilabel:`Animation`: select if this field should have any animation."
2025-02-14 18:12:51 +07:00
msgstr ":guilabel:`动画`:选择此字段是否应有动画。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1
msgid "The field configuration settings on an Odoo website."
2025-02-14 18:12:51 +07:00
msgstr "Odoo 网站上的字段配置设置。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89
msgid "View opportunities"
2025-02-14 18:12:51 +07:00
msgstr "查看商机"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91
msgid ""
"After a customer submits a contact form, and an opportunity is created, it "
"is assigned based on the :ref:`form settings <crm/customize-contact-form>`. "
"To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My "
"Pipeline`."
msgstr ""
2025-02-14 18:12:51 +07:00
"客户提交联系表单并创建商机后,将根据 :ref:`表单设置 <crm/customize-contact-form>`分配商机。要查看商机,请导航至 "
":menuselection:`客户关系管理应用程序 --> 销售 --> 我的管道`。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96
msgid ""
"If leads are activated on the database, contact form submissions are "
"generated as leads, not opportunities. To activate leads, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`, and tick the "
":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100
msgid ""
"Navigate to :menuselection:`CRM app --> Leads` to view the newly-created "
"leads."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102
msgid ""
"On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in "
"the Kanban view to open the opportunity record. The information submitted by"
" the customer is visible on the opportunity record."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107
msgid ""
"As the contact form fields are customizable, the fields on the opportunity "
"record, where the form information is stored, varies accordingly."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110
msgid ""
"If the preconfigured contact form is used, the *Subject* field is added to "
"the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field,"
" which is labeled as :guilabel:`Your Question`, is added to the "
":guilabel:`Internal Notes` tab."
msgstr ""
2025-02-14 18:12:51 +07:00
"如果使用预配置的联系表单,*主题* 字段将添加到 :guilabel:`标题` 字段,而 :guilabel:`说明` 字段中的内容(标为 "
":guilabel:`您的问题` 字段)将添加到 :guilabel:`内部说明` 标签。"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115
msgid ":doc:`../pipeline/manage_sales_teams`"
2025-02-14 18:12:51 +07:00
msgstr ":doc:`../pipeline/manage_sales_teams`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116
msgid ":doc:`convert`"
2025-02-14 18:12:51 +07:00
msgstr ":doc:`convert`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109
msgid ":doc:`../track_leads/lead_scoring`"
2025-02-14 18:12:51 +07:00
msgstr ":doc:`../track_leads/lead_scoring`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118
msgid ":ref:`Website forms <website/dynamic_content/form>`"
2025-02-14 18:12:51 +07:00
msgstr ":ref:`网站表单 <website/dynamic_content/form>`"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
msgid "Create and send quotations"
msgstr "创建并发送报价单"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
msgid ""
"Once a qualified lead has been converted into an opportunity, the next step "
"is to create and deliver a quotation. This process can be easily handled "
"through Odoo's *CRM* application."
msgstr "一旦合格的潜在客户转化为商机,下一步就是创建和提供报价单。这一过程可通过 Odoo 的 *CRM* 应用程序轻松完成。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9
msgid "Create a new quotation"
msgstr "创建新报价单"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11
msgid ""
"To create a new quotation, open the :menuselection:`CRM app`, revealing the "
":guilabel:`Pipeline` page on the main *CRM* dashboard."
msgstr ""
"要创建新报价单,请打开 :menuselection:`CRM 应用程序`,显示主 *CRM* 面板上的 :guilabel:`管道` 页面。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
msgid ""
"From here, click on any opportunity to open it. Review the existing "
"information and update any fields, if necessary."
msgstr "从这里,点击任何机会打开它。查看现有信息,必要时更新任何字段。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18
msgid ""
"If a quotation has already been created for this opportunity, it can be "
"found by clicking on the :guilabel:`Quotations` smart button at the top of "
"the top of the form. The number of existing quotations is listed on the "
"smart button, as well."
msgstr "如果已为该机会创建了报价单,则可点击表单顶部的 :guilabel:`报价单` 智能按钮进行查找。智能按钮上还列出了现有报价单的数量。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22
msgid ""
"At the top-left of the form, click the :guilabel:`New Quotation` button."
msgstr "点击表格左上角的 :guilabel:`新建报价单` 按钮。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid "Qualified lead form with New Quotation button emphasized."
msgstr "带有 “新报价” 按钮的合格潜在客户表单。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29
msgid ""
"The **Sales** application **must** be installed for the :guilabel:`New "
"Quotation` button to appear."
2025-02-14 18:12:51 +07:00
msgstr "要显示 :guilabel:`新报价` 按钮,必须安装 **销售** 应用程序。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
msgid ""
"The :guilabel:`Customer` field is **not** required on the opportunity form."
msgstr "商机表单中的 :guilabel:`客户` 字段**并非**必填字段。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35
msgid ""
"However, customer information must be added or linked before a quotation can"
" be sent. If the :guilabel:`Customer` field is left blank on the "
"opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up "
"window with the following options:"
msgstr ""
"不过,在发送报价单之前,必须添加或链接客户信息。如果商机中的 :guilabel:`客户` 字段留空,单击 :guilabel:`新建报价单` "
"按钮会弹出一个窗口,其中包含以下选项:"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39
msgid ""
":guilabel:`Create a new customer`: creates a new customer record, using any "
"available information provided on the opportunity form."
msgstr ":guilabel:`创建新客户`:使用商机表单中提供的任何可用信息创建新客户记录。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:41
msgid ""
":guilabel:`Link to an existing customer`: opens a drop-down field with "
"existing customer names. Select a name to link this new quotation to an "
"existing customer record."
msgstr ":guilabel:`链接到现有客户`:打开一个包含现有客户名称的下拉字段。选择一个名称,将新报价单链接到现有客户记录。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:43
msgid ""
":guilabel:`Do not link to a customer`: the quotation will **not** be linked "
"to a customer, and no changes are made to the customer information."
msgstr ":guilabel:`不与客户关联`:报价将**不**与客户关联,客户信息也不会更改。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46
msgid ""
"Once this button is clicked, a new quotation form appears. Confirm the "
"information in the top half of the form, and update any missing or incorrect"
" fields:"
msgstr "点击该按钮后,会出现一个新的报价表。确认表格上半部分的信息,并更新任何缺失或不正确的字段:"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49
msgid ""
":guilabel:`Customer`: the company or contact for whom this quotation was "
"created."
msgstr "guilabel:`客户`:创建此报价单的公司或联系人。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50
msgid ""
":guilabel:`Referrer`: if this customer was referred by another customer or "
"contact, select it from the drop-down menu in this field."
msgstr ":guilabel:`推荐人`:如果该客户是由其他客户或联系人推荐的,请从该字段的下拉菜单中进行选择。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52
msgid ""
":guilabel:`Invoice Address`: physical address where the invoice should be "
"sent."
msgstr ":guilabel:`发票地址`:发票应寄往的实际地址。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53
msgid ""
":guilabel:`Delivery Address`: physical address where any products should be "
"delivered."
msgstr ":guilabel:`送货地址`:产品应送达的实际地址。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:54
msgid ""
":guilabel:`Quotation Template`: if applicable, select a pre-configured "
":doc:`quotation template "
"</applications/sales/sales/send_quotations/quote_template>` from this field."
msgstr ""
":guilabel:`报价模板`: 如果适用,从该字段中选择预先配置的 :doc:` "
"报价模板</applications/sales/sales/send_quotations/quote_template>`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56
msgid ":guilabel:`Expiration`: date when this quotation is no longer valid."
msgstr ":guilabel:`到期日`: 报价单不再有效的日期。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:57
msgid ""
":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation"
" date of confirmed orders. Note that this field is only visible if "
":doc:`Developer mode (debug mode) </applications/general/developer_mode>` is"
" active."
msgstr ""
":guilabel:`报价日期`: 草稿/已发送订单的创建日期,已确认订单的确认日期。请注意,只有在 "
":doc:`开发者模式(调试模式)</applications/general/developer_mode>` 激活时,此字段才可见。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:60
msgid ""
":guilabel:`Recurring Plan`: if this quotation is for a recurring product or "
"subscription, select the recurring plan configuration to be used."
msgstr "guilabel:`经常性计划':如果此报价用于定期产品或订阅,请选择要使用的经常性计划配置。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62
msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order."
msgstr "guilabel:`价目表`:选择要应用到此订单的价目表。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63
msgid ""
":guilabel:`Payment Terms`: select any applicable payment terms for this "
"quotation."
msgstr ":guilabel:`付款条件`:为该报价单选择任何适用的付款条件。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:70
msgid ""
"The :guilabel:`Expiration` field automatically populates based on the "
"creation date of the quotation, and the default validity time frame."
msgstr "guilabel:`有效期`字段会根据报价创建日期和默认有效期自动填充。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73
msgid ""
"To update the default validity time frame, navigate to :menuselection:`Sales"
" app --> Configuration --> Settings --> Quotations & Orders` and update the "
":guilabel:`Default Quotation Validity` field. To disable automatic "
"expiration, enter `0` in this field."
msgstr ""
"要更新默认有效期,请导航至 :menuselection:`销售应用程序 --> 配置 --> 设置 --> 报价和订单` 并更新 "
":guilabel:`默认报价有效期` 字段。要禁用自动过期,请在该字段中输入`0`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77
msgid "When the desired changes are complete, click :guilabel:`Save`."
msgstr "完成所需更改后,单击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79
msgid ""
"When using a quotation template, the expiration date is based off of the "
":guilabel:`Quotation Validity` field on the template. To alter the validity "
"date computation on a template, go to :menuselection:`Sales app --> "
"Configuration --> Sales Orders --> Quotation Templates`."
msgstr ""
"使用报价单模板时,有效日期基于模板上的 :guilabel:`报价单有效期` 字段。要更改模板上的有效期计算,请访问 "
":menuselection:`销售应用程序 --> 配置 --> 销售订单 --> 报价单模板`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83
msgid ""
"Then, click on a template to open it, and update the number in the "
":guilabel:`Quotation Validity` field."
msgstr "然后,点击模板打开它,并更新:guilabel:`报价单有效期` 字段中的数字。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87
msgid "Order lines"
msgstr "订单行"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:89
msgid ""
"After updating the customer, payment, and deadline information on the new "
"quotation, the :guilabel:`Order Lines` tab can be updated with the "
"appropriate product information."
msgstr "更新新报价单上的客户、付款和截止日期信息后,就可以用相应的产品信息更新:guilabel:`订单行` 标签。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:92
msgid ""
"To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` "
"tab."
msgstr "要执行此操作,请单击 :guilabel:`订单行` 选项卡中的 :guilabel:`添加产品`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94
msgid ""
"Next, type the name of an item into the :guilabel:`Product` field to search "
"through the product catalog. Then, select a product from the drop-down menu,"
" or create a new one by selecting :guilabel:`Create` or :guilabel:`Create "
"and Edit`."
msgstr ""
"然后,在 :guilabel:`产品` 字段中输入项目名称,搜索产品目录。然后,从下拉菜单中选择一个产品,或通过选择 :guilabel:`创建` 或 "
":guilabel:`创建和编辑` 创建一个新产品。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:98
msgid ""
"After selecting a product, update the :guilabel:`Quantity`, if necessary. "
"Confirm the information in the remaining fields."
msgstr "选择产品后,必要时更新 :guilabel:`数量` 字段。确认其余字段中的信息。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:101
msgid ""
"To remove a line from the quotation, click the :icon:`fa-trash-o` "
":guilabel:`(trash can)` icon."
2025-02-14 18:12:51 +07:00
msgstr "要从引文中删除一行,请点击 :icon:`fa-trash-o`:guilabel:`(垃圾桶)` 图标。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103
msgid ""
"To organize products into sections click :guilabel:`Add a section` and type "
"a name for the section. Then, click the :icon:`oi-draggable` "
":guilabel:`(drag)` icon to the left of the name and drag to move the section"
" to the appropriate location. Move each product using the same method to "
"finish organizing the quotation order lines."
msgstr ""
2025-02-14 18:12:51 +07:00
"要将产品组织到不同部分,请点击 :guilabel:`添加部分`并为部分键入名称。然后,点击名称左侧的 :icon:`oi-draggable` "
":guilabel:`(拖动)` 图标,并拖动以将部分移动到适当位置。用同样的方法移动每个产品,完成报价单行的整理。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid ""
"Categories are used to create separate sections on the order lines of a "
"quote."
2025-02-14 18:12:51 +07:00
msgstr "类别用于在报价单的订单行中创建单独的部分。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113
msgid "Product catalog"
msgstr "产品目录"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115
msgid ""
"To quickly add numerous products to the quotation, click the "
":guilabel:`Catalog` button to open the product catalog."
2025-02-14 18:12:51 +07:00
msgstr "要在报价单中快速添加大量产品,请点击 :guilabel:`目录` 按钮打开产品目录。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118
msgid ""
"All products in the database are listed as cards and can be sorted in the "
"left panel by :guilabel:`Product Category` and :guilabel:`Attributes`."
2025-02-14 18:12:51 +07:00
msgstr "数据库中的所有产品都以卡片形式列出,可在左侧面板中按 :guilabel:` 产品类别` 和 :guilabel:`属性`排序。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid "The product catalog displays all products as cards."
2025-02-14 18:12:51 +07:00
msgstr "产品目录以卡片形式显示所有产品。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125
msgid ""
"To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button "
"on the product card. Set the quantity of the item using the :icon:`fa-plus` "
":guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or "
"type the quantity in the number field between the two buttons. To remove an "
"item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product "
"card."
msgstr ""
2025-02-14 18:12:51 +07:00
"要添加产品,请点击产品卡上的 :icon:`fa-cart` :guilabel:`添加` 按钮。使用 :icon:`fa-"
"plus`:`guilabel:`(添加)` 或 :icon:`fa-minus`:`guilabel:`(减去)` "
"按钮设置商品数量,或在两个按钮之间的数字字段中输入数量。要删除项目,请点击产品卡上的 :icon:`fa-trash`:guilabel:`删除`按钮。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid ""
"The purple add and subtract buttons are used to set the quantity of an item."
2025-02-14 18:12:51 +07:00
msgstr "紫色加减按钮用于设置物品的数量。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134
msgid ""
"Once all product quantities are set, click the :guilabel:`Back to Quotation`"
" button to return to the quotation. The items selected in the product "
"catalog now appear in the :guilabel:`Order Lines` tab."
msgstr ""
2025-02-14 18:12:51 +07:00
"设置所有产品数量后,点击 :guilabel:`返回报价单` 按钮返回报价单。产品目录中选择的项目现在显示在 :guilabel:`订单行` 标签中。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138
msgid "Preview and send quotation"
msgstr "预览并发送报价单"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140
msgid ""
"To see a preview of the quotation as the customer will see it, click the "
":guilabel:`Preview` button. Doing so opens a preview in the "
":guilabel:`Customer Portal`."
msgstr "要查看客户将看到的报价单预览,请单击 :guilabel:`预览` 按钮。此操作将在:guilabel:`客户门户` 中打开预览。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143
msgid ""
"After reviewing the customer preview, click :guilabel:`Return to edit mode` "
"to return to the quotation form in the backend."
msgstr "查看客户预览后,单击 :guilabel:`返回编辑模式`返回后台的报价单。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:146
msgid ""
"When the quotation is ready to deliver to the customer, click the "
":guilabel:`Send by Email` button."
msgstr "当报价单准备好发送给客户时,点击 :guilabel:`通过电子邮件发送` 按钮。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148
msgid ""
"Doing so opens a pop-up window with a pre-configured email message. "
"Information from the quotation, including the contact information, total "
"cost, and quotation title are be imported from the quotation."
msgstr "这样做会弹出一个窗口,其中包含预先配置的电子邮件信息。报价单中的信息,包括联系信息、总成本和报价单标题都会从报价单中导入。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152
msgid "A PDF of the quotation is added as an attachment to the email."
msgstr "报价单的 PDF 文件将作为附件添加到电子邮件中。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155
msgid ""
"A pre-loaded template is used to create the email message. To alter the "
"template, click the internal link to the right of the :guilabel:`Load "
"template` field, located at the bottom of the email pop-up window."
msgstr "预加载的模板用于创建电子邮件信息。要更改模板,请单击电子邮件弹出窗口底部 :guilabel:`加载模板` 字段右侧的内部链接。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:159
msgid ""
"To select a new template, select an option from the :guilabel:`Load "
"template` drop-down menu."
msgstr "要选择新模板,请从 :guilabel:`加载模板` 下拉菜单中选择一个选项。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:161
msgid ""
"Proceed to make any necessary changes to the email, then click "
":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of "
"the record."
msgstr "对邮件进行必要的修改,然后点击 :guilabel:`发送`。信息副本将添加到记录的 *沟通栏* 中。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:164
msgid ""
"After a quotation is sent, the originating opportunity's "
":guilabel:`Quotations` smart button updates with a new count. This "
"quotation, and all other quotations can be accessed through this smart "
"button at the top of the opportunity in the *CRM* app."
msgstr ""
"发送报价单后,始发商机的 :guilabel:`报价单` 智能按钮会更新计数。在 *CRM* "
"应用程序中,可通过商机顶部的智能按钮访问该报价单和所有其他报价单。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:168
msgid ""
"Any quotations attached to the opportunity that are confirmed, and have "
"therefore been converted to sales orders, will be deducted from the number "
"listed on the :guilabel:`Quotations` smart button. Instead, the value of the"
" sales order will appear in the :guilabel:`Orders` smart button located in "
"the same control panel."
msgstr ""
"任何已确认并已转换为销售订单的机会所附报价单,都将从 :guilabel:`报价单` 智能按钮上列出的数量中扣除。销售订单的值将显示在同一控制面板的 "
":guilabel:`订单` 智能按钮中。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174
msgid "Mark an opportunity won or lost"
msgstr "将商机标记为赢得或丢失"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176
msgid ""
"In order to keep the pipeline up to date and accurate, opportunities need to"
" be identified as *won* or *lost* once a customer has responded to a "
"quotation."
msgstr "为了保持管道的最新性和准确性,一旦客户对报价做出回应,就需要将机会识别为*赢得*或*失去*。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179
msgid ""
"To mark an opportunity as *won* or *lost*, return to the opportunity using "
"the breadcrumbs at the top-left of the quotation form. Or navigate to "
":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct "
"opportunity to open it."
msgstr ""
"要将机会标记为*赢得*或*丢失*,请使用报价单左上角的面包屑导航,返回商机。或导航至 :menuselection:`CRM 应用程序 --> 销售 "
"--> 我的管道`,然后点击正确的机会以打开它。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183
msgid ""
"At the top-left of the form, click on either the :guilabel:`Won` or "
":guilabel:`Lost` button."
msgstr "点击表格左上角的 :guilabel:`赢得` 或 :guilabel:`丢失` 按钮。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:185
msgid ""
"If the opportunity is marked *won*, a green :guilabel:`Won` banner is added "
"to the record, and it is moved to the :guilabel:`Won` stage."
msgstr "如果该机会被标记为*赢得*,则会在记录上添加绿色的 :guilabel:`赢得` 条幅,并将其移动到 :guilabel:`赢得` 阶段。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:188
msgid ""
"Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a "
":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be "
"entered."
msgstr ""
"通过 :guilabel:`丢失` 按钮将机会标记为*丢失*,会打开一个 :guilabel:`标记丢失` 弹出窗口,在此可输入 "
":guilabel:`丢失原因`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191
msgid ""
"From the :guilabel:`Lost Reason` drop-down field, choose an existing lost "
"reason. If no applicable reason is available, create a new one by entering "
"it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
msgstr ""
"从 :guilabel:`丢失原因` 下拉字段中,选择一个现有的丢失原因。如果无可选原因,请在 :guilabel:`丢失原因` "
"字段中输入一个新原因,然后单击 :guilabel:`创建`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196
msgid ""
"It's best practice to try and use pre-configured :guilabel:`Lost Reason` "
"values as much as possible or to limit the creation of new values only to "
"sales team leads. Using consistent values for this parameter will make "
"pipeline analysis easier and more accurate when filtering for the "
":guilabel:`Lost Reason` parameter."
msgstr ""
"最佳做法是尽量使用预配置的 :guilabel:`丢失原因` 值,或将创建新值的范围限制在销售团队线索。在筛选 :guilabel:`丢失原因` "
"参数时,为该参数使用一致的值将使管道分析更容易、更准确。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201
msgid ""
"To set up new values for this field, navigate to :menuselection:`CRM --> "
"Configuration --> Lost Reasons`, and click both :guilabel:`New` and "
":guilabel:`Save` for each new entry added to the list."
msgstr ""
2025-02-14 18:12:51 +07:00
"要为该字段设置新值,请导航至 :menuselection:`客户关系管理 --> 配置 --> 丢失原因`,并为添加到列表的每个新条目同时点击 "
":guilabel:`新建` 和 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205
msgid ""
"Additional notes and comments can be added in the :guilabel:`Closing Note` "
"field."
msgstr "可在:guilabel:` 关闭备注` 字段中添加其他备注和评论。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:207
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:34
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:192
msgid ""
"When all the desired information has been entered in the :guilabel:`Mark "
"Lost` pop-up window, click :guilabel:`Mark as Lost`."
msgstr "在弹出的 :guilabel:`标记丢失` 窗口中输入所有所需信息后,单击 :guilabel:`标记为丢失`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:210
msgid ""
"Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and "
"Odoo returns to the opportunity form, where a new red :guilabel:`Lost` "
"banner is now present in the upper-right corner of the opportunity."
msgstr ""
"点击 :guilabel:`标记为丢失` 后弹出窗口消失Odoo 返回商机表单,右上角出现新的红色 :guilabel:`丢失` 横幅。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:214
msgid ""
"Once an opportunity is marked as *lost*, it is no longer considered active, "
"and it is removed from the pipeline."
msgstr "一旦商机被标记为 “丢失”,就不再被视为有效商机,将从管道中删除。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:217
msgid ""
"In order to view a *lost* opportunity from the pipeline, click the "
":guilabel:`down arrow icon` to the right of the search bar, and select "
"either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that"
" appears."
msgstr ""
"要查看管道中*已丢失*的机会,请单击搜索栏右侧的 :guilabel:`向下箭头图标,然后从出现的下拉菜单中选择 :guilabel:`丢失` 或 "
":guilabel:`已存档`。"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:222
msgid ""
"While opportunities that have been marked as *lost* are considered "
"*Archived*, be advised that, in order for an opportunity to be included as "
"*lost* in reporting, it **must** be specifically marked as *lost*, not "
"*Archived*."
msgstr ""
"虽然被标记为 “丢失” 的商机被视为 “已存档”,但请注意,要在报告中将商机列为 \"丢失\"**必须**明确标记为 “丢失”,而不是 “已存档”。"
#: ../../content/applications/sales/crm/optimize.rst:5
msgid "Optimize your Day-to-Day work"
msgstr "优化您的日常工作"
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
msgid "CRM Gamification"
msgstr "游戏化 CRM"
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
msgid ""
"In Odoo's *CRM* app, *gamification tools* provide the opportunity to "
"evaluate and motivate users through customizable challenges, goals, and "
"rewards. Goals are created to target actions within the *CRM* app, and can "
"be tracked and rewarded automatically to participating sales teams."
msgstr ""
"在Odoo的 *CRM* 应用程序中,*游戏化工具* 提供了通过可定制的挑战、目标和奖励来评估和激励用户的机会。目标是针对 *CRM* "
"应用程序内的行动创建的,可自动追踪,并奖励给参与的销售团队。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:12
msgid ""
"To install the *CRM Gamification* module, navigate to the "
":menuselection:`Apps` application. Click into the :guilabel:`Search...` bar "
"at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM "
"Gamification` to search."
msgstr ""
"要安装 *CRM 游戏化* 模块,请导航至 :menuselection:`应用程序`。点击页面顶部的 :guilabel:`搜索...` 栏,移除 "
":guilabel:`应用程序` 筛选器。输入 `CRM 游戏化` 进行搜索。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:16
msgid ""
"On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This "
"module features goals and challenges related to the *CRM* and *Sales* "
"applications."
msgstr ""
"在 :guilabel:`客户关系管理游戏化` 模块上,点击 :guilabel:`安装`。该模块包含与 *CRM* 和 *销售* "
"应用程序相关的目标和挑战。"
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "View of the gamification module being installed in Odoo."
msgstr "在 Odoo 中安装游戏化模块的视图。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:24
msgid ""
"If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification*"
" module is automatically installed on the database."
msgstr "如果 **同时** 安装了 *CRM* 和 *销售* 应用程序,*CRM 游戏化* 模块就会自动安装到数据库中。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
msgid ""
"To access the *Gamification Tools* menu, first enable :ref:`developer-mode`."
msgstr "要访问 *游戏化工具* 菜单,首先要启用 :ref:`开发者模式`。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:29
msgid ""
"Next, navigate to :menuselection:`Settings app --> Gamification Tools`."
msgstr "接下来,导航至 :menuselection:`设置应用程序 --> 游戏化工具`。"
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "View if the gamification tools menu in Odoo Settings."
msgstr "查看 Odoo 设置中的游戏化工具菜单。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
msgid "Create badges"
msgstr "创建徽章"
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
msgid ""
"*Badges* are awarded to users when they have completed a challenge. "
"Different badges can be awarded based on the type of task completed, and can"
" be issued to more than one user, depending on the time they accomplish the "
"goal."
msgstr "*徽章*在用户完成挑战后授予用户。可根据完成任务的类型授予不同的徽章,还可根据用户完成目标的时间向多个用户颁发徽章。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:44
msgid ""
"To view the existing badges, or create a new one, navigate to "
":menuselection:`Settings --> Gamification Tools --> Badges`."
msgstr "要查看现有徽章或创建新徽章,请导航至 :menuselection:`设置 --> 游戏化工具 --> 徽章`。"
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "View of the badges page in Odoo."
msgstr "Odoo 徽章页面视图"
#: ../../content/applications/sales/crm/optimize/gamification.rst:52
msgid ""
"Some badges can be awarded outside of challenges, as well. Select the Kanban"
" card for the desired badge, then click :guilabel:`Grant`. This opens a "
":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who"
" would you like to reward?` field."
msgstr ""
"有些徽章也可以在挑战之外授予。选择所需徽章的看板卡,然后点击 :guilabel:`授予徽章`。这将打开一个 :guilabel:`授予徽章` "
"弹出窗口。从 :guilabel:`您希望奖励谁?`字段中选择一名用户。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:56
msgid ""
"Add any additional information regarding why the user is receiving the "
"reward in the field below, then click :guilabel:`Grant Badge`."
msgstr "在下面的字段中添加有关用户获得奖励原因的任何其他信息,然后点击 :guilabel:`授予徽章`。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:59
msgid ""
"To create a new badge, click :guilabel:`New` at the top-left of the page to "
"open a blank form. Enter a name for the :guilabel:`Badge`, followed by a "
"description."
msgstr "要创建新徽章,请点击页面左上角的 :guilabel:`新建` 打开空白表格。输入 :guilabel:`徽章` 的名称,然后输入说明。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
msgid ""
"The :guilabel:`Allowance to Grant` field determines when a badge can be "
"granted, and by whom:"
msgstr ":guilabel:`授予权限` 字段决定何时以及由谁授予徽章:"
#: ../../content/applications/sales/crm/optimize/gamification.rst:64
msgid ":guilabel:`Everyone`: this badge can be manually granted by any user."
msgstr ":guilabel:`任何人`:任何用户都可以手动授予此徽章。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:65
msgid ""
":guilabel:`A selected list of users`: this badge can only be granted by a "
"select group of users. If this option is selected, it generates a new field,"
" :guilabel:`Authorized Users`. Choose the appropriate users from this drop-"
"down list."
msgstr ""
":guilabel:`选定的用户列表`:此徽章只能由选定的一组用户授予。如果选择此选项,则会生成一个新字段 "
":guilabel:`授权用户`。从下拉列表中选择适当的用户。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:68
msgid ""
":guilabel:`People having some badges`: this badge can only be granted by "
"users who have already been awarded a specific badge. If this option is "
"selected it generates a new field, :guilabel:`Required Badges`. Use this "
"drop-down list to select the badge(s) a user must have before they can award"
" this badge to others."
msgstr ""
":guilabel:`拥有某些徽章的人`:只有已经获得特定徽章的用户才能授予此徽章。如果选择了此选项,则会生成一个新字段,即 "
":guilabel:`徽章要求`。使用下拉列表选择用户在授予他人徽章之前必须拥有的徽章。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:72
msgid ""
":guilabel:`No one, assigned through challenges`: this badge cannot be "
"manually granted, it can only be awarded through challenges."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:75
msgid ""
"To limit the number of badges a user can send, tick the :guilabel:`Monthly "
"Limited Spending` checkbox. This sets a limit on the number of times a user "
"can grant this badge. In the :guilabel:`Limitation Number` field, enter the "
"maximum number of times this badge can be sent per month, per person."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "The details page for a new badge."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:87
msgid "Create a challenge"
msgstr "创建一个挑战"
#: ../../content/applications/sales/crm/optimize/gamification.rst:89
msgid ""
"To create a challenge, navigate to to :menuselection:`Settings --> "
"Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left "
"corner to open a blank challenge form."
msgstr ""
"要创建挑战,请导航至 :menuselection:`设置 --> 游戏化工具 --> 挑战`。点击左上角的 "
":guilabel:`新建`,打开空白挑战表单。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:92
msgid "At the top of the form, enter a :guilabel:`Challenge Name`."
msgstr "在表单顶部输入 :guilabel:`挑战名称`。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:95
msgid "Create assignment rules"
msgstr "创建分配规则"
#: ../../content/applications/sales/crm/optimize/gamification.rst:97
msgid ""
"To assign the challenge to specific users, one or more assignment rules must"
" be utilized."
msgstr "要将挑战分配给特定用户,必须使用一个或多个分配规则。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:99
msgid ""
"Click into the first field under :guilabel:`Assign Challenge to`, and select"
" a parameter from the drop-down list to define the rule. Then, click into "
"the next field to define the rule's operator. If necessary, click into the "
"third field to further define the parameter."
msgstr ""
"点击 :guilabel:`将挑战分配给` "
"下的第一个字段,并从下拉列表中选择一个参数来定义规则。然后,点击下一个字段,定义规则的运算符。如有必要,点击第三个字段进一步定义参数。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:104
msgid ""
"To include all users with permissions in the *Sales* app, create a rule with"
" the following parameters:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:107
msgid ":guilabel:`Groups`"
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:108
msgid ":guilabel:`is in`"
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:109
msgid "`Sales/User: Own Documents Only`"
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:0
msgid "View of the assignation rules section of a Challenge form."
msgstr "挑战表格的分配规则部分的视图。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:115
msgid ""
"In the :guilabel:`Periodicity` field, select a time frame for goals to be "
"automatically assessed."
msgstr "在 :guilabel:`周期性` 字段中,选择要自动评估的目标的时间范围。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:118
msgid "Add goals"
msgstr "添加目标"
#: ../../content/applications/sales/crm/optimize/gamification.rst:120
msgid ""
"Challenges can be based on a single goal, or can include multiple goals with"
" different targets. To add a goal to the challenge, click :guilabel:`Add a "
"line` on the :guilabel:`Goals` tab."
msgstr ""
"挑战可以基于单个目标,也可以包括具有不同目标的多个目标。要在挑战中添加目标,请点击 :guilabel:`目标` 选项卡上的 "
":guilabel:`添加行`。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:123
msgid ""
"In the :guilabel:`Goal Definition` field, choose a goal from the drop-down "
"list. The :guilabel:`Condition` field automatically updates to reflect the "
"condition set on the goal definition."
msgstr ""
"在 :guilabel:`目标定义` 字段中,从下拉列表中选择一个目标。:guilabel:`条件` 字段会自动更新,以反映目标定义中设置的条件。"
#: ../../content/applications/sales/crm/optimize/gamification.rst:128
msgid ""
"The *CRM Gamification* module contains preconfigured goals geared towards "
"salesteams:"
msgstr "*客户关系管理游戏化*模块包含针对销售团队的预设目标:"
#: ../../content/applications/sales/crm/optimize/gamification.rst:130
msgid ":guilabel:`New Leads`"
msgstr ":guilabel:`新潜在客户`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:131
msgid ":guilabel:`Time to Qualify a Lead`"
msgstr ":guilabel:`验证潜在客户的时间`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:132
msgid ":guilabel:`Days to Close a Deal`"
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:133
msgid ":guilabel:`New Opportunities`"
msgstr ":guilabel:`新商机`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:134
msgid ":guilabel:`New Sales Orders`"
msgstr ":guilabel:`新销售订单`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:136
msgid ""
"Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:138
msgid "Repeat these steps for each additional goal."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "The goals tab of a challenge form."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:145
msgid "Add rewards"
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:147
msgid ""
"Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges <crm/create-"
"rewards>` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every "
"Succeeding User` by selecting them from the drop-down lists."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:152
msgid ""
"Badges are granted when a challenge is finished. This is either at the end "
"of a running period, at the end date of a challenge, or when the challenge "
"is manually closed."
msgstr ""
#: ../../content/applications/sales/crm/optimize/gamification.rst:155
msgid ""
"After setup is complete, click the :guilabel:`Start Challenge` button at the"
" top-left of the page to begin the challenge."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3
msgid "Lead enrichment"
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5
msgid ""
"*Lead enrichment* is a service that provides business information for a "
"contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that"
" requires credits to use, and is available for existing leads in an Odoo "
"database."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9
msgid ""
"The information provided by lead enrichment can include general information "
"about the business (including full business name and logo), social media "
"accounts, :guilabel:`Company type`, :guilabel:`Founded` information, "
":guilabel:`Sectors` information, the number of :guilabel:`Employees`, "
":guilabel:`Estimated revenue`, :guilabel:`Phone` number, "
":guilabel:`Timezone`, and :guilabel:`Technologies Used`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78
msgid ""
"Enterprise Odoo users with a valid subscription get free credits to test "
":abbr:`IAP (In-App Purchase)` features before deciding to purchase more "
"credits for the database. This includes demo/training databases, educational"
" databases, and one-app-free databases."
msgstr ""
2024-07-13 09:42:21 +07:00
"拥有有效订阅的企业 Odoo 用户在决定为数据库购买更多点数之前,可获得免费点数以测试 :abbr:`IAP应用程序内购买` "
"功能。这包括演示/培训数据库、教育数据库和单应用程序免费数据库。"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21
msgid ""
"The *leads* feature **must** be activated in the *CRM* settings page in "
"order to use lead enrichment. To access the *CRM* settings, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`. Under the "
":guilabel:`CRM` section activate the :guilabel:`Leads` option and click "
":guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27
msgid "Lead enrichment set up"
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29
msgid ""
"To set up lead enrichment in the *CRM* application, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`. Then, under the "
":guilabel:`Lead Generation` section, tick the checkbox next to "
":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on "
"demand only` or :guilabel:`Enrich all leads automatically`. Click the "
":guilabel:`Save` button to activate the changes."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid ""
"CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n"
"leads on demand only chosen."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41
msgid "Enrich leads"
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43
msgid ""
"Enrichment of leads is based on the domain of the email address of the "
"customer set on the lead. There are two different ways that a lead can be "
"enriched: *automatically* or *manually*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47
msgid "Automatically enrich leads"
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49
msgid ""
"During set up, if :guilabel:`Enrich all leads automatically` was selected on"
" the *CRM* :guilabel:`Settings` page, then no action needs to be taken by "
"the user to enrich the lead. A scheduled action runs automatically, every "
"sixty minutes, and enrichment occurs on leads, after a remote database is "
"contacted."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55
msgid ""
"To access the cron that runs for the automatic lead enrichment, activate "
":ref:`developer mode <developer-mode>`, and navigate to "
":menuselection:`Settings app --> Technical menu --> Automation section --> "
"Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click "
"into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any "
"necessary adjustments. In the :guilabel:`Execute Every` field, enter a value"
" greater than, or equal to, five minutes."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62
msgid ""
"The following is an example of lead enrichment data that has been "
"autocompleted successfully:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0
msgid "Chatter showing lead enrichment data."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69
msgid "Manually enrich leads"
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71
msgid ""
"If the :guilabel:`Enrich leads on demand only` option was selected on the "
"*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead "
"Enrichment`, each lead that a user wishes to enrich **must** be manually "
"enriched. This is achieved by clicking the :guilabel:`Enrich` button in the "
"top menu of the lead."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76
msgid ""
"The same information will be retrieved at the same :abbr:`IAP (In-App "
"Puchase)` credit cost (one per enrichment). This method of enrichment is "
"useful when every lead does not need to be enriched, or cost is an issue."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid "Manual enrich button feature highlighted on the CRM lead."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85
msgid ""
"Manually enrich leads in bulk using the *list* view. First, navigate to "
":menuselection:`CRM app --> Leads`, and click the list view button "
"(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for"
" the leads that should be manually enriched. Finally, click the "
":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting"
" drop-down menu. This can also be achieved from the *My Pipeline* page. To "
"do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->"
" Sales --> My Pipeline`. Either route reveals leads and opportunities on the"
" :guilabel:`Pipeline` page."
msgstr ""
"使用*列表*视图手动批量拓展潜在客户。首先,导航到:menuselection:`客户关系管理应用程序 --> "
"潜在客户`,然后点击列表视图按钮(:guilabel:`☰ [三条横线]`图标)。接着,勾选需要手动拓展的潜在客户。最后,点击:guilabel:`⚙️"
" 操作`图标,从下拉菜单中选择:guilabel:`拓展`。也可以通过*我的管道*页面完成。要执行此操作,只需打开 *客户关系管理* 应用程序,或导航至"
" :menuselection:`客户关系管理应用程序 --> 销售 --> 我的管道`。无论采用哪种方式,都会在 :guilabel:`管道` "
"页面显示潜在客户和机会。"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96
msgid ""
"Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead "
"costs one credit."
msgstr "潜在客户拓展是一项应用内购买IAP功能每拓展一个潜在客户需要一个信用点数。"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99
msgid ""
"See here for full pricing information: `Lead Generation by Odoo IAP "
"<https://iap.odoo.com/iap/in-app-services/273>`_."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102
msgid ""
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
"Settings`. In the :guilabel:`Lead Generation` section, under the "
":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid "Buy credits from the lead enrichment settings."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110
msgid ""
"Credits and balances may also be purchased by navigating to the "
":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under "
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83
msgid ":doc:`../../../essentials/in_app_purchase`"
msgstr ":doc:`../../../essentials/in_app_purchase`"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122
msgid ""
"When collecting a company's contact information, make sure to be aware of "
"the latest EU regulations. For more information about General Data "
"Protection Regulation, refer to: `Odoo GDPR <http://odoo.com/gdpr>`__."
msgstr ""
"在收集公司联系信息时,请务必了解最新的欧盟法规。有关《通用数据保护条例》的更多信息,请参阅: `Odoo GDPR "
"<http://odoo.com/gdpr>`__。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
msgid "Enrich contacts with partner autocomplete"
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
msgid ""
"*Partner autocomplete* enriches the contacts database with corporate data. "
"In any module, enter the new company name into the :guilabel:`Customer` "
"field (`partner_id` technical field), and select one of the companies "
"suggested in the drop-down menu. Instantly get valuable company information "
"full of hard-to-find data for a desired company."
msgstr ""
"*合作伙伴自动完成* 利用公司数据,丰富联系人数据库。在任何模块中,您可在 :guilabel:`客户` 字段(即`partner_id` "
"技术字段)输入新公司的名称,然后从下拉菜单中,选择一间建议的公司。系统会立即提供重要的公司信息,其中包含目标公司难以找到的数据。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
msgid ""
"A company **cannot** already be manually entered in the *Contacts* "
"application prior to enriching it with data."
msgstr "要使用数据丰富功能,有关公司的数据 **不能** 已经手动输入至 *联系人* 应用程序内。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14
msgid ""
"The information provided by partner autocomplete can include general "
"information about the business (including full business name and logo), "
"social media accounts, :guilabel:`Company type`, :guilabel:`Founded` "
"information, :guilabel:`Sectors` information, the number of "
":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` "
"number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`."
msgstr ""
"合作伙伴自动完成功能提供的信息,可包括有关企业的一般信息(例如公司全名、标志)、社交媒体帐户、:guilabel:`公司类型`、:guilabel:`成立`信息、:guilabel:`行业`信息、:guilabel:`员工`数量、:guilabel:`估计收入`、:guilabel:`电话号码`、:guilabel:`时区`和:guilabel:`使用的技术`。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21
msgid ""
"When getting a company's contact information make sure to be aware of the "
"latest EU regulations. For more information about General Data Protection "
"Regulation refer to: `Odoo GDPR <http://odoo.com/gdpr>`_. In Odoo, "
"individual contact information cannot be searched for with the partner "
"autocomplete feature."
msgstr ""
"在获取公司的联系信息时请务必了解最新的欧盟法规。有关通用数据保护条例GDPR的更多信息请参阅`Odoo GDPR "
"<http://odoo.com/gdpr>`_。在 Odoo 系统中,无法使用合作伙伴自动完成功能搜索个人联系信息。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29
msgid ""
"Go to :menuselection:`Settings app --> Contacts section`. Then, activate the"
" :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside "
"it, and clicking :guilabel:`Save`."
msgstr ""
"进入 :menuselection:`设置应用程序 --> 联系人部分`。然后,通过勾选旁边的复选框激活 :guilabel:`合作伙伴自动完成` "
"功能,并点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
msgid "View of settings page and the activations of the feature in Odoo."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37
msgid "Enrich contacts with corporate data"
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
msgid ""
"From any module, as the user is typing in the name of a new company contact,"
" Odoo reveals a large drop-down menu of potential match suggestions. If any "
"are selected, the contact is then populated with corporate data related to "
"that specific selection."
msgstr ""
"在任何模块中当用户输入新公司联系人的名称时Odoo "
"会显示一个大型下拉菜单,其中包含潜在的匹配建议。如果选择了其中任何一个,就会在联系人中输入与该特定选择相关的公司数据。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43
msgid "For example, after typing `Odoo`, the following information populates:"
msgstr "例如,输入`Odoo`后,会弹出以下信息:"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
msgid "Creating a new contact in Odoo"
msgstr "在Odoo中创建联系人"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49
msgid ""
"In the chatter, the following information populates about the company, after"
" clicking on the desired pre-populated contact:"
msgstr "在沟通栏中,点击所需的预填充联系人后,会弹出有关公司的以下信息:"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
msgid ""
"View of the information being shown about odoo with the autocomplete option "
"in Odoo"
msgstr "利用Odoo自动完成选项显示信息的视图"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57
msgid ""
"Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is"
" entered instead of company name."
msgstr "如果输入的是 :abbr:`VAT增值税` 编号而不是公司名称,合作伙伴自动完成功能也可正常工作。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63
msgid ""
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
" prepaid credits to be used. Each request consumes one credit."
msgstr "*合作伙伴自动完成*是一项*应用内购买IAP*服务,需要使用预付点数。每次请求消耗一个点数。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66
msgid ""
"To buy credits, go to :menuselection:`Settings app --> Contacts section`. "
"Then, locate either the :guilabel:`Partner Autocomplete` feature and click "
":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and "
"click :guilabel:`View My Services`. From the resulting page, select a "
"desired package."
msgstr ""
"要购买点数,请进入 :menuselection:`设置应用程序 --> 联系人部分`。然后,找到 :guilabel:`合作伙伴自动完成` 功能并点击"
" :guilabel:`购买点数`,或找到 :guilabel:`Odoo IAP` 功能并点击 "
":guilabel:`查看我的服务`。在出现的页面中选择所需的服务套餐。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72
msgid ""
"If the database runs out of credits, the only information populated when "
"clicking on the suggested company will be the website link and the logo."
msgstr "如果数据库中的点数用完,点击推荐公司时弹出的唯一信息将是网站链接和标志。"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75
msgid "Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_."
msgstr "了解我们的 `隐私政策 <https://iap.odoo.com/privacy>`_。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3
msgid "Utilize activities for sales teams"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5
msgid ""
"*Activities* are follow-up tasks tied to a record in an *Odoo* database. "
"Activities can be scheduled on any page of the database that contains a "
"chatter thread, Kanban view, list view, or activities view of an "
"application."
msgstr ""
"*活动* 是与 *Odoo* 数据库中的记录相关联的后续任务。可以在数据库中包含聊天对话串、看板视图、列表视图或应用程序活动视图的任何页面上安排活动。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
msgid ""
"The summary view of activities for leads and opportunities in an Odoo "
"database."
msgstr "Odoo 数据库中潜在客户和商机活动的汇总视图。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
msgid "Planned Activities for Leads and Opportunities."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16
msgid "Activity types"
msgstr "活动类型"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18
msgid ""
"A set of preconfigured activity types is available in the *CRM* app. To view"
" the list of available activity types, navigate to the :menuselection:`CRM "
"app --> Configuration --> Activity Types`."
msgstr ""
2024-07-13 09:42:21 +07:00
"*CRM* 应用程序中提供一组预配置的活动类型。要查看可用活动类型列表,请导航至 :menuselection:`CRM 应用程序 --> 配置 -->"
" 活动类型`。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22
msgid ""
"Additional activity types are available within the database, and can be "
"utilized through different applications. To access the complete list of "
"activity types, go to the :menuselection:`Settings app`, then scroll to the "
":guilabel:`Discuss` section, and click :guilabel:`Activity Types`."
msgstr ""
2024-07-13 09:42:21 +07:00
"数据库中还有其他活动类型,可通过不同的应用程序使用。要访问活动类型的完整列表,请访问 :menuselection:`设置应用程序`,然后滚动到 "
":guilabel:`讨论` 部分,并点击 :guilabel:`活动类型`。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27
msgid "The preconfigured activity types for the *CRM* app are as follows:"
2024-07-13 09:42:21 +07:00
msgstr "*CRM* 应用程序的预设活动类型如下:"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29
msgid ""
":guilabel:`Email`: adds a reminder to the chatter that prompts the "
"salesperson to send an email."
2024-07-13 09:42:21 +07:00
msgstr ":guilabel:电子邮件`:在聊天中添加提醒,提示销售人员发送电子邮件。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30
msgid ""
":guilabel:`Call`: opens a calendar link where the salesperson can schedule "
"time to call the contact."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32
msgid ""
":guilabel:`Meeting`: opens a calendar link where the salesperson can "
"schedule time to have a meeting with the contact."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34
msgid ":guilabel:`To Do`: adds a general reminder task to the chatter."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35
msgid ""
":guilabel:`Upload Document`: adds a link on the activity where an external "
"document can be uploaded. Note that the *Documents* app is **not** required "
"to utilize this activity type."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39
msgid ""
"If other applications are installed, such as *Sales* or *Accounting*, other "
"activity types are made available in the *CRM* app."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45
msgid "Create a new activity type"
msgstr "创建新活动类型"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47
msgid ""
"To create a new activity type, click :guilabel:`New` at the top-left of the "
"page to open a blank form."
msgstr "要创建新活动类型,请点击页面左上角的 :guilabel:`新建`,打开空白表单。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50
msgid ""
"At the top of the form, start by choosing a :guilabel:`Name` for the new "
"activity type."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53
msgid "Activity settings"
msgstr "活动设置"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56
msgid "Action"
msgstr "操作"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:58
msgid ""
"The *Action* field specifies the intent of the activity. Some actions "
"trigger specific behaviors after an activity is scheduled."
msgstr "*操作* 字段指定了活动的意图。某些操作会在计划活动后触发特定行为。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61
msgid ""
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
"added directly to the planned activity in the chatter."
msgstr "如果选择:guilabel:`上传文档`,则会在聊天记录中的计划活动中直接添加上传文档的链接。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63
msgid ""
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
"have the option to open their calendar to schedule a time for this activity."
msgstr "如果选择了 :guilabel:`电话呼叫` 或 :guilabel:`会议`,用户就可以选择打开日历,为该活动安排时间。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:65
msgid ""
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
" activity in the chatter that opens a signature request pop-up window."
msgstr "如果选择 :guilabel:`请求签名`,则会在聊天记录中的计划活动上添加链接,弹出签名请求窗口。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid ""
"The Activity settings on a new activity type with emphasis on the Action "
"field."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73
msgid ""
"The actions available to select on an activity type vary, depending on the "
"applications currently installed in the database."
msgstr "可选择的活动类型上的操作,会根据当前安装在数据库中的应用程序而有所不同。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77
msgid "Default user"
msgstr "默认用户"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:79
msgid ""
"To automatically assign this activity to a specific user when this activity "
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
" menu. If this field is left blank, the activity is assigned to the user who"
" creates the activity."
msgstr ""
"要在计划此活动类型时将此活动自动分配给特定用户,请从 :guilabel:`默认用户` "
"下拉菜单中选择一个名称。如果此字段留空,活动将分配给创建活动的用户。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84
msgid "Default summary"
msgstr "默认摘要"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:86
msgid ""
"To include notes whenever this activity type is created, enter them into the"
" :guilabel:`Default Summary` field."
msgstr "要在创建此活动类型时包含备注,请在 :guilabel:`默认摘要` 字段中输入备注。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:90
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 ""
"创建活动时,将包含 :guilabel:`默认用户` 和 :guilabel:`默认摘要` 字段中的信息。但是,可以在计划或保存活动之前更改它们。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95
msgid "Next activity"
msgstr "下一个活动"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:97
msgid ""
"To automatically suggest, or trigger, a new activity after an activity has "
"been marked complete, the :guilabel:`Chaining Type` must be set."
msgstr "要在活动标记完成后自动建议或触发新活动,必须设置 :guilabel:`连锁类型`。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101
msgid "Suggest next activity"
msgstr "建议下一个活动"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:103
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 ""
"在 :guilabel:`链接类型` 字段中,选择 :guilabel:`建议下一项活动`。执行此操作后,下面的字段就会变为 "
":guilabel:`建议`。点击:guilabel:`建议` 字段下拉菜单,选择要推荐作为此活动类型后续任务的任何活动。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid "The Next Activity section on a new activity type form."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139
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 ""
"在 :guilabel:`时间安排` 字段中,为这些活动选择默认截止日期。为此,请配置所需的 :guilabel:`日`、 :guilabel:`周` "
"或 :guilabel:`月` 数目。然后,决定它应该发生在 :guilabel:`完成日期之后`,还是在 "
":guilabel:`上一个活动截止日期之后`。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144
msgid ""
"This :guilabel:`Schedule` field information can be altered before the "
"activity is scheduled."
msgstr "安排活动前,可更改此:guilabel:`排期` 字段的信息。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:118
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:146
msgid "When all configurations are complete, click :guilabel:`Save`."
msgstr "完成所有配置后,单击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:121
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 ""
"如果活动的 :guilabel:`连锁类型` 设置为 :guilabel:`建议下一个活动`,且 :guilabel:`建议` "
"字段中列出了活动,则会向用户显示后续步骤的活动建议。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
msgid ""
"A schedule activity pop-up with emphasis on the recommended activities."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130
msgid "Trigger next activity"
msgstr "触发下一个活动"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:132
msgid ""
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
"immediately launches the next activity once the previous one is completed."
msgstr "将 :guilabel:`连锁类型` 设置为 :guilabel:`触发下一个活动`,在活动完成后,会立即启动下一个活动。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:135
msgid ""
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
" launched once this activity is completed."
msgstr ""
"如果在 :guilabel:`连锁类型` 字段中选择了 :guilabel:`触发下一个活动`,下方的字段将变为 :guilabel:`触发器`。从 "
":guilabel:`触发器` 字段下拉菜单中,选择此活动完成后应启动的活动。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149
msgid ""
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
" Next Activity`, marking the activity as *Done* immediately launches the "
"next activity listed in the :guilabel:`Trigger` field."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154
msgid "Activity tracking"
msgstr "活动追踪"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156
msgid ""
"To keep the pipeline up to date with the most accurate view of the status of"
" activities, as soon as a lead is interacted with, the associated activity "
"should be marked as *Done*. This ensures the next activity can be scheduled "
"as needed. It also prevents the pipeline from becoming cluttered with past "
"due activities."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161
msgid ""
"The pipeline is most effective when it is kept up-to-date and accurate to "
"the interactions it is tracking."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167
msgid "Activity plans"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169
msgid ""
"*Activity plans* are preconfigured sequences of activities. When an activity"
" plan is launched, every activity in the sequence is scheduled "
"automatically."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172
msgid ""
"To create a new plan, navigate to :menuselection:`CRM app --> Configuration "
"--> Activity Plan`. Click :guilabel:`New` at the top-left of the page to "
"open a blank :guilabel:`Lead Plans` form."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175
msgid ""
"Enter a name for the new plan in the :guilabel:`Plan Name` field. On the "
":guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a "
"new activity."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178
msgid ""
"Select an :guilabel:`Activity Type` from the drop-down menu. Click "
":guilabel:`Search More` to see a complete list of available activity types, "
"or to create a :ref:`new one <crm/create-new-activity-type>`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182
msgid ""
"Next, in the :guilabel:`Summary` field, enter any details to describe the "
"specifics of the activity, including instructions for the salesperson or "
"information due upon the completion of the activity. The contents of this "
"field are included with the scheduled activity, and can be edited later."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186
msgid ""
"In the :guilabel:`Assignment` field, select one of the following options:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188
msgid ""
":guilabel:`Ask at launch`: activities are assigned to a user when the plan "
"is scheduled."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189
msgid ""
":guilabel:`Default user`: activities are always assigned to a specific user."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191
msgid ""
"If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field,"
" choose a user in the :guilabel:`Assigned to` field."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195
msgid ""
"Activity plans can feature activities that are assigned to default users and"
" users assigned at the plan launch."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
msgid "A Lead Plan form with scheduled activities."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202
msgid ""
"Next, configure the timeline for the activity. Activities can be scheduled "
"to occur either before the plan date or after. Use the :guilabel:`Interval` "
"and :guilabel:`Units` fields to set the deadline for this activity. Lastly, "
"in the :guilabel:`Trigger` field, select whether the activity should occur "
"before or after the plan date."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208
msgid ""
"An activity plan is created to handle high priority leads. Specifically, "
"these leads should be contacted quickly, with a meeting scheduled within two"
" days of the initial contact. The plan is configured with the following "
"activities:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212
msgid "Email two days **before** plan date"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213
msgid "Meeting zero days **before** plan date"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214
msgid "Make quote three days **after** plan date"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215
msgid "Upload document three days **after** plan date"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216
msgid "Follow-up five days **after** plan date"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218
msgid ""
"This sets the *plan date* as the meeting deadline, which is the objective of"
" the plan. Before that date, there is lead time to contact the customer and "
"prepare for the meeting. After that date, the salesperson has time to create"
" a quote, upload the document, and follow-up."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222
msgid "Repeat these steps for each activity included in the plan."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225
msgid "Launch an activity plan"
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227
msgid ""
"To launch an activity plan on a *CRM* opportunity, navigate to "
":menuselection:`CRM app` and click on the Kanban card of an opportunity to "
"open it."
msgstr ""
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230
msgid ""
"At the top-right of the chatter, click :guilabel:`Activities` to open the "
":guilabel:`Schedule Activity` pop-up window."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233
msgid ""
"In the :guilabel:`Plan` field, select the desired activity plan to launch. "
"This generates a :guilabel:`Plan summary`, listing out the activities "
"included in the plan. Select a :guilabel:`Plan Date` using the calendar "
"popover. This updates the :guilabel:`Plan summary` with deadlines based on "
"the intervals configured on the :ref:`activity plan <crm/activity-plans>`."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238
2016-03-07 16:31:40 +07:00
msgid ""
"Select a user in the :guilabel:`Assigned To` field. This user is assigned to"
" any of the activities on the plan were configured with :guilabel:`Ask at "
"launch` in the :guilabel:`Assignment` field."
msgstr ""
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid "The schedule activity pop-up window with an Activity plan selected."
msgstr ""
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245
msgid "Click :guilabel:`Schedule`."
msgstr "点击 :guilabel:`计划`。"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247
2016-03-07 16:31:40 +07:00
msgid ""
"The details of the plan are added to the chatter, in addition to each of the"
" activities."
msgstr "除了每项活动外,计划的细节也会添加到沟通栏中。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid "The chatter thread of a CRM opportunity with a launched activity plan."
msgstr ""
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254
msgid ":doc:`Activities </applications/essentials/activities>`"
msgstr ""
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance.rst:5
msgid "Analyze performance"
msgstr "分析性能"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3
msgid "Expected revenue report"
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5
msgid ""
"*Expected revenue* is the total cash value of leads that are expected to "
"close by a certain date, usually the end of the current month."
msgstr "*预期收入* 是预计在某个日期(通常是当月月底)前成交的潜在客户的现金总值。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8
msgid ""
"An *expected revenue report* compiles all active leads in a sales pipeline "
"that have a set expected closing date, and compares how sales teams are "
"performing in a given time frame."
msgstr "*预期收入报告* 汇集了销售管道中具有既定预期成交日期的所有有效销售线索,并比较销售团队在给定时间内的业绩表现。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
msgid "Close up of the expected closing date on a lead in the CRM app."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15
msgid ""
"By pulling a monthly expected revenue report, sales managers can see which "
"team members are reaching their goals, and who may need additional "
"assistance to close valuable deals."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19
msgid "Create an expected revenue report"
msgstr "创建预期收入报告"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21
msgid ""
"To create an expected revenue report, first navigate to :menuselection:`CRM "
"app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline "
"Analysis` dashboard."
msgstr ""
"要创建预期收入报告,首先导航至 :menuselection:`CRM 应用程序 --> 报告 --> 管道`。这将打开 "
":guilabel:`管道分析` 仪表板。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25
msgid ""
"The *Pipeline Analysis* dashboard includes several filters in the search bar"
" by default. Remove these before adding any additional custom filters."
msgstr "*管道分析* 仪表板默认在搜索栏中包含几个筛选器。在添加任何其他自定义筛选器之前,请先移除这些筛选器。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28
msgid ""
"On the top-left of the report, click :guilabel:`Measures`, then select "
":guilabel:`Expected Revenue` from the drop-down menu."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31
msgid ""
"At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon "
"to the right of the :guilabel:`Search...` bar to open the drop-down menu "
"that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click "
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
"pop-up window."
msgstr ""
"在页面顶部,点击 :guilabel:`搜索...` 栏右侧的 :guilabel:`🔻(朝下三角形)`图标,打开包含 "
":guilabel:`筛选器`、:guilabel:`分组方式` 和 :guilabel:`收藏` 栏的下拉菜单。在 :guilabel:`筛选器` "
"列下,点击 :guilabel:`添加自定义筛选器`,弹出 :guilabel:`添加自定义筛选器` 窗口。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68
msgid "Add custom filters"
msgstr "添加自定义过滤器"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41
msgid ""
"In order to generate an expected revenue report, filters need to be created "
"for the following conditions:"
msgstr "为了生成预期收入报告,需要针对以下条件创建筛选器:"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44
msgid ""
":ref:`Expected closing date <expected_revenue_report/closing-date>`: limits "
"results to only include leads expected to close within a specific time "
"frame."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46
msgid ""
":ref:`Exclude unassigned leads <expected_revenue_report/unassigned-leads>`: "
"excludes leads without an assigned salesperson."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48
msgid ""
":ref:`Specific sales teams <expected_revenue_report/sales-team>`: limits "
"results to only include leads assigned to one or more sales teams. This "
"filter is optional and should not be included if the report is intended for "
"the entire company."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55
msgid "Add filter for expected closing date"
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57
msgid ""
"On the :guilabel:`Add Custom Filter` pop-up window, click into the first "
"field of the new rule. Type `Expected Closing` into the "
":guilabel:`Search...` bar, or scroll to select it from the list. Click in "
"the second field and select :guilabel:`is set`. This limits the results to "
"only include leads where an estimated closing date is listed."
msgstr ""
"在 :guilabel:`添加自定义筛选器` 弹出窗口中,点击新规则的第一个字段。在 :guilabel:`搜索...` 栏中键入 "
"`预计成交`,或滚动以从列表中选择。点击第二个字段并选择 :guilabel:`已设置`。这将限制搜索结果只包括列出了预计结束日期的线索。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62
msgid ""
"Next, click the :guilabel:` (plus)` icon to the right of the rule to "
"duplicate it."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65
msgid ""
"Using the :guilabel:` (plus)` icon makes it easy to add multiple rules "
"based on the same filter."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68
msgid ""
"In the second field of the new rule, select :guilabel:`is between` from the "
"drop-down menu. This creates a set time frame during which the expected "
"closing date must occur for leads to be included in the results."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72
msgid ""
"Click in each date field, one at a time, and use the calendar popover window"
" to add both a start and end date to the rule. This is usually the beginning"
" and ending of the current month, or fiscal quarter."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107
msgid "Exclude unassigned leads"
msgstr "排除未分配的潜在客户"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81
msgid ""
"After filtering for the expected closing date, add a :guilabel:`New Rule`. "
"Then, click into the new rule's first field, and type `Salesperson` in the "
":guilabel:`Search...` bar, or scroll through the list to select it. Click in"
" the rule's second field and select :guilabel:`is set` from the drop-down "
"menu. This excludes any results without an assigned salesperson."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89
msgid "Add a filter for sales teams"
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92
msgid ""
"This filter is optional. To view results for the entire company, do **not** "
"add this filter, and continue to :ref:`View results "
"<expected_revenue_report/view-results>`."
msgstr ""
"此筛选器为可选项。要查看整个公司的结果,请**不要**添加此筛选器,并继续 "
":ref:`查看结果<expected_revenue_report/view-results>`。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125
msgid ""
"To limit the results of the report to one or more sales teams, click "
":guilabel:`New Rule`. Next, click the first field for the new rule, and type"
" `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through "
"the list to locate it."
msgstr ""
"要将报告结果限制为一个或多个销售团队,请点击 :guilabel:`新规则`。接下来,点击新规则的第一个字段,然后在 :guilabel:`搜索...`"
" 栏中键入 `销售团队`,或滚动到列表中搜索以找到它。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99
msgid ""
"In the rule's second field, select :guilabel:`is in` from the drop-down "
"menu. Selecting this operator limits results to the sales teams indicated in"
" the next field."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102
msgid ""
"Lastly, click into the third field, and either: make a selection from the "
"complete list revealed in the popover menu, or type the first few characters"
" of the specific sales team's title to quickly find and select it as a "
"parameter."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107
msgid ""
"Multiple teams can be added to the `Sales Team` rule, where each parameter "
"is treated with an \"or\" (e.g. \"any\") operator in the search logic."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
msgid ""
"Add Custom Filters pop-up window with custom filters configured for expected revenue\n"
"report."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118
#: ../../content/applications/sales/crm/performance/forecast_report.rst:85
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145
#: ../../content/applications/sales/members/members_analysis.rst:39
msgid "View results"
msgstr "查看结果"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147
msgid ""
"At the top of the :guilabel:`Add Custom Filter` form, there is an option to "
"match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly "
"run the report, only records that match **all** of the following filters "
"should be included. Before adding the filters, make sure :guilabel:`all` is "
"selected in this field."
msgstr ""
"在:guilabel:`添加自定义筛选器`表单的顶部,有匹配:guilabel:`任意`或:guilabel:`所有`规则的选项。为了正确运行报告,只应包含符合以下所有筛选规则的记录。添加筛选器之前,请确保在此字段中选择"
" :guilabel:`全部`。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
msgid ""
"Emphasis on the match all filters option on the Add Custom Filter pop-up "
"window."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129
msgid ""
"At the bottom of the :guilabel:`Add Custom Filter` form, click "
":guilabel:`Add`."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132
#: ../../content/applications/sales/crm/performance/win_loss.rst:279
msgid "View options"
msgstr "查看选项"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134
msgid ""
"The expected revenue report benefits from utilizing multiple views. The "
"default graph view can be used to identify which salespeople are expected to"
" bring in the most revenue, while the list view and pivot view provide more "
"detail on specific deals."
msgstr ""
"查看预期收入报告得益于多种视图的使用。默认图表视图可用于确定哪些销售人员有望带来最多收入,而列表视图和透视视图则可提供有关具体交易的更多细节。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140
#: ../../content/applications/sales/subscriptions/reports.rst:92
msgid "Graph view"
msgstr "图形视图"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142
msgid ""
"The *graph view* is used to visualize data, and is beneficial in identifying"
" patterns and trends."
msgstr "*图表视图*用于将数据可视化,有利于识别模式和趋势。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145
msgid ""
"*Bar charts* are used to show the distribution of data across several "
"categories or among several salespeople."
msgstr "*条形图*用于展示数据在多个类别或多个销售人员之间的分布情况。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148
msgid ""
"*Line charts* are useful to show changing trends over a period of time."
msgstr "*折线图*有助于显示一段时间内的变化趋势。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150
msgid ""
"*Pie charts* are useful to show the distribution, or comparison, of data "
"among a small number of categories or salespeople, specifically how they "
"form the meaningful part of a whole picture."
msgstr "*饼状图*适用于显示数据在少数类别或销售人员之间的分布或情况,特别是它们如何构成整体图片的有意义部分。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154
msgid ""
"The default view for the expected revenue report is the bar chart, stacked. "
"To change to a different graph view, click one of the icons at the top-left "
"of the report. While both the line chart and bar chart are available in "
"stacked view, the pie chart is not."
msgstr ""
"预期收入报告的默认视图是堆叠条形图。要切换到不同的图表视图,请点击报告左上角的图标之一。虽然折线图和条形图都可以使用堆叠视图,但饼状图不能使用。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid ""
"Close up view of the graph icons on the Pipeline analysis report in the CRM "
"app."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162
msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked."
msgstr "图表视图图标依次为:条形图、折线图、饼状图、堆叠图。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164
#: ../../content/applications/sales/subscriptions/reports.rst:131
msgid "List view"
msgstr "列表视图"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166
msgid ""
"The *list view* provides a list of all leads that are expected to close by "
"the designated date. Clicking on a lead in list view opens the record for "
"detailed analysis, but many insights can be gleaned from the basic view."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170
msgid ""
"To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-"
"right of the report."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid "Close up of the list view icon in the CRM app."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177
msgid ""
"To add additional metrics to the report, click the *additional options menu*"
" indicated by the :guilabel:`toggle` icon at the top-right of the list."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid "Close up of the toggle icon in the CRM app."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184
msgid ""
"Clicking the toggle icon in *list view* opens the *additional options menu*."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186
msgid ""
"Select any additional metrics from the drop-down menu to add them to the "
"list view. Some options that may be useful are :guilabel:`Expected Closing` "
"and :guilabel:`Probability`."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189
#: ../../content/applications/sales/subscriptions/reports.rst:143
msgid "Pivot view"
msgstr "数据透视视图"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191
msgid ""
"The *pivot view* arranges all leads that are expected to close by the "
"designated date into a dynamic table."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194
msgid ""
"To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-"
"right of the report."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid "Close up of the pivot view icon in the CRM app."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200
msgid ""
"When the pivot view is selected for this report, the X-axis lists the stages"
" in the pipeline, while the Y-axis defaults to group the results by their "
"creation date. To switch these groupings, click the flip access icon "
"(:guilabel:`⇄`) at the top of the report."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204
msgid ""
"To add additional measures to the report, click the :guilabel:`Measures` "
"button at the top-left of the report. Select any additional metrics from the"
" drop-down menu."
msgstr ""
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207
msgid ""
"To add a group to a row or column to the pivot view, click the :guilabel:` "
"(plus sign)` next to :guilabel:`Total`, and then select one of the groups. "
"To remove one, click the :guilabel:` (minus sign)` and de-select the "
"appropriate option."
msgstr ""
"要在数据透视图的行或列中添加组,请单击 :guilabel:` (加号)` 旁边的 "
":guilabel:`总计`,然后选择其中一个组。要删除一个组,请单击 :guilabel:`➖(减号)`并取消选择相应选项。"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211
msgid ""
"Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an "
"editable spreadsheet format within the *Dashboards* app. If the Odoo "
"*Documents* app is installed, the report can be inserted into a blank or "
"existing spreadsheet, and exported."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:3
msgid "Forecast report"
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:9
msgid ""
"The *Forecast* report in the *CRM* app allows users to view upcoming "
"opportunities and build a forecast of potential sales. Opportunities are "
"grouped by the month of their expected closing date, and can be dragged-and-"
"dropped to adjust the deadline."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:13
msgid ""
"To access the *Forecast* report, navigate to :menuselection:`CRM app --> "
"Reporting --> Forecast`."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:16
msgid "Navigate the forecast report"
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:18
msgid ""
"The default :guilabel:`Forecast` report includes opportunities assigned to "
"the current user's pipeline, and are expected to close within four months. "
"It also shows opportunities without an assigned expected closing date. The "
"opportunities are grouped by month in a :icon:`oi-view-kanban` "
":guilabel:`(Kanban)` view."
msgstr ""
"默认 :guilabel:`预测` 报告包括分配给当前用户管道的商机,预计将在四个月内完成。它还显示未分配预期结束日期的商机。在 :icon:`oi-"
"view-kanban`(看板)` 视图中,商机按月份分组。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst-1
msgid "A sample version of the Forecast report in the CRM app."
msgstr "CRM 应用程序中的预测报告示例版本。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:28
msgid "Expected closing date"
msgstr "预期成交日期"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:30
msgid ""
"Opportunities are grouped by the date assigned in the *Expected Closing* "
"field on an opportunity form. To change this date directly from the "
":guilabel:`Forecast` page, select the Kanban card for the desired "
"opportunity, then click and drag the card to the desired column."
msgstr ""
"商机按机会表单中 *预计成交* 字段指定的日期分组。要直接从 :guilabel:`预测` "
"页面更改该日期,请选择所需机会的看板卡,然后点击并拖动该卡到所需列。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:35
msgid ""
"The default time frame for the forecast is *month*. This can be changed by "
"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the"
" report. Under the :guilabel:`Group By` heading in the resulting drop-down "
"menu, click :guilabel:`Expected Closing` to expand the list of available "
"options, and select a desired amount of time from the list."
msgstr ""
"预测的默认时间范围是*月*。可以通过点击报告顶部 :guilabel:`搜索...` 栏旁边的 |caret| 来更改。在下拉菜单中的 "
":guilabel:`分组方式` 标题下,点击 :guilabel:`预计成交` 以展开可用选项列表,并从列表中选择所需的时间。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:40
msgid ""
"After an opportunity is added to a new month, the *Expected Closing* field "
"on the opportunity form is updated to the *last* date of the new month."
msgstr "商机添加到新月份后,机会表单上的 *预计成交* 字段会更新为新月份的 *最后* 日期。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:44
msgid ""
"The *Expected Closing* field can also be manually updated on the opportunity"
" card. To do that, click on the Kanban card for an opportunity on the "
":guilabel:`Forecast` page to open the opportunity's detail form. Click in "
"the :guilabel:`Expected Closing` field, and use the calendar popover to "
"select a new closing date."
msgstr ""
"*预期成交* 字段也可在机会卡上手动更新。要执行此操作,请点击 :guilabel:`预测` 页面上某个机会的看板卡,以打开该机会的详细表单。点击 "
":guilabel:`预期成交` 字段,并使用日历弹出窗口选择新的成交日期。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:50
msgid "Prorated revenue"
msgstr "按比例分配的收入"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:52
msgid ""
"At the top of the column for each month on the :guilabel:`Forecast` "
"reporting page, to the right of the progress bar, is a sum of the prorated "
"revenue for that time frame."
msgstr "在 :guilabel:`预测` 报告页面每个月的列顶部,进度条右侧是该时间段按比例计算的收入总和。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:55
msgid "The prorated revenue is calculated using the formula below:"
msgstr "按比例计算的收入按以下公式计算:"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:57
msgid ""
"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated "
"Revenue}"
msgstr ""
"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated "
"Revenue}"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:61
msgid ""
"As opportunities are moved from one column to another, the column's revenue "
"is automatically updated to reflect the change."
msgstr "当机会从一列移到另一列时,该列的收入会自动更新以反映变化。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:65
msgid "A forecast report for June includes two opportunities:"
msgstr "六月份的预测报告包括两个商机:"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:67
msgid ""
"The first opportunity, `Global Solutions`, has an expected revenue of "
"`$3,800`, and a probability of `90%`. This results in a prorated revenue of "
"`$3,420`."
msgstr "第一个商机 `全球解决方案` 的预期收入为 `$3,800`,概率为 `90%`。因此,按比例计算的收入为 `$3,420`。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:70
msgid ""
"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of "
"`$22,500`, and a probability of `20%`. This results in a prorated revenue of"
" `$4,500`."
msgstr "第二个商机 `600 把椅子的报价` 的预期收入为 `$22,500`,概率为`20%`。因此,按比例计算的收入为 `$4,500`。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:73
msgid ""
"The combined prorated revenue of the opportunities is `$7,920`, which is "
"listed at the top of the column for the month."
msgstr "这些机会按比例计算的总收入为 `$7,920`,列在当月一栏的最上方。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:0
msgid ""
"An example of the prorated revenue for one month of the forecast report."
msgstr "预测报告中按比例计算的一个月收入示例。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:81
msgid ""
"For more information on how probability is assigned to opportunities, see "
":doc:`../track_leads/lead_scoring`"
msgstr "有关如何为机会分配概率的更多信息,请参阅 :doc:`../track_leads/lead_scoring` 。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:87
msgid ""
"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to "
"graph view. Then, click the corresponding icon at the top of the report to "
"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-"
"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie "
"chart)`."
msgstr ""
"点击 :icon:`fa-area-chart` :guilabel:`(区域图)` 图标切换到图表视图。然后,点击报告顶部的相应图标,切换到 "
":icon:`fa-bar-chart`(条形图)`、:icon:`fa-line-chart`(折线图)` 或 :icon:`fa-pie-"
"chart`(饼状图)`。"
#: ../../content/applications/sales/crm/performance/forecast_report.rst-1
msgid "A pie chart view of the Forecast report."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:96
msgid ""
"Click the |pivot| to change to the pivot view, or the |list| to change to "
"the list view."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:99
#: ../../content/applications/sales/members/members_analysis.rst:49
msgid ""
"The :ref:`pivot view <reporting/using-pivot>` can be used to view and "
"analyze data in a more in-depth manner. Multiple measures can be selected, "
"and data can be viewed by month, and by opportunity stage."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:0
msgid "A sample of the forecast report in the pivot view."
msgstr ""
#: ../../content/applications/sales/crm/performance/forecast_report.rst:108
msgid "To save this report as a *favorite*, see :ref:`search/favorites`."
msgstr "要将此报告保存为*收藏*,请参阅 :ref:`search/favorites`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:3
msgid "Pipeline Analysis"
msgstr "流水线分析"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:5
2016-03-07 16:31:40 +07:00
msgid ""
"The *CRM* app manages the sales pipeline as leads/opportunities move from "
"stage to stage, origination to sale (**Won**) or archival (**Lost**)."
msgstr "当潜在客户/商机从一个阶段到另一个阶段,从发起到销售(**赢得**)或存档(**丢失**)时,*CRM* 应用程序会对销售管道进行管理。"
2016-03-18 16:23:29 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:8
2016-03-18 16:23:29 +07:00
msgid ""
"After organizing the pipeline, use the search options and reports available "
"on the *Pipeline Analysis* page to gain insight into the effectiveness of "
"the pipeline and its users."
msgstr "整理管道后,使用*管道分析*页面上提供的搜索选项和报告,深入了解管道及其用户的有效性。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:11
msgid ""
"To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> "
"Reporting --> Pipeline`."
msgstr "要访问 *管道分析* 页面,请访问 :menuselection:`CRM 应用程序 --> 报告 --> 管道`。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"Open the CRM app and click on the Reporting tab along the top, then click "
"Pipeline."
msgstr "打开 CRM 应用程序,点击顶部的报告选项卡,然后点击管道。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:20
msgid "Navigate the pipeline analysis page"
msgstr "浏览管道分析页面"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:22
msgid ""
"Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph "
"showcasing the leads from the past year automatically populates. The bars "
"represent the number of leads in each stage of the sales pipeline, color-"
"coded to show the month the lead reached that stage."
msgstr ""
"访问 :guilabel:`管道分析` "
"页面时,会自动弹出一个条形图,展示过去一年的潜在客户。条形图表示处于销售管道各阶段的潜在客户数量,并用不同颜色标示出潜在客户达到该阶段的月份。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The default state of the Pipeline Analysis page is a graph, with many "
"options to change it."
msgstr "管道分析页面的默认状态是图表,有很多选项可以更改。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:30
2016-03-07 16:31:40 +07:00
msgid ""
"The interactive elements of the :guilabel:`Pipeline Analysis` page "
"manipulate the graph to report different metrics in several views. From "
"left-to-right, top-to-bottom, the elements include:"
msgstr "guilabel:`管道分析`页面的交互式元素可在多个视图中操作图表,以报告不同的指标。从左到右,从上到下,这些元素包括:"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:33
msgid ""
":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located "
"next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-"
"down menu appears with three options, each with their own sub-menu: "
":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See "
":ref:`Save and share reports <win_loss/save_reports>` for more information)"
msgstr ""
":guilabel:`操作`:由 :guilabel:`⚙️(齿轮)` 图标表示,位于 :guilabel:`管道分析` "
"页面标题旁边。点击后,会出现一个下拉菜单,其中有三个选项,每个选项都有自己的子菜单::guilabel:`知识`、:guilabel:`仪表板`、:guilabel:`数据表`。(更多信息请参阅"
" :ref:`保存和共享报告 <win_loss/save_reports>`"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:39
2016-03-07 16:31:40 +07:00
msgid ""
"The :guilabel:`Knowledge` option is for linking to or inserting the graph in"
" a *Knowledge* app article."
msgstr ":guilabel:`知识库`选项用于在*知识库*应用文章中链接或插入图表。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:41
2016-03-07 16:31:40 +07:00
msgid ""
"The :guilabel:`Dashboard` option is for adding the graph to a dashboard in "
"the *Dashboards* app."
msgstr ":guilabel:`仪表板`选项用于将图表添加到 *仪表板* 应用程序的仪表板中。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:42
msgid ""
"The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet"
" in the *Documents* app."
msgstr ":guilabel:`电子表格`选项用于将图表链接到*文件管理*应用程序中的电子表格中。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:44
msgid ""
":guilabel:`Search...` bar: shows the filters and groupings currently being "
"applied to the graph. To add new filters/groups, type them into the search "
"bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, "
"to open a drop-down menu of options. (See :ref:`Search Options "
"<win_loss/search>` for more information)"
msgstr ""
":guilabel:`搜索...` 栏:显示当前应用于图表的筛选器和分组。要添加新的筛选器/分组,请在搜索栏中输入,或单击搜索栏末尾的 "
":guilabel:`⬇️ (向下箭头)` 图标,打开选项下拉菜单。(更多信息请参阅 :ref:`搜索选项 <win_loss/search>`"
#: ../../content/applications/sales/crm/performance/win_loss.rst:49
msgid ""
"In the upper-right corner, there are view options represented by different "
"icons. (See :ref:`View Options <win_loss/view>` for more information)"
msgstr "右上角有不同图标代表的视图选项。(更多信息请参阅 :ref:`View Options <win_loss/view>`"
#: ../../content/applications/sales/crm/performance/win_loss.rst:52
msgid ""
":guilabel:`Graph` view: displays the data in a bar graph. This is the "
"default view."
msgstr ":guilabel:`图表` 视图:以条形图显示数据。这是默认视图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:53
msgid ""
":guilabel:`Pivot` view: displays the data in a customizable, categorized "
"metrics table."
msgstr ":guilabel:`透视` 视图:在可定制的分类指标表中显示数据。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:54
msgid ""
":guilabel:`Cohort` view: displays and organizes the data, based on their "
":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, "
"month, or year."
msgstr ""
":guilabel:`队列` 视图:根据 :guilabel:`创建日期` 和 :guilabel:`关闭日期` "
"以周(默认)、天、月或年为基准,展示和组织数据。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:56
msgid ":guilabel:`List` view: displays the data in a list."
msgstr ":guilabel:`List` 视图:以列表形式显示数据。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:58
msgid ""
"Located on the far-left side of the page, beneath the :guilabel:`Pipeline "
"Analysis` page title, there are more configurable filter and view options."
msgstr "在页面最左侧的 :guilabel:`管道分析` 页面标题下方,有更多可配置的筛选器和视图选项。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:61
msgid ""
":guilabel:`Measures`: opens a drop-down menu of different measurement "
"options that can be seen in the graph, pivot, or cohort view. The "
":guilabel:`Measure` drop-down menu is not available in the list view. (See "
":ref:`Measurement Options <win_loss/measure>` for more information)"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:64
msgid ""
":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for "
"adding a graph or pivot table to a spreadsheet in the *Documents* app or a "
"dashboard in the *Dashboards* app. This option is not available in the "
"cohort or list view."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:68
msgid "With the graph view selected, the following options are available:"
msgstr "选择图表视图后,可使用以下选项:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:70
msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart."
msgstr ":guilabel:`柱状图`:将图表切换为柱状图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:71
msgid ":guilabel:`Line Chart`: switches the graph to a line chart."
msgstr ":guilabel:`折线图`:将图表切换为折线图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:72
msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart."
msgstr ":guilabel:`饼状图`:将图表切换为饼状图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:73
msgid ""
":guilabel:`Stacked`: when selected, the results of each stage of the graph "
"are stacked on top of each other. When not selected, the results in each "
"stage are shown as individual bars."
msgstr ":guilabel:`堆叠`:选中时,图表每个阶段的结果都会堆叠在一起。未选择时,每个阶段的结果显示为单独的柱状图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:75
msgid ""
":guilabel:`Descending`: re-orders the stages in the graph in descending "
"order from left-to-right. Click the icon a second time to deselect it. "
"Depending on the search criteria, this option may not be available."
msgstr ":guilabel:`降序`:按从左到右的降序重新排列图表中的阶段。再次单击图标可取消选择。根据搜索条件,此选项可能不可用。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:78
msgid ""
":guilabel:`Ascending`: re-orders the stages in the graph in ascending order "
"from left-to-right. Click the icon a second time to deselect it. Depending "
"on the search criteria, this option may not be available."
msgstr "guilabel:`升序`:按从左到右的升序重新排列图表中的阶段。再次单击图标可取消选择。根据搜索条件,此选项可能不可用。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:82
msgid "With the pivot view selected, the following options are available:"
msgstr "选择透视图后,可使用以下选项:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:84
#: ../../content/applications/sales/crm/performance/win_loss.rst:326
msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table."
msgstr ":guilabel:`翻转轴`: 翻转整个表格的 X 轴和 Y 轴。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:85
#: ../../content/applications/sales/crm/performance/win_loss.rst:327
msgid ""
":guilabel:`Expand All`: when additional groupings are selected using the "
":guilabel:` (plus sign)` icons, this button opens those groupings under "
"every row."
msgstr ":guilabel:`全部展开`:当使用 :guilabel:` (加号)` 图标选择其他分组时,此按钮会在每一行下打开这些分组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:87
#: ../../content/applications/sales/crm/performance/win_loss.rst:329
msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file."
msgstr ":guilabel:`下载 xlsx`:将表格下载为 Excel 文件。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:92
msgid "Search options"
msgstr "搜索选项"
#: ../../content/applications/sales/crm/performance/win_loss.rst:94
msgid ""
"The :guilabel:`Pipeline Analysis` page can be customized with various "
"filters and grouping options."
msgstr "guilabel:`管道分析` 页面可通过各种筛选器和分组选项进行自定义。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:96
msgid ""
"To add new search criteria, type the desired criteria into the search bar, "
"or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to "
"open a drop-down menu of all options. See the sections below for more "
"information on what each option does."
msgstr ""
"要添加新的搜索条件,请在搜索栏中键入所需的条件,或单击搜索栏旁边的 :guilabel:`⬇️(向下箭头)` "
"图标,打开包含所有选项的下拉菜单。有关每个选项作用的更多信息,请参阅以下章节。"
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"Clicking on the down arrow next to the search bar opens a menu of filters "
"for the analysis."
msgstr "点击搜索栏旁边的向下箭头,就会打开一个分析筛选器菜单。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:106
msgid "Filters"
msgstr "筛选"
#: ../../content/applications/sales/crm/performance/win_loss.rst:108
msgid ""
"The :guilabel:`Filters` section allows users to add pre-made and custom "
"filters to the search criteria. Multiple filters can be added to a single "
"search."
msgstr "通过 :guilabel:`筛选` 部分,用户可以在搜索条件中添加预制和自定义筛选器。一次搜索可添加多个筛选器。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:111
msgid ":guilabel:`My Pipeline`: show leads assigned to the current user."
msgstr ":guilabel:`我的管道`:显示分配给当前用户的潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:112
msgid ""
":guilabel:`Opportunities`: show leads that have been qualified as "
"opportunities."
msgstr ":guilabel:`商机`: 显示符合机会条件的潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:113
msgid ""
":guilabel:`Leads`: show leads that have yet to be qualified as "
"opportunities."
msgstr ":guilabel:`潜在客户`: 显示尚未被确认为商机的潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:114
msgid ":guilabel:`Active`: show active leads."
msgstr ":guilabel:`Active`: 显示活跃潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:115
msgid ":guilabel:`Inactive`: show inactive leads."
msgstr ":guilabel:`不活跃`:显示不活跃的潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:116
msgid ":guilabel:`Won`: show leads that have been marked **Won**."
msgstr ":guilabel:`赢得`:显示已标记为**赢得**的潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:117
msgid ":guilabel:`Lost`: show leads that have been marked **Lost**."
msgstr ":guilabel:`丢失`:显示已标记为**丢失**的潜在客户。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:118
msgid ""
":guilabel:`Created On`: show leads that were created during a specific "
"period of time. By default, this is the past year, but it can be adjusted as"
" needed, or removed entirely."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:120
msgid ""
":guilabel:`Expected Closing`: show leads that are expected to close (marked "
"**Won**) during a specific period of time."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:122
msgid ""
":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during"
" a specific period of time."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:124
msgid ""
":guilabel:`Archived`: show leads that have been archived (marked **Lost**)."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:125
msgid ""
":guilabel:`Add Custom Filter`: allows the user to create a custom filter "
"with numerous options. (See :ref:`Add Custom Filters and Groups "
"<win_loss/custom_filters>` for more information)"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:129
msgid "Group By"
msgstr "分组方式"
#: ../../content/applications/sales/crm/performance/win_loss.rst:131
msgid ""
"The :guilabel:`Group By` section allows users to add pre-made and custom "
"groupings to the search results. Multiple groupings can be added to split "
"results into more manageable chunks."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:135
msgid ""
"The order that groupings are added affects how the final results are "
"displayed. Try selecting the same combinations in a different order to see "
"what works best for each use case."
msgstr "添加分组的顺序会影响最终结果的显示方式。尝试以不同的顺序选择相同的组合,看看哪种方式最适合每种使用情况。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:139
msgid ""
":guilabel:`Salesperson`: groups the results by the Salesperson to whom a "
"lead is assigned."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:140
msgid ""
":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead "
"is assigned."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:141
msgid ""
":guilabel:`City`: groups the results by the city from which a lead "
"originated."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:142
msgid ""
":guilabel:`Country`: groups the results by the country from which a lead "
"originated."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:143
msgid ""
":guilabel:`Company`: groups the results by the company to which a lead "
"belongs (if multiple companies are activated in the database)."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:145
msgid ""
":guilabel:`Stage`: groups the results by the stages of the sales pipeline."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:146
msgid ""
":guilabel:`Campaign`: groups the results by the marketing campaign from "
"which a lead originated."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:148
msgid ""
":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords,"
" Website, etc.) from which a lead originated."
msgstr ":guilabel:`媒介`根据线索来源的媒介电子邮件、Google Adwords、网站等对结果进行分组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:150
msgid ""
":guilabel:`Source`: groups the results by the source (Search engine, Lead "
"Recall, Newsletter, etc.) from which a lead originated."
msgstr ":guilabel:`来源`:根据潜在客户来源(搜索引擎、潜在客户召回、时事通讯等)对结果进行分组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:152
msgid ""
":guilabel:`Creation Date`: groups the results by the date a lead was added "
"to the database."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:153
msgid ""
":guilabel:`Conversion Date`: groups the results by the date a lead was "
"converted to an opportunity."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:155
msgid ""
":guilabel:`Expected Closing`: groups the results by the date a lead is "
"expected to close (marked \"Won\")."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:157
msgid ""
":guilabel:`Closed Date`: groups the results by the date a lead was "
"closed(marked \"Won\")."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:158
msgid ""
":guilabel:`Lost Reason`: groups the results by the reason selected when a "
"lead was marked \"Lost.\""
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:160
msgid ""
":guilabel:`Add Custom Group`: allows the user to create a custom group with "
"numerous options. (See :ref:`Adding Custom Filters and Groups "
"<win_loss/custom_filters>` for more information)"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:164
msgid "Comparison"
msgstr "比较"
#: ../../content/applications/sales/crm/performance/win_loss.rst:166
msgid ""
"The :guilabel:`Comparison` section allows users to add comparisons to the "
"same search criteria over another period of time."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:169
msgid ""
"This option is only available if the search includes time-based filters, "
"such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or "
":guilabel:`Date Closed`. While multiple time-based filters can be added at "
"once, only one comparison can be selected at a time."
msgstr ""
"此选项只有在搜索包含基于时间的筛选器时可用,例如 :guilabel:`创建于`、:guilabel:`预计关闭`或 "
":guilabel:`关闭日期`。虽然可以同时添加多个基于时间的筛选器,但一次只能选择一个比较。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:174
msgid ""
":guilabel:`Previous Period`: adds a comparison to the same search criteria "
"from the previous period."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:176
msgid ""
":guilabel:`Previous Year`: adds a comparison to the same search criteria "
"from the previous year."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:179
msgid "Favorites"
msgstr "收藏"
#: ../../content/applications/sales/crm/performance/win_loss.rst:181
msgid ""
"The :guilabel:`Favorites` section allows users to save a search for later, "
"so it does not need to be recreated every time."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:184
msgid ""
"Multiple searches can be saved, shared with others, or even set as the "
"default for whenever the :guilabel:`Pipeline Analysis` page is opened."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:187
msgid ""
":guilabel:`Save current search`: save the current search criteria for later."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:189
msgid ""
":guilabel:`Default filter`: when saving a search, check this box to make it "
"the default search filter when the :guilabel:`Pipeline Analysis` page is "
"opened."
msgstr ":guilabel:`默认筛选器`:保存搜索时,选中此复选框,使其在打开 :guilabel:`管道分析` 页面时成为默认搜索筛选器。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:191
msgid ""
":guilabel:`Shared`: when saving a search, check this box to make it "
"available to other users."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:197
msgid "Add custom filters and groups"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:199
msgid ""
"In addition to the pre-made options in the search bar, the "
":guilabel:`Pipeline Analysis` page can also utilize custom filters and "
"groups."
msgstr "除了搜索栏中的预制选项外,:guilabel:`管道分析` 页面还可以使用自定义筛选器和分组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:202
msgid ""
"Custom filters are complex rules that further customize the search results, "
"while custom groups display the information in a more organized fashion."
msgstr "自定义筛选器是复杂的规则,可进一步自定义搜索结果,而自定义组则以更有条理的方式显示信息。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:205
msgid "**To add a custom filter:**"
msgstr "**添加自定义过滤器:**"
#: ../../content/applications/sales/crm/performance/win_loss.rst:207
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
"icon next to the :guilabel:`Search...` bar."
msgstr "在 :guilabel:`管道分析` 页面上,单击 :guilabel:`搜索...` 栏旁边的 :guilabel:`向下箭头` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:209
msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`."
msgstr "在下拉菜单中,单击 :guilabel:`添加自定义筛选器`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:210
msgid ""
"The :guilabel:`Add Custom Filter` pop-up window appears with a default rule "
"(:guilabel:`Country is in _____`) comprised of three unique fields. These "
"fields can be edited to make a custom rule, and multiple rules can be added "
"to a single custom filter."
msgstr ""
"在弹出的 :guilabel:`添加自定义筛选器` 窗口中会出现一个默认规则(:guilabel:`国家/地区位于 "
"_____`),该规则由三个唯一字段组成。可以对这些字段进行编辑,以制定自定义规则,还可以在单个自定义筛选器中添加多个规则。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:213
msgid ""
"To edit a rule, start by clicking the first field (:guilabel:`Country`), and"
" select an option from the drop-down menu. The first field determines the "
"primary subject of the rule."
msgstr "要编辑一条规则,首先点击第一个字段(:guilabel:`国家/地区`),然后从下拉菜单中选择一个选项。第一个字段决定了规则的主要主题。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:215
msgid ""
"Next, click the second field, and select an option from the drop-down menu. "
"The second field determines the relationship of the first and third fields, "
"and is usually an **is** or **is not** statement, but can also be **greater "
"than or less than** statements, and more."
msgstr ""
"接下来,点击第二个字段,从下拉菜单中选择一个选项。第二个字段决定了第一个字段和第三个字段的关系,通常是**是**或**不是**语句,但也可以是**大于或小于**语句等。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:218
msgid ""
"Finally, click the third field, and select an option from the drop-down "
"menu. The third field determines the secondary subject of the rule."
msgstr "最后,单击第三个字段,从下拉菜单中选择一个选项。第三个字段决定了规则的次要主题。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:220
msgid "With all three fields selected, the rule is complete."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:222
msgid ""
"**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as "
"needed."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:223
msgid ""
"**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of "
"the rule."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:224
msgid ""
"**To duplicate an existing rule:** click the :guilabel:` (plus sign)` icon "
"to the right of the rule."
msgstr "**复制现有规则:** 点击规则右侧的 :guilabel:`➕(加号)` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:226
msgid ""
"**To create more complex rules:** click the :guilabel:`Add branch` icon to "
"the right of the rule. This adds another modifier below the rule for adding "
"an \"all of\" or \"any of\" statement."
msgstr ""
"**要创建更复杂的规则:** 点击规则右侧的 :guilabel:`添加分支` 图标。这会在规则下方添加另一个修改器,用于添加 “所有” 或 “任何” "
"语句。"
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The add branch feature allows the creation of more complex all or any "
"statements for rules."
msgstr "添加分支功能允许为规则创建更复杂的全部或任意语句。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:233
msgid ""
"Once all rules have been added, click :guilabel:`Add` to add the custom "
"filter to the search criteria."
msgstr "添加所有规则后,点击 :guilabel:`添加` 将自定义筛选器添加到搜索条件中。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:236
msgid ""
"**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the "
"filter in the search bar."
msgstr "**删除自定义筛选器:** 点击搜索栏中筛选器旁边的 :guilabel:`✖️ (x)` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:239
msgid "**To add a custom group:**"
msgstr "**添加自定义组:**"
#: ../../content/applications/sales/crm/performance/win_loss.rst:241
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
"icon next to the search bar."
msgstr "在 :guilabel:`管道分析` 页面,点击搜索栏旁边的 :guilabel:`向下箭头` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:243
msgid ""
"In the drop-down menu that appears, click :guilabel:`Add Custom Group`."
msgstr "在出现的下拉菜单中,点击:guilabel:`添加自定义组`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:244
msgid ""
"Scroll through the options in the drop-down menu, and select one or more "
"groups."
msgstr "滚动下拉菜单中的选项,选择一个或多个组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:246
msgid ""
"**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the "
"custom group in the search bar."
msgstr "**删除自定义组:**点击搜索栏中自定义组旁边的 :guilabel:`✖️ (x)` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:252
msgid "Measurement options"
msgstr "计量单位选项"
#: ../../content/applications/sales/crm/performance/win_loss.rst:254
msgid ""
"By default, the :guilabel:`Pipeline Analysis` page measures the total "
":guilabel:`Count` of leads that match the search criteria, but can be "
"changed to measure other items of interest."
msgstr "默认情况下,:guilabel:`管道分析'页面衡量符合搜索条件的潜在客户总数,但也可更改为测量其他相关项目。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:257
msgid ""
"To change the selected measurement, click the :guilabel:`Measures` button on"
" the top-left of the page, and select one of the following options from the "
"drop-down menu:"
msgstr "要更改选定的测量值,请单击页面左上角的 :guilabel:`衡量标准` 按钮,然后从下拉菜单中选择以下选项之一:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:260
msgid ""
":guilabel:`Days to Assign`: measures the number of days it took a lead to be"
" assigned after creation."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:262
msgid ""
":guilabel:`Days to Close`: measures the number of days it took a lead to be "
"closed (marked **Won**)."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:264
msgid ""
":guilabel:`Days to Convert`: measures the number of days it took a lead to "
"be converted to an opportunity."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:266
msgid ""
":guilabel:`Exceeded Closing Days`: measures the number of days by which a "
"lead exceeded its Expected Closing date."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:268
msgid ""
":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:269
msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:270
msgid ""
":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of"
" a lead."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:271
msgid ""
":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring "
"Revenues of a lead."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:272
msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:273
msgid ""
":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:274
msgid ""
":guilabel:`Count`: measures the total amount of leads that match the search "
"criteria."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:281
msgid ""
"After configuring filters, groupings, and measurements, the "
":guilabel:`Pipeline Analysis` page can display the data in a variety of "
"ways. By default, the page uses the graph view, but can be changed to a "
"pivot view, cohort view, or list view."
msgstr ""
"配置筛选器、分组和衡量标准后,:guilabel:`管道分析`页面可以多种方式显示数据。默认情况下,页面使用图形视图,但也可更改为透视图、队列视图或列表视图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:285
msgid ""
"To change the pipeline to a different view, click one of the four view "
"icons, located in the top-right of the :guilabel:`Pipeline Analysis` page."
msgstr "要将管道更改为不同视图,请单击位于 :guilabel:`管道分析` 页面右上方的四个视图图标之一。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:290
msgid "Graph View"
msgstr "图表视图"
#: ../../content/applications/sales/crm/performance/win_loss.rst:292
msgid ""
"The graph view is the default selection for the :guilabel:`Pipeline "
"Analysis` page. It displays the analysis as either a: bar chart, line chart,"
" or pie chart."
msgstr "图表视图是 :guilabel:`管道分析` 页面的默认选项。它以条形图、折线图或饼状图显示分析结果。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:295
msgid ""
"This view option is useful for quickly visualizing and comparing simple "
"relationships, like the :guilabel:`Count` of leads in each stage, or the "
"leads assigned to each :guilabel:`Salesperson`."
msgstr ""
"该视图选项适用于快速可视化和比较简单关系,如每个阶段的 :guilabel:`计数` 潜在客户数量,或分配给每个 :guilabel:`销售人员` "
"的潜在客户数量。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:299
msgid ""
"By default, the graph measures the :guilabel:`Count` of leads in each group,"
" but this can be changed by clicking the :guilabel:`Measures` button, and "
":ref:`selecting another option <win_loss/measure>` from the resulting drop-"
"down menu."
msgstr ""
"默认情况下,图表会衡量每个组中的 :guilabel:`计数` 潜在客户数量,但可以通过点击 :guilabel:`衡量标准` "
"按钮并从下拉菜单中选择另一个选项 <win_loss/measure>` 来更改。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie "
"Chart."
msgstr "图表视图以条形图、折线图或饼状图的形式显示分析结果。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:308
msgid ""
"When using a bar chart in this view, consider deselecting the "
":guilabel:`Stacked` option, in order to make the breakdown of results more "
"legible."
msgstr "在此视图中使用条形图时,请考虑取消选择 :guilabel:`堆叠` 选项,以便使结果细目更清晰。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:311
#: ../../content/applications/sales/crm/performance/win_loss.rst:512
msgid "Pivot View"
msgstr "数据透视视图"
#: ../../content/applications/sales/crm/performance/win_loss.rst:313
msgid ""
"The pivot view displays the results of the analysis as a table. By default, "
"the table groups the results by the stages of the sales pipeline, and "
"measures :guilabel:`Expected Revenue`."
msgstr "数据透视以表格形式显示分析结果。默认情况下,表格按销售管道的阶段对结果进行分组,并测量 :guilabel:` 预期收入`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:316
msgid ""
"The pivot view is useful for analyzing more detailed numbers than the graph "
"view can handle, or for adding the data to a spreadsheet, where custom "
"formulas can be set up, like in an Excel file."
msgstr "透视视图可用于分析比图表视图更详细的数字,或将数据添加到电子表格中,在电子表格中可以设置自定义公式,就像在 Excel 文件中一样。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Pivot View displays the analysis as a table."
msgstr "透视图以表格形式显示分析结果。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:324
msgid ""
"The three icons at the top-left of the page perform the following functions:"
msgstr "页面左上方的三个图标具有以下功能:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:332
msgid ""
"The :guilabel:`Stage` grouping cannot be removed, but the measurement can be"
" changed by clicking the :guilabel:`Measures` button, and selecting another "
"option."
msgstr "无法删除 :guilabel:`阶段` 分组,但可以通过点击 :guilabel:`衡量标准` 按钮更改值,并选择其他选项。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:335
msgid "Cohort View"
msgstr "群组视图"
#: ../../content/applications/sales/crm/performance/win_loss.rst:337
msgid ""
"The cohort view displays the analysis as periods of time (cohorts) that can "
"be set to days, weeks, months, or years. By default, :guilabel:`Week` is "
"selected."
msgstr "队列视图将分析显示为时间段(队列),可设置为天、周、月或年。默认情况下,选择 :guilabel:`周`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:340
msgid ""
"This view option is useful specifically for comparing how long it has taken "
"to close leads."
msgstr "该视图选项特别适用于比较成交线索所需的时间。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Cohort View displays the analysis as individual weeks of the year."
msgstr "队列视图将分析结果显示为一年中的各个星期。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:346
msgid ""
"From left-to-right, top-to-bottom, the columns in the chart represent the "
"following:"
msgstr "从左到右,从上到下,图表中的各栏分别代表以下内容:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:348
msgid ""
":guilabel:`Created On`: rows in this column represent the weeks of the year,"
" in which records matching the search criteria exist."
msgstr ":guilabel:`创建于`:此列中的行表示一年中存在符合搜索条件的记录的周数。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:351
msgid ""
"When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` "
"means the results occurred in: Week 52 of the Year 2023."
msgstr ""
"当设置为 :guilabel:`周` 时,标有 :guilabel:`W52 2023` 的行表示结果发生在 2023 年第 52 周: 2023 年第"
" 52 周。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:353
msgid ""
":guilabel:`Measures`: the second column in the chart is the measurement of "
"the results. By default, it is set to :guilabel:`Count`, but can be changed "
"by clicking the :guilabel:`Measures` button, and selecting an option from "
"the drop-down menu."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:356
msgid ""
":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what "
"percentage of the measured results were closed in subsequent "
"days/weeks/months/years."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:358
msgid ""
":guilabel:`Average`: this row provides the average of all other rows in the "
"column."
msgstr ":guilabel:`平均值`:该行提供列中所有其他行的平均值。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:360
msgid ""
"The cohort view can also be downloaded as an Excel file, by clicking the "
":guilabel:`Download` icon in the top-left of the page."
msgstr "点击页面左上角的 :guilabel:`下载` 图标,还可将队列视图下载为 Excel 文件。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:363
#: ../../content/applications/sales/crm/performance/win_loss.rst:537
msgid "List View"
msgstr "列表视图"
#: ../../content/applications/sales/crm/performance/win_loss.rst:365
msgid ""
"The list view displays a single list of all leads matching the search "
"criteria. Clicking a lead opens the record for closer review. Additional "
"details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be "
"added to the list, by clicking the :guilabel:`Filters` icon in the top-right"
" of the list."
msgstr ""
"列表视图显示符合搜索条件的所有线索的单一列表。单击线索可打开记录进行仔细查看。点击列表右上方的 :guilabel:`筛选器` "
"图标,可在列表中添加其他详细信息,如 :guilabel:`国家/地区`、:guilabel:`媒介` 等。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:370
msgid "This view option is useful for reviewing many records at once."
msgstr "该视图选项对于同时查看许多记录非常有用。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"The List View displays a single list of all records matching the search "
"criteria."
msgstr "列表视图显示符合搜索条件的所有记录的单一列表。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:376
msgid ""
"Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, "
"with options for the following:"
msgstr "单击 :guilabel:`⚙️(齿轮)` 图标,打开 “操作” 下拉菜单,其中有以下选项:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:379
msgid ""
":guilabel:`Import records`: opens a page for uploading a spreadsheet of "
"data, as well as a template spreadsheet to easily format that data."
msgstr ":guilabel:`导入记录`:打开一个用于上传数据电子表格的页面,以及一个用于轻松格式化数据的电子表格模板。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:381
msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel."
msgstr ":guilabel:`导出全部`: 将列表下载为 Excel 的 xlsx 文件。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:382
msgid ""
":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article"
" in the *Knowledge* app."
msgstr ":guilabel:`知识库`:在 *知识库* 应用程序的文章中插入列表视图或链接。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:384
msgid ""
":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* "
"app."
msgstr ":guilabel:`仪表板`: 将列表添加到 *仪表板* 应用程序中的 *我的仪表板* 中。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:385
msgid ""
":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in "
"the *Documents* app."
msgstr ":guilabel:`电子表格`: 在 *文件管理* 应用程序的电子表格中链接或插入列表。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:389
msgid ""
"On the list view, clicking :guilabel:`New` closes the list, and opens the "
"*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up "
"window for lead generation. Neither feature is intended to manipulate the "
"list view."
msgstr ""
"在列表视图中,单击 :guilabel:`新建` 关闭列表,并打开 *新报价单* 页面。点击 :guilabel:`创建潜在客户` "
"则会打开一个弹出式窗口,用于生成报价单。这两项功能都不是为了操作列表视图。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:396
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77
msgid "Create reports"
msgstr "创建报告"
#: ../../content/applications/sales/crm/performance/win_loss.rst:398
msgid ""
"After understanding how to :ref:`navigate the pipeline analysis page "
"<win_loss/pipeline>`, the :guilabel:`Pipeline Analysis` page can be used to "
"create and share different reports. Between the pre-made options and custom "
"filter and groupings, almost any combination is possible."
msgstr ""
"在了解如何 :ref:`浏览管道分析页面 <win_loss/pipeline>` 之后,就可以使用 :guilabel:`管道分析` "
"页面创建和共享不同的报告。在预设选项和自定义筛选器及分组之间,几乎可以实现任何组合。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:402
msgid ""
"Once created, reports can be :ref:`saved to favorites, shared with other "
"users, and/or added to dashboards and spreadsheets <win_loss/save_reports>`."
msgstr ""
"创建报告后,可以 :ref:` 保存到收藏夹、与其他用户共享和/或添加到仪表板和电子表格 <win_loss/save_repheets>` 中。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:405
msgid ""
"A few common reports that can be created using the :guilabel:`Pipeline "
"Analysis` page are detailed below."
msgstr "使用 :guilabel:`管道分析` 页面创建的几种常见报告详述如下。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:411
msgid "Win/Loss reports"
msgstr "赢得/丢失报告"
#: ../../content/applications/sales/crm/performance/win_loss.rst:413
msgid ""
"Win/Loss is a calculation of active or previously active leads in a pipeline"
" that were either marked as **Won** or **Lost** over a specific period of "
"time. By calculating opportunities won over opportunities lost, teams can "
"clarify key performance indicators (KPIs) that are converting leads into "
"sales, such as specific teams or team members, certain marketing mediums or "
"campaigns, and so on."
msgstr ""
"“赢得/丢失” 是对销售渠道中,活跃或以前活跃的潜在客户进行计算的结果,这些潜在客户在特定时间段内被标记为 "
"**赢得**或**丢失**。通过计算赢得和丢失的商机团队可以明确将潜在客户转化为销售额的关键绩效指标KPI如特定团队或团队成员、某些营销媒介或营销活动等。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:419
msgid ""
"\\begin{equation}\n"
"Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n"
"\\end{equation}\n"
"\n"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:424
msgid ""
"A win/loss report filters the leads from the past year, whether won or lost,"
" and groups the results by their stage in the pipeline. Creating this report"
" requires a custom filter, and grouping the results by :guilabel:`Stage`."
msgstr ""
"赢得/丢失报告会筛选过去一年的潜在客户,无论赢得还是丢失,按潜在客户在管道中的阶段对结果进行分组。创建此报告需要自定义筛选器,并按 "
":guilabel:`阶段` 对结果进行分组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The search criteria for win/loss reports is Created On, Stage, and Active is"
" in true false."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:432
msgid "Follow the steps below to create a win/loss report:"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:434
msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:435
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
"arrow)` icon, next to the search bar, to open a drop-down menu of filters "
"and groupings."
msgstr ""
"在 :guilabel:`管道分析` 页面上,单击搜索栏旁边的 :guilabel:`⬇️ (向下箭头)` 图标,打开筛选器和分组的下拉菜单。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Search menu containing the filters for a basic win/loss report."
msgstr "搜索菜单包含基本赢得/丢失报告的筛选器。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:442
msgid ""
"In drop-down menu that appears, under the :guilabel:`Group By` heading, "
"click :guilabel:`Stage`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:443
msgid ""
"Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` "
"to open another pop-up menu."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:445
msgid ""
"In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field "
"in the :guilabel:`Match any of the following rules:` section. By default, "
"this field displays :guilabel:`Country`."
msgstr ""
"在 :guilabel:`添加自定义筛选器` 弹出菜单中,单击 :guilabel:`符合以下任一规则:` 部分中的第一个字段。默认情况下,此字段显示 "
":guilabel:`国家/地区`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:448
msgid ""
"Clicking that first field reveals a sub-menu with numerous options to choose"
" from. From this sub-menu, locate and select the :guilabel:`Active` option. "
"Doing so automatically populates the remaining fields."
msgstr ""
"点击第一个字段后会出现一个子菜单,其中有许多选项可供选择。从子菜单中找到并选择 :guilabel:`激活` 选项。这样就会自动填充其余字段。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:452
msgid ""
"The first field reads: :guilabel:`Active`. The second field reads: "
":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`."
msgstr ""
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:455
msgid "In total, the rule reads: :guilabel:`Active is set`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:456
msgid ""
"Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, "
"and the last field to :guilabel:`not set`. In total, the rule reads "
":guilabel:`Active is not set`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:458
#: ../../content/applications/sales/crm/performance/win_loss.rst:640
msgid "Click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The Add Custom Filter menu showing two rules: (1) Active is set, and (2) "
"Active is not set."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:464
msgid ""
"The report now displays the total :guilabel:`Count` of leads, whether "
"\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over "
"a section of the report to see the number of leads in that stage."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"A basic win/loss report showing all leads whether won or lost grouped by "
"stage."
msgstr "基本的赢/输报告,显示所有潜在客户(无论赢还是输)按阶段分组。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:473
msgid "Customize win/loss reports"
msgstr "自定义赢/输报告"
#: ../../content/applications/sales/crm/performance/win_loss.rst:475
msgid ""
"After :ref:`creating a win/loss report <win_loss/win_loss>`, consider using "
"the options below to customize the report for different needs."
msgstr "在 :ref:` 创建赢/输报告 <win_loss/win_loss>`后,请考虑使用以下选项自定义报告,以满足不同需求。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:479
msgid ""
"A sales manager might group wins and losses by salesperson, or sales team, "
"to see who has the best conversion rate. Or, a marketing team might group by"
" sources, or medium, to determine where their advertising has been most "
"successful."
msgstr "销售经理可能会按销售人员或销售团队对赢/输进行分组,以了解谁的转化率最高。或者,营销团队可以按来源或媒介进行分组,以确定广告在哪里最成功。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:485
msgid "Filters and groups"
msgstr "筛选器和分组"
#: ../../content/applications/sales/crm/performance/win_loss.rst:487
2017-03-24 16:44:24 +07:00
msgid ""
"To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, "
"next to the search bar, and select one or more options from the drop-down "
"menu."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:490
msgid "Some useful options include:"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:492
msgid ""
":guilabel:`Created on`: adjusting this filter to a different period of time,"
" such as the last 30 days, or the last quarter, can provide more timely "
"results."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:494
msgid ""
":guilabel:`Add Custom Filter`: clicking this option, and scrolling through "
"the numerous options in the drop-down menu, opens up additional search "
"criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`."
msgstr ""
":guilabel:`添加自定义筛选器`:单击此选项,并在下拉菜单的众多选项中滚动,可打开其他搜索条件,如 :guilabel:`最后阶段更新` 或 "
":guilabel:`丢失原因`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:497
msgid ""
":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom "
"Group --> Active` separates the results into **Won** (:guilabel:`true`) or "
"**Lost** (:guilabel:`false`). This shows at what stage leads are being "
"marked **Won** or **Lost**."
msgstr ""
"点击 :guilabel:`添加自定义群组 > 活跃` 点击 :menuselection:`添加自定义群组 --> 活跃` 将结果分为 "
"**赢得**:guilabel:`真`)或 **丢失**:guilabel:`假`)。这显示了潜在客户在哪个阶段被标记为**赢得**或**丢失**。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:500
msgid ""
":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections"
" to split results into more relevant and manageable chunks."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:503
msgid ""
"Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total"
" count of leads in each :guilabel:`Stage`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:505
msgid ""
"Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing "
"avenues generate more sales."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Search menu open and the Won and Lost filters highlighted."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:514
msgid ""
"By default, pivot view groups win/loss reports by :guilabel:`Stage` and "
"measures :guilabel:`Expected Revenue`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:517
msgid "To flesh out the table:"
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:519
msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:520
msgid ""
"In the pop-up menu, replace the :guilabel:`Stage` grouping with something "
"like :guilabel:`Salesperson` or :guilabel:`Medium`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:522
msgid ""
"Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the"
" number of leads back into the report."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:525
msgid ""
"Other useful measures for pivot view include :guilabel:`Days to Assign` and "
":guilabel:`Days to Close`."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "A win/loss report in Pivot View displays the data in table form."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:533
msgid ""
"In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed "
"out due to the report containing :guilabel:`duplicate group bys`. To fix "
"this, replace the :guilabel:`Stage` grouping in the search bar with another "
"option."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:539
msgid "In list view, a win/loss report displays all leads on a single page."
msgstr ""
#: ../../content/applications/sales/crm/performance/win_loss.rst:541
msgid ""
"To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to "
"the search bar, and add more relevant groupings or re-organize the existing "
"ones. To re-order the nesting, remove all :guilabel:`Group By` options and "
"re-add them in the desired order."
msgstr ""
"要更好地整理列表,请点击搜索栏旁边的 :guilabel:`⬇️(向下箭头)`,然后添加更多相关分组,或重新整理现有分组。要重新排列巢状结构,请删除所有"
" :guilabel:`分组方式` 选项,然后按所需顺序重新添加。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:545
msgid "To add more columns to the list:"
msgstr "要将更多列添加到列表中:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:547
msgid "Click the :guilabel:`Filters` icon in the top-right of the page."
msgstr "点击页面右上角的 :guilabel:`筛选器` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:548
msgid ""
"Select options from the resulting drop-down menu. Some useful filters "
"include:"
msgstr "从下拉菜单中选择选项。一些有用的筛选器包括:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:550
msgid "**Campaign**: Shows the marketing campaign that originated each lead."
msgstr "**活动** 显示每个潜在客户的营销活动。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:551
msgid ""
"**Medium**: Shows the marketing medium (Banner, Direct, Email, Google "
"Adwords, Phone, Website, etc.) that originated each lead."
msgstr "**媒介**显示每个潜在客户的营销媒介横幅广告、直销、电子邮件、Google Adwords、电话、网站等。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:553
msgid ""
"**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search "
"Engine, etc.)."
msgstr "**来源**:显示每条信息的来源(通讯订阅、潜在客户回访、搜索引擎等)。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"A win/loss report in List View displays all leads in an easy-to-read list."
msgstr "赢得/丢失报告以列表视图显示所有潜在客户,便于阅读。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:562
msgid "Save and share reports"
msgstr "保存并分享报告"
#: ../../content/applications/sales/crm/performance/win_loss.rst:564
msgid ""
"After :ref:`creating a report <win_loss/reports>`, the search criteria can "
"be saved, so the report does not need to be created again in the future. "
"Saved searches automatically update their results every time the report is "
"opened."
msgstr ""
"在 :ref:`创建报告 <win_loss/reports>` "
"后,可以保存搜索条件,这样以后就不需要再创建报告。每次打开报告时,保存的搜索会自动更新结果。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:568
msgid ""
"Additionally, reports can be shared with others, or added to "
"spreadsheets/dashboards for greater customization and easier access."
msgstr "此外,还可以与他人共享报告,或将报告添加到电子表格/仪表板中,以便进行更多定制和更方便地访问。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:573
msgid "Save to Favorites"
msgstr "保存到收藏夹"
#: ../../content/applications/sales/crm/performance/win_loss.rst:575
msgid "To save a report for later:"
msgstr "保存报告,以备后续使用:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:577
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
"arrow)` icon, next to the search bar."
msgstr "在 :guilabel:`管道分析` 页面上,点击搜索栏旁边的 :guilabel:`⬇️ (向下箭头)` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:579
msgid ""
"In the drop-down menu that appears, under the :guilabel:`Favorites` heading,"
" click :guilabel:`Save current search`."
msgstr "在出现的下拉菜单中,在 :guilabel:`收藏夹` 标题下单击 :guilabel:`保存当前搜索`。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:581
msgid "In the next drop-down menu that appears, enter a name for the report."
msgstr "在下一个出现的下拉菜单中,输入报告名称。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:583
msgid ""
"Checking the :guilabel:`Default filter` box sets this report as the default "
"analysis when the :guilabel:`Pipeline Analysis` page is accessed."
msgstr "选中 :guilabel:`默认筛选器` 框可将此报告设置为访问 :guilabel:`管道分析` 页面时的默认分析。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:585
2017-03-24 16:44:24 +07:00
msgid ""
"Checking the :guilabel:`Shared` box makes this report available to other "
"users."
msgstr "选中 :guilabel:`共享` 复选框后,其他用户也可使用此报告。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:587
2017-03-24 16:44:24 +07:00
msgid ""
"Finally, click :guilabel:`Save`. The report is now saved under the "
":guilabel:`Favorites` heading."
msgstr "最后,点击 :guilabel:`保存`。报告现在保存在 :guilabel:`收藏夹` 标题下。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"Under the Favorites heading, click Save current search and save the report "
"for later."
msgstr "在“收藏夹”标题下,点击保存当前搜索,保存报告以备后用。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:594
msgid "Add to a Spreadsheet"
msgstr "添加到电子表格"
#: ../../content/applications/sales/crm/performance/win_loss.rst:596
msgid ""
"Inserting a report into a spreadsheet not only saves a copy of the report, "
"it allows users to add charts and formulas like in an Excel file."
msgstr "将报告插入电子表格不仅能保存报告副本,还能让用户像在 Excel 文件中一样添加图表和公式。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:599
msgid "To save a report as a spreadsheet:"
msgstr "将报告保存为电子表格:"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:601
msgid "**In Graph or Pivot View**:"
msgstr "**在图表或透视图中**"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:603
msgid "Click the :guilabel:`Insert in spreadsheet` button."
msgstr "点击 :guilabel:`插入电子表格` 按钮。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:604
msgid "In the pop-up menu that appears, click :guilabel:`Confirm`."
msgstr "在弹出的菜单中,点击 :guilabel:`确认`。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:606
msgid "**In Cohort or List View**:"
msgstr "**在队列或列表视图中**"
#: ../../content/applications/sales/crm/performance/win_loss.rst:608
msgid "Click the :guilabel:`⚙️ (gear)` icon."
msgstr "点击 :guilabel:`⚙️(齿轮)`图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:609
msgid ""
"In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`."
msgstr "在出现的下拉菜单中,将鼠标悬停在 :guilabel:`电子表格` 上。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:610
msgid ""
"In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` "
"or :guilabel:`Link in spreadsheet`."
msgstr "在下一个下拉菜单中,点击 :guilabel:`插入电子表格` 或 :guilabel:`电子表格链接`。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:613
msgid "Saved reports are viewable in the *Documents* app."
msgstr "已保存的报告可在*文件*应用程序中查看。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"Pivot View reports especially benefit from being inserted in spreadsheets."
msgstr "在电子表格中插入数据透视报告尤其有益。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:620
msgid ""
"After modifying a spreadsheet and adding additional formulas, consider then "
"adding the entire spreadsheet to a dashboard. Using this method, the "
"spreadsheet can be added to a public dashboard instead of only :guilabel:`My"
" Dashboard`."
msgstr ""
"修改电子表格并添加其他公式后,可以考虑将整个电子表格添加到仪表板中。使用这种方法,电子表格可以添加到公共仪表板,而不是只添加到 "
":guilabel:`我的仪表板` 中。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:624
msgid "Click :menuselection:`File --> Add to dashboard`."
msgstr "点击 :menuselection:`文件 --> 添加到仪表板`。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:625
msgid ""
"In the pop-up menu that appears, name the spreadsheet and select a "
":guilabel:`Dashboard Section` to house the report."
msgstr "在弹出的菜单中,为电子表格命名,并选择 :guilabel:`仪表板部分` 来放置报告。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:627
msgid "Click :guilabel:`Create`."
msgstr "点击:guilabel:`创建`。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:629
msgid "Add to a Dashboard"
msgstr "添加到仪表板"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:631
msgid ""
"Adding a report to a dashboard saves it for later and makes it easy to view "
"alongside the rest of :guilabel:`My Dashboard`."
msgstr "将报告添加到仪表板后,就可以将其保存起来,便于与 :guilabel:`我的仪表板` 的其他内容一起查看。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:634
msgid "To add a report to :guilabel:`My dashboard`:"
msgstr "在 :guilabel:`我的仪表板` 中添加报告:"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:636
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` "
"icon."
msgstr "在 :guilabel:`管道分析`页面上,单击 :guilabel:`⚙️(齿轮)` 图标。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:637
msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`."
msgstr "在出现的下拉菜单中,将鼠标悬停在 :guilabel:`仪表板` 上。"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:638
msgid ""
"In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the "
"report (by default, it is named :guilabel:`Pipeline`)."
msgstr "在 :guilabel:`添加到我的仪表板` 下拉菜单中,输入报告名称(默认情况下,报告名为 :guilabel:`管道`)。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:642
msgid "To view a saved report:"
msgstr "查看已保存的报告:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:644
msgid ""
"Return to the main apps page, and navigate to :menuselection:`Dashboards app"
" --> My Dashboard`."
msgstr "返回主应用程序页面,并导航至 :menuselection:`仪表板应用程序 --> 我的仪表板`。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"To access the saved report, open the Dashboard app and click My Dashboard."
msgstr "要访问保存的报告,请打开仪表盘应用程序并单击我的仪表板。"
#: ../../content/applications/sales/crm/performance/win_loss.rst:652
msgid ":doc:`../acquire_leads/convert`"
msgstr ":doc:`../acquire_leads/convert`"
2017-03-24 16:44:24 +07:00
#: ../../content/applications/sales/crm/performance/win_loss.rst:653
msgid ":doc:`../acquire_leads/send_quotes`"
msgstr ":doc:`../acquire_leads/send_quotes`"
#: ../../content/applications/sales/crm/performance/win_loss.rst:654
msgid ":doc:`../pipeline/lost_opportunities`"
msgstr ":doc:`../pipeline/lost_opportunities`"
#: ../../content/applications/sales/crm/pipeline.rst:5
msgid "Organize the pipeline"
msgstr "组织管道"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
msgid "Manage lost opportunities"
msgstr "管理失去的机会"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
msgid ""
"Not every opportunity results in a successful sale. To keep the pipeline up-"
"to-date, *lost* opportunities need to be identified. Specifying why an "
"opportunity was lost provides additional insight that can prove useful for "
"future opportunities."
msgstr ""
"并不是每个商机都能带来成功销售。为了保持管道的最新状态,需要识别 *已丢失* 商机。明确失去商机的原因可以提供更多见解,对未来抓住商机很有帮助。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
msgid "Mark an opportunity as lost"
msgstr "将商机标记为丢失"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
msgid ""
"To mark an opportunity as lost, first open the :menuselection:`CRM app`, and"
" select an opportunity from the pipeline, by clicking on its corresponding "
"Kanban card. Doing so reveals that opportunity's detail form."
msgstr ""
"要将商机标记为已丢失,首先要打开 :menuselection:`CRM "
"应用程序`,然后从管道中选择一个机会,点击其对应的看板卡。这样就会显示该商机的详细表单。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16
msgid ""
"Then, click :guilabel:`Lost`, located at the top of the opportunity's detail"
" form."
msgstr "然后,点击商机详情表顶部的 :guilabel:`已丢失`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid ""
"Buttons from the top of an opportunity record with the lost button "
"emphasized."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185
msgid ""
"This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost"
" Reason` drop-down menu, choose an existing lost reason. If no applicable "
"reason is available, create a new one by entering it into the "
":guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
msgid ""
"Additional notes and comments can be added below the lost reason in the "
"designated :guilabel:`Closing Note` field."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
msgid ""
"Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` "
"field, on the :guilabel:`Mark Lost` pop-up window are required. However, it "
"is recommended to include this information for the sake of traceability, "
"accountability, and reporting purposes."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Lost reasons popup with sample reasons."
msgstr "丢失原因弹窗,附带示例原因。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
msgid ""
"After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is "
"added to the upper-right corner of the opportunity."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "A lost opportunity with the lost banner added."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49
msgid ""
"To mark an *inactive* (archived) opportunity as lost, set the "
":guilabel:`Probability` field to `0` percent."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55
msgid "Create/edit lost reasons"
msgstr "创建/编辑丢失原因"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:57
msgid ""
"To create a new lost reason, or edit an existing one, navigate to "
":menuselection:`CRM app --> Configuration --> Lost Reasons`."
msgstr "要创建新的丢失原因或编辑现有原因,请导航至 :menuselection:`CRM 应用 --> 配置 --> 丢失原因`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60
msgid "To edit an existing lost reason:"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62
msgid "Click on the reason to be edited to highlight it."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63
msgid ""
"Change the selected lost reason by editing the :guilabel:`Description` "
"field."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64
msgid "When finished, click :guilabel:`Save` in the upper-left corner."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
msgid "To create a new lost reason:"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68
msgid ""
"Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost "
"Reasons` page."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69
msgid ""
"In the new blank line, click in the :guilabel:`Description` field, then type"
" the new lost reason."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70
msgid "When finished, click :guilabel:`Save`."
msgstr "完成后,点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73
msgid "View lost opportunities"
msgstr "查看丢失的商机"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75
msgid ""
"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM "
"app`. On the main :guilabel:`Pipeline` dashboard, click into the "
":guilabel:`Search...` bar at the top of the page, and remove all of the "
"default filters."
msgstr ""
"要在 Odoo *客户关系管理* 应用程序中读取已丢失的商机,请打开 :menuselection:`CRM 应用程序`。在 "
":guilabel:`管道`主仪表板上,点击页面顶部的 :guilabel:`搜索`栏,移除所有默认筛选器。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Search bar with lost filter emphasized."
msgstr "搜索列,重点放在“已丢失”筛选器。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83
msgid ""
"Open the :guilabel:`Filters` drop-down menu, by clicking the "
":guilabel:`🔻(triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar to open the drop-down menu containing "
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
"options, designated into respective columns."
msgstr ""
"打开 :guilabel:`筛选器` 下拉菜单,点击 :guilabel:`搜索...` 栏右侧的 "
":guilabel:`🔻(朝下三角形)`图标,打开包含 :guilabel:`筛选器`、:guilabel:`分组方式` 和 "
":guilabel:`收藏`栏 选项的下拉菜单,并指定到相应的列中。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88
msgid ""
"Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. "
"Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` "
"appear on the :guilabel:`Pipeline` page."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92
msgid "Sort opportunities by lost reason"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94
msgid ""
"To filter opportunities by a specific lost reason, click the "
":guilabel:`🔻(triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar again to open the drop-down menu. In addition to "
"the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click "
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
"pop-up window."
msgstr ""
"要根据特定的丢失原因筛选机会,请再次点击 :guilabel:`搜索...` 栏右侧的 :guilabel:`🔻(三角形朝下)` 图标,打开下拉菜单。除"
" :guilabel:`已丢失` 筛选项外,在 :guilabel:`筛选` 栏下点击 :guilabel:`添加自定义筛选项`,弹出 "
":guilabel:`添加自定义筛选项` 窗口。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99
msgid ""
"On the :guilabel:`Add Custom Filter` pop-up window, click in the first "
"field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to"
" search through the list to locate it. Then, click into the next field, and "
"select :guilabel:`=` from the drop-down menu. Click into the third field, "
"and select a lost reason from the drop-down menu. Finally, click "
":guilabel:`Add`."
msgstr ""
"在 :guilabel:`添加自定义筛选器` 弹出窗口中,点击第一个字段,在:guilabel:`搜索...` 栏中输入 "
"`丢失原因`,或滚动到列表中搜索查找。然后,点击下一个字段,从下拉菜单中选择 "
":guilabel:`=`。点击第三个字段,从下拉菜单中选择丢失原因。最后,点击 :guilabel:`添加`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Search bar with custom filter added for lost reason."
msgstr "搜索栏,包括为丢失原因新增的自定义筛选器。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109
msgid ""
"To view results for more than one lost reason, select the operator "
":guilabel:`is in` in the second field of the custom filter in the "
":guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it"
" possible to choose multiple lost reasons in the third field."
msgstr ""
"要查看多个丢失原因的结果,请在弹出的 :guilabel:`添加自定义筛选器` 窗口中的自定义筛选器第二个字段中选择操作符 :guilabel:`is "
"in`。选择该运算符后,就可以在第三个字段中选择多个丢失原因。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0
msgid "Add Custom Filter pop-up with multiple lost reasons selected."
msgstr "添加自定义筛选器弹出窗口,可选择多个丢失原因。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118
msgid "Restore lost opportunities"
msgstr "恢复失去的机会"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120
msgid ""
"To restore a lost opportunity, open the :menuselection:`CRM app` to reveal "
"the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app "
"--> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle "
"pointed down)` icon to the right of the :guilabel:`Search...` bar to open "
"the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, "
"and :guilabel:`Favorites` columns."
msgstr ""
"要恢复丢失的机会,请打开 :menuselection:`CRM 应用程序与` 以显示 :guilabel:`管道` 面板。或者,导航至 "
":menuselection:`CRM 应用程序 --> 销售 --> 我的管道`。从这里,点击 :guilabel:`搜索...` 栏右侧的 "
":guilabel:`🔻(三角形朝下)` 图标,打开包含 :guilabel:`筛选器`、:guilabel:`分组方式` 和 "
":guilabel:`收藏` 列的下拉菜单。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126
msgid ""
"Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so "
"reveals all the lost opportunities on the :guilabel:`Pipeline` page."
msgstr ""
"在 :guilabel:`筛选` 列下,选择 :guilabel:`丢失`。这样就会显示 :guilabel:`管道` 页面上所有丢失的商机。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130
msgid ""
"To see all opportunities in the database, remove the default :guilabel:`My "
"Pipeline` filter from the :guilabel:`Search...` bar."
msgstr "要查看数据库中的所有机会,请从 :guilabel:`搜索...` 栏移除默认的 :guilabel:`我的管道` 筛选器。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133
msgid ""
"Then, click on the Kanban card of the desired lost opportunity to restore, "
"which opens that opportunity's detail form."
msgstr "然后,点击要恢复的商机的看板卡,打开该商机的详细表格。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136
msgid ""
"From the lost opportunity's detail form, click :guilabel:`Restore` in the "
"upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the"
" opportunity form, signifying the opportunity has been restored."
msgstr ""
"在已丢失商机的详细信息表单中,点击左上角的 :guilabel:`恢复`。这样,商机表单上的红色 :guilabel:`已丢失` "
"条幅就会消失,表明商机已恢复。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Lost opportunity with emphasis on the Restore button."
msgstr "已丢失的商机,强调“恢复”按钮。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145
msgid "Restore multiple opportunities at once"
msgstr "一次恢复多个机会"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:147
msgid ""
"To restore multiple opportunities at once, navigate to the main "
":guilabel:`Pipeline` dashboard in the *CRM* app, open the "
":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option."
msgstr ""
"要一次恢复多个机会,请导航至 *CRM* 应用程序的主 :guilabel:`管道` 面板,打开 :guilabel:`筛选器` 下拉菜单,并选择 "
":guilabel:`丢失` 选项。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150
msgid ""
"Next, select the list view option, represented by the :guilabel:`≣ (list)` "
"icon in the upper-right corner. Doing so places all the opportunities from "
"the :guilabel:`Pipeline` page in a list view. With the list view chosen, "
"select the checkbox to the left of each opportunity to be restored."
msgstr ""
"接下来,选择列表视图选项,右上角的 :guilabel:`≣(列表)` 图标表示该选项。这样,:guilabel:`管道` "
"页面中的所有机会就会出现在列表视图中。选择列表视图后,选择要恢复的每个商机左侧的复选框。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154
msgid ""
"Once the desired opportunities have been selected, click the :guilabel:`⚙️ "
"Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From "
"the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`."
msgstr ""
"选择所需商机后,点击 :guilabel:`⚙️ 操作` 页面顶部的 :guilabel:`管道` 下拉菜单。从 :guilabel:`⚙️操作` "
"下拉菜单中选择 :guilabel:`取消存档`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158
msgid ""
"Doing so removes those selected opportunities from the :guilabel:`Pipeline` "
"page because they no longer fit the :guilabel:`Lost` filter criteria. Delete"
" the :guilabel:`Lost` filter from the search bar to reveal these newly-"
"restored opportunities."
msgstr ""
"这样做将从 :guilabel:`管道` 页面移除这些选定的机会,因为它们不再符合 :guilabel:`已丢失` 筛选条件。从搜索栏中删除 "
":guilabel:`已丢失` 筛选器,以显示这些新恢复的商机。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Action button from list view with the Unarchive option emphasized."
msgstr "列表视图模式下的操作按钮,强调“取消存档”选项。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167
msgid "Manage lost leads"
msgstr "管理丢失的潜在客户"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169
msgid ""
"If *Leads* are enabled on a database, they can be marked as *lost* in the "
"same manner as opportunities. Leads use the same :ref:`lost reasons "
"<crm/lost-reasons>` as opportunities."
msgstr ""
"如果在数据库中启用了 *潜在客户*,则可以与商机相同的方式将其标记为 *已丢失*。潜在客户使用与商机相同的 :ref:`已丢失原因 <crm/lost-"
"reasons>`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173
msgid ""
"To enable leads, navigate to :menuselection:`CRM app --> Configuration --> "
"Settings` and check the :guilabel:`Leads` checkbox. Then, click "
":guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu "
"bar at the top of the page."
msgstr ""
"要激活潜在客户,请导航至 :menuselection:`CRM 应用程序 --> 配置 --> 设置` 并选中 :guilabel:`潜在客户` "
"复选框。然后,点击 :guilabel:`保存`。这将在页面顶部的标题菜单栏中添加一个新的 :guilabel:`潜在客户` 菜单。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178
msgid "Mark a lead as lost"
msgstr "将销售线索标记为输"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180
msgid ""
"To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and "
"select a lead from the list. Doing so reveals that lead's detail form."
msgstr ""
"要将潜在客户标记为已丢失,请导航至 :menuselection:`CRM 应用程序 --> "
"潜在客户`,然后从列表中选择潜在客户。这样就会显示该潜在客户的详细表单。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183
msgid ""
"Then, click :guilabel:`Lost`, located at the top of the lead's detail form."
msgstr "然后,点击潜在客户详情表顶部的 :guilabel:`丢失`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189
msgid ""
"Additional notes and comments can be added below the lost reason designated "
"in the :guilabel:`Closing Note` field."
msgstr "可在 :guilabel:`关闭注释 ` 字段指定的丢失原因下方,添加其他注释和评论。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196
msgid "Restore lost leads"
msgstr "恢复丢失的潜在客户"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198
msgid ""
"To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then"
" click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar to open the drop-down menu that contains the "
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
"columns."
msgstr ""
"要恢复丢失的潜在客户,请导航至 :menuselection:`CRM 应用 --> 潜在客户`,然后点击 :guilabel:`搜索...` 栏右侧的"
" :guilabel:`🔻(向下的三角形)` 图标,打开包含:guilabel:`筛选器`、:guilabel:`分组方式` "
"和:guilabel:`收藏夹` 的下拉菜单。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202
msgid ""
"Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so "
"reveals all the lost leads on the :guilabel:`Leads` page."
msgstr ""
"在 :guilabel:`筛选` 栏下,选择 :guilabel:`已丢失`。这样就会显示 :guilabel:`潜在客户` 页面上所有丢失的潜在客户。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205
msgid ""
"Then, click on the desired lost lead to restore, which opens that lead's "
"detail form."
msgstr "然后,点击需要恢复的已丢失潜在客户,打开该潜在客户的详细信息表。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207
msgid ""
"From the lost lead's detail form, click :guilabel:`Restore` in the upper-"
"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead "
"form, signifying the lead has been restored."
msgstr ""
"在已丢失潜在客户的详细信息表单中,点击左上角的 :guilabel:`恢复`。此操作将移除潜在客户表单中的红色 "
":guilabel:`已丢失`横幅,表明潜在客户已恢复。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211
msgid "Restore multiple leads at once"
msgstr "一次恢复多个潜在客户"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213
msgid ""
"To restore multiple leads at once, navigate to :menuselection:`CRM app --> "
"Leads`, open the :guilabel:`Filters` drop-down menu, and select the "
":guilabel:`Lost` option. Select the checkbox to the left of each lead to be "
"restored."
msgstr ""
"要一次恢复多个潜在客户,请导航至 :menuselection:`CRM 应用程序 --> 潜在客户`,打开 :guilabel:`筛选器` "
"下拉菜单,并选择 :guilabel:`已丢失` 选项。选择要恢复的每条信息左边的复选框。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217
msgid ""
"Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` "
"drop-down menu at the top of the :guilabel:`Leads` page. From the "
":guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`."
msgstr ""
"选择所需潜在客户后,点击 :guilabel:`⚙️操作` 页面顶部的 :guilabel:`潜在客户` 下拉菜单。从 :guilabel:`⚙️操作`"
" 下拉菜单中选择 :guilabel:`取消存档`。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221
msgid ""
"Doing so removes those selected leads from the :guilabel:`Leads` page "
"because they no longer fit the :guilabel:`Lost` filter criteria. Delete the "
":guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these "
"newly-restored leads."
msgstr ""
"这样做将从 :guilabel:`潜在客户` 页面移除这些已选定的潜在客户,因为它们不再符合 :guilabel:`已丢失` 筛选条件。从 "
":guilabel:`搜索...` 栏中删除 :guilabel:`已丢失` 筛选项,以显示这些新恢复的潜在客户。"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226
msgid ":doc:`../performance/win_loss`"
msgstr ":doc:`../performance/win_loss`"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3
msgid "Manage sales teams"
msgstr "管理销售团队"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5
msgid ""
"The *Sales Teams* feature within Odoo's *CRM* app allows for the creation "
"and management of multiple sales teams, each with their own assignment "
"rules, invoicing targets, and roster of salespeople."
msgstr "Odoo *CRM* 应用程序的 *销售团队* 功能允许创建和管理多个销售团队,每个团队都有自己的分配规则、开票目标和销售人员名册。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9
msgid "Create a sales team"
msgstr "创建一个销售团队"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11
msgid ""
"To create a new sales team, go to :menuselection:`CRM app --> Configuration "
"--> Sales Teams`, then click :guilabel:`New`."
msgstr ""
":menuselection:要创建新的销售团队,请前往 :menuselection:`客户关系管理应用程序 --> 配置 --> "
"销售团队`,然后点击 :guilabel:`新建`。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14
msgid ""
"On the blank sales team form, enter a name in the :guilabel:`Sales Team` "
"field."
msgstr "在空白的销售团队表单中,在 :guilabel:`销售团队` 字段中输入名称。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16
msgid "Next, select a :guilabel:`Team Leader` from the drop-down list."
msgstr "接下来,从下拉列表中选择 :guilabel:`团队领导` 。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18
msgid ""
"Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity "
"for this sales team whenever a message is sent to that unique email address."
" Choose whether to accept emails from :guilabel:`Everyone`, "
":guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or "
":guilabel:`Authenticated Employees`."
msgstr ""
"设置 :guilabel:`电子邮件别名`,每当有信息发送到该特定的电子邮件地址时,就会自动为该销售团队生成一个销售线索/商机。选择是否接受来自 "
":guilabel:`所有人`、 :guilabel:`认证合作伙伴`、:guilabel:`仅限关注者` 或 :guilabel:`认证员工` "
"的电子邮件。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23
msgid ""
"Select a :guilabel:`Company` from the drop-down menu to assign this team to."
msgstr "从下拉菜单中选择一个 :guilabel:`公司` 团队。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26
msgid ""
"The :guilabel:`Company` field is only visible in multi-company databases, "
"and is not required."
msgstr ":guilabel:`公司` 字段仅在多公司数据库中可见,并非必需。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The settings page for a new sales team."
msgstr "新销售团队的设置页面。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33
msgid ""
"If the *Sales* app is installed on the database, an :guilabel:`Invoicing "
"Target` field appears on the sales team form. This is the revenue target for"
" the current month. The amount entered in this field is used to populate the"
" invoicing progress bar on the :ref:`sales team dashboard <crm/sales-team-"
"dashboard>`."
msgstr ""
"如果数据库中安装了 *销售* 应用程序,销售团队表单上就会出现 :guilabel:`开票目标` "
"字段。这是当前月份的收入目标。在此字段中输入的金额将用于填充 :ref:`销售团队仪表板 <crm/sales-team-dashboard>` "
"上的开票进度条。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39
msgid "Add sales team members"
msgstr "添加销售团队成员"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41
msgid ""
"To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab"
" when editing the sales team's configuration page. This opens a "
":guilabel:`Create Sales Team Members` pop-up window."
msgstr ""
"要添加团队成员,请在编辑销售团队配置页面时点击 :guilabel:`成员` 选项卡下的 :guilabel:`添加`。这将打开一个 "
":guilabel:`创建销售团队成员` 弹出窗口。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45
msgid ""
"If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on"
" the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the "
":guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up "
"window. Tick the checkbox to the far-left of the salesperson to be added to "
"the team, then click :guilabel:`Select`."
msgstr ""
"如果 :guilabel:`基于规则的分配` 功能尚未在 *CRM* 应用程序的 *设置* 页面上启用,点击 :guilabel:`成员` 选项卡下的"
" :guilabel:`添加` 将打开一个:guilabel:`添加:销售人员` 弹出窗口。勾选要添加到团队的销售人员最左侧的复选框,然后点击 "
":guilabel:`选择`。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0
msgid "The Add: Salespersons pop-up window on a new sales team."
msgstr "添加:新销售团队的销售人员弹出窗口。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54
msgid ""
"Select a user from the :guilabel:`Salesperson` drop-down list to add them to"
" the team. To prevent this salesperson from being automatically assigned "
"leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature "
"is activated, the salesperson can still be assigned leads manually."
msgstr ""
"从 :guilabel:`销售人员` 下拉列表中选择一个用户,将其添加到团队中。要阻止自动分配潜在客户,请勾选 :guilabel:`跳过自动分配` "
"复选框。如果激活此功能,销售人员仍可手动分配潜在客户。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The Create Sales Team Members pop-up window."
msgstr "创建销售团队成员弹出窗口。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62
msgid ""
"The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson "
"has been assigned in the past thirty days for this team, and the maximum "
"number of leads they should be assigned. To edit the maximum number of leads"
" this salesperson can be assigned, enter that amount in the :guilabel:`Leads"
" (30 days)` field."
msgstr ""
":guilabel:`潜在客户30 天)` 字段追踪销售人员在过去 30 "
"天内为该团队分配了多少潜在客户,以及他们应分配的最大潜在客户数量。要编辑该销售人员可分配的最大潜在客户数量,请在 :guilabel:`潜在客户30 "
"天)` 字段中输入该数量。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68
msgid ""
":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for "
"individual salespeople using the :guilabel:`Domain` section."
msgstr ""
":doc:`分配规则 <../track_leads/lead_scoring>` 可以使用 :guilabel:`域名` 部分为单个销售人员配置。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71
msgid ""
"Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to "
"add additional members."
msgstr "完成后点击 :guilabel:`保存并关闭` 或 :guilabel:`保存并新建` 添加其他成员。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74
msgid "Enable multi teams"
msgstr "启用多团队"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76
msgid ""
"To allow salespeople to be assigned to more than one sales team, the *Multi "
"Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM "
"app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick"
" the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` "
"at the top-left of the page."
msgstr ""
"要允许将销售人员分配到多个销售团队,需要启用 *多团队* 设置。首先,导航至 :menuselection:`CRM 应用程序--> 配置--> "
"设置`。在 :guilabel:`CRM` 部分,勾选标有 :guilabel:`多团队` 的复选框。然后,点击页面左上角的 "
":guilabel:`保存`。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The settings page of the CRM app with the Multi Teams setting enabled."
msgstr "启用多团队设置后的 CRM 应用程序设置页面。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88
msgid "Sales team dashboard"
msgstr "销售团队仪表板"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90
msgid ""
"To view the sales team dashboard, go to :menuselection:`CRM app --> Sales "
"--> Teams`. Any team the user is a member of appears in the dashboard."
msgstr ""
"要查看销售团队仪表板,请转到 :menuselection:`CRM 应用程序--> 销售 --> 团队`。用户所属的任何团队都会出现在仪表板中。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The sales team dashboard in the CRM app."
msgstr "CRM 应用程序中的销售团队仪表板。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97
msgid ""
"Each Kanban card gives an overview of the sales team's open opportunities, "
"quotations, sales orders, and expected revenue, as well as a bar graph of "
"new opportunities per week, and an invoicing progress bar."
msgstr "每张看板卡都概述了销售团队的开放销售机会、报价、销售订单和预期收入,以及每周新增销售机会柱状图,以及开票进度条。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101
msgid ""
"Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* "
"pipeline."
msgstr "点击 :guilabel:`管道` 按钮,直接进入该团队的 *CRM* 管道。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103
msgid ""
"Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in "
"the top-right corner of the Kanban card to open a drop-down menu. Then, to "
"view or edit the team's settings, click :guilabel:`Configuration`."
msgstr ""
"点击看板卡右上角的 :icon:`fa-ellipsis-v`:guilabel:`(垂直省略号)` "
"图标,打开一个下拉菜单。然后,要查看或编辑团队设置,请点击 :guilabel:`配置`。"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108
msgid ":doc:`../optimize/utilize_activities`"
msgstr ":doc:`../optimize/utilize_activities`"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3
msgid "Merge similar leads and opportunities"
msgstr "合并类似客户和机会"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5
msgid ""
"Odoo automatically detects similar *leads* and *opportunities* within the "
"*CRM* app. Identifying these duplicated records allows them to be merged "
"without losing any information in the process. Not only does this help keep "
"the *pipeline* organized, but it also prevents customers from being "
"contacted by more than one salesperson."
msgstr ""
"Odoo 可在 *CRM* 应用程序中自动检测类似的 *潜在客户* 和 "
"*商机*。识别出这些重复记录后,就可以对它们进行合并,而不会在合并过程中丢失任何信息。这不仅有助于保持*管道*的有序性,还能防止多个销售人员联系同一位客户。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11
msgid ""
"When merging opportunities, no information is lost. Data from the other "
"opportunity is logged in the chatter, and the information fields, for "
"reference."
msgstr "合并商机时,不会丢失任何信息。其他商机的数据会记录在聊天记录和信息字段中,以供参考。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15
msgid "Identify similar leads and opportunities"
msgstr "识别类似的销售线索和机会"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17
msgid ""
"Similar leads and opportunities are identified by comparing the *email "
"address* and *phone number* of the associated contact. If a similar "
"lead/opportunity is found, a *Similar Leads* smart button appears at the top"
" of the lead (or opportunity) record."
msgstr ""
"通过比较相关联系人的*电子邮件地址*和*电话号码*,可识别类似的销售线索和机会。如果发现了类似的销售线索/机会,销售线索(或机会)记录的顶部就会出现*相似销售线索*智能按钮。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
msgid "An opportunity record with emphasis on the Similar Leads smart button."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26
msgid "Comparing similar leads and opportunities"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28
msgid ""
"To compare the details of similar leads/opportunities, navigate to "
":menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`."
" Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart "
"button. Doing so opens a Kanban view that only displays similar "
"leads/opportunities. Click on a card to view the details for the "
"lead/opportunity, and confirm if they should be merged."
msgstr ""
"要比较类似潜在客户/商机的详细信息,请导航至 :menuselection:`CRM 应用程序 --> 管道` 或 "
":menuselection:`CRM 应用程序 --> 潜在客户`。打开一个潜在客户或商机,然后点击 :guilabel:`类似潜在客户` "
"智能按钮。这样做会打开一个看板视图,该视图只显示类似的潜在客户/商机。点击卡片查看潜在客户/商机的详细信息,并确认是否应合并。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35
msgid "Merging similar leads and opportunities"
msgstr "合并类似潜在客户和商机"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43
msgid ""
"After confirming that the leads/opportunities should be merged, return to "
"the Kanban view using the breadcrumb link, or by clicking the "
":guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` "
":guilabel:`(list)` icon to change to list view."
msgstr ""
"确认应合并潜在客户/商机后,使用面包屑链接或点击 :guilabel:`相似潜在客户` 智能按钮返回看板视图。点击 :icon:`oi-view-"
"list` :guilabel:`(list)` 图标可更改为列表视图。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47
msgid ""
"Check the box on the left of the page for the leads/opportunities to be "
"merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top "
"of the page, to reveal a drop-down menu. From that drop-down menu, select "
"the :guilabel:`Merge` option to merge the selected opportunities or leads."
msgstr ""
"选中页面左侧要合并的潜在客户/商机方框。然后,点击页面顶部的 :icon:`fa-cog`:guilabel:`操作` "
"图标,显示一个下拉菜单。从下拉菜单中选择 :guilabel:`合并` 选项,合并所选潜在客户或商机。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52
msgid ""
"When :guilabel:`Merge` is selected from the :icon:`fa-cog` "
":guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal "
"appears. In that pop-up modal, under the :guilabel:`Assign opportunities to`"
" heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from "
"the appropriate drop-down menus."
msgstr ""
"从 :icon:`fa-cog`:guilabel:`操作` 下拉菜单中选择 :guilabel:`合并` 时,会出现一个 :guilabel:`合并`"
" 弹出模式。在弹出的模式窗口中,在 :guilabel:`将商机分配给` 标题下,从相应的下拉菜单中选择 :guilabel:`销售人员` 和 "
":guilabel:`销售团队`。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57
msgid ""
"Below those fields, the leads/opportunities to merge are listed, along with "
"their related information. To merge those selected leads/opportunities, "
"click :guilabel:`Merge`."
msgstr "在这些字段下方,列出了要合并的潜在客户/商机及其相关信息。要合并这些选定的潜在客户/商机,请单击 :guilabel:`合并`。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
msgid ""
"List of similar leads and opportunities selected for merge in the CRM app."
msgstr "选择在 CRM 应用程序中合并的类似潜在客户和商机的列表。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65
msgid ""
"Merging is an irreversible action. Do **not** merge leads/opportunities "
"unless absolutely certain they should be combined."
msgstr "合并是一项不可逆转的操作。除非绝对确定应该合并,否则 **不要** 合并潜在客户/商机。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69
msgid "When leads/opportunities should not be merged"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71
msgid ""
"There may be instances where a similar lead or opportunity is identified, "
"but should *not* be merged. These circumstances vary, based on the processes"
" of the sales team and organization. Some potential scenarios are listed "
"below."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76
msgid "Lost leads"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78
msgid ""
"If a lead/opportunity has been marked as :doc:`lost <lost_opportunities>`, "
"it can still be merged with an active lead or opportunity. The resulting "
"lead/opportunity is marked active, and added to the pipeline."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83
msgid "Different contact within an organization"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85
msgid ""
"Leads/opportunities from the same organization, but with different points of"
" contact, may not have the same needs. In this case, it is beneficial to "
"*not* merge these records, though assigning the same salesperson, or sales "
"team, can prevent duplicated work and miscommunication."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90
msgid "Existing duplicates with more than one salesperson"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92
msgid ""
"If more than one lead/opportunity exists in the database, there may be "
"multiple salespeople assigned to them, who are actively working on them "
"independently. While these leads/opportunities may need to be managed "
"separately, it is recommended that any affected salespeople be tagged in an "
"internal note for visibility."
msgstr ""
"如果数据库中存在一个以上的潜在客户/商机,则可能有多个销售人员被分配到这些潜在客户/商机中,而这些销售人员正在独立积极地处理这些潜在客户/商机。虽然这些潜在客户/商机可能需要单独管理,但建议在内部备注中标记任何受影响的销售人员,以便查看。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98
msgid "Contact information is similar but not exact"
msgstr "联系方式相似但不完全相同"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100
msgid ""
"Similar leads and opportunities are identified by comparing the email "
"addresses and phone numbers of the associated contacts. However, if the "
"email address is *similar*, but not *exact*, they may need to remain "
"independent."
msgstr "通过比较相关联系人的电子邮件地址和电话号码,可以识别类似的潜在客户和商机。如果电子邮件地址*相似*,但不 *精确*,它们可能需要保持独立。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105
msgid ""
"Three different leads were added to the pipeline and assigned to different "
"salespeople. They were identified as *Similar Leads* due to the email "
"addresses of the contacts."
msgstr "三个不同的潜在客户被添加到管道中,并分配给不同的销售人员。由于联系人的电子邮件地址不同,它们被识别为*相似潜在客户*。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108
msgid ""
"Two of the leads appear to come from the same individual, `Robin`, and have "
"identical email addresses. These leads should be merged."
msgstr "其中两条销售线索似乎来自同一个人 “Robin”而且电子邮件地址完全相同。这些销售线索应该合并。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111
msgid ""
"The third lead has the same email domain, but the address is different, as "
"is the contact name. While this lead is most likely from the same "
"organization, it is from a different contact, and should **not** be merged."
msgstr "第三条销售线索的电子邮件域名相同,但地址不同,联系人姓名也不同。虽然这条销售线索很可能来自同一组织,但属于不同的联系人,**不应**合并。"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0
msgid ""
"List of similar leads with emphasis on the contact information in the CRM "
"app."
msgstr "类似销售线索列表,重点是 CRM 应用程序中的联系人信息。"
#: ../../content/applications/sales/crm/track_leads.rst:5
msgid "Assign and track leads"
msgstr "分配和跟踪销售线索"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3
msgid "Lead distribution report"
msgstr "销售线索分配报告"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5
msgid ""
"A *lead distribution report* can be used to see if active leads are being "
"assigned equitably across sales members. It can also be used to view the "
"distribution of good or :doc:`quality leads <quality_leads_report>`, and see"
" how frequently each salesperson is receiving (and keeping) leads."
msgstr ""
"*销售线索分配报告* 可用于查看活跃销售线索是否在各销售成员之间公平分配。它还可用于查看良好或 "
":doc:`优质线索<quality_leads_report>` 的分布情况,以及每位销售人员接收(和保留)线索的频率。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9
msgid ""
"Lead distribution reports can be run each week to help keep salespeople on "
"track, while providing them with ample good leads. These reports can also be"
" used to see whether sales members are staying productive, if good leads are"
" being lost too often by one salesperson, and what percentage of good leads "
"are being retained overall."
msgstr ""
"可以每周运行销售线索分配报告,帮助销售人员保持正常工作,同时为他们提供充足的优质销售线索。这些报告还可用于了解销售人员是否保持高效率,某个销售人员是否经常丢失优质销售线索,以及优质销售线索总体保留比例。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15
msgid "Create lead distribution reports"
msgstr "创建潜在客户分配报告"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17
msgid ""
"To create a lead distribution report, first navigate to :menuselection:`CRM "
"app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline "
"Analysis` dashboard."
msgstr ""
"要创建潜在客户分布报告,首先导航至 :menuselection:`CRM 应用程序 --> 报告 --> 管道`,显示 "
":guilabel:`管道分析` 仪表板。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20
msgid ""
"Remove all the default filters in the search bar at the top of the page. "
"Doing so displays data related to *all* leads."
msgstr "删除页面顶部搜索栏中的所有默认筛选器。这样做会显示与 *所有* 潜在客户相关的数据。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23
msgid ""
":ref:`Custom filters <search/custom-filters>` can now be added by clicking "
"the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the"
" search bar, to reveal a drop-down menu of search and filter options."
msgstr ""
":ref:`自定义筛选项 <search/custom-filters>` 现在可以通过点击搜索栏右侧的 :icon:`fa-caret-down` "
":guilabel:`(down caret)`图标来添加,以显示搜索和筛选选项的下拉菜单。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27
msgid ""
"Three columns are displayed: :ref:`Filters <search/filters>`, :ref:`Group By"
" <search/group>`, and :ref:`Favorites <search/favorites>`. To begin, "
"navigate to the bottom of the :guilabel:`Filters` column, and click "
":guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` "
"pop-up window, where the essential filters can be added one at a time."
msgstr ""
"将显示三列::ref:`筛选项 <search/filters>`、:ref:`分组方式 <search/group>` 和 :ref:`收藏 "
"<search/favorites>`。首先,导航至 :guilabel:`筛选项` 列的底部,然后点击 "
":guilabel:`添加自定义筛选项`。这将打开一个 :guilabel:`添加自定义筛选项` 弹出窗口,可在此逐个添加基本筛选项。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35
msgid "Essential filters"
msgstr "基本筛选项"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37
msgid ""
"The following filter conditions are used to create a basic lead distribution"
" report. Together they gather all leads created within a certain timespan "
"that have an associated contact method and have been assigned to a sales "
"team."
msgstr ""
"以下筛选条件用于创建基本的销售线索分布报告。它们一起收集了在一定时间范围内创建的所有销售线索,这些销售线索都有相关的联系方法,并已分配给某个销售团队。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42
msgid "Lead creation date"
msgstr "销售线索创建日期"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44
msgid ""
"Click the first field, under :guilabel:`Match any of the following rules:`, "
"that has the value :guilabel:`Country` in it. In the popover that appears, "
"type `Created on` in the search bar, or scroll to search through the list to"
" locate and select it."
msgstr ""
"点击 :guilabel:`符合以下任一规则:` 下的第一个字段,其中包含 :guilabel:`国家/地区` 值。在出现的弹出窗口中,在搜索栏中输入 "
"`创建于`,或滚动到列表中搜索,找到并选择它。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48
msgid ""
"Then, in the second field of that row, select :guilabel:`>=` from the drop-"
"down menu. This operator **only** includes values greater than (or equal to)"
" the value in the third, rightmost field."
msgstr ""
"然后,在该行的第二个字段中,从下拉菜单中选择 :guilabel:`>=`。该运算符 **只** 包括大于(或等于)最右边第三个字段中的值。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51
msgid ""
"The third field on the :guilabel:`Add Custom Filter` pop-up window should "
"contain the earliest date leads are selected from."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54
msgid ""
"For example, setting `01/01/2024 00:00:00` only includes leads created from,"
" and including, the first day of 2024."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
msgid "Add a Created On rule for the start of the year onward."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64
msgid "Sales team"
msgstr "销售团队"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66
msgid ""
"Click :guilabel:`New rule` to add another row to the form, and choose "
":guilabel:`Sales Team` for this rule's parameter. Then, click the second "
"field of the new rule, and select :guilabel:`contains` from the drop-down "
"menu. Selecting this operator filters for any records that contain the words"
" in the third, rightmost field."
msgstr ""
"点击 :guilabel:`新规则` 在表单中添加另一行,并选择 :guilabel:`销售团队` "
"作为该规则的参数。然后,点击新规则的第二个字段,并从下拉菜单中选择 "
":guilabel:`包含`。选择此操作符可筛选任何包含最右边第三个字段中单词的记录。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72
msgid ""
"For certain pre-determined, limited choices like a sales team, the "
":guilabel:`is in` operator helps make for an easier and more accurate "
"selection, via a drop-down menu in the third field, instead of risking a "
"typo or incorrect value in the text box field that accompanies the "
":guilabel:`contains` operator."
msgstr ""
"对于某些预先确定的、有限的选择(如销售团队),:guilabel:`在` "
"操作符有助于通过第三个字段中的下拉菜单进行更简单、更准确的选择,而不是冒着在文本框字段中出现错字或错误值的风险,使用 :guilabel:`包含` "
"操作符。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77
msgid ""
"In this third field, enter the name of the desired sales team(s) that are to"
" be included in the report. It is important for all :guilabel:`contains` "
"argument values to be specific enough and spelled correctly as they exist in"
" Odoo, otherwise this risks returning multiple (or zero) values."
msgstr ""
"在第三个字段中,输入要包含在报告中的所需销售团队的名称。重要的是,所有 :guilabel:`包含` "
"参数值都必须足够具体,并且拼写正确,否则可能会返回多个(或零)值。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
msgid "Use Sales Team to filter the location the lead is associated with."
msgstr "使用 “销售团队” 筛选与潜在客户相关的地点。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86
msgid ""
"By adding more than one rule to the form, a new option emerges at the top of"
" the pop-up window above all the filters, to specify whether :guilabel:`any`"
" :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the "
"conditions should match. This distinction is important to set correctly, as "
"it impacts the driving logic of how the filters return data."
msgstr ""
"在表单中添加多条规则后,所有筛选器上方的弹出窗口顶部会出现一个新选项,用于指定条件中的 :guilabel:`any` :icon:`fa-caret-"
"down` 或 :guilabel:`全部` :icon:`fa-caret-down` "
"条件应该匹配。正确设置这一区别非常重要,因为它会影响筛选器返回数据的驱动逻辑。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91
msgid ""
"Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be "
"sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. "
"This setting will **only** show records that match *all* the rules contained"
" inside the form."
msgstr ""
"点击默认的 :guilabel:`any` :icon:`fa-caret-down` 菜单项,并确保选择了 :guilabel:`全部` "
":icon:`fa-caret-down` 选项。此设置将 **只** 显示与表单中包含的 *所有* 规则相匹配的记录。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98
msgid "Contact method"
msgstr "联系方式"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101
msgid ""
"The instruction below is not necessary, however, it's highly recommended to "
"add a set contact value to the report's search criteria. A lot of spam, "
"duplicate, or low quality leads can easily be screened out of the report "
"simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule."
msgstr ""
"以下说明并非必要,但强烈建议在报告的搜索条件中添加设定的联系人值。只需添加设置 :guilabel:`手机` 或 :guilabel:`电子邮件` "
"规则,就能轻松从报告中筛选出大量垃圾信息、重复信息或低质量信息。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106
msgid ""
"Add another :guilabel:`New rule` to the form and set the first field to the "
"first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the "
"drop-down menu in the second field. Selecting this operator **only** filters"
" for records that have a phone number associated with the lead."
msgstr ""
"在表单中添加另一个 :guilabel:`新规则` 并将第一个字段设置为 :guilabel:`手机`。然后,从第二个字段的下拉菜单中选择 "
":guilabel:`已设定`。选择此操作符 **只** 筛选与潜在客户有关联的电话号码的记录。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111
msgid ""
"Alternatively (or in addition to the above rule), click :guilabel:`New rule`"
" and set the first field to :guilabel:`Email`. Then, select :guilabel:`is "
"set` from the drop-down menu in the second field."
msgstr ""
"或者(或除上述规则外),点击 :guilabel:`新建规则`,将第一个字段设置为 :guilabel:`电子邮件`。然后,从第二个字段的下拉菜单中选择"
" :guilabel:`已设置`。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114
msgid ""
"These rules add only leads with an associated contact method to the report."
msgstr "这些规则只将具有关联联系方法的潜在客户添加到报告中。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119
msgid "Active status"
msgstr "活跃状态"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121
msgid ""
"Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of "
"the `Phone is set` line, to add a new rule that branches from the rules "
"above."
msgstr ""
"点击 “电话已设置” 行右侧的 :icon:`fa-sitemap`:guilabel:`(添加分支)` 图标,添加从上述规则分支的新规则。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124
msgid ""
"Two horizontal sets of fields appear below a line showing :guilabel:`any` "
":icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for "
"records that match **any** of the rules contained inside. This uses the same"
" logic as an OR (`|`) logical operator."
msgstr ""
"在显示 :guilabel:`any` :icon:`fa-caret-down` :guilabel:`of:` "
"选项的一行下方出现两组水平字段。此设置可筛选符合其中 **任意** 规则的记录。这与 OR (`|`) 逻辑运算符使用相同的逻辑。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128
msgid ""
"Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` "
"in the next field."
msgstr "将第一个字段设置为 :guilabel:`启动`。然后,在下一个字段中选择 :guilabel:`已设置`。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130
msgid ""
"Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to "
":guilabel:`Active is set` to create a new line of fields beneath it."
msgstr ""
"接下来,点击 :guilabel:`启动已设置` 旁边的 :icon:`fa-plus` :guilabel:`(添加新规则)` "
"按钮,在其下方创建一行新字段。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133
msgid ""
"Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not "
"set` in the next field."
msgstr "将第一个字段设置为 :guilabel:`启动`。然后,在下一个字段中选择 :guilabel:`未设置`。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
msgid "Use Active to include active status in the report."
msgstr "使用 “启动” 在报告中包含启动状态。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139
msgid "This rule adds the activity status of the lead to the report."
msgstr "此规则会将潜在客户的活动状态添加到报告中。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142
msgid ""
"Active status is an important filter to include when creating a lead "
"distribution report because it includes **all** leads regardless of won/lost"
" or active/inactive status in the report. This provides a comprehensive view"
" of all the leads assigned to each sales member."
msgstr ""
"在创建销售线索分配报告时,活跃状态是一个重要的筛选项,因为它包括了报告中的 **所有** "
"销售线索,无论其状态是赢得/丢失,或活跃/不活跃。这样就能全面了解分配给每个销售成员的所有潜在客户。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147
msgid "Group by"
msgstr "分组"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149
msgid ""
"Once all filters are set, click the :guilabel:`Add` button to add these "
"filters to the search bar. To have the report grouped appropriately, click "
"the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the"
" search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` "
"section. All results are now grouped by the salesperson assigned to each "
"lead."
msgstr ""
"设置好所有筛选器后,点击 :guilabel:`添加` 按钮,将这些筛选器添加到搜索栏。要对报告进行适当分组,请点击搜索栏右侧的 :icon:`fa-"
"caret-down` :guilabel:`(down caret)` 图标,然后点击 :guilabel:`分组方式` 部分中的 "
":guilabel:`销售人员`。现在,所有结果都将按分配给每个潜在客户的销售人员分组。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154
msgid ""
"Once the rules for the filter are set, click the purple :guilabel:`Confirm` "
"button at the bottom of the pop-up menu to save the custom filter and close "
"the pop-up menu."
msgstr "设置好筛选器的规则后,点击弹出菜单底部紫色的 :guilabel:`确认` 按钮,保存自定义筛选器并关闭弹出菜单。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157
msgid ""
"The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each"
" filter rule in the search bar."
msgstr "现在搜索栏中的每个筛选规则都会再次显示 :guilabel:`管道分析` 面板。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160
msgid ""
"Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of "
"the search bar, to view the report as a bar chart. Alternatively, click the "
":icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped "
"list."
msgstr ""
"点击搜索栏右侧的 :icon:`fa-area-chart`:guilabel:`(图表)` 图标,以条形图形式查看报告。或者,点击 "
":icon:`ioi-view-list`:guilabel:`(list)` 图标,以分组列表的形式查看潜在客户。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165
msgid ""
"To save the filter so it can easily be re-applied, click the :guilabel:`Save"
" current search` button in the :guilabel:`Favorites` section of the search "
"bar drop-down menu."
msgstr "要保存筛选器以便再次应用,请点击搜索栏下拉菜单 :guilabel:`收藏夹` 部分中的 :guilabel:`保存当前搜索` 按钮。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168
msgid ""
"Next, type a name for the filter in the text box below. Check the "
":guilabel:`Shared` checkbox to have the filter shared with any user with "
"access to the pipeline. Finally, click the purple :guilabel:`Save` button "
"below to save the filter."
msgstr ""
"然后,在下面的文本框中键入筛选器的名称。选中 :guilabel:`共享` 复选框,以便与任何可以访问管道的用户共享该筛选器。最后,点击下方紫色的 "
":guilabel:`保存`,按钮保存过滤器。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172
msgid ""
"The filter will now appear with the name it was given under the "
":guilabel:`Favorites` section of the drop-down menu and can be re-applied by"
" clicking on it."
msgstr "现在,该筛选器将以其名称出现在下拉菜单的 :guilabel:`收藏` 部分,点击该筛选器即可重新应用。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176
msgid "Filter for quality leads"
msgstr "筛选优质潜在客户"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178
msgid ""
"The following additional conditions are provided as an example of a *good*, "
"but *not comprehensive*, set of rules for finding quality leads. These "
"filters should be applied on top of the :ref:`crm/track_leads/essential-"
"filters` in the order specified to achieve a heavily-detailed filter."
msgstr ""
"以下附加条件是寻找优质潜在客户的一套 *好* 但 *不全面* 的规则示例。这些筛选器应按照指定的顺序应用于 "
":ref:`crm/track_leads/essential-filters` 的顶部,以实现详细的筛选器。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183
msgid ""
"**Referred-by:** Filter for referrals, such as by appointment or sales "
"member."
msgstr "**推荐人:** 筛选推荐人,如通过预约或销售成员。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184
msgid ""
"**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn."
msgstr "**来源:** 筛选特定来源 UTM如 Facebook 或 LinkedIn。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185
msgid "**Notes:** Filter for internal notes."
msgstr "**备注:** 内部备注筛选器。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186
msgid "**Tags:** Filter for categorical tags."
msgstr "**标签:** 筛选分类标签。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187
msgid ""
"**Email:** Filter for specific email domains, such as gmail.com or "
"yahoo.com."
msgstr "**电子邮件:** 筛选特定电子邮件域,如 gmail.com 或 yahoo.com。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188
msgid ""
"**Salesperson:** Filter for leads associated with certain sales members."
msgstr "**销售人员:** 筛选与某些销售成员相关的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190
msgid ""
"These conditions can be added, removed, or modified to best fit the desired "
"information in the report."
msgstr "可以添加、删除或修改这些条件,以最适应报告中所需的信息。"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194
msgid ":ref:`quality_leads_report/add-quality-rules`"
msgstr ":ref:`quality_leads_report/add-quality-rules`"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195
msgid ":doc:`../../../essentials/search`"
msgstr ":doc:`../../../essentials/search`"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
msgid "Assign leads with predictive lead scoring"
msgstr "使用预测潜在客户评分,分配潜在客户。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
msgid ""
"The Odoo *CRM* app can automatically assign leads/opportunities to sales "
"teams and salespeople. A standard practice is to assign leads based on the "
"probability of winning each lead. Companies can prioritize the leads that "
"are more likely to result in successful deals by quickly assigning them to "
"the appropriate salespeople."
msgstr ""
"Odoo *CRM* "
"应用程序可自动为销售团队和销售人员分配销售线索/机会。标准做法是根据赢得销售线索的概率,来分配销售线索。公司可以通过快速将销售线索分配给适当的销售人员,优先处理更有可能达成交易的销售线索。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
msgid ""
"Odoo automatically calculates the probability of winning each lead using a "
"method called *predictive lead scoring*."
msgstr "Odoo 采用一种称为 *预测销售线索评分* 的方法,自动计算赢得销售线索的概率。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
msgid "Predictive lead scoring"
msgstr "预测销售线索评分"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
msgid ""
"Predictive lead scoring is a machine-learning model that uses historical "
"data from Odoo *CRM* to score open leads/opportunities."
msgstr "预测销售线索评分是一种机器学习模型,它使用 Odoo *CRM* 中的历史数据对开放的销售线索/商机进行评分。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
msgid ""
"As a company processes opportunities through the CRM pipeline, Odoo collects"
" data on which opportunities are won and lost. Predictive lead scoring uses "
"this data to predict the probability of winning each new lead or "
"opportunity."
msgstr ""
"当公司通过 CRM 管道处理商机时Odoo 会收集有关赢得和丢失商机的数据。预测销售线索评分利用这些数据来预测赢得每个新销售线索或商机的概率。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
msgid ""
"The more opportunities that are sent through the CRM pipeline, the more data"
" Odoo collects, resulting in more accurate probabilities."
msgstr "通过 CRM 管道发送的商机越多Odoo 收集的数据就越多,从而准确率更高。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
msgid ""
"Specifically, Odoo's predictive lead scoring uses the *naive Bayes* "
"probability model:"
msgstr "具体来说Odoo 的预测销售线索评分使用的是 *naive Bayes* 概率模型:"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28
msgid ""
"\\begin{equation}\n"
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
"\\end{equation}\n"
"\n"
msgstr ""
"\\begin{equation}\n"
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
"\\end{equation}\n"
"\n"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
msgid "Breaking down the equation:"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35
msgid "P(A|B) = The probability of a successful lead *in this case*"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36
msgid ""
"P(A) = The overall probability of a lead being successful regardless of the "
"conditions"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37
msgid ""
"P(B|A) = The probability of this being the case given a lead is successful"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38
msgid "P(B) = The probability of this being the case"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
msgid ""
"The term *in this case* refers to the variables that can affect a lead being"
" successful in Odoo. This can include variables such as the assigned "
"Salesperson, the source of the lead, the language of the lead, and other "
"historical and demographic data."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
msgid ""
"Which variables are considered in this calculation can be :ref:`configured "
"<lead_scoring/configuration>` to tailor the calculation to each business's "
"needs."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47
msgid ""
"The probability of success of each opportunity is displayed on the "
"opportunity form, and it updates automatically as the opportunity progresses"
" through the CRM pipeline."
msgstr "每个商机的成功概率都显示在机会表单上,并随着商机在 CRM 管道中的进展而自动更新。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid "The probability of success displayed on the opportunity form."
msgstr "商机表格上显示的成功概率。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54
msgid ""
"When an opportunity moves to the next stage, its probability of success "
"automatically increases according to the predictive lead scoring algorithm."
msgstr "当商机进入下一阶段时,其成功概率会根据预测性潜在客户评分算法自动增加。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
msgid ""
"Predictive lead scoring is always active in Odoo *CRM*. However, the "
"variables used to calculate the probability of success can be customized in "
"the settings."
msgstr "在 Odoo *CRM* 中,预测性潜在客户评分始终处于激活状态。不过,用于计算成功概率的变量可在设置中自定义。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
msgid ""
"To customize the variables used by predictive lead scoring, go to "
":menuselection:`CRM --> Configuration --> Settings`. Under "
":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update "
"Probabilities` button."
msgstr ""
"要自定义预测潜在客户评分使用的变量,请访问 :menuselection:`CRM --> 配置 --> 设置`。在 "
":guilabel:`预测性潜在客户评分` 下,点击 :guilabel:`更新概率` 按钮。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69
msgid ""
"Then, click on the drop-down menu to choose which variables the predictive "
"lead scoring feature will take into account."
msgstr "然后,点击下拉菜单,选择预测性潜在客户评分功能将考虑哪些变量。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid ""
"The Update Probabilities window in the Predictive Lead Scoring settings."
msgstr "预测销售线索评分设置中的更新概率窗口。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
msgid "Any number of the following variables can be activated:"
msgstr "可以激活以下任意数量的变量:"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78
msgid ""
":guilabel:`State`: the geographical state from which the opportunity "
"originates"
msgstr ":guilabel:`州/省`:商机来源的州/省"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
msgid ""
":guilabel:`Country`: the geographical country from which the opportunity "
"originates"
msgstr ":guilabel:`国家/地区`:商机来源的国家/地区"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80
msgid ""
":guilabel:`Phone Quality`: whether or not a phone number is listed for the "
"opportunity"
msgstr ":guilabel:`电话质量`:是否列出了该商机的电话号码"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81
msgid ""
":guilabel:`Email Quality`: whether or not an email address is listed for the"
" opportunity"
msgstr ":guilabel:`电子邮件质量`:是否列出了该商机的电子邮件地址"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
msgid ""
":guilabel:`Source`: the source of an opportunity (e.g. search engine, social"
" media)"
msgstr ":guilabel:`来源`:商机的来源(例如搜索引擎、社交媒体)"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
msgstr ":guilabel:`语言`:商机指定的交流语言"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
msgid ":guilabel:`Tags`: the tags placed on the opportunity"
msgstr ":guilabel:`标签`:商机上的标签"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87
msgid ""
"The variables `Stage` and `Team` are always in effect. `Stage` refers to the"
" CRM pipeline stage that an opportunity is in. `Team` refers to the sales "
"team that is assigned to an opportunity. Predictive lead scoring *always* "
"takes into account these two variables, regardless of which optional "
"variables are selected."
msgstr ""
"变量“阶段”和“团队”始终有效。阶段是指商机所处的 CRM "
"管道阶段。团队是指分配给商机的销售团队。无论选择了哪个可选变量,预测销售线索评分*总是*考虑这两个变量。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
msgid ""
"Next, click on the date field next to the option :guilabel:`Consider leads "
"created as of the:` to select the date from which predictive lead scoring "
"will begin its calculations."
msgstr "接下来,点击选项旁边的日期字段 :guilabel:`从指定日期开始考虑已创建的销售线索:`,选择预测销售线索评分开始计算的日期。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95
msgid "Lastly, click :guilabel:`Confirm` to save changes."
msgstr "最后,点击 :guilabel:`确认` 保存更改。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98
msgid "Change the probability manually"
msgstr "手动更改概率"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100
msgid ""
"An opportunity's probability of success can be changed manually on the "
"opportunity form. Click on the probability number to edit it."
msgstr "可在商机表单中手动更改商机的成功概率。点击概率数字进行编辑。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104
msgid ""
"Manually changing the probability removes the automatic probability updates "
"for that opportunity. The probability will no longer update automatically as"
" the opportunity moves through each stage of the pipeline."
msgstr "手动更改概率会删除该商机的自动概率更新。商机在管道的每个阶段移动时,概率将不再自动更新。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
msgid ""
"To reactivate automatic probability, click on the gear icon next to the "
"probability percentage."
msgstr "要重新激活自动概率,请点击概率百分比旁边的齿轮图标。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid ""
"The gear icon used to reactivate automatic probability on an opportunity "
"form."
msgstr "齿轮图标用于重新激活机会表单上的自动概率。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115
msgid "Assign leads based on probability"
msgstr "根据概率分配销售线索"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117
msgid ""
"Odoo *CRM* can assign leads/opportunities to sales teams and salespeople "
"based on specified rules. Create assignment rules based on the leads' "
"probability of success to prioritize those that are more likely to result in"
" deals."
msgstr ""
"Odoo *CRM* 可根据指定规则将潜在客户/商机分配给销售团队和销售人员。根据潜在客户的成功概率创建分配规则,优先考虑更有可能促成交易的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122
msgid "Configure rule-based assignment"
msgstr "配置基于规则的任务分配"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124
msgid ""
"To activate *rule-based assignment*, navigate to :menuselection:`CRM --> "
"Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`."
msgstr ""
"要激活 * 基于规则的任务分配*,请导航至 :menuselection:`CRM --> 配置 --> 设置`,然后激活 "
":guilabel:`基于规则的任务分配`。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127
msgid ""
"The rule-based assignment feature can be set to run :guilabel:`Manually`, "
"meaning an Odoo user must manually trigger the assignment, or "
":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the "
"assignment according to the chosen time period."
msgstr ""
"基于规则的分配功能可设置为运行 :guilabel:`手动`,即 Odoo 用户必须手动触发分配,或 :guilabel:`重复`,即 Odoo "
"将根据所选时间段自动触发分配。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131
msgid ""
"To set up automatic lead assignment, select :guilabel:`Repeatedly` for the "
":guilabel:`Running` section. Then, customize how often Odoo will trigger the"
" automatic assignment in the :guilabel:`Repeat every` section."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid "The Rule-Based Assignment setting in CRM settings."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139
msgid ""
"If rule-based assignment is set to run :guilabel:`Repeatedly`, the "
"assignment can still be triggered manually using the circular arrow icon in "
"the :guilabel:`Rule-Based Assignment` settings (or using the "
":guilabel:`Assign Leads` button on the sales team configuration page)."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144
msgid "Configure assignment rules"
msgstr "配置分配规则"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146
msgid ""
"Next, configure the *assignment rules* for each sales team and/or "
"salesperson. These rules determine which leads Odoo assigns to which people."
" To get started, navigate to :menuselection:`CRM --> Configuration --> Sales"
" Teams`, and select a sales team."
msgstr ""
"接下来,为每个销售团队和/或销售人员配置*分配规则*。这些规则决定了 Odoo 将哪些潜在客户给哪些人。要开始操作,请导航至 "
":menuselection:`CRM --> 配置 --> 销售团队`,然后选择一个销售团队。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150
msgid ""
"On the sales team configuration form, under :guilabel:`Assignment Rules`, "
"click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to "
"determine lead assignment for this sales team. The rules can include "
"anything that may be relevant for this company or team, and any number of "
"rules can be added."
msgstr ""
"在销售团队配置表单中,在 :guilabel:`任务规则` 下,单击 :guilabel:`编辑域名` 以配置 Odoo "
"用于确定此销售团队的潜在客户分配规则。规则可包括与该公司或团队相关的任何内容,并可添加任意数量的规则。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155
msgid ""
"Click :guilabel:`Add Filter` to start creating assignment rules. Click on "
"the :guilabel:`+` sign on the right of the assignment rule to add another "
"line. Click on the :guilabel:`x` symbol to remove the line."
msgstr ""
"单击 :guilabel:`添加筛选器` 开始创建分配规则。点击赋值规则右侧的 :guilabel:`+` 符号,添加另一行。点击 "
":guilabel:`x` 符号删除该行。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159
msgid ""
"To create an assignment rule based on an opportunity's probability of "
"success, click on the far left drop-down menu of an assignment rule line, "
"and select :guilabel:`Probability`."
msgstr "要根据商机的成功概率创建分配规则,请单击分配规则行最左侧的下拉菜单,然后选择 :guilabel:`概率`。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162
msgid ""
"From the middle drop-down menu, select the desired equation symbol—most "
"likely the symbol for *greater than*, *less than*, *greater than or equal "
"to*, or *less than or equal to*."
msgstr "从中间的下拉菜单中,选择所需的等式符号--很可能是*大于*、*小于*、*大于等于*或*小于等于*的符号。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165
msgid ""
"In the far right space, enter the desired number value of the probability. "
"Finally, click :guilabel:`Save` to save changes."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169
msgid ""
"To configure an assignment rule such that a sales team receives leads that "
"have a probability of success of 20% or greater, create a :guilabel:`Domain`"
" line that reads: `Probability >= 20`."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0
msgid ""
"Sales team domain set to probability greater than or equal to twenty "
"percent."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176
msgid ""
"Separate assignment rules can also be configured for individual team "
"members. From the sales team configuration page, click on a team member in "
"the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click"
" :guilabel:`Save` to save changes."
msgstr ""
"也可以为单个团队成员配置单独的分配规则。在销售团队配置页面,点击:guilabel:`成员` 选项卡中的团队成员,然后编辑 :guilabel:`域名`"
" 部分。点击:guilabel:`保存`,以保存更改。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180
msgid ""
"If automatic lead assignment is configured in the settings, both the sales "
"team and individual team members have the option to :guilabel:`Skip auto "
"assignment`. Check this box to omit a particular sales team or salesperson "
"from being assigned leads automatically by Odoo's rule-based assignment "
"feature. If :guilabel:`Skip auto assignment` is activated, the sales team or"
" salesperson can still be assigned leads manually."
msgstr ""
"如果在设置中配置了自动分配潜在客户,则销售团队和团队成员均可选择 :guilabel:`跳过自动分配`。选中此复选框可省略特定销售团队或销售人员被 "
"Odoo 基于规则的分配功能自动分配潜在客户。如果激活 :guilabel:`跳过自动分配`,销售团队或销售人员仍可手动潜在客户。"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186
msgid ""
"To manually assign leads to this sales team, click on the :guilabel:`Assign "
"Leads` button at the top of the sales team configuration page. This will "
"assign any leads that are currently unassigned and match this team's "
"specified domain."
msgstr ""
"要将潜在客户手动分配给该销售团队,请单击销售团队配置页面顶部的 :guilabel:`分配潜在客户` "
"按钮。这将分配任何当前未分配且符合该团队指定域的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3
msgid "Marketing attribution reports"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5
msgid ""
"Use the Odoo *CRM* app to compile a *marketing attribution report*, which "
"analyzes the source of leads, and groups them in such a way as to calculate "
"marketing's overall impact on lead generation, attribution, won rate, and "
"more."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10
msgid "Leads Analysis dashboard"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12
msgid ""
"Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to "
":menuselection:`CRM app --> Reporting --> Leads`."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16
msgid ""
"Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard,"
" which is **only** accessible if the *Leads* feature has been activated on "
"the *Settings* page."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19
msgid ""
"If the *Leads* feature has **not** been activated, the :menuselection:`CRM "
"app --> Sales --> My Pipeline` dashboard can also be used to run reports."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22
msgid ""
"Both dashboards contain the necessary *Filters* and *Group By* criteria to "
"run an attribution report."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26
msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27
msgid ":doc:`Create leads <../acquire_leads/email_manual>`"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid ""
"Open the CRM app and click on the Reporting tab at the top of the page, then"
" click Leads."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33
msgid ""
"The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, "
"with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current "
"year]` filters active in the :guilabel:`Search...` bar. The graph "
"visualization displays the number of leads generated, by month and by sales "
"team, with each sales team attributed to its own color per month shown."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38
msgid ""
"Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by "
"clicking the respective icon located at the top-right of the dashboard. This"
" allows leads to easily be displayed in the grouping set by the *Group By* "
"parameters."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid ""
"Click the button with four horizontal lines on the top right of the Leads "
"Analysis page."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47
msgid "Add UTM parameters"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49
msgid ""
"*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that "
"are used to track visitor data. This includes parameters relating to how a "
"visitor reached the link, such as the type of website visited, and/or "
"marketing campaign the visit came from."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53
msgid ""
"Odoo can use these UTMs as parameters in the marketing attribution report to"
" track the metrics and performance of marketing campaigns."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57
msgid "Create UTMs"
msgstr "创建 UTM"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59
msgid ""
"The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` "
"in Odoo can be used to create and configure UTMs."
msgstr ""
"Odoo 中的:doc:`链接追踪器 <../../../websites/website/reporting/link_tracker>` "
"可用于创建和配置 UTM。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62
msgid ""
"UTMs can also be automatically generated by the :doc:`Email Marketing "
"<../../../marketing/email_marketing>` and :doc:`Marketing Automation "
"<../../../marketing/marketing_automation>` apps."
msgstr ""
"UTM 还可以由:doc:`电子邮件营销 <../../../marketing/email_marketing>` 和 :doc:`营销自动化 "
"<../../../marketing/marketing_automation> 自动生成` 应用程序。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66
msgid ""
"The UTM parameters used in a marketing attribution report are *Medium*, "
"*Source*, and *Campaign*, in descending order of coverage."
msgstr "营销归因报告中使用的 UTM 参数为 *媒介*、*来源* 和 *活动*,按覆盖范围降序排列。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69
msgid ""
"*Medium* is the UTM with the widest coverage, and is used to identify the "
"medium used to access the link. This can include mediums such as social "
"media, email, or cost per click (CPC)."
msgstr "*媒介* 是覆盖范围最广的 UTM用于标识用于访问链接的介质。这可能包括社交媒体、电子邮件或每次点击费用 CPC 等媒介。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71
msgid ""
"*Source* is more narrow, and is used to identify the source of traffic. For "
"example, the name of a website, search engine used, or a specific social "
"media platform."
msgstr "*来源* 范围更窄,用于识别流量来源。例如,网站的名称、使用的搜索引擎或特定的社交媒体平台。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73
msgid ""
"*Campaign* is the most narrow, and can track specific marketing campaigns by"
" name. This can include a contest or product name, type of sale, etc."
msgstr "*营销活动*是最狭窄的,可以通过名称追踪特定的营销活动。这可以包括竞赛或产品名称、销售类型等。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79
msgid ""
"To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down"
" arrow)` to the right of the :guilabel:`Search...` bar to see the list of "
"filtering and grouping parameters."
msgstr ""
"要开始创建报告,请点击 :guilabel:`搜索...` 栏右侧的 :icon:`fa-caret-down` :guilabel:`(向下箭头)` "
"查看筛选和分组的列表参数。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82
msgid ""
":guilabel:`Filters`, located in the left column of the search options, can "
"be used to keep only the results that fit the filter. For example, selecting"
" the :guilabel:`Won` filter only shows leads that have been won in the "
"attribution report."
msgstr ""
":guilabel:`筛选器` 位于搜索选项的左列,可用于仅保留符合筛选器的结果。例如,选择 :guilabel:`赢得` "
"筛选器仅显示归因报告中已赢得的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86
msgid ""
":guilabel:`Group By`, found in the middle column, is used to organize the "
"results into groups, and can be used with or without filters."
msgstr ":guilabel:`分组方式` 位于中间列,用于将结果组织成组,并且可以使用或不使用筛选器。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid "Select any number of filters and groups in the search options."
msgstr "在搜索选项中选择任意数量的筛选器和组。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94
msgid ""
"Setting multiple :guilabel:`Group By` options creates nested groups, "
"according to which option is selected first. For example, selecting "
":guilabel:`Medium`, followed by :guilabel:`Source`, and then "
":guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results "
"*first* by medium, *then* by the specific sources in each medium, followed "
"by the campaigns in each source."
msgstr ""
"设置多个 :guilabel:`分组方式` 选项会根据首先选择的选项创建嵌套组。例如,在 :guilabel:`分组方式` 列中选择 :guilabel:`媒介`,然后选择 :guilabel:`来源`,然后选择 :guilabel:`活动`*首先* 按媒介对所有结果进行排序,*然后\n"
"* 按每种媒介中的具体来源,然后是每个来源中的活动。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99
msgid ""
"This can be verified by looking at the direction, and order, of the "
"selections in the group tile that appears in the :guilabel:`Search...` bar."
msgstr "这可以通过查看 :guilabel:`搜索...` 栏中出现的组磁贴中的选择的方向和顺序来验证。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0
msgid ""
"The text in the tile is `Country > City`, showing that city is a subgroup of"
" country."
msgstr "磁贴中的文本是 `国家/地区 > 城市`,表明城市是国家/地区的子组。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107
msgid "For a useful first report:"
msgstr "对于有用的第一份报告:"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109
msgid ""
"#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter"
" to view only leads that are still marked as active. #. From the "
":guilabel:`Group By` column, select (in this specific order) "
":guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`,"
" depending on which grouping is more relevant."
msgstr ""
"#.从 :guilabel:`筛选项` 列中,选择 :guilabel:`激活` 筛选器以仅查看仍标记为活动的潜在客户。 \n"
"#.从 :guilabel:`分组方式` 列中,选择(按此特定顺序):guilabel:`来源`,然后选择 :guilabel:`城市` 或:guilabel:`国家/地区`,具体取决于哪个分组更相关。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid "Each lead is now sorted by source, followed by city or country."
msgstr "现在,每个潜在客户均按来源排序,然后按城市或国家/地区排序。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119
msgid ""
"This report contains all active leads, grouped first by the source of the "
"lead, then by the city or country each lead is from. This is useful to see "
"the density of active opportunities sorted by location."
msgstr ""
"此报告包含所有活跃潜在客户,首先按潜在客户来源分组,然后按每个潜在客户所在的城市或国家/地区分组。这对于查看按位置排序的活跃机会的密度很有用。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123
msgid ""
"With this data, marketing campaigns, such as conferences or billboards, can "
"be targeted to the locations generating the largest amount of potential "
"revenue. Similarly, more attention can be put toward increasing outreach in "
"locations where existing marketing campaigns are less effective."
msgstr ""
"有了这些数据,营销活动(例如会议或广告牌)就可以针对产生最大潜在收入的地点。同样,可以更多地关注在现有营销活动效果较差的地区,扩大外展活动。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129
msgid "Export reports"
msgstr "导出报告"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131
msgid ""
"To set the measures of the report, begin by navigating to the :icon:`oi-"
"view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` "
"dashboard."
msgstr ""
"要设置报告的度量,首先导航到 :guilabel:`潜在客户分析` 仪表板上的 :icon:`oi-view-pivot` "
":guilabel:`(透视视图)` 。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134
msgid ""
"Click the :guilabel:`Measures` button to view the available measures of the "
"report. Select the desired measures from the drop-down menu (multiple "
"measures can be selected), and verify the measures, filters, and groups are "
"all displayed correctly in the pivot table. This ensures the data is ready "
"for export."
msgstr ""
"点击 :guilabel:`度量` "
"按钮查看报告的可用度量。从下拉菜单中选择所需的度量(可选择多个度量),并验证度量、筛选器和组是否都正确显示在透视表中。这将确保数据可以导出。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139
msgid ""
"To quickly export the data in a list, as a .xlsx file, navigate to the "
":icon:`oi-view-list` :guilabel:`(list view)`. Click on the "
":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the "
"right of :guilabel:`Lead Analysis` in the top-left of the page, and click "
":icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically"
" as a .xlsx file."
msgstr ""
"要将列表中的数据快速导出为 .xlsx 文件,请导航至 :icon:`ioi-view-list` "
":guilabel:`(列表视图)`。点击位于页面左上角 :guilabel:`潜在客户分析` 右侧的 :guilabel:`操作` "
":icon:`fa-cog` :guilabel:`(齿轮)` 图标,然后点击 :icon:`fa-"
"upload`:guilabel:`导出全部`。报告将自动下载为 .xlsx 文件。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144
msgid ""
"For more export options, the report can be exported to the Odoo *Documents* "
"app. From the :icon:`oi-view-list` :guilabel:`(list view)` of "
":guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` "
":icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-"
"table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` "
":guilabel:`Insert list in spreadsheet`. A pop-up window titled, "
":guilabel:`Select a spreadsheet to insert your list.` appears."
msgstr ""
"有关更多导出选项,可以将报表导出到 Odoo *文档* 应用程序。在 :guilabel:`潜在客户分析` 页面的 :icon:`oi-view-"
"list`: guilabel:`(列表视图)` 页面中,首先再次点击 :guilabel:`操作`:icon:`fa-"
"cog`:guilabel:`(齿轮)` 图标。现在,导航到`icon:`fa-table`:guilabel:`电子表格`,然后点击 "
":icon:`oi-view-list`:guilabel:`在电子表格中插入列表`。此时将显示一个标题为 "
":guilabel:`选择一个电子表格来插入您的列表` 的弹出窗口。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150
msgid ""
"The report can be renamed using the `Name of the list` field, if desired. "
"The number of items on the report can be set with the field labeled: `Insert"
" the first _ records of the list`. Next, select either a new "
":guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. "
"Finally, click the :guilabel:`Confirm` button."
msgstr ""
"如果需要,可以使用 `列表名称` 字段重命名报告。\n"
"可以使用标记为 `插入列表的前 _ 条记录` 的字段来设置报告上的项目数。接下来,选择一个新的 :guilabel:`空白电子表格`,或导出到现有电子表格。最后,点击 :guilabel:`确认` 按钮。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid ""
"Set the name, number of records, and location of the export in the option "
"menu."
msgstr "在选项菜单中设置导出的名称、记录数和位置。"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159
msgid ""
"To export the report as a .xlsx file, for use in an external spreadsheets "
"program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` "
"icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If "
"prompted, choose a file location, name the file, then click "
":guilabel:`Save`."
msgstr ""
"要将报告导出为 .xlsx 文件以在外部电子表格程序中使用,请单击 :guilabel:`Actions` :icon:`fa-cog` "
":guilabel:`(gear)` 图标,然后选择 :icon:`fa-upload` "
":guilabel:`全部导出`选项。如果出现提示,请选择文件位置,为文件命名,然后点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3
msgid "Quality leads report"
msgstr "优质潜在客户报告"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5
msgid ""
"A *quality lead* is a lead that is likely to result in a sale. It should "
"match the characteristics most commonly believed to help salespeople close a"
" deal, in addition to more precise criteria that is specific to each "
"organization."
msgstr "*优质潜在客户*有较高可能成功转化为销售。它应符合一般认为有助于销售人员成功达成交易的特征,同时还应满足各个组织特定的更为具体的标准。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10
msgid ""
"The specific criteria that defines a *quality lead* is different for every "
"organization. For more information, see :ref:`Define a quality lead "
"<track_links/define-a-lead>`."
msgstr ""
"定义*优质潜在客户*的具体标准因组织而异。有关详细信息,请参阅 :ref:`定义优质潜在客户 <track_links/define-a-lead>`。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13
msgid ""
"A quality leads *report* compares how many quality leads each salesperson "
"has received over a specific amount of time, such as within the past 30 "
"days. Sales managers can use such a report to make more informed decisions "
"when assigning new leads to their team"
msgstr ""
"优质销售线索*报告*可比较每位销售人员在特定时间内(如过去 30 "
"天内)收到了多少优质潜在客户。销售经理在为团队分配新潜在客户时,可以利用这样的报告做出更明智的决策"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18
msgid ""
"A sales manager pulls a quality leads report using their company's criteria:"
msgstr "销售经理根据公司的标准得出一份优质潜在客户报告:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20
msgid "Leads must include a phone number and an email address."
msgstr "潜在客户必须包括电话号码和电子邮件地址。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21
msgid "The email address must be from a professional domain."
msgstr "电子邮件地址必须来自专业域名。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22
msgid ""
"The source for the lead must be from a live chat conversation or an "
"appointment with a salesperson."
msgstr "潜在客户的来源必须是通过实时聊天对话或与销售人员的约会。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25
msgid ""
"After running the report, the manager can see that, although everyone's "
"ability to close a deal has varied, some members of the sales team have "
"received a higher number of quality leads than others."
msgstr "运行报告后,经理可以看到,虽然每个人的成交能力各不相同,但销售团队中的部分成员收到的优质潜在客户数量要高于其他人。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
msgid "An example of a quality leads report in the Odoo CRM application."
msgstr "Odoo CRM 应用程序中的优质潜在客户报告示例。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33
msgid ""
"Using this information, the sales manager may decide to assign more quality "
"leads to the sales people currently on the lower end, to balance out the "
"distribution of quality leads."
msgstr "利用这些信息,销售经理可以决定将更多优质潜在客户分配给目前排名靠后的销售人员,以平衡分配。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39
msgid "Create a quality leads report"
msgstr "创建优质潜在客户报告"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41
msgid ""
"To create a quality leads report, first navigate to :menuselection:`CRM app "
"--> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` "
"dashboard. Click into the :guilabel:`Search...` bar at the top of the page "
"and remove any active filters."
msgstr ""
"要创建优质潜在客户报告,首先导航至 :menuselection:`CRM 应用程序 --> 报告 --> 管道` 以打开 "
":guilabel:`管道分析` 面板。点击页面顶部的 :guilabel:`搜索...` 栏,移除任何活动筛选器。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45
msgid ""
"Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar to open the drop-down mega menu that contains "
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
"columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add "
"Custom Filter` pop-up window."
msgstr ""
"点击:guilabel:`搜索...` 栏右侧的 :guilabel:`🔻(朝下三角形)`图标,打开包含 "
":guilabel:`筛选器`、:guilabel:`分组方式` 和 :guilabel:`收藏` 栏的下拉菜单。点击 "
":guilabel:`添加自定义筛选器`。将打开一个 :guilabel:`添加自定义筛选器` 弹出窗口。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65
msgid ""
"The :guilabel:`Add Custom Filter` pop-up window allows for the creation of "
"more specific filters."
msgstr "通过弹出的 :guilabel:`添加自定义筛选器` 窗口,可以创建更具体的筛选器。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55
msgid ""
"In order to generate a quality leads report, filters need to be created for "
"the following conditions:"
msgstr "为了生成优质潜在客户报告,需要针对以下条件创建筛选器:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58
msgid ""
":ref:`Starting date <quality_leads_report/starting-date>`: limits results to"
" those created within a specific time frame."
msgstr ":ref:`起始日期 <quality_leads_report/starting-date>`:将结果限制为在特定时间范围内创建的结果。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60
msgid ""
":ref:`Specific sales teams <quality_leads_report/sales-team>`: limits "
"results to only include leads for one or more sales teams. This filter is "
"optional and should not be included if the is intended for the entire "
"company."
msgstr ""
":ref:`特定销售团队 <quality_leads_report/sales-"
"team>`:限制结果只包括一个或多个销售团队的潜在客户。此筛选器是可选的,如果是针对整个公司,则不应包含此筛选器。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63
msgid ""
":ref:`Exclude unassigned leads <quality_leads_report/unassigned-leads>`: "
"excludes leads without an assigned salesperson."
msgstr ""
":ref:`排除未分配的潜在客户 <quality_leads_report/unassigned-leads>`:排除没有指定销售人员的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65
msgid ""
":ref:`Include archived leads <quality_leads_report/archived-leads>`: ensures"
" that both active and inactive leads are included in the results."
msgstr ""
":ref:`包括已存档的潜在客户 <quality_leads_report/archived-leads>`:确保活跃和非活跃潜在客户都包含在结果中。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67
msgid ""
":ref:`Add rules for quality leads <quality_leads_report/add-quality-rules>`:"
" includes or excludes results based on criteria that is specific to a "
"company or sales team."
msgstr ""
":ref:`为优质潜在客户添加规则 <quality_leads_report/add-quality-"
"rules>`:根据公司或销售团队的特定标准包含或排除结果。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140
msgid ""
"An example of the Custom Filter pop-up window with all of the rules "
"configured."
msgstr "配置了所有规则的“自定义筛选器”弹出窗口示例。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74
msgid ""
"An example of the *Custom Filter* pop-up window with all of the default "
"rules configured."
msgstr "配置了所有默认规则的 *自定义筛选器* 弹出窗口示例。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79
msgid "Add a starting date filter"
msgstr "添加起始日期筛选器"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81
msgid ""
"Begin by first defining the rule's parameter with a date range, by clicking "
"into the first field, on the left of the row, and typing `Created On` in the"
" :guilabel:`Search...` bar, or by scrolling through the menu's list to "
"locate it."
msgstr ""
"首先用日期范围定义规则参数,方法是点击行左侧的第一个字段,然后在 :guilabel:`搜索...` 栏中输入`创建于`,或滚动菜单列表查找。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85
msgid ""
"In the rule's operator drop-down menu, define the parameter further by "
"selecting either:"
msgstr "在规则运算符下拉菜单中,选择其中一个进一步定义参数:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87
msgid ""
":guilabel:`>= (greater than or equal to)` to specify a start date and "
"include all entries *after* that start date (as well as the initial value "
"itself); or"
msgstr ":guilabel:`>=(大于或等于)`指定一个起始日期,并包括该起始日期之后的所有条目(以及初始值本身);或"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89
msgid ""
":guilabel:`is between` to more sharply define a time frame with a clear "
"start and end date. All matching entries that fit within the defined start "
"and end dates are included in the report."
msgstr ":guilabel:`介于`可以更清晰地定义具有明确开始和结束日期的时间范围。所有符合定义的开始和结束日期的匹配条目都会包含在报告中。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92
msgid ""
"With either option, use the pop-up calendar's day and time pickers, in the "
"far right field, to define the respective date range. Setting these values "
"concludes the creation of the first rule."
msgstr "在任一选项中,使用弹出日历最右侧字段中的日期和时间选择器,定义相应的日期范围。设置这些值后,就完成了第一条规则的创建。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98
msgid "Add a sales team filter"
msgstr "添加销售团队筛选器"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101
msgid ""
"This filter is optional. To view results for the entire company, do **not** "
"add this filter."
msgstr "此筛选器为可选项。要查看整个公司的结果,**请勿**添加此筛选器。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129
msgid ""
"In the rule's second field, select :guilabel:`is in` from the drop-down "
"menu. Selecting this operator limits results to the sales teams selected in "
"the next field."
msgstr "在规则的第二个字段中,从下拉菜单中选择:guilabel:`存在于`。选择此运算符会将结果限制为在下一个字段中选择的销售团队。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132
msgid ""
"Lastly, in the third field, select the desired sales team from the drop-down"
" menu. Multiple teams can be added in this field, where each parameter is "
"treated with an \"or\" (e.g. \"any\") operator in the search logic."
msgstr ""
"最后,在第三个字段中,从下拉菜单中选择所需的销售团队。可在该字段中添加多个团队,在搜索逻辑中,每个参数都会用“或”(如“任何”)运算符处理。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119
msgid ""
"Next, add a :guilabel:`New Rule`. Then, click into the first field for the "
"new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll"
" to search through the list to locate it."
msgstr ""
"然后,添加 :guilabel:`新规则`。然后,点击新规则的第一个字段,在 :guilabel:`搜索...` "
"栏中键入`销售人员`,或滚动到列表中进行搜索。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113
msgid ""
"In the rule's second field, select :guilabel:`is set` from the drop-down "
"menu. Selecting this operator excludes any leads not assigned to a specific "
"salesperson."
msgstr "在规则的第二个字段中,从下拉菜单中选择 :guilabel:`已设定`。选择此运算符将排除未分配给特定销售人员的任何潜在客户。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128
msgid "Include archived leads"
msgstr "包括已存档潜在客户"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131
msgid ""
"This filter is also optional, as it adds archived (inactive) leads to the "
"report, however it is recommended to include this since it pulls *all* "
"assigned leads, regardless of status, into the report. This ensures a more "
"accurate representation of assigned leads is captured. However, to pull a "
"report that only includes active leads, do **not** activate this feature."
msgstr ""
"该是阿轩其也是可选项,因为它会将已存档(不活跃)的潜在客户添加到报告中,但建议包含该筛选器,因为它会将**所有**已分配潜在客户(无论其状态如何)拉入报告中。这样可以确保更准确地反映已分配的潜在客户。但是,如果要提取只包括活跃潜在客户的报告,**请勿**激活此功能。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136
msgid ""
"Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up "
"window, move the :guilabel:`Include archived` toggle to active."
msgstr "接下来,在弹出的 :guilabel:`添加自定义筛选器` 窗口的右上角,将 :guilabel:` 包含存档` 切换为活跃。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst-1
msgid ""
"The Add Custom Filter pop-up with emphasis on the Include Archived toggle."
msgstr "添加自定义筛选器弹出窗口,重点是“包括存档”切换按钮。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143
msgid "Enabling this feature adds archived (inactive) leads to the report."
msgstr "启用此功能可将已存档(不活跃)潜在客户添加到报告中。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148
msgid "Add rules for quality leads"
msgstr "为优质潜在客户添加规则"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150
msgid ""
"The filters added in this step vary, based on how an organization defines a "
"*quality lead*."
msgstr "根据公司对*优质潜在客户*的定义,在此步骤中添加的筛选器也各不相同。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155
msgid "Define a quality lead"
msgstr "定义优质潜在客户"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157
msgid ""
"As defined earlier, a *quality lead* is a lead that is likely to result in a"
" won opportunity. Although the exact criteria for a quality lead varies from"
" organization to organization, it is often a combination of factors commonly"
" attributed to positive sales outcomes, in addition to factors valued by the"
" specific organization."
msgstr ""
"如前所述,*优质潜在客户*是指有较大可能赢得销售机会的潜在客户。尽管优质潜在客户的确切标准因组织而异,但通常它是与成功销售结果相关的多种因素的结合,除此之外还包括特定组织所重视的因素。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162
msgid ""
"In addition to the basic filters and grouping options outlined in the "
"general :ref:`Quality leads report <track_links/create-quality-leads-"
"report>`, consider the following filters when defining a quality lead:"
msgstr ""
"除了一般 :ref:`优质潜在客户报告 <track_links/create-quality-leads-report>` "
"中概述的基本筛选器和分组选项外,在定义优质潜在客户时还应考虑以下筛选器:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166
msgid ""
":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can "
"help determine whether or not a lead is a professional contact."
msgstr ":guilabel:`电子邮件` 或 :guilabel:`电话`:这些字段中的信息有助于确定潜在客户是否为专业联系人。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168
msgid ""
":guilabel:`Source`: this field links to the marketing and lead generation "
"efforts from other Odoo applications, including *Live Chat*, *Social "
"Marketing*, and *Email Marketing*."
msgstr ""
":guilabel:`来源`:此字段与其他 Odoo 应用程序中的市场营销和潜在客户生成活动相关联,包括*在线客服*、*社媒营销*和*电子邮件营销*。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170
msgid ""
":guilabel:`Stage`: this filter can be used to eliminate or target leads that"
" have reached specific stages."
msgstr ":guilabel:`阶段`:该筛选器可用于消除或锁定已达到特定阶段的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172
msgid ""
":guilabel:`Medium`: a lead's source can indicate its quality level, as "
"various channels have different won rates and expected revenues."
msgstr ":guilabel:`媒介`:潜在客户的来源可以表明其质量水平,因为不同的渠道具有不同的成交率和预期收入。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174
msgid ""
":guilabel:`Campaign`: adding this filter helps track of the success of "
"different marketing efforts to capture high quality leads."
msgstr ":guilabel:`活动`:添加此筛选器有助于追踪不同营销活动的成功情况,从而捕获高质量的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176
msgid ""
":guilabel:`Lost Reason`: exclude leads that may appear to be quality based "
"on various criteria, but have been marked as *lost* for specified reasons."
msgstr ":guilabel:`丢失原因`:排除根据各种标准看似优质,但由于特定原因被标记为*丢失*的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178
msgid ""
":guilabel:`Tags`: include or exclude results based on one or more customized"
" tags."
msgstr ":guilabel:`标签`:根据一个或多个自定义标签包含或排除结果。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181
msgid ""
"When adding rules to a custom filter, keep the statements preceding each "
"rule in mind. The statement above a rule determines whether the search "
"results must match **all** of the rules below the statement, or **any** of "
"the rules below the statement."
msgstr ""
"在自定义筛选器中添加规则时,请牢记每条规则前面的语句。规则上方的语句决定搜索结果是必须与语句下方的**所有**规则匹配,还是必须与语句下方的**任何**规则匹配。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
msgid ""
"Close up of the match rule options on a add custom filter pop-up window."
msgstr "新增自订筛选器弹出视窗内,各项规则符合选项的特写。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190
msgid "View the report"
msgstr "查看报告"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
msgid ""
"Close up on the match all rules option on the add a custom filter pop-up "
"window."
msgstr "新增自订筛选器弹出视窗内,“符合所有规则” 选项的特写。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202
msgid ""
"After the filters are configured, click :guilabel:`Add`. The default display"
" for the report is a bar graph, where the leads are grouped by *stage*."
msgstr "配置好筛选器后,点击 :guilabel:`添加`。报告的默认显示方式是条形图,潜在客户按*阶段*分组。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205
msgid ""
"To group the results by salesperson, click the :guilabel:`🔻(triangle pointed"
" down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
"down mega menu. Under the :guilabel:`Group By` heading, select "
":guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` "
"heading, click :guilabel:`Add a Custom Group`, then select "
":guilabel:`Active` on the resulting drop-down menu to layer in lead "
"*status*, under the parent :guilabel:`Salesperson` grouping."
msgstr ""
"要按销售人员对结果分组,请单击 :guilabel:`Search...` 栏右侧的 :guilabel:`🔻(朝下三角形)`图标,打开下拉菜单。在 "
":guilabel:`分组方式` 标题下,选择 :guilabel:`销售人员`。在同一列的 :guilabel:`分组方式` 标题下,点击 "
":guilabel:`添加自定义组`,然后在下拉菜单中选择 :guilabel:`活跃状态`,在上级 :guilabel:`销售人员` "
"分组下添加潜在客户得*状态*层级。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211
msgid ""
"The report now displays the total count of *quality leads* each salesperson "
"has received in the designated time period. Because there are layered "
":guilabel:`Group By` filters, the grouped leads are also color-coded to "
"identify whether they are *active* or *marked as lost*."
msgstr ""
"现在,报告会显示每位销售人员在指定时间段内收到的*优质潜在客户*总数。由于存在分层的:guilabel:`分组方式`筛选器,已分组的潜在客户还会用颜色编码来标识*活跃*或*标记为已丢失*。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216
msgid ""
"To save this search for later, click the :guilabel:`🔻(triangle pointed "
"down)` icon next to the :guilabel:`Search...` bar to open the drop-down "
"menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current"
" search`."
msgstr ""
"要保存搜索,请点击 :guilabel:`搜索...` 栏旁边的 :guilabel:`🔻(朝下三角形)`图标,打开下拉菜单。在 "
":guilabel:`收藏夹`标题下,点击 :guilabel:`保存当前搜索`。"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220
msgid ""
"In the drop-down menu, rename the report from the default `Pipeline` label "
"to `Quality Leads`, and click :guilabel:`Save`."
msgstr "在下拉菜单中,将报告从默认的`管道`标签重命名为`优质线索`,然后点击 :guilabel:`保存`。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:3
msgid "Resellers"
msgstr "经销商"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:5
msgid ""
"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). "
"Leads can be manually assigned, or automatically assigned, based on the "
"resellers' designated *level* and location."
msgstr ""
"在 Odoo 的 *CRM* 应用程序中,可以将潜在客户转发给经销商(或合作伙伴)。可以根据经销商指定的 *级别* 和位置手动分配或自动分配潜在客户。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:11
msgid ""
"To utilize the reseller features, the *Resellers* module first needs to be "
"installed. Navigate to the :menuselection:`Apps application`, and remove the"
" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search "
"for `Resellers`."
msgstr ""
"要利用经销商功能,首先需要安装*经销商*模块。导航到:menuselection:`应用程序`,然后从:guilabel:`搜索...` 栏中删除 "
":guilabel:`应用程序` 筛选器。然后,搜索“经销商”。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst-1
msgid "The resellers module in Odoo."
msgstr "Odoo 中的经销商模块。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:19
msgid ""
"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that "
"appears. Doing so installs the module, and returns to the main Odoo "
"dashboard."
msgstr "点击出现的经销商模块卡上的激活。这样做会安装该模块,并返回到 Odoo 主仪表板。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:22
msgid ""
"After the module is installed, navigate to the :menuselection:`CRM app`. "
"Under the :menuselection:`Configuration` menu is a new section, titled "
":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner "
"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`."
msgstr ""
"安装模块后,导航至 :menuselection:`CRM 应用程序`。在 :menuselection:`配置` "
"菜单下有一个新部分,标题为:guilabel:`经销商`,其下方包含三个选项 :guilabel:`合作伙伴级别`、:guilabel:`合作伙伴激活`"
" 和:guilabel:`佣金计划`。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:30
msgid "Partner levels"
msgstr "合作伙伴级别"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:32
msgid ""
"Partner *levels* are used to differentiate between various resellers. To "
"view the partner levels, navigate to :menuselection:`CRM app --> "
"Configuration --> Resellers: Partner Levels`."
msgstr ""
"合作伙伴 *级别* 用于区分不同的经销商。要查看合作伙伴级别,请导航至 :menuselection:`CRM 应用程序 --> 配置 --> "
"经销商:合作伙伴级别`。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:35
msgid ""
"On the :guilabel:`Partner Levels` page that appears, there are three default"
" levels:"
msgstr "在出现的 :guilabel:`合作伙伴级别` 页面上,有三个默认级别:"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:37
msgid ":guilabel:`Gold`"
msgstr ":guilabel:`金`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:38
msgid ":guilabel:`Silver`"
msgstr ":guilabel:`银`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:39
msgid ":guilabel:`Bronze`"
msgstr ":guilabel:`青铜`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:41
msgid ""
"New levels can be added, as needed, by clicking :guilabel:`New`, and filling"
" out the resulting level form."
msgstr "根据需要,点击 :guilabel:`新建` 并填写由此产生的关卡表格,即可添加新关卡。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:44
msgid ""
"Existing levels can also be edited and renamed, if desired, as well. To "
"modify a level, select it from the list, and proceed to make any desired "
"changes from the level form page that appears."
msgstr "如果需要,也可以编辑和重命名现有的级别。要修改某个级别,请从列表中选择该级别,然后在出现的级别表格页面中进行任何所需的修改。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:47
msgid ""
"Level weight is used to decide the probability a partner to be assigned a "
"lead or opportunity. On the level form, assign a numerical value (greater "
"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no "
"leads are assigned."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:52
msgid ""
"*Level Weight* can be assigned on an individual contact record. The weight "
"assigned on the individual record overwrites the default weight assigned on "
"the level configuration form."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:58
msgid "Partner activations"
msgstr "合作伙伴激活"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:60
msgid ""
"Partner *activations* are used to identify the status of a partner. "
"Activations are assigned on an individual contact record, and can be used to"
" group or filter the *Partnership Analysis* report (:menuselection:`CRM app "
"--> Reporting --> Partnerships`)."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:64
msgid ""
"To view the partner levels, navigate to :menuselection:`CRM app --> "
"Configuration --> Partner Activations`."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:67
msgid "Three activation types are created by default in the *CRM* app:"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:69
msgid ":guilabel:`Fully Operational`"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:70
msgid ":guilabel:`Ramp-up`"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:71
msgid ":guilabel:`First Contact`"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:73
msgid ""
"New partner activations can be added, as needed, by clicking "
":guilabel:`New`, and entering a :guilabel:`Name` on the new line that "
"appears. Then, select the desired status in the :guilabel:`Active` column."
msgstr ""
"点击 :guilabel:`新建`,并在出现的新行中输入 :guilabel:`名称`,即可根据需要添加新的合作伙伴。然后,在 "
":guilabel:`活跃` 栏中选择所需的状态。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:77
msgid ""
"Existing partner activations can also be edited and renamed, if desired. To "
"rename a status, click the :guilabel:`Name` field of a desired level, and "
"enter a new name."
msgstr "如果需要,还可以编辑和重新命名现有的合作伙伴激活。要重新命名状态,请点击所需级别的 :guilabel:`名称` 字段,然后输入新名称。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:80
msgid ""
"To change the active status of an activation, slide the toggle in the "
":guilabel:`Active` column of the desired activation to the *inactive* "
"position."
msgstr "要更改已激活的活跃状态,请将所需激活的 :guilabel:`活跃` 栏中的切换按钮滑动到 *非活跃* 位置。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:87
msgid "The list of default partner activations in the CRM app."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:87
msgid ""
"The list of default Partner Activations in the CRM app. The toggle for First"
" Contact is in the inactive position, while the rest are active."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:91
msgid "Partner assignments"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:93
msgid ""
"After :ref:`partner levels <crm/partner-levels>` and :ref:`partner "
"activations <crm/partner-activations>` configured."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:96
msgid ""
"To update an individual partner record, navigate to :menuselection:`CRM app "
"--> Sales --> Customers`, and click the Kanban card for the desired partner "
"to open the customer record."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:99
msgid "On the customer record, click the :guilabel:`Partner Assignment` tab."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:101
msgid ""
"Click the :guilabel:`Partner Level` field, and select an option from the "
"drop-down menu to assign a level. Click the :guilabel:`Activation` field, "
"and select a partner activation type from the drop-down list, if desired. "
"Then, click the :guilabel:`Level Weight` field to assign a different level "
"weight, if necessary."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:107
msgid "Publish partners"
msgstr "发布合作伙伴"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:109
msgid ""
"With the Odoo *Website* and *Resellers* apps installed, a new webpage "
"(`/partners`) is created to display a list of all active partners from the "
"*CRM* app."
msgstr ""
"安装 Odoo *网站* 和 *经销商* 应用程序后,将创建一个新网页 (`/partners`),以显示 *CRM* "
"应用程序中所有活跃合作伙伴的列表。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:112
msgid ""
"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click "
"the Kanban card for a partner. From that partner's contact form, click the "
":guilabel:`Go to Website` smart button at the top of the page to open that "
"partner's webpage."
msgstr ""
"接下来,返回 :menuselection:`CRM 应用程序 --> 销售 --> "
"客户`,点击合作伙伴的看板卡。在该合作伙伴的联系表单中,点击页面顶部的 :guilabel:`转至网站` 智能按钮,打开该合作伙伴的网页。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:116
msgid ""
"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and "
"use the :doc:`building blocks "
"<../../../websites/website/web_design/building_blocks>` to add any "
"additional design elements, or information about the partner."
msgstr ""
"接下来,点击合作伙伴网页右上方的 :guilabel:`编辑`,并使用 :doc:`建构模块 "
"<.../../../websites/website/web_design/building_blocks>` "
"添加任何其他设计元素,或有关合作伙伴的信息。"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:121
msgid "A company summary is a useful addition to this page."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:123
msgid ""
"After making any necessary changes to the page, click :guilabel:`Save`. At "
"the top of the page, slide the :guilabel:`Unpublished` toggle to the active,"
" :guilabel:`Published` position, if needed."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst:126
msgid "Repeat these steps for all partners."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/resellers.rst-1
msgid ""
"An example of the partners webpage, displaying available partners by level "
"and location."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3
msgid "Unattended leads report"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5
msgid ""
"*Unattended leads* are leads that have scheduled activities that are either "
"due or past due. Whenever an activity is scheduled, Odoo tracks the due "
"date, and sends email reminders to the users the activity is assigned to."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9
msgid ""
"An *unattended leads report* compiles all active leads in the pipeline with "
"due or past due activities, allowing a sales manager to identify which "
"opportunities require immediate attention."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12
msgid ""
"By pulling a daily unattended leads report, sales managers can remind their "
"teams to address outstanding activities before they become past due, helping"
" avoid neglected leads and reinforcing proactive behaviors in their "
"salespeople."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18
msgid ""
"A sales manager starts their day by pulling an unattended leads report, and "
"upon switching to list view, they see the following:"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
msgid ""
"List view of a sample Unattended Leads report with the activities "
"emphasized."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25
msgid ""
"Their team member, Mitchell, has two leads in the *Proposition* stage with "
"activities that are due."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28
msgid ""
"The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space`"
" lead has a phone call activity scheduled for today. The red :guilabel:`✉️ "
"(envelope)` icon indicates that the `5 VP Chairs` lead has an email activity"
" scheduled that is past due."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32
msgid ""
"Clicking on the `5 VP Chairs` lead, the sales manager opens the record of "
"the lead and reviews the chatter. They see that the email was scheduled to "
"be sent two days ago, but Mitchell never marked this activity as done."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1
msgid "Example of overdue activities notification in the chatter of a lead."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41
msgid ""
"In order to pull a unattended leads report, sales teams **must** be "
"regularly utilizing activity in the *CRM* pipeline, on individual lead and "
"opportunity cards."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44
msgid ""
"It is **not** possible to compile a complete report if the sales people are "
"not using the *Activities* feature in the *chatter*"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47
msgid ""
"For more information, refer to :doc:`Activities "
"<../../../essentials/activities>`"
msgstr "更多信息,请参阅 :doc:`活动 <.../.../.../essentials/activities>` 。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50
msgid "Create an unattended leads report"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52
msgid ""
"To create an unattended leads report, first navigate to :menuselection:`CRM "
"app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` "
"dashboard. Click into the :guilabel:`Search...` bar at the top of the page, "
"and remove all of the default filters."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57
msgid ""
"The :guilabel:`Created on` filter can remain active, as this variable may be"
" useful to include in the report."
msgstr "可以继续使用 :guilabel:`创建于` 筛选器,因为在报告中包含该变量可能很有用。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60
msgid ""
"Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed "
"down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
"down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click "
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
"pop-up window."
msgstr ""
"接下来,点击 :guilabel:`搜索...` 栏右侧的 :guilabel:`🔻(朝下三角形)`图标,打开包含 "
":guilabel:`筛选器`、:guilabel:`分组方式` 和 :guilabel:`收藏` 栏的下拉菜单,添加自定义筛选器。在 "
":guilabel:`筛选器` 列下,点击 :guilabel:`添加自定义筛选器`,弹出 :guilabel:`添加自定义筛选器` 窗口。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70
msgid ""
"In order to generate an unattended leads report, filters need to be created "
"for the following conditions:"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73
msgid ""
":ref:`Past due activities <unattended_leads_report/past-due>`: limits the "
"results to only include leads with an assigned activity where the due date "
"has past. This can be altered to include activities due to occur on the date"
" the report is generated as well."
msgstr ""
":ref:`已过期活动 <unattended_leads_report/past-"
"due>`:限制结果只包括已分配活动、且到期日已过的潜在客户。此选项可以修改为同时包括报告生成日期预订发生的活动。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76
msgid ""
":ref:`Unassigned leads <unattended_leads_report/exclude-unassigned>`: "
"excludes leads without an assigned salesperson."
msgstr ""
":ref:`未分配潜在客户 <unattended_leads_report/exclude-unassigned>`:排除未获分配销售人员的潜在客户。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78
msgid ""
":ref:`Specific sales teams <unattended_leads_report/sales-team>`: limits "
"results to only include leads assigned to one or more sales teams. This "
"filter is optional and should not be included if the report is intended for "
"the entire company."
msgstr ""
"ref:`特定销售团队 <unattended_leads_report/sales-"
"team>`:只包括已获分配给一个或多个销售团队的潜在客户。此筛选器是可选项,如果报告是针对整个公司,则不用包含此筛选器。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85
msgid "Add filter for past due activities"
msgstr "为已过期活动新增筛选器"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87
msgid ""
"Click the first field for the new rule, and type `Activities` in the "
":guilabel:`Search...` bar, or scroll to search through the list to locate "
"it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater "
"than sign)` to open a new drop-down menu with secondary conditions."
msgstr ""
"点击新规则的第一个字段,然后在 :guilabel:`搜索...` 栏中输入 `活动`,或滚动搜索列表以找到它。然后,在 :guilabel:`活动` "
"旁边点击 :guilabel:`>(大于符号)`,打开包含次要条件的新下拉菜单。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91
msgid ""
"Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search "
"through the list. Click :guilabel:`Due Date` to add it to the rule."
msgstr ""
"在 :guilabel:`搜索...` 栏中键入`到期日期`,或滚动列表进行搜索。点击 :guilabel:`到期日期`,将其添加到规则中。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
msgid ""
"Custom filter pop-up with emphasis on the options for activities and due "
"date."
msgstr "自定义筛选器弹窗,强调活动和到期日期选项。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98
msgid ""
"Then, click into then next field and select :guilabel:`<=` from the drop-"
"down menu. Selecting this operator includes all activities with a due date "
"up to, and including, the date selected in the next field."
msgstr ""
"然后,点击下一个字段,从下拉菜单中选择 "
":guilabel:`<=`。选择此操作符后,所有到期日期在下一字段中所选日期之前(包括该日期)的活动都将包括在内。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102
msgid "The third field can be left as today's date, or adjusted as needed."
msgstr "第三个字段可以保留为今天的日期,也可以根据需要进行调整。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109
msgid ""
"After filtering for activities, add a :guilabel:`New Rule`. Then, click into"
" the first field for the new rule, and type `Salesperson` in the "
":guilabel:`Search...` bar, or scroll to search through the list to locate "
"it."
msgstr ""
"筛选活动后,添加 :guilabel:`新规则`。然后,点击新规则的第一个字段,在 :guilabel:`搜索...` "
"栏中键入`销售人员`,或滚动到列表中进行搜索。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119
msgid "Add a Sales team"
msgstr "添加销售团队"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122
msgid ""
"This filter is optional. To view results for the entire company, do **not** "
"add this filter, and continue to :ref:`View results "
"<unattended_leads_report/view-results>`"
msgstr ""
"此筛选器为可选项。要查看整个公司的结果,请**不要**添加此筛选器,并继续 "
":ref:`查看结果<unattended_leads_report/view-results>`。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140
msgid ""
"An example of the **Add Custom Filter** pop-up window with all of the rules "
"configured."
msgstr "已配置所有规则的**添加自定义筛选器**弹出窗口示例。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156
msgid ""
"After the filters are configured, click :guilabel:`Add`. The resulting "
"report displays all leads assigned to a salesperson where an activity is "
"past due, or is due on the current date. The default display is a bar graph,"
" where the leads are grouped by *stage*."
msgstr ""
"配置筛选器后,点击:guilabel:`添加`。生成的报告会显示分配给销售人员的所有潜在客户,其中有一项活动已逾期,或在当前日期到期。默认显示为条形图,潜在客户按*阶段*分组。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160
msgid ""
"To group the results by salesperson, click the :guilabel:`🔻(triangle pointed"
" down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
"down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
":guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, "
"select :guilabel:`Salesperson`."
msgstr ""
"要按销售人员对结果分组,请单击 :guilabel:`搜索...` 栏右侧的 :guilabel:`🔻(朝下三角形)`图标,打开包含 "
":guilabel:`筛选器`、:guilabel:`分组方式` 和 :guilabel:`收藏` 栏的下拉菜单。在 :guilabel:`分组方式` "
"标题下,选择 :guilabel:`销售人员`。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166
msgid ""
"The option to group by :guilabel:`Sales Team` is also available under the "
":guilabel:`Group By` heading."
msgstr "在 :guilabel:`分组方式` 标题下还有按 :guilabel:`销售团队` 分组的选项。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169
msgid ""
"To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-"
"right corner of the screen."
msgstr "要切换到*列表*视图,请单击屏幕右上角的 :guilabel:`≣(列表)` 图标。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173
msgid ""
"Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional "
"columns that can be added to the report."
msgstr "点击:guilabel:`(切换)图标`,可打开一个下拉菜单,显示可添加到报告中的其他列。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176
msgid "Some options that are beneficial for this report include:"
msgstr "对本报告有益的一些选项包括:"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178
msgid ""
":guilabel:`Activities`: the summary of the latest activity for this lead."
msgstr ":guilabel:`活动`:该潜在客户的最新活动摘要。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179
msgid ""
":guilabel:`Expected Closing`: the estimated date on which the lead will be "
"won."
msgstr ":guilabel:`预计成交`:赢得潜在客户的预计日期。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180
msgid ":guilabel:`Probability`: estimated success rate based on the stage."
msgstr ":guilabel:`概率`:根据阶段预估的成功率。"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187
msgid ":doc:`Activities <../../../essentials/activities>`"
msgstr ":doc:`活动 <../../../essentials/activities>`"
#: ../../content/applications/sales/members.rst:5
msgid "Members"
msgstr "成员"
#: ../../content/applications/sales/members.rst:7
msgid ""
"The *Members* application is where all operations related to memberships can"
" be configured and managed. The *Members* app integrates with the *Sales* "
"and *Accounting* applications to sell and invoice memberships directly to "
"customers."
msgstr ""
#: ../../content/applications/sales/members.rst:12
msgid "Membership products"
msgstr "会员产品"
#: ../../content/applications/sales/members.rst:14
msgid ""
"To create a new membership product, navigate to :menuselection:`Members app "
"--> Configuration --> Membership Products`, and click :guilabel:`New` to "
"open a blank product record."
msgstr ""
#: ../../content/applications/sales/members.rst:17
msgid ""
"Complete the blank form with the necessary information, including the "
":guilabel:`Membership Duration`."
msgstr ""
#: ../../content/applications/sales/members.rst:21
msgid ""
"Membership products require a start and end date, as they are used to "
"determine :ref:`membership status <sales/membership-status>`. Membership "
"products can be sold *before* their active start date."
msgstr ""
#: ../../content/applications/sales/members.rst-1
msgid "A new membership product in the members app."
msgstr ""
#: ../../content/applications/sales/members.rst:29
msgid ""
"Membership products can be added to a sales order, and invoiced as regular "
"products or subscriptions."
msgstr ""
#: ../../content/applications/sales/members.rst:33
msgid "Activate a membership"
msgstr ""
#: ../../content/applications/sales/members.rst:35
msgid ""
"To activate a membership from the *Contacts* application, navigate to "
":menuselection:`Contacts app`, and click on a contact to open that specific "
"contact's detail form."
msgstr ""
#: ../../content/applications/sales/members.rst:38
msgid ""
"From the resulting contact form, open the :guilabel:`Membership` tab, and "
"click :guilabel:`Buy Membership`."
msgstr ""
#: ../../content/applications/sales/members.rst:41
msgid ""
"On the :guilabel:`Join Membership` pop-up window that appears, select a "
":guilabel:`Membership` from the drop-down menu. Then, configure a "
":guilabel:`Member Price`."
msgstr ""
#: ../../content/applications/sales/members.rst:44
msgid ""
"Click :guilabel:`Invoice Membership` when both fields are filled in. Doing "
"so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be "
"confirmed and completed."
msgstr ""
#: ../../content/applications/sales/members.rst:47
msgid ""
"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` "
"checkbox, in the :guilabel:`Membership` tab of a contact form."
msgstr "或者,要提供免费会员资格,请在联系表单的 :guilabel:`会员资格` 选项卡中勾选 :guilabel:`免费会员` 复选框。"
#: ../../content/applications/sales/members.rst:53
msgid "Membership status"
msgstr ""
#: ../../content/applications/sales/members.rst:55
msgid ""
"The :guilabel:`Current Membership Status` is listed on the "
":guilabel:`Membership` tab of each contact record:"
msgstr ""
#: ../../content/applications/sales/members.rst:58
msgid ""
":guilabel:`Non Member`: a partner who has **not** applied for membership."
msgstr ""
#: ../../content/applications/sales/members.rst:59
msgid ""
":guilabel:`Cancelled Member`: a member who has cancelled their membership."
msgstr ""
#: ../../content/applications/sales/members.rst:60
msgid ":guilabel:`Old Member`: a member whose membership end date has passed."
msgstr ""
#: ../../content/applications/sales/members.rst:61
msgid ""
":guilabel:`Waiting Member`: a member who has applied for membership, but "
"whose invoice has not yet been created."
msgstr ""
#: ../../content/applications/sales/members.rst:63
msgid ""
":guilabel:`Invoiced Member`: a member whose invoice has been created, but "
"has not been paid."
msgstr ""
#: ../../content/applications/sales/members.rst:64
msgid ":guilabel:`Paid Member`: a member who has paid the membership fee."
msgstr ""
#: ../../content/applications/sales/members.rst:67
msgid "Publish members directory"
msgstr "发布会员名录"
#: ../../content/applications/sales/members.rst:69
msgid ""
"To publish a list of active members on the website, the *Online Members "
"Directory* application must first be :ref:`installed <general/install>`. "
"After installing the module, add the `/members` page to the website's menu "
"by :doc:`editing the website menu <../websites/website/pages/menus>`."
msgstr ""
"要在网站上发布活跃会员名单,必须首先 :ref:`安装 *在线会员名录* 程序 <general/install>`。安装模块后,通过 "
":doc:`编辑网站菜单 <../websites/website/pages/menus>`,在网站菜单中添加`/会员`页面。"
#: ../../content/applications/sales/members.rst-1
msgid "The Online Members directory module in Odoo."
msgstr ""
#: ../../content/applications/sales/members.rst:78
msgid "Publish individual members"
msgstr "发布会员成员"
#: ../../content/applications/sales/members.rst:80
msgid ""
"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the "
"Kanban card for a member. From the resulting customer form that appears, "
"click the :guilabel:`Go to Website` smart button at the top of the page to "
"open the member's webpage."
msgstr ""
"返回 :menuselection:`CRM 应用程序 --> 销售 --> 客户`,点击会员的看板卡。在出现的客户表单中,点击页面顶部的 "
":guilabel:`转至网站` 智能按钮,打开会员的网页。"
#: ../../content/applications/sales/members.rst:84
msgid ""
"Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of "
"editing tools. After making any necessary changes to the page, click "
":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` "
"toggle to the active, :guilabel:`Published` position."
msgstr ""
"点击 :icon:`fa-pencil` :guilabel:`编辑` 按钮,显示编辑工具侧边栏。对页面进行必要修改后,点击 "
":guilabel:`保存`。在页面顶部,将 :guilabel:`未发布` 切换按钮滑动到活动的 :guilabel:`已发布` 位置。"
#: ../../content/applications/sales/members.rst:88
msgid "Repeat these steps for all desired members."
msgstr "对所有需要的会员重复这些步骤。"
#: ../../content/applications/sales/members/members_analysis.rst:3
msgid "Members analysis"
msgstr "会员分析"
#: ../../content/applications/sales/members/members_analysis.rst:9
msgid ""
"The *Members Analysis* report provides a detailed overview of all "
"memberships sold and managed within the *Members* application."
msgstr "*会员分析* 报告详细概述了 *会员* 应用程序中销售和管理的所有会员资格。"
#: ../../content/applications/sales/members/members_analysis.rst:12
msgid ""
"To access the *Memberships Analysis* report, navigate to "
":menuselection:`Members app --> Reporting`."
msgstr "要访问 *会员分析* 报告,请导航至 :menuselection:`会员应用程序 --> 报告`。"
#: ../../content/applications/sales/members/members_analysis.rst:15
msgid "Navigate the report"
msgstr "浏览报告"
#: ../../content/applications/sales/members/members_analysis.rst:17
msgid ""
"The default *Members Analysis* report displays a bar chart, measuring the "
":guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue"
" Done`. The data is grouped by the assigned salesperson, then by the month "
"the membership begins."
msgstr ""
"默认的 *会员分析* 报告显示一个条形图,用于衡量 :guilabel:`完成收入` 的 "
":guilabel:`会员数量`。数据按指定的销售人员分组,然后按会员资格开始的月份分组。"
#: ../../content/applications/sales/members/members_analysis.rst-1
msgid "A sample of the members analysis report."
msgstr "成员分析报告样本。"
#: ../../content/applications/sales/members/members_analysis.rst:25
msgid ""
"Additional :ref:`Group By <search/group>` options include the following:"
msgstr "其他 :ref:`分组方式 <search/group>` 选项包括以下内容:"
#: ../../content/applications/sales/members/members_analysis.rst:27
msgid ""
":guilabel:`Salesperson`: the internal user in charge of the contact. This "
"information is managed in the *Salesperson* field on the *Sales & Purchase* "
"tab on the contact's record."
msgstr ":guilabel:`销售人员`:负责联系人的内部用户。此信息在联系人记录的 *销售和采购* 选项卡上的 *销售人员* 字段中进行管理。"
#: ../../content/applications/sales/members/members_analysis.rst:29
msgid ""
":guilabel:`Associated Partner`: the contact listed as the *Associated "
"Member* on the *Membership* tab on the contact's record."
msgstr ""
#: ../../content/applications/sales/members/members_analysis.rst:31
msgid ""
":guilabel:`Membership Product`: the type of membership assigned to a "
"contact. This includes both purchased memberships and free memberships."
msgstr ""
#: ../../content/applications/sales/members/members_analysis.rst:33
msgid ":guilabel:`Current Membership State`: the status of the membership."
msgstr ""
#: ../../content/applications/sales/members/members_analysis.rst:34
msgid ""
":guilabel:`Company`: the company the membership is purchased through. This "
"option only appears in multi-company databases."
msgstr ""
#: ../../content/applications/sales/members/members_analysis.rst:36
msgid ":guilabel:`Month`: the month the membership began."
msgstr ""
#: ../../content/applications/sales/members/members_analysis.rst:41
msgid ""
"Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph "
"view. Then, click the corresponding icon at the top of the report to switch "
"to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` "
":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`."
msgstr ""
"点击 :icon:`fa-area-chart` :guilabel:`(图表)` 图标切换到图表视图。然后,点击报告顶部的相应图标,切换到 "
":icon:`fa-bar-chart` :guilabel:`(条形图)`、:icon:`fa-line-chart` "
":guilabel:`(折线图)`或 :icon:`fa-pie-chart` :guilabel:`(饼状图)`。"
#: ../../content/applications/sales/members/members_analysis.rst:46
msgid "Click the |pivot| to change to the pivot view."
msgstr "点击 |pivot| 更改为透视图。"
#: ../../content/applications/sales/members/members_analysis.rst:54
msgid ":ref:`search/custom-filters`"
msgstr ":ref:`search/custom-filters`"
#: ../../content/applications/sales/members/members_analysis.rst:55
msgid ":ref:`search/favorites`"
msgstr ":ref:`search/favorites`"
#: ../../content/applications/sales/point_of_sale.rst:6
msgid "Point of Sale"
msgstr "销售点"
#: ../../content/applications/sales/point_of_sale.rst:8
msgid ""
"With **Odoo Point of Sale**, run your shops and restaurants easily. The app "
"works on any device with a web browser, even if you are temporarily offline."
" Product moves are automatically registered in your stock, you get real-time"
" statistics, and your data is consolidated across all shops."
msgstr ""
"使用**Odoo "
"POS**,轻松经营您的商店和餐馆。该应用程序可在任何装有网络浏览器的设备上运行,即使您暂时处于离线状态。产品移动会自动登记到您的库存中,您可以获得实时统计数据,所有店铺的数据都会整合在一起。"
#: ../../content/applications/sales/point_of_sale.rst:13
msgid ""
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
"of-sale-28>`_"
msgstr "`Odoo 教程:销售点教程<https://www.odoo.com/slides/point-of-sale-28>`_"
#: ../../content/applications/sales/point_of_sale.rst:14
msgid ":doc:`IoT Boxes Documentations </applications/general/iot>`"
msgstr ":doc:`物联网盒子说明文档</applications/general/iot>`"
#: ../../content/applications/sales/point_of_sale.rst:19
msgid "Start a session"
msgstr "开始会话"
#: ../../content/applications/sales/point_of_sale.rst:21
msgid ""
"From the **POS dashboard**, click :guilabel:`New Session`, and at the "
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
" already opened."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:26
msgid ""
":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the "
"same session at the same time. However, the session can only be opened once "
"on the same browser."
msgstr ""
":doc:`多个用户 <point_of_sale/employee_login>` 可以同时登录到同一个会话。但是,会话只能在同一浏览器上打开一次。"
#: ../../content/applications/sales/point_of_sale.rst:32
msgid "Sell products"
msgstr "销售产品"
#: ../../content/applications/sales/point_of_sale.rst:34
msgid ""
"Click on products to add them to the cart. To change the **quantity**, click"
" :guilabel:`Qty` and enter the number of products using the keypad. To add a"
" **discount** or modify the product **price**, click respectively "
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
msgstr ""
"点击产品将其添加到购物车。要更改**数量**,请点击:guilabel:`数量`,然后使用键盘输入产品数量。要添加**折扣**或修改产品**价格**,请分别点击"
" :guilabel:`折扣` 或 :guilabel:`价格`,并输入金额。"
#: ../../content/applications/sales/point_of_sale.rst:38
msgid ""
"Once an order is completed, proceed to checkout by clicking "
":guilabel:`Payment`. Select the **payment method**, enter the received "
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
"on to the next customer."
msgstr ""
"订单完成后,点击 :guilabel:`付款` 结账。选择**付款方式**,输入收到的金额,然后点击 :guilabel:`验证`。点击 "
":guilabel:`新订单`,进入下一个客户。"
#: ../../content/applications/sales/point_of_sale.rst-1
msgid "POS session interface."
msgstr "POS 会话界面。"
#: ../../content/applications/sales/point_of_sale.rst:46
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
msgstr "您可以同时使用`,`和`.`在键盘上显示为十进制分隔符。"
#: ../../content/applications/sales/point_of_sale.rst:47
msgid ""
"**Cash** is selected by default if you enter the amount without choosing a "
"payment method."
msgstr "如果输入金额时未选择付款方式,则默认选择**现金**。"
#: ../../content/applications/sales/point_of_sale.rst:50
msgid ""
"The system can only load a limited number of products for effective opening."
" Click :guilabel:`Search more` if the desired product is not loaded "
"automatically."
msgstr "系统只能加载有限数量的产品以便有效打开。如果所需产品未自动加载,请单击 :guilabel:`搜索更多`。"
#: ../../content/applications/sales/point_of_sale.rst:56
msgid "Set customers"
msgstr "设置客户"
#: ../../content/applications/sales/point_of_sale.rst:58
msgid ""
"Registering your customer is necessary to :doc:`collect their loyalty points"
" and grant them rewards <point_of_sale/pricing/loyalty>`, automatically "
"apply the :doc:`attributed pricelist <point_of_sale/pricing/pricelists>`, or"
" :ref:`generate and print an invoice <receipts-invoices/invoices>`."
msgstr ""
"要 :doc:`收集客户的忠诚度积分并给予奖励 <point_of_sale/pricing/loyalty>`,自动应用 :doc:`指定价目表 "
"<point_of_sale/pricing/pricelists>`,或 :ref:` 生成并打印发票 <receipts-"
"invoices/invoices>`,都需要注册客户。"
#: ../../content/applications/sales/point_of_sale.rst:63
msgid ""
"You can create customers from an :ref:`open POS session <pos/session-start>`"
" by clicking :menuselection:`Customer --> Create`, and filling in the "
"contact information. You can also create customers from the backend by going"
" to :menuselection:`Point of Sale --> Orders --> Customers` and clicking "
":guilabel:`New`. Then, fill in the information and save."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:68
msgid ""
"To set a customer during an order, access the list of customers by clicking "
":guilabel:`Customer` on the POS interface. You can also set a customer at "
"the payment screen by clicking :guilabel:`Customer`."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:75
msgid "Customer notes"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:77
msgid ""
"You can add **customer notes** about specific products directly from an open"
" :ref:`POS session <pos/session-start>`. For instance, to provide cleaning "
"and maintenance tips. They can also be used to track a customer's particular"
" request, such as not wanting the product to be assembled for them."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:81
msgid ""
"To do so, select a product and click :guilabel:`Customer Note` on the pad. "
"Doing so opens a pop-up window in which you can add or modify content for "
"the note."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:85
msgid ""
"Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` "
"are displayed identically in the cart."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst-1
msgid ""
"Customer note button and notes (SO and POS session) on products in the cart"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:91
msgid ""
"Customer notes appear on customers' receipts and invoices similarly to how "
"they appear in the cart, under the related product."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst-1
msgid ""
"Customer receipt with notes from an SO and from the customer note feature"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:100
msgid "Return and refund products"
msgstr "退货和退款"
#: ../../content/applications/sales/point_of_sale.rst:102
msgid "To return and refund a product,"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:104
msgid ":ref:`start a session <pos/session-start>` from the **POS dashboard**;"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:105
msgid "click :guilabel:`Refund` and select the corresponding order;"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:106
msgid "select the product and the quantity to refund using the keypad;"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:107
msgid "click :guilabel:`Refund` to go back to the previous screen;"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:108
msgid ""
"once the order is completed, click :guilabel:`Payment` to proceed to the "
"refund;"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:109
msgid ""
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
"customer."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst-1
msgid "refund view from a POS"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:115
msgid ""
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
msgstr "您可以使用搜索栏,按 :guilabel:`收据编号`、:guilabel:`日期`或 :guilabel:`客户`筛选**订单列表**。"
#: ../../content/applications/sales/point_of_sale.rst:117
msgid ""
"You can also refund a product by selecting the returned product from an open"
" session, and setting a negative quantity that equals the number of returned"
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
"the quantity of returned products."
msgstr ""
"您也可以通过已开启的会话中选择退回的产品,并设置与退回产品数量相等的负数数量,以对产品进行退款。要执行此操作,请点击 :guilabel:`数量` 和 "
":guilabel:`+/-`,然后点击退回产品数量。"
#: ../../content/applications/sales/point_of_sale.rst:121
msgid ""
"Once the return payment is validated, Odoo generates the required credit "
"note, referencing the original receipt or invoice and partially or fully "
"canceling the document."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:127
msgid "Manage the cash register"
msgstr "管理收银机"
#: ../../content/applications/sales/point_of_sale.rst:129
msgid ""
"To add or take out cash from the register, click the **menu icon** in the "
"upper right corner of your screen and :guilabel:`Cash In/Out`."
msgstr "要从收银机中添加或取出现金,请点击屏幕右上角的**菜单图标**,然后 :guilabel:`现金存入/取出`。"
#: ../../content/applications/sales/point_of_sale.rst-1
msgid ""
"Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n"
"orders"
msgstr "用于关闭 POS 会话、进入后端、添加或取出现金,或检查订单的下拉菜单"
#: ../../content/applications/sales/point_of_sale.rst:136
msgid ""
"Doing so opens a pop-up window on which you can select :guilabel:`Cash In` "
"or :guilabel:`Cash Out`, enter the amount and the reason, and click "
":guilabel:`Confirm`."
msgstr ""
"您可以在弹出的窗口中选择 :guilabel:`存入现金` 或 :guilabel:`取出现金`,输入金额和原因,然后点击 "
":guilabel:`确认`。"
#: ../../content/applications/sales/point_of_sale.rst:142
msgid "Close the POS session"
msgstr "关闭 PoS 会话"
#: ../../content/applications/sales/point_of_sale.rst:144
msgid ""
"To close your session, click the **menu icon** in the upper right corner of "
"your screen and :guilabel:`Close Session`."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:147
msgid ""
"Doing so opens the :guilabel:`Closing Control` pop-up screen. From this "
"screen, you can retrieve various information:"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:150
msgid ""
"the number of orders made and the total amount made during the session;"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:151
msgid "the expected amounts grouped by payment method."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:153
msgid ""
"Before closing this window, count your cash using the calculator icon. Doing"
" so opens a pop-up window that computes the total amount in the cash drawer "
"depending on the coins and bills counted and added manually. Then, click "
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
"Details` are specified in the **Notes** section."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst-1
msgid "How to close a POS session."
msgstr "如何结束销售点会话。"
#: ../../content/applications/sales/point_of_sale.rst:162
msgid ""
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
"to close and go back to the **POS dashboard**."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:166
msgid ""
"To reach the backend without closing the session, click :guilabel:`Backend` "
"on the dropdown menu."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:168
msgid "To abort, click :guilabel:`Discard` on the pop-up window."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:169
msgid ""
"Depending on your setup, you might only be allowed to close a session if the"
" expected cash revenue equals the counted cash. To close it anyway, click "
":guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:174
msgid ""
"It is strongly advised to close your POS session at the end of each day."
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:175
msgid ""
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
"--> Orders --> Sessions`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:3
msgid "Product combos"
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:5
msgid ""
"The **Product Combos** feature allows users to define and manage combination"
" options for a single product."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:8
msgid ""
"In the context of a restaurant, the feature enables users to create "
"multiple-choice menus. For example, a user can define a main dish and "
"specify various options for sides, drinks, or desserts that customers can "
"combine with the main dish."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:12
msgid ""
"In retail, this feature allows you to create a product set with multiple "
"products to choose from and combine."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:18
msgid "First, you need to create combination choices. To do so:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:20
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Product Combos` and "
"click :guilabel:`New`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:21
msgid ""
"Name your combo and add the products you want customers to choose from by "
"clicking :guilabel:`Add a line`. You can also include an extra price for "
"each option in the :guilabel:`Extra Price` column."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:26
msgid ""
"As a reference, the selected product's original price is displayed in the "
":guilabel:`Original Price` column."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:32
msgid ""
"Second, you need to create a specific product to gather combo choices. To do"
" this:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:34
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Products` and click "
":guilabel:`New`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:35
msgid ""
"Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the "
":guilabel:`General Information` tab."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:39
msgid ""
"The sales price of the combo product is fixed and does not vary based on the"
" individual prices of included items or the quantity of items in the combo. "
"The combo product price is only affected by the extra price optionally "
"defined at the combo choice creation or if a variant of one of the items has"
" a specified extra price."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:43
msgid ""
"Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and "
"select the combinations to add. You can also create a new combination at "
"this step by clicking :guilabel:`New` on the popup window."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:50
msgid ""
"Once you have created and added the combo choices into a product, you can "
"sell combos in your retail store or restaurant."
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:54
#: ../../content/applications/sales/point_of_sale/employee_login.rst:26
#: ../../content/applications/sales/point_of_sale/preparation.rst:51
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32
msgid "Practical application"
msgstr ""
#: ../../content/applications/sales/point_of_sale/combos.rst:56
msgid ""
":ref:`Open a POS session <pos/session-start>` and select the combo product. "
"Choose the options and click :guilabel:`Add to order`. As a reminder, the "
"extra price appears under the related choices."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:11
msgid "Access the POS settings"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:13
msgid ""
"To access the general POS settings, go to :menuselection:`Point of Sale --> "
"Configuration --> Settings`. Then, open the dropdown menu in the "
":guilabel:`Point of Sale` field and select the POS to configure."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Dropdown menu to select the POS in the app settings"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:21
msgid ""
"These settings are available to users with the :doc:`access rights "
"</applications/general/users>` :guilabel:`Administration` set as "
":guilabel:`Settings`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:24
msgid ""
"You can also configure some settings from the dashboard by clicking the "
"vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a "
"popup window, from which you can:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:27
msgid ":doc:`Enable multiple employees to log in. <employee_login>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:28
2025-02-22 18:12:33 +07:00
msgid ":doc:`Connect and set up an IoT sytem. <configuration/pos_iot>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:29
msgid ":doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "popup window to access quick settings in POS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:35
msgid ""
"These settings are available to users with the :doc:`access rights "
"</applications/general/users>` :guilabel:`Point of Sale` set as "
":guilabel:`Administrator`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:39
msgid "Make products available"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:41
msgid ""
"To make products available for sale, go to :menuselection:`Point of Sale -->"
" Products --> Products`, and select a product to open the product form. In "
"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Making a product available in your POS."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:49
msgid "PoS product categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:54
msgid ""
"POS product categories allow users to categorize products and get a more "
"structured and clean POS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:57
msgid ""
"To manage PoS categories, go to :menuselection:`Point of Sale --> "
"Configuration --> PoS Product Categories`. To add a new category, click "
":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:61
msgid ""
"To associate a category with a parent category, fill in the "
":guilabel:`Parent Category` field. A parent category groups one or more "
"child categories."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:0
msgid "The PoS product categories grouped by parent categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:69
msgid "Assign PoS product categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:71
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Products` and open a "
"product form. Then, go to the :guilabel:`Sales` tab and fill in the "
":guilabel:`Category` field under the :guilabel:`Point of Sale` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Sales tab of a product form to add a PoS product category"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:79
msgid "Adapt the POS interface"
msgstr "调整 POS 界面"
#: ../../content/applications/sales/point_of_sale/configuration.rst:82
msgid "Start category"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:84
msgid ""
"You can select one product category to display when :ref:`opening a POS "
"session <pos/session-start>`. To configure it, go to your :ref:`POS settings"
" <configuration/settings>` and select a PoS category from the dropdown menu "
"of the :guilabel:`Start Category` field within the :guilabel:`PoS Interface`"
" section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Setting to set up the start category feature"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:93
msgid "Restrict categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:95
msgid ""
"You can also limit the categories displayed on your POS interface. To "
"achieve this, go to your :ref:`POS settings <configuration/settings>` and "
"choose the specific categories to display in the :guilabel:`Restrict "
"Categories` field within the :guilabel:`PoS Interface` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Setting to set up the restrict category feature"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3
msgid "ePOS printers"
msgstr "ePOS 打印机"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5
msgid ""
"ePOS printers are designed to work seamlessly with Point of Sale systems. "
"Once connected, these devices automatically share information, allowing for "
"direct printing of tickets from the POS system to the ePOS printer."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12
msgid "To use an ePos printer in Point of Sale:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14
msgid ":ref:`Access the POS settings <configuration/settings>`."
msgstr ":ref:`访问 POS 设置 <configuration/settings>`。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15
msgid "Activate the :guilabel:`ePos Printer` feature."
msgstr "激活 :guilabel:`ePos 打印机` 功能。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16
msgid "Fill in the field with your ePos IP address."
msgstr "填写您的 ePos IP 地址。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1
msgid "setting to enable the ePos printer feature"
msgstr "设置以启用 ePos 打印机功能"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22
msgid ""
"When the printer connects to a network, it automatically prints a ticket "
"with its IP address."
msgstr "当打印机连接到网络时,它会自动打印带有其 IP 地址的工单。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25
msgid "Directly supported ePOS printers"
msgstr "直接支持的 ePOS 打印机"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27
msgid ""
"The following ePOS printers are directly compatible with Odoo without "
2025-02-22 18:12:33 +07:00
"needing an :doc:`IoT system </applications/general/iot/devices/printer>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30
msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)"
msgstr "Epson TM-m30 i/ii/iii仅限 Wi-Fi/以太网型号;推荐)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31
msgid "Epson TM-H6000IV-DT (Receipt printer only)"
msgstr "Epson TM-H6000IV-DT仅限收据打印机"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32
msgid "Epson TM-T70II-DT"
msgstr "Epson TM-T70II-DT"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33
msgid "Epson TM-T88V-DT"
msgstr "Epson TM-T88V-DT"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34
msgid "Epson TM-L90-i"
msgstr "Epson TM-L90-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35
msgid "Epson TM-T70-i"
msgstr "Epson TM-T70-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36
msgid "Epson TM-T82II-i"
msgstr "Epson TM-T82II-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37
msgid "Epson TM-T83II-i"
msgstr "Epson TM-T83II-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38
msgid "Epson TM-U220-i"
msgstr "Epson TM-U220-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39
msgid "Epson TM-m10"
msgstr "Epson TM-m10"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40
msgid "Epson TM-P20 (Wi-Fi® model)"
msgstr "Epson TM-P20Wi-Fi® 型号)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41
msgid "Epson TM-P60II (Receipt: Wi-Fi® model)"
msgstr "Epson TM-P60II收据Wi-Fi®型号"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42
msgid "Epson TM-P60II (Peeler: Wi-Fi® model)"
msgstr "Epson TM-P60II标签打印Wi-Fi® 型号)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43
msgid "Epson TM-P80 (Wi-Fi® model)"
msgstr "Epson TM-P80Wi-Fi® 型号)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46
2025-02-22 18:12:33 +07:00
msgid "ePOS printers with IoT system integration"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48
msgid ""
2025-02-22 18:12:33 +07:00
"The following printers require an :doc:`IoT system "
"</applications/general/iot/devices/printer>` to be compatible with Odoo:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51
msgid "Epson TM-T20 family (incompatible ePOS software)"
msgstr "Epson TM-T20 系列(不兼容的 ePOS 软件)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52
msgid "Epson TM-T88 family (incompatible ePOS software)"
msgstr "Epson TM-T88 系列(不兼容的 ePOS 软件)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53
msgid "Epson TM-U220 family (incompatible ePOS software)"
msgstr "Epson TM-U220 系列(不兼容的 ePOS 软件)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56
msgid ""
"Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK "
"Javascript protocol "
"<https://download4.epson.biz/sec_pubs/pos/reference_en/technology/epson_epos_sdk.html>`_"
2025-02-22 18:12:33 +07:00
" are compatible with Odoo **without** needing an :doc:`IoT system "
"</applications/general/iot/devices/printer>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60
msgid ""
2025-02-22 18:12:33 +07:00
"Thermal printers using ESC/POS are compatible **with** an :doc:`IoT system "
"</applications/general/iot/devices/printer>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62
msgid ""
"Epson printers using only USB connections are compatible **with** an "
2025-02-22 18:12:33 +07:00
":doc:`IoT system </applications/general/iot/devices/printer>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64
msgid "Epson printers that connect via Bluetooth are **not compatible**."
msgstr "通过蓝牙连接的 Epson 打印机与Odoo **不兼容**。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67
msgid ":doc:`https`"
msgstr ":doc:`https`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22
msgid ":doc:`epos_ssc`"
msgstr ":doc:`epos_ssc`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5
msgid "Self-signed certificate for ePOS printers"
msgstr "ePOS打印机的自签名证书"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7
msgid ""
"To work with Odoo, some printer models that can be used without an :doc:`IoT"
2025-02-22 18:12:33 +07:00
" system </applications/general/iot>` may require :doc:`the HTTPS protocol "
"<https>` to establish a secure connection between the browser and the "
"printer. However, trying to reach the printer's IP address using HTTPS leads"
" to a warning page on most web browsers. In that case, you can temporarily "
":ref:`force the connection <epos_ssc/instructions>`, which allows you to "
"reach the page in HTTPS and use the ePOS printer in Odoo as long as the "
"browser window stays open."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15
msgid ""
"The connection is lost after closing the browser window. Therefore, this "
"method should only be used as a **workaround** or as a pre-requisite for the"
" :ref:`following instructions <epos_ssc/instructions>`."
msgstr ""
"关闭浏览器窗口后,连接将丢失。因此,此方法只能作为 **暂时解决办法** 或作为 :ref:`下列指示 <epos_ssc/instructions>`"
" 的前提条件。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22
msgid "Generate, export, and import self-signed certificates"
msgstr "生成、导出和导入自签名证书"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24
msgid ""
"For a long-term solution, you must generate a **self-signed certificate**. "
"Then, export and import it into your browser."
msgstr "若要有长期解决方案,必须生成 **自签名证书**。然后,将其导出,并导入浏览器。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28
msgid ""
"**Generating** an SSL certificate should only be done **once**. If you "
"create another certificate, devices using the previous one will lose HTTPS "
"access."
msgstr "**产生** SSL 证书的操作,应该只执行 **一次** 。 如果建立另一个证书,使用旧有证书的装置将失去 HTTPS 访问权限。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33
msgid "Windows 10 & Linux OS"
msgstr "Windows 10 & Linux OS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166
msgid "Generate a self-signed certificate"
msgstr "生成自签名证书"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168
msgid ""
"Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force "
"the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to "
"[IP address] (unsafe)`."
msgstr ""
"导航到 ePOS 的 IP 地址(例如,`https://192.168.1.25`),点击 :guilabel:`高级` 和 "
":guilabel:`转到 [IP 地址](不安全)` 强制连接。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "warning page about the connection privacy on Google Chrome"
msgstr "Google Chrome 有关连线隐私的警告页面"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176
msgid "Warning page on Google Chrome, Windows 10"
msgstr "Windows 10 上 Google Chrome 的警告页面"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178
msgid ""
"Then, sign in using your printer credentials to access the ePOS printer "
"settings. To sign in, enter `epson` in the :guilabel:`ID` field and your "
"printer serial number in the :guilabel:`Password` field."
msgstr ""
"然后,使用您的打印机的证书登录,以访问 ePOS 打印机设置。 若要登录,请在 :guilabel:`ID` 字段输入 `epson`,并在 "
":guilabel:`密码` 字段输入您的打印机的序号。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182
msgid ""
"Click :guilabel:`Certificate List` in the :guilabel:`Authentication` "
"section, and click :guilabel:`create` to generate a new **Self-Signed "
"Certificate**. The :guilabel:`Common Name` should be automatically filled "
"out. If not, fill it in with the printer IP address number. Select the years"
" the certificate will be valid in the :guilabel:`Validity Period` field, "
"click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the "
"printer."
msgstr ""
2024-07-20 09:37:50 +07:00
"在:guilabel:`身份验证`部分点击:guilabel:`证书列表`,然后点击:guilabel:`创建`,生成新的**自签名证书**。:guilabel:`通用名称`"
" 应自动填写。如果没有,请填写打印机 IP 地址编号。在 :guilabel:`有效期间` 字段中选择证书的有效期,点击 "
":guilabel:`创建`,然后点击 :guilabel:`重设` 或手动重启打印机。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189
msgid ""
"The self-signed certificate is generated. Reload the page and click "
":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure "
"**Selfsigned Certificate** is correctly selected in the :guilabel:`Server "
"Certificate` section."
msgstr ""
2024-07-20 09:37:50 +07:00
"自签名证书已生成。重新加载页面并点击:guilabel:`安全性`部分中的 "
"SSL/TLS以确保在:guilabel:`服务器证书`部分中,选择了正确的 **自签名证书**。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193
msgid "Export a self-signed certificate"
2024-07-20 09:37:50 +07:00
msgstr "导出自签名证书"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195
msgid ""
"The export process is heavily dependent on the :abbr:`OS (Operating System)`"
" and the browser. Start by accessing your ePOS printer settings on your web "
"browser by navigating to its IP address (e.g., `https://192.168.1.25`). "
"Then, force the connection as explained in the **Generate a self-signed "
"certificate tab**."
msgstr ""
2024-07-20 09:37:50 +07:00
"导出过程很大程度受 :abbr:`OS操作系统`和浏览器影响。首先,导航至其 IP 地址(例如 "
"`https://192.168.1.25`),在网页浏览器上访问 ePOS 打印机设置。然后,按照 **生成自签名证书选项卡** "
"中的说明,执行强制连接。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200
msgid "If you are using **Google Chrome**,"
2024-07-20 09:37:50 +07:00
msgstr "如果您使用的是**Google Chrome**"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202
msgid ""
"click :guilabel:`Not secure` next to the search bar, and "
":guilabel:`Certificate is not valid`;"
msgstr "点击搜索栏旁边的 :guilabel:`不安全`,然后点击 :guilabel:`证书无效`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection to the printer not secure button in Google Chrome browser."
msgstr "Google Chrome 浏览器中的打印机连接不安全按钮。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208
msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;"
msgstr "转到 :guilabel:`详细资料` 选项卡,然后点击 :guilabel:`导出`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209
msgid ""
"add `.crt` at the end of the file name to ensure it has the correct "
"extension;"
msgstr "在文件名末尾添加 `.crt`,以确保扩展名正确;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210
msgid ""
"select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom "
"of the pop-up window;"
msgstr "在弹出视窗的底部,选择 :guilabel:`Base64 编码 ASCII单一证书`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229
msgid "save, and the certificate is exported."
msgstr "保存,并导出证书。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86
msgid ""
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
"some browsers might not see the file during the import process."
msgstr "确保证书以`.crt`扩展名结尾。否则,某些浏览器可能无法在导入过程中看到该文件。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218
msgid "If you are using **Mozilla Firefox**,"
msgstr "如果您使用的是**Mozilla Firefox**"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220
msgid "click the **lock-shaped** icon on the left of the address bar;"
msgstr "点击地址栏左侧的 **锁形** 图标;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221
msgid ""
"go to :menuselection:`Connection not secure --> More information --> "
"Security tab --> View certificate`;"
msgstr "转到 :menuselection:`连接不安全 --> 更多信息 --> 安全选项卡 --> 查看证书`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection is not secure button in Mozilla Firefox browser"
msgstr "Mozilla Firefox 浏览器中的 “连接不安全” 按钮"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227
msgid "scroll down to the :guilabel:`Miscellaneous` section;"
msgstr "向下滚动到 :guilabel:`杂项` 部分;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228
msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;"
msgstr "点击 :guilabel:`下载` 部分中的 :guilabel:`PEM证书`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102
msgid "Import a self-signed certificate"
msgstr "导入自签名证书"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104
msgid ""
"The import process is heavily dependent on the :abbr:`OS (Operating System)`"
" and the browser."
msgstr "导入过程在很大程度上取决于 :abbr:`OS (操作系统)` 和浏览器。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109
msgid "Windows 10"
2024-07-20 09:37:50 +07:00
msgstr "Windows 10"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111
msgid ""
"Windows 10 manages certificates, which means that self-signed certificates "
"must be imported from the certification file rather than the browser. To do "
"so,"
msgstr "Windows 10 是在操作系统层面管理证书,因此自签名证书必须通过证书档案导入,不可使用浏览器汇入。 执行此操作的步骤如下:"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114
msgid ""
"open the Windows File Explorer and locate the downloaded certification file;"
msgstr "打开 Windows 文件资源管理器,找到下载的认证文件;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115
msgid ""
"right-click on the certification file and click :guilabel:`Install "
"Certificate`;"
msgstr "右键单击证书文件,然后点击 :guilabel:`安装证书`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117
msgid ""
"select where to install the certificate and for whom - either for the "
":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, "
"click :guilabel:`Next`;"
msgstr ""
"选择安装证书的位置和对象 - :guilabel:`当前用户` 或所有用户(:guilabel:`本地电脑`)。然后,点击 "
":guilabel:`下一步`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120
msgid ""
"on the `Certificate Store` screen, tick :guilabel:`Place all certificates in"
" the following store`, click :guilabel:`Browse...`, and select "
":guilabel:`Trusted Root Certification Authorities`;"
msgstr ""
"在 `证书存储` 页面,勾选 :guilabel:`将所有证书放入以下存储`,点击 :guilabel:`浏览...`,并选择 "
":guilabel:`受信任的根证书颁发机构`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126
msgid "click :guilabel:`Finish`, accept the pop-up security window;"
msgstr "点击 :guilabel:`完成`,接受弹出的安全窗口;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127
msgid "restart the computer to make sure that the changes are applied."
msgstr "重新启动计算机,确保更改已应用。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129
msgid "Linux"
msgstr "Linux"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133
msgid "open Chrome;"
msgstr "开启 Chrome"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134
msgid ""
"go to :menuselection:`Settings --> Privacy and security --> Security --> "
"Manage certificates`;"
msgstr "前往 :menuselection:`设置 --> 隐私和安全 --> 安全 --> 管理证书`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136
msgid ""
"go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select "
"the exported certification file;"
msgstr "进入 :guilabel:`授权机构` 选项卡,点击 :guilabel:`导入`,然后选择导出的证书文件;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138
msgid "accept all warnings;"
msgstr "接受所有警告;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139
msgid "click :guilabel:`ok`;"
msgstr "点击 :guilabel:`确定`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150
msgid "restart your browser."
msgstr "重新启动浏览器。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145
msgid "open Firefox;"
msgstr "开启 Firefox"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146
msgid ""
"go to :menuselection:`Settings --> Privacy & Security --> Security --> View "
"Certificates... --> Import`;"
msgstr "转到 :menuselection:`设置 --> 隐私和安全 --> 安全 --> 查看证书... --> 导入`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148
msgid "select the exported certification file;"
msgstr "选择导出的证书文件;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149
msgid "tick the checkboxes and validate;"
msgstr "勾选复选框并验证;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152
msgid "Mac OS"
msgstr "Mac OS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154
msgid ""
"On Mac OS, you can secure the connection for all browsers by following these"
" steps:"
msgstr "在 Mac OS 上,您可以按照以下步骤确保所有浏览器的连接安全:"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156
msgid ""
"open Safari and navigate to your printer's IP address. Doing so leads to a "
"warning page;"
msgstr "打开 Safari导航到打印机的 IP 地址。这样做会弹出一个警告页面;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157
msgid ""
"on the warning page, go to :menuselection:`Show Details --> visit this "
"website --> Visit Website`, validate;"
msgstr "在警告页面,转到 :menuselection:`显示详情 --> 访问此网站 --> 访问网站`,验证;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159
msgid "reboot the printer so you can use it with any other browser."
msgstr "重新启动打印机,以便使用其他浏览器。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161
msgid ""
"To generate and export an SSL certificate and send it to IOS devices, open "
"**Google Chrome** or **Mozilla Firefox**. Then,"
msgstr "要生成和导出 SSL 证书并将其发送到 IOS 设备,请打开 **Google 浏览器** 或 **火狐浏览器**。然后,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Warning page about the connection privacy on Google Chrome"
msgstr "有关 Google Chrome 上连接隐私的警告页面"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection to the printer not secure button in Google Chrome"
msgstr "Google Chrome 中的打印机连接不安全按钮"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215
msgid ""
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
"some browsers might not find the file during the import process."
msgstr "确保证书以 `.crt` 扩展名结尾。否则,某些浏览器可能无法在导入过程中找到该文件。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection is not secure button in Mozilla Firefox"
msgstr "火狐浏览器中,连接不安全按钮"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231
msgid "Android OS"
msgstr "Android OS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233
msgid ""
"To import an SSL certificate into an Android device, first create and export"
" it from a computer. Next, transfer the `.crt` file to the device using "
"email, Bluetooth, or USB. Once the file is on the device,"
msgstr ""
"要将 SSL 证书导入安卓设备,首先要在电脑上创建并导出证书。然后,使用电子邮件、蓝牙或 USB 将 `.crt` 文件传输到设备。文件连接到设备后:"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237
msgid "open the settings and search for `certificate`;"
msgstr "打开设置,搜索 “证书”;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238
msgid "click :guilabel:`Certificate AC` (Install from device storage);"
msgstr "点击 :guilabel:`证书授权机构`(从设备存储空间安装);"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239
msgid "select the certificate file to install it on the device."
msgstr "选择证书文件,将其安装到设备上。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242
msgid ""
"The specific steps for installing a certificate may vary depending on the "
"version of Android and the device manufacturer."
2024-07-20 09:37:50 +07:00
msgstr "安装证书的具体步骤可能会因 Android 版本和设备制造商的不同而有所不同。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245
msgid "iOS"
msgstr "iOS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247
msgid ""
"To import an SSL certificate into an iOS device, first create and export it "
"from a computer. Then, transfer the `.crt` file to the device using email, "
"Bluetooth, or any file-sharing service."
2024-07-20 09:37:50 +07:00
msgstr "要将 SSL 证书导入 iOS 设备,请首先从计算机创建并导出它。然后,使用电子邮件、蓝牙或任何文件共享服务将`.crt`文件传输到设备。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251
msgid ""
"Downloading this file triggers a warning pop-up window. Click "
":guilabel:`Allow` to download the configuration profile, and close the "
"second pop-up window. Then,"
2024-07-20 09:37:50 +07:00
msgstr "下载此文件会触发警告弹出窗口。点击:guilabel:`允许`下载配置文件,然后关闭第二个弹出窗口。然后,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254
msgid "go to the **Settings App** on the iOS device;"
2024-07-20 09:37:50 +07:00
msgstr "转到 iOS 设备上的 **设置应用程序**"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255
msgid "click :guilabel:`Profile Downloaded` under the user's details box;"
2024-07-20 09:37:50 +07:00
msgstr "单击用户详细信息框下的 :guilabel:`配置文件已下载`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256
msgid "locate the downloaded `.crt` file and select it;"
2024-07-20 09:37:50 +07:00
msgstr "找到下载的 `.crt` 文件并选择它;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257
msgid "click :guilabel:`Install` on the top right of the screen;"
2024-07-20 09:37:50 +07:00
msgstr "点击屏幕右上角的:guilabel:`安装`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258
msgid "if a passcode is set on the device, enter the passcode;"
2024-07-20 09:37:50 +07:00
msgstr "如果设备上设置了密码,请输入密码;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259
msgid ""
"click :guilabel:`Install` on the top right of the certificate warning screen"
" and the pop-up window;"
2024-07-20 09:37:50 +07:00
msgstr "点击证书警告屏幕和弹出窗口右上角的:guilabel:`安装`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261
msgid "click :guilabel:`Done`."
2024-07-20 09:37:50 +07:00
msgstr "点击 :guilabel:`已完成`。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265
msgid ""
"The certificate is installed, but it still needs to be authenticated. To do "
"so,"
2024-07-20 09:37:50 +07:00
msgstr "证书已安装,但仍需要进行身份验证。步骤如下:"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267
msgid ""
"go to :menuselection:`Settings --> General --> About > Certificate Trust "
"Settings`;"
2024-07-20 09:37:50 +07:00
msgstr "转到 :menuselection:`设置 --> 常规 --> 关于 > 证书信任设置`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268
msgid "enable the installed certificate using the **slide button**;"
2024-07-20 09:37:50 +07:00
msgstr "使用**滑动按钮**启用已安装的证书;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269
msgid "click :guilabel:`Continue` on the pop-up window."
2024-07-20 09:37:50 +07:00
msgstr "在弹出窗口中点击 :guilabel:`继续`。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272
msgid ""
"If you need to export SSL certificates from an operating system or web "
"browser that has not been mentioned, search for `export SSL certificate` + "
"`the name of your browser or operating system` in your preferred search "
"engine."
msgstr ""
2024-07-20 09:37:50 +07:00
"如果您需要从未提及的操作系统或网络浏览器导出 SSL 证书,请在您的首选搜索引擎中搜索 `导出 SSL 证书` + `您的浏览器或操作系统的名称`。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275
msgid ""
"Similarly, to import SSL certificates from an unmentioned OS or browser, "
"search for `import SSL certificate root authority` + `the name of your "
"browser or operating system` in your preferred search engine."
msgstr ""
2024-07-20 09:37:50 +07:00
"同样,要从未提及的操作系统或浏览器导入 SSL 证书,请在您的首选搜索引擎中搜索 `导入 SSL 证书根颁发机构` + `您的浏览器或操作系统的名称`。"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280
msgid "Check if the certificate was imported correctly"
2024-07-20 09:37:50 +07:00
msgstr "检查证书是否正确导入"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282
msgid ""
"To confirm your printer's connection is secure, connect to its IP address "
"using HTTPS. For example, navigate to `https://192.168.1.25` in your "
"browser. If the SSL certificate has been applied correctly, you should no "
"longer see a warning page, and the address bar should display a padlock "
"icon, indicating that the connection is secure."
msgstr ""
2024-07-20 09:37:50 +07:00
"要确认打印机的连接安全,请使用 HTTPS 连接到其 IP 地址。例如,在浏览器中导航到 `https://192.168.1.25`。如果 SSL "
"证书已正确应用,您不应再看到警告页面,并且地址栏应显示挂锁图标,表明连接安全。"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:3
msgid "Secure connection (HTTPS)"
msgstr "安全连接HTTPS"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:5
msgid ""
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
"if you use an :doc:`ePos printer <epos_printers>`), HTTP becomes the default"
" protocol."
msgstr ""
"如果在销售点设置中启用了**直接设备**(例如,如果您使用 :doc:`ePos 打印机<epos_printers>`HTTP 将成为默认协议。"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:9
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
msgstr "强制您的销售点使用安全连接HTTPS"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:11
msgid ""
"Add a new **key** in the **System Parameters** to force your Point of Sale "
"to use a secure connection with the HTTPS protocol."
msgstr "在 **统参数 **添加新的 **** 以强制您的销售点使用与HTTPS协议的安全连接。"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:14
msgid ""
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
":menuselection:`Settings --> Technical --> Parameters --> System "
"Parameters`, then create a new parameter, add the following values and click"
" on *Save*."
msgstr ""
"为此激活ref:`开发者模式<developer mode>`,转到:菜单选择:`设置 --> 技术性 --> 参数 --> "
"系统参数`,然后创建一个新参数,添加以下值并单击*保存*。"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:18
msgid "**Key**: `point_of_sale.enforce_https`"
msgstr " **** : `point_of_sale.enforce_https`"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:19
msgid "**Value**: `True`"
msgstr " ****: `True`"
2025-02-22 18:12:33 +07:00
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:3
msgid "IoT system connection"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:5
msgid ""
"To connect the POS with an :doc:`IoT system </applications/general/iot>`:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:7
msgid ""
"Make sure both the Point of Sale and Internet of Things (IoT) apps are "
"installed on your database."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:9
msgid ""
"Set up the :doc:`/applications/general/iot/iot_box` or "
":doc:`/applications/general/iot/windows_iot`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:11
msgid "Connect the peripheral devices to the IoT system:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:17
msgid "Device"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18
msgid "Instructions"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19
msgid "Printer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:20
msgid ""
"Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` "
"port or to the network, and power it on. Refer to "
":doc:`../restaurant/kitchen_printing`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:22
msgid "Cash drawer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:23
msgid "The cash drawer should be connected to the printer with an RJ25 cable."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24
msgid "Barcode scanner"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:25
msgid ""
"The barcode scanner must end barcodes with an `ENTER` character (keycode 28)"
" in order for the barcode scanner to be compatible. This is most likely the "
"barcode scanner's default configuration."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:28
msgid "Scale"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29
msgid ""
"Connect the scale and power it on. Refer to "
":doc:`/applications/general/iot/devices/scale`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30
#: ../../content/applications/sales/point_of_sale/preparation.rst:101
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3
msgid "Customer display"
msgstr "客户显示器"
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31
msgid ""
"Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the "
":abbr:`PoS (Point of Sale)` order. Refer to "
":doc:`/applications/general/iot/devices/screen`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:33
msgid "Payment terminal"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34
msgid ""
"The connection process depends on the terminal. Refer to the :doc:`payment "
"terminals documentation "
"</applications/sales/point_of_sale/payment_methods>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:37
msgid ""
":doc:`Connect the IoT system to your Odoo database "
"</applications/general/iot/connect>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38
msgid ""
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
"click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` "
"section, enable :guilabel:`IoT Box`, then select the devices to be used for "
"the POS. Click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:44
msgid ""
"Click :guilabel:`IoT Devices` to access the list of "
":doc:`/applications/general/iot/devices` for your POS and view their "
"connection status. Click a card to access the device's form."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:48
msgid ""
"`List of supported hardware <https://www.odoo.com/page/point-of-sale-"
"hardware>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49
msgid ":doc:`IoT documentation </applications/general/iot>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:54
msgid "Setup example"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst-1
msgid "A suggested configuration for a point of sale system."
msgstr ""
#: ../../content/applications/sales/point_of_sale/employee_login.rst:3
msgid "Multi-employee management"
msgstr "多员工管理"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:5
msgid ""
"Odoo Point of Sale allows you to manage access to a specific POS by enabling"
" the **Multi Employees per Session** feature. When activated, :ref:`you can "
"select which users can log into the POS <employee_login/use>` and :ref:`keep"
" track of the employees involved in each order <employee_login/analytics>`."
msgstr ""
"Odoo 销售点允许您通过启用 **每次会话多位员工** 功能来管理对特定销售点的访问。激活后,:ref:`您可以选择哪些用户可以登录销售点 "
"<employee_login/use>` 和 :ref:`追踪每个订单涉及的员工<employee_login/analytics>`。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:15
msgid ""
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
"click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per "
"Session`, and add the allowed employees in the :guilabel:`Allowed Employees`"
" field."
msgstr ""
":ref:`访问 POS 设置 <configuration/settings>` 并选择您的 POS或点击 POS "
"卡上的垂直省略号按钮(:guilabel:`⋮`),然后点击 :guilabel:`编辑`。然后,启用 :guilabel:`每次会话多员工`,并在 "
":guilabel:` 允许的员工` 字段中添加允许的员工。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "setting to enable multiple cashiers in POS"
msgstr "设置在 POS 系统中启用多个收银员"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:28
msgid ""
"Once the feature is activated, cashiers can log in :ref:`by scanning their "
"badge <employee_login/badge>` or selecting their name from the list of "
"allowed employees to :ref:`open the session <pos/session-start>`."
msgstr ""
"激活该功能后,收银员可登录 :ref:`通过扫描员工证 <employee_login/badge>` 或从允许的员工列表中选择自己的姓名来 "
":ref:`打开会话 <pos/session-start>` 。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "window to open a session when the multiple cashiers feature is enabled"
msgstr "启用多收银员功能后,打开会话时段的窗口"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:35
msgid ""
"To switch to another user :ref:`from an open session <pos/session-start>`, "
"click the employee name at the top-right of the screen and select the "
"employee to swap with from the list."
msgstr ""
"要在 :ref:`已开启的操作点击 <pos/session-start>` "
"中切换至其他用户,请按一下屏幕右上角的姓名,然后从清单中选择想要切换的员工的员工。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "button to switch from one cashier to another."
msgstr "从一名收银员切换至另一名收银员的按钮。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:41
msgid ""
"You can also require your employees to enter a pin code every time they log "
"into a POS to prevent them from logging in as someone else. To define the "
"code, go to the **Employees** app, open the employee form, and click the "
":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the "
":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` "
"category."
msgstr ""
"您还可以要求员工在每次登录 POS 时输入密码,以防止他们以他人身份登录。要定义密码,请进入**员工** 应用程序,打开员工表单,点击 "
":guilabel:`人力资源设置` 选项卡。然后,在:guilabel:`考勤/销售点` 类别的:guilabel:`PIN 码` 字段中输入您选择的"
" PIN 码。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "setting on the employee form to assign a badge ID and a PIN code."
msgstr "员工表单上用作指明职员证编号及个人密码的设定。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:52
msgid "Log in using badges"
msgstr "使用职员证登入"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:54
msgid ""
"For your employees to be able to log in by scanning their badge, they must "
"have a badge ID assigned. To do so, go to the **Employees** app, open the "
"employee form, and click the :guilabel:`HR settings` tab. Then, enter the "
"badge ID of your choice in the :guilabel:`Badge ID` field of the "
":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
msgstr ""
"要让员工通过扫描职员证登录,必须为他们分配一个职员证 ID。要执行此操作请进入 **员工** 应用程序,打开员工表单,然后点击 "
":guilabel:`人力资源设置` 选项卡。然后,在 :guilabel:`考勤/销售点` 类别的:guilabel:`职员证 ID` "
"字段中输入您想设定的 ID或点击:guilabel:`生成`。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:59
msgid ""
"To switch to another user, lock the session by clicking the lock-shaped icon"
" (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
msgstr "要切换到其他用户,请点击屏幕右上方的锁形图标(:guilabel:`🔓`)锁定会话,然后扫描职员证。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:65
msgid "Analytics"
msgstr "分析"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:67
msgid ""
"Once you close and post the POS session, access the comprehensive report to "
"review all session activities, including who initiated the session and who "
"handled specific orders. To access the session's report, click the vertical "
"ellipsis button (:guilabel:`⋮`) on the POS card and select "
":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a "
"specific session for more detailed information, and click the "
":guilabel:`Orders` button to view a list of all orders placed during that "
"session."
msgstr ""
"关闭并发布 POS 会话后,访问综合报告以查看所有会话活动,包括谁发起了会话,谁处理了特定订单。要访问会话报告,请单击 POS "
"卡上的垂直省略号按钮(:guilabel:`⋮`),然后从 :guilabel:`查看` 部分选择 "
":guilabel:`会话`。然后,选择特定会话以获取更多详细信息,并点击 :guilabel:`订单` 按钮以查看该会话期间下达的所有订单列表。"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:74
msgid ""
"To get an overview of all orders, regardless of the session, click the "
"vertical ellipsis button (:guilabel:`⋮`) on the POS card and select "
":guilabel:`Orders` from the :guilabel:`View` section."
msgstr ""
"要查看所有订单(无论在哪个时段),请点击 POS 卡上的垂直省略号按钮(:guilabel:`⋮`),然后从:guilabel:`查看` 部分选择 "
":guilabel:`订单`。"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:5
msgid "Payment methods"
msgstr "支付方式"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:7
msgid ""
"To add a payment method, you first need to create it. Go to "
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
"New`, and set a name. Check :guilabel:`Identify Customer` to allow this "
"payment method *exclusively* for registered customers."
msgstr ""
"要添加付款方式,首先需要创建它。进入 :menuselection:`销售点 --> 配置 --> 付款方式 --> 新建` 并设置名称。选中 "
":guilabel:`识别客户` 以允许此付款方式 *仅* 用于注册客户。"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:11
msgid ""
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
"payments."
msgstr ""
"然后,选择 :guilabel:`期刊`。选择 :guilabel:`现金` 用于现金支付,或选择 :guilabel:`银行` 用于银行卡支付。"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst-1
msgid "Creating a new payment method for a POS."
msgstr "为 POS 创建新的付款方式。"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:18
msgid ""
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
" Payment Terminal` field in which you can add your :doc:`payment terminal's "
"information <payment_methods/terminals>`."
msgstr ""
"选择 :guilabel:`银行` 日记账会自动添加 :guilabel:`使用支付终端` 字段,您可以在其中添加 :doc:`支付终端的信息 "
"<payment_methods/terminals>`。"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:23
msgid ":doc:`payment_methods/terminals`."
msgstr ":doc:`payment_methods/terminals`."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:25
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81
msgid ""
"Once the payment method is created, you can select it in your POS settings. "
"To do so, go to the :ref:`POS' settings <configuration/settings>`, click "
":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` "
"section."
msgstr ""
"创建了付款方式后,您就可以在 POS 设置中选择它。为此,请进入 :ref:`POS 设置 <configuration/settings>`,点击 "
":guilabel:`编辑`,然后在 :guilabel:`付款` 部分添加付款方式。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5
msgid "Payment terminals"
msgstr "支付终端"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7
msgid ""
"Connecting and integrating a payment terminal with your POS system allows "
"you to accept multiple payment options, including credit and debit cards, "
"making the payment process more efficient."
msgstr "将支付终端与您的 POS 系统连接和整合后,您就可以接受多种支付方式,包括信用卡和借记卡,从而提高支付流程的效率。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15
msgid ""
"Go to the :ref:`application settings <configuration/settings>`, scroll down "
"to the :guilabel:`Payment Terminals` section, and tick your terminal's "
"checkbox."
msgstr ""
"转到 :ref:`应用设置 <configuration/settings>`,向下滚动到 :guilabel:`支付终端` "
"部分,然后勾选您的终端复选框。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1
msgid "checkbox in the settings to enable a payment terminal"
msgstr "设置中的复选框以启用支付终端"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21
msgid "Then, follow the corresponding documentation to configure your device:"
msgstr "然后,按照相应的文档配置您的设备:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23
msgid ":doc:`Adyen configuration <terminals/adyen>`"
msgstr ":doc:`Adyen 配置 <terminals/adyen>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24
msgid ":doc:`Ingenico configuration <terminals/ingenico>`"
msgstr ":doc:`Ingenico 配置 <terminals/ingenico>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25
msgid ":doc:`Mercado Pago configuration <terminals/mercado_pago>`"
msgstr ":doc:`Mercado Pago 配置 <terminals/mercado_pago>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26
msgid ":doc:`Razorpay configuration <terminals/razorpay>`"
msgstr ":doc:`Razorpay 配置 <terminals/razorpay>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27
msgid ":doc:`SIX configuration <terminals/six>`"
msgstr ":doc:`SIX 配置 <terminals/six>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28
msgid ":doc:`Stripe configuration <terminals/stripe>`"
msgstr ":doc:`Stripe 配置 <terminals/stripe>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29
msgid ":doc:`Vantiv configuration <terminals/vantiv>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30
msgid ":doc:`Viva Wallet configuration <terminals/viva_wallet>`"
msgstr ":doc:`Viva Wallet 配置 <terminals/viva_wallet>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:31
msgid ":doc:`Worldline configuration <terminals/worldline>`"
msgstr ":doc:`Worldline 配置 <terminals/worldline>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:33
msgid ""
"Once the terminal is configured, you can :doc:`create the corresponding "
"payment method and add it to the POS <../payment_methods>`."
msgstr "终端配置完成后,您可以 :doc:`创建相应的支付方式,并将其添加到 POS <../payment_methods>` 中。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:37
msgid "Pay with a payment terminal"
msgstr "用支付终端付款"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:39
msgid ""
"When processing a payment, select the terminal's payment method. Check the "
"amount and click on :guilabel:`Send`. Once the payment is successful, the "
"status changes to :guilabel:`Payment Successful`."
msgstr "处理付款时,选择终端的付款方式。选中金额并点击 :guilabel:`发送`。付款成功后,状态将变为 :guilabel:`付款成功`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0
msgid ""
"In case of connection issues between Odoo and the payment terminal, force "
"the payment by clicking on :guilabel:`Force Done`, which allows you to "
"validate the order."
msgstr "如果 Odoo 和支付终端之间出现连接问题,请点击 :guilabel:`强制完成` 强制支付,这样可以验证订单。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0
msgid ""
"This option is only available after receiving an error message informing you"
" that the connection failed."
msgstr "仅在收到错误消息,通知您连接失败后,此选项才可用。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:48
msgid "To cancel the payment request, click on :guilabel:`Cancel`."
msgstr "要取消付款请求,请点击:guilabel:`取消`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3
msgid "Adyen"
msgstr "Adyen"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5
msgid ""
"Connecting an **Adyen payment terminal** allows you to offer a fluid payment"
" flow to your customers and ease the work of your cashiers."
msgstr "通过连接**Adyen支付终端**,您可以为客户提供流畅的支付流,同时简化收银员的工作。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9
msgid ""
"Adyen payment terminals do not require an :doc:`IoT Box "
"</applications/general/iot>`."
msgstr "Adyen 支付终端不需要:doc:`物联网盒子</applications/general/iot>`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10
msgid ""
"Adyen terminals can be used in many countries, but not worldwide. Check the "
"`List of countries supported by Adyen <https://docs.adyen.com/point-of-"
"sale/what-we-support/supported-languages/>`_."
msgstr ""
"Adyen 终端可在许多国家使用,但不能在全球使用。请查看 `Adyen <https://docs.adyen.com/point-of-"
"sale/what-we-support/supported-languages/>`_支持的国家列表。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12
msgid ""
"Adyen works only with businesses processing more than **$10 million "
"annually** or invoicing a minimum of **1,000 transactions per month**."
msgstr "Adyen 只与**每年**处理**超过 1000 万宗**交易,或**每月最少**为 **1000 宗**交易开立发票的业务伙伴合作。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16
msgid ""
"`List of payment methods supported by Adyen <https://docs.adyen.com/point-"
"of-sale/what-we-support/payment-methods/>`_"
msgstr ""
"`Adyen 支持的付款方式列表 <https://docs.adyen.com/point-of-sale/what-we-"
"support/payment-methods/>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17
msgid ""
"`List of Adyen terminals <https://docs.adyen.com/point-of-sale/what-we-"
"support/select-your-terminals/>`_"
msgstr ""
"`Adyen 终端列表 <https://docs.adyen.com/point-of-sale/what-we-support/select-"
"your-terminals/>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22
msgid ""
"Start by creating your Adyen account on `Adyen's website "
"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
"described on your terminal's screen."
msgstr "首先在`Adyen网站<https://www.adyen.com/>`_创建您的Adyen账户。然后按照终端屏幕上描述的步骤登录终端。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26
msgid ""
"`Adyen Docs - Payment terminal quickstart guides "
"<https://docs.adyen.com/point-of-sale/user-manuals>`_"
msgstr ""
"`Adyen Docs - 支付终端快速入门指南 <https://docs.adyen.com/point-of-sale/user-"
"manuals>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31
msgid "Generate an Adyen API key"
msgstr "生成Adyen API密钥"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33
msgid ""
"The **Adyen API key** is used to authenticate requests from your Adyen "
"terminal. To generate an API key, go to your :menuselection:`Adyen account "
"--> Developers --> API credentials`, and **create** new credentials or "
"select **existing** ones. Click :guilabel:`Generate an API key` and save the"
" key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the "
"payment method creation <adyen/method-creation>`."
msgstr ""
"**Adyen API 密钥** 用于验证来自您的 Adyen 终端的请求。要生成 API 密钥,请转至您的 :menuselection:`Adyen"
" 帐户 --> 开发者 --> API 凭证`,然后**创建**新凭证或选择**现有**凭据。点击 :guilabel:`生成 API 密钥` "
"并保存密钥,将其粘贴到 :ref:`创建付款方式 <adyen/method-creation>` 中的 Odoo :guilabel:`Adyen "
"API 密钥` 字段。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40
msgid ""
"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
"resources/api-credentials#generate-api-key>`_."
msgstr ""
"`Adyen文件API凭证<https://docs.adyen.com/development-resources/api-"
"credentials#generate-api-key>`_。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46
msgid "Locate the Adyen terminal identifier"
msgstr "找到Adyen终端标识符"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48
msgid ""
"The **Adyen Terminal Identifier** is the terminal's serial number, which is "
"used to identify the hardware."
msgstr "**Adyen 终端标识符**是终端的序列号,用于识别硬件。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51
msgid ""
"To find this number, go to your :menuselection:`Adyen account --> Point of "
"Sale --> Terminals`, select the terminal to link with, and save its serial "
"number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field"
" at :ref:`the payment method creation <adyen/method-creation>`."
msgstr ""
"要找到此编号,请转到您的 :menuselection:`Adyen 帐户 --> 销售点 --> 终端`,选择要关联的终端,并保存其序列号,将其粘贴到"
" Odoo :guilabel:`Adyen 终端标识符` 字段中的 :ref:`创建付款方式 <adyen/method-creation>`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57
msgid "Set the Event URLs"
msgstr "设置活动 URL"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59
msgid ""
"For Odoo to know when a payment is made, you must configure the terminal "
"**Event URLs**. To do so,"
msgstr "要让 Odoo 知道何时付款,您必须配置终端 **活动 URL**。要执行此操作,"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61
msgid "Log in to `Adyen's website <https://www.adyen.com/>`_;"
msgstr "登录`Adyen 网站 <https://www.adyen.com/>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62
msgid ""
"Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
" select the connected terminal;"
msgstr "进入 :menuselection:`Adyen 仪表板 --> POS --> 终端` 并选择已关联的终端;"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64
msgid "From the terminal settings, click :guilabel:`Integrations`;"
msgstr "在终端设置中,点击 :guilabel:`整合`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65
msgid ""
"Set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
":guilabel:`Decrypted`;"
msgstr "将 :guilabel:`切换到解密模式以编辑此设置` 字段设置为 :guilabel:`解密`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66
msgid ""
"Click the **pencil icon** button and enter your server address, followed by "
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field;"
msgstr ""
"点击 **铅笔图标** 按钮,然后在 :guilabel:`活动 URL` 字段中输入您的服务器地址,然后输入 "
"`/pos_adyen/notification`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68
msgid "Click :guilabel:`Save` at the bottom of the screen to save changes."
msgstr "点击屏幕底部的 :guilabel:`保存`,以保存更改。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72
msgid "Configure the payment method"
msgstr "配置支付方式"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79
msgid ""
"Finally, fill in the mandatory fields with your :ref:`Adyen API key "
"<adyen/api>`, :ref:`Adyen Terminal Identifier <adyen/identifier>`, and "
":guilabel:`Adyen Merchant Account`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3
msgid "Ingenico"
msgstr "Ingenico "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5
msgid ""
"Connecting a payment terminal allows you to offer a fluid payment flow to "
"your customers and ease the work of your cashiers."
msgstr "连接支付终端可为客户提供流畅的支付流程,并方便收银员的工作。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9
msgid ""
2025-02-22 18:12:33 +07:00
"Ingenico payment terminals require an :doc:`IoT system "
"</applications/general/iot>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10
msgid ""
"Ingenico is currently only available in Belgium, the Netherlands and "
"Luxembourg."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11
msgid ""
"Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as "
"they support the TLV communication protocol through TCP/IP."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18
2025-02-22 18:12:33 +07:00
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19
2025-02-22 18:12:33 +07:00
msgid "Connect an IoT system"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20
msgid ""
"Connecting an Ingenico payment terminal to Odoo is a feature that requires "
2025-02-22 18:12:33 +07:00
"an IoT system. For more information on how to connect an IoT system to your "
"database, please refer to the :doc:`IoT documentation "
2025-02-22 18:12:33 +07:00
"</applications/general/iot>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25
msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27
msgid ""
"Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on "
"Desk/5000 and Move/5000)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29
msgid ""
"Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings "
"password."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30
msgid ""
"Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next "
"screen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31
msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32
2025-02-22 18:12:33 +07:00
msgid "On the next screen, enter the IP address of your IoT system."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33
msgid ""
"Enter `9000` as port number and press :guilabel:`OK` on the next screen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35
msgid ""
2025-02-22 18:12:33 +07:00
"At this point, the terminal restarts and should be displayed on the IoT "
"system's form in Odoo."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field."
" Then, select your terminal device in the :guilabel:`Payment Terminal "
"Device` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3
msgid "Mercado Pago"
msgstr "Mercado Pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9
msgid ""
"Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and "
"**Mexico** are supported. They can be purchased on `Mercado Pago's website "
"<https://www.mercadopago.com.mx/herramientas-para-vender/lectores-point>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14
msgid ""
"`Mercado Pago online payments <https://www.mercadopago.com.mx/herramientas-"
"para-vender/check-out#benefits-checkout>`_"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22
msgid "Create a `Mercado Pago account <https://www.mercadopago.com.mx/>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23
msgid ""
"Associate your Point Smart terminal with a :guilabel:`store` and a "
":guilabel:`cash drawer` by following `Mercado Pago's documentation "
"<https://vendedores.mercadolibre.com.ar/nota/locales-una-herramienta-para-"
"mejorar-la-gestion-de-tus-puntos-de-venta/>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27
msgid ""
"All purchased terminals are automatically displayed on your Mercado "
"dashboard."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29
msgid ""
"Set your Point Smart terminal to the :guilabel:`Point of Sale` operation "
"mode."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32
msgid "Odoo does not support the :guilabel:`Standalone` operation mode."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34
msgid ""
":ref:`Create a Point Smart application <pos-mercado-pago-application>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35
msgid ":ref:`Generate your credentials <pos-mercado-pago-credentials>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36
msgid ""
":ref:`Create and configure the related payment method <pos-mercado-pago-"
"method>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41
msgid "Point Smart application"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43
msgid ""
"Create a new application from Mercado Pago's `developer panel "
"<https://www.mercadopago.com/developers>`_ by following `Mercado Pago's "
"applications documentation <https://www.mercadopago.com.mx/ayuda/20152>`_, "
"making sure you select :guilabel:`In person Payments`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51
msgid "Credentials"
msgstr "授权认证"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53
msgid ""
"Once the Point Smart application is created, three credentials are required:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55
msgid "An access token that Odoo uses to call Mercado Pago."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56
msgid ""
"A webhook secret key that Odoo uses to authenticate notifications sent by "
"Mercado Pago."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57
msgid ""
"The **terminal serial number** at the back of your Point Smart terminal."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59
msgid ""
"Retrieve the access token and webhook secret key by following `Mercado "
"Pago's credentials documentation "
"<https://www.mercadopago.com.mx/developers/en/docs/your-"
"integrations/credentials>`_. Then, copy and paste them into Odoo when "
"creating the payment method."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64
msgid ""
"For the webhooks configuration, add the URL of your Odoo database (e.g., "
"`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` "
"(e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0
msgid "Webhooks configuration on Mercado Pago."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74
msgid "Payment method"
msgstr "支付方式"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76
msgid ""
":doc:`Activate the POS Mercado Pago module "
"<../../../../general/apps_modules>` to enable the payment terminal."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34
msgid ""
":doc:`Create the related payment method <../../payment_methods>` by going to"
" :menuselection:`Point of Sale --> Configuration --> Payment Methods`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80
msgid "Set the journal type as :guilabel:`Bank`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81
msgid ""
"Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` "
"field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82
msgid ""
"Fill in the mandatory fields with the :ref:`previously generated credentials"
" <pos-mercado-pago-credentials>`:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85
msgid ""
"Fill in the :guilabel:`Production user token` field using the access token."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86
msgid ""
"Fill in the :guilabel:`Production secret key` field using the webhook secret"
" key."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87
msgid ""
"Fill in the :guilabel:`Terminal S/N` field using the terminal serial number."
" You can find it at the back of your terminal."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89
msgid ""
"Click the :guilabel:`Force PDV` button to activate the Point of Sale mode."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst-1
msgid "Form to create a new payment method."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94
msgid ""
"Select the payment method by going to the :ref:`POS' settings "
"<configuration/settings>` and adding it to the payment method under the "
":guilabel:`Payment Methods` field of the :guilabel:`Payment` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:99
msgid ""
"Any action made on the terminal should trigger a notification on the POS "
"interface. Ensure the :ref:`webhook secret key <pos-mercado-pago-"
"credentials>` is correctly configured if you are not notified."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3
msgid "Razorpay"
msgstr "Razorpay"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5
msgid ""
"Connecting a Razorpay payment terminal allows you to offer a fluid payment "
"flow to your customers and ease the work of your cashiers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9
msgid ""
":doc:`Use Razorpay as apayment provider. "
"<../../../../finance/payment_providers/razorpay>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17
msgid "Locate your Razorpay credentials"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19
msgid ""
"`Create a Razorpay account <https://razorpay.com/docs/payments/easy-create-"
"account/>`_ and set it up on their website."
msgstr ""
"`创建一个 Razorpay 帐户 <https://razorpay.com/docs/ payments/easy-create-"
"account/>`_ 并在其网站上进行设置。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22
msgid ""
"You need the following credentials to set up the payment method in Odoo:"
msgstr "您需要以下凭证才能在 Odoo 中设置付款方式:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24
msgid ""
"`API key <https://razorpay.com/docs/payments/dashboard/account-settings/api-"
"keys/>`_"
msgstr ""
"`API 密钥<https://razorpay.com/docs/payments/dashboard/account-settings/api-"
"keys/>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25
msgid "Razorpay username"
msgstr "Razorpay 用户名"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26
msgid ""
"Razorpay device serial number, which can be found underneath the device or "
"on `Razorpay's dashboard <https://dashboard.razorpay.com/>`_."
msgstr ""
"Razorpay 设备序列号,可在设备下方或 Razorpay 的仪表板 <https://dashboard.razorpay.com/>`_ "
"上找到。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32
msgid ""
":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` "
"to enable the payment terminal."
msgstr ":doc:`激活 POS Razorpay 模块 <../../../../general/apps_modules>` 以启用支付终端。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37
msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`."
msgstr "将 :guilabel:`日记账` 类型设置为 :guilabel:`银行`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38
msgid ""
"Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field."
msgstr "在 :guilabel:`使用支付终端` 字段中选择 :guilabel:`Razorpay`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39
msgid ""
"Enter your username in the :guilabel:`Razorpay Username` field and your "
"device's serial number in the :guilabel:`Razorpay Device Serial No` field."
msgstr ""
"在 :guilabel:`Razorpay 用户名` 字段中输入您的用户名,在 :guilabel:`Razorpay 设备序列号` "
"字段中输入您的设备序列号。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41
msgid ""
"Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API "
"key <razorpay/credentials>`."
msgstr ""
"在 :guilabel:`Razorpay API 密钥` 字段中填写 :ref:`Razorpay API 密钥 "
"<razorpay/credentials>`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43
msgid ""
"Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs."
msgstr "根据您的需要设置 :guilabel:`Razorpay 允许的付款模式`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
msgid "Razorpay connection form"
msgstr "Razorpay 连接表单"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49
msgid ""
"You can enable the :guilabel:`Razorpay Test Mode` field while testing or "
"keep it unchecked for production."
msgstr "您可以在测试时启用 :guilabel:`Razorpay 测试模式` 字段,或在生产时不选中该字段。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52
msgid ""
"Once the payment method is created, you can enable it for your POS. To do "
"so, go to the :ref:`POS' settings <configuration/settings>` and add the "
"payment method under the :guilabel:`Payment` section."
msgstr ""
"创建付款方式后,您就可以在 POS 上启用它。要执行此操作,请转到 :ref:`POS 设置`<configuration/settings>`,然后在"
" :guilabel:`付款` 部分添加付款方式。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56
msgid "The terminal must have at least a 10% battery level to use it."
msgstr "终端必须至少有 10% 的电池电量才能使用。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3
msgid "SIX"
msgstr "SIX"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5
msgid ""
"Connecting a SIX payment terminal allows you to offer a fluid payment flow "
"to your customers and ease the work of your cashiers."
msgstr "连接SIX付款终端可让您向客户提供流畅的付款流程并简化收银员的工作。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9
msgid ""
"Even though Worldline has recently acquired SIX Payment Services and both "
"companies use Yomani payment terminals, the firmware they run is different. "
"Terminals received from Worldline are therefore not compatible with this "
"integration."
msgstr ""
"尽管Worldline最近已经收购了SIX 付款服务并且两家公司都使用Yomani付款终端但是它们运行的固件是不同的。 "
"因此从Worldline收到的终端与此集成不兼容。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17
msgid "Install the POS IoT Six module"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
msgid ""
"To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the "
":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds "
"the necessary driver and interface to your database to detect Six terminals."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24
msgid "This module replaces the **POS Six** module."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29
msgid ""
2025-02-22 18:12:33 +07:00
"Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT "
"system </applications/general/iot>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33
msgid "Configure the terminal ID"
msgstr "配置终端 ID"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35
msgid ""
2025-02-22 18:12:33 +07:00
"Navigate to the IoT system's homepage, where you can find the "
":guilabel:`Six payment terminal` field once your database server is "
"connected to the IoT system. Click :guilabel:`Configure`, fill in the "
":guilabel:`Terminal ID` field with the ID received from Six, and click "
":guilabel:`Connect`. Your Six terminal ID should appear in the "
":guilabel:`Current Terminal Id` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Setting the Six terminal ID"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43
msgid ""
2025-02-22 18:12:33 +07:00
"Odoo automatically restarts the IoT system when the Six terminal ID is "
"configured. If your Six terminal is online, it will be automatically "
2025-02-22 18:12:33 +07:00
"detected and connected to the database. Check the IoT system's homepage "
"under the :guilabel:`Payments` section to confirm the connection."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Confirming the connection to the Six payment terminal"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. "
"Then, select your terminal device in the :guilabel:`Payment Terminal Device`"
" field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Creating a new payment method for the SIX payment terminal"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3
msgid "Stripe"
msgstr "Stripe"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9
msgid ""
"Stripe payment terminals do not require an :doc:`IoT Box "
"</applications/general/iot>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10
msgid ""
"Stripe terminals can be used in many countries, but not worldwide. Check the"
" `global availability for Stripe Terminal "
"<https://support.stripe.com/questions/global-availability-for-stripe-"
"terminal>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12
msgid ""
"Stripe's integration works with `Stripe Terminal smart readers "
"<https://docs.stripe.com/terminal/smart-readers>`_"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15
msgid ""
":doc:`Stripe as payment provider "
"<../../../../finance/payment_providers/stripe>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16
msgid ""
"`List of payment methods supported by Stripe "
"<https://stripe.com/payments/payment-methods>`_"
msgstr "`Stripe 支持的付款方式列表 <https://stripe.com/payments/payment-methods>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24
msgid ""
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
":guilabel:`Stripe`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27
msgid "Then, create the payment method:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
"your payment method's name;"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31
msgid ""
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
" a Payment Terminal` field as :guilabel:`Stripe`;"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33
msgid ""
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
"Number` field;"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34
msgid ""
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
"payment method.`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "payment method creation form"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41
msgid ""
"Click :guilabel:`Identify Customer` to allow this payment method "
"**exclusively** for identified customers. For any unidentified customers to "
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
"unchecked."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44
msgid ""
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
" can stay empty to use the default accounts."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46
msgid ""
"Find your payment terminal serial number under the device or on `Stripe's "
"dashboard <https://dashboard.stripe.com>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50
msgid "Connect Stripe to Odoo"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52
msgid ""
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
"configuration page. Fill in all the information to create your Stripe "
"account and link it with Odoo. Once the forms are completed, the API keys "
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
"Publishable keys`, click the keys to copy them, and paste them into the "
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
"POS."
msgstr ""
"点击 :guilabel:`连接 Stripe`。这样做会自动跳转到配置页面。填写所有信息以创建 Stripe 账户并将其与 Odoo "
"链接。完成表格后,可在**Stripe**网站上检索 API 密钥(:guilabel:`可发布密钥`和 "
":guilabel:`保密密钥`)。要执行此操作,请点击 :guilabel:`获取您的秘钥和可发布密钥`,点击密钥以复制它们,然后将它们粘贴到 "
"Odoo 中的相应字段。您的终端就可以配置到 POS 中了。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
msgid "stripe connection form"
msgstr "Stripe 连接表单"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64
msgid ""
"When you use **Stripe** exclusively in Point of Sale, you only need the "
"**Secret Key** to use your terminal."
msgstr "如果您只在销售点使用**Stripe**,您只需要**秘钥**即可使用终端。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66
msgid ""
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
"set as :guilabel:`Disabled`."
msgstr "使用 Stripe 作为**支付提供商**时,:guilabel:`状态` 可保持设置为:guilabel:`禁用`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68
msgid ""
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
"does not work. To retrieve the API keys manually, log in to your `Stripe "
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
"and click :guilabel:`Developers > API`."
msgstr ""
"对于**本地安装**托管的数据库,:guilabel:`连接 Stripe` 按钮不起作用。要手动检索 API 密钥,请登录您的 `Stripe 仪表板"
" <https://dashboard.stripe.com>`_在搜索栏中输入 `API`,然后点击 :guilabel:`开发人员 > API`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74
msgid "Configure the payment terminal"
msgstr "配置支付终端"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76
msgid ""
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
"admin PIN code, validate and select your network."
msgstr "在支付终端上向右滑动,点击 :guilabel:`设置`,输入管理 PIN 码,验证并选择网络。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80
msgid "The user's device and the terminal must share the same network."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81
msgid "In case of a Wi-Fi connection, the network must be secured."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82
msgid ""
"You must enter the admin PIN code to access your payment terminal settings. "
"By default, this code is `07139`."
msgstr "您必须输入管理 PIN 码才能访问支付终端设置。默认情况下,该密码为 `07139`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116
msgid "Link the payment method to a POS"
msgstr "将付款方式关联到 POS"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88
msgid ""
"To add a **payment method** to your point of sale, go to "
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
"method for **Stripe** in the :guilabel:`Payment Methods` field."
msgstr ""
"要在销售点添加**付款方式**,请访问 :menuselection:`POS --> 配置 --> 设置`。选择 "
"POS向下滚动到:guilabel:`付款` 部分,在:guilabel:`付款方式`字段中为**Stripe**添加支付方法。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93
msgid "Troubleshooting"
msgstr "故障排除"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96
msgid "Payment terminal unavailable in your Stripe account"
msgstr "您的 Stripe 账户无法使用付款终端"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98
msgid ""
"If the payment terminal is unavailable in your Stripe account, you must add "
"it manually:"
msgstr "如果您的 Stripe 账户中没有支付终端,则必须手动添加:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:100
msgid ""
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
msgstr ""
"登录`Stripe 仪表板 <https://dashboard.stripe.com>`_然后转到 :menuselection:`Stripe "
"仪表板 --> 支付 --> 读卡器 --> 位置`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:102
msgid ""
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
"already created location;"
msgstr "点击 :guilabel:`+ 新建` 按钮或选择已创建的位置,添加位置;"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:103
msgid ""
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
"in the required information."
msgstr "点击 :guilabel:`+ 新建` 框中的 :guilabel:`读者` 按钮并填写所需信息。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:107
msgid ""
"You must provide a **registration code**. To retrieve that code, swipe right"
" on your device, enter the admin PIN code (by default: `07139`), validate, "
"and click :guilabel:`Generate a registration code`."
msgstr ""
"您必须提供**注册码**。要获取该代码,请在设备上向右滑动,输入管理 PIN 码(默认为:`07139`),验证后点击 "
":guilabel:`生成注册码`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3
msgid "Vantiv"
msgstr "Vantiv"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:5
msgid ""
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
"flow to your customers and ease the work of your cashiers."
msgstr "连接Vantiv支付终端可为客户提供流畅的支付流程并方便收银员的工作。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:9
msgid ""
"Please note MercuryPay only operates with US and Canadian banks, making this"
" procedure only suitable for North American businesses."
msgstr "请注意MercuryPay仅适用于美国和加拿大银行因此这一程序只适合北美公司。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13
msgid ""
"Vantiv card readers should be purchased exclusively from Vantiv, as certain "
"Vantiv terminals bought on Amazon do not include the correct encryption "
"needed to be used with an Odoo database."
msgstr ""
"Vantiv 读卡器应专门从 Vantiv 购买,因为在亚马逊上购买的部分 Vantiv 终端不包括与 Odoo 数据库一起使用所需的正确加密。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22
msgid ""
"Enable the payment terminal in the :guilabel:`Payment Terminals` section "
":ref:`of the application settings <configuration/settings>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25
msgid ""
"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment "
"Methods`, and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29
msgid ""
"Type the name you want to give to your :guilabel:`Vantiv Credentials` and "
"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and "
":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1
msgid "Vantiv payment method"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36
msgid ""
"Once the payment method is created, you can select it in your POS settings. "
"To do so, go to the :ref:`POS' settings <configuration/settings>` and add "
"the payment method under the :guilabel:`Payment` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3
msgid "Viva Wallet"
msgstr "Viva Wallet"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5
msgid ""
"Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows "
"you to offer a fluid payment flow to your customers and ease the work of "
"your cashiers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9
msgid ""
"Viva Wallet lets you turn your phone into a mobile card reader: `Tap On "
"Phone <https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15
msgid ""
"Start by creating your Viva Wallet account on `Viva Wallet's website "
"<https://www.vivawallet.com>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18
msgid "Locate your Viva Wallet credentials"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20
msgid ""
"When configuring Viva Wallet in Point of Sale, you need to use specific "
"credentials that are available in your Viva Wallet account. These "
"credentials include your :ref:`Merchant ID <viva_wallet/id-key>`, :ref:`API "
"key <viva_wallet/id-key>`, :ref:`POS API credentials <viva_wallet/pos-api>`,"
" and :ref:`Terminal ID <viva_wallet/identifier>` number."
msgstr ""
"在销售点配置 Viva 钱包时,您需要使用 Viva 钱包账户中的特定凭证。这些凭证包括您的 :ref:`商户 ID <viva_wallet/id-"
"key>`、:ref:`API 密钥 <viva_wallet/id-key>`、:ref:`POS API 凭证 <viva_wallet/pos-"
"api>`,以及 :ref:`终端 ID <viva_wallet/identifier>` 号码。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28
msgid "Merchant ID and API key"
msgstr "商户 ID 和 API 密钥"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30
msgid ""
"Locate your `Merchant ID and API key following the Viva documentation "
"<https://developer.vivawallet.com/getting-started/find-your-account-"
"credentials/merchant-id-and-api-key/>`_. Then, save the keys and paste them "
"into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields "
":ref:`when creating the payment method <viva_wallet/method-creation>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "merchant ID and API key fields"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39
msgid "These credentials are used for APIs that authenticate with Basic Auth."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44
msgid "POS API credentials"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46
msgid ""
"Locate and generate your `POS API credentials following the Viva "
"documentation <https://developer.vivawallet.com/getting-started/find-your-"
"account-credentials/pos-api-credentials/>`_. Then, save the keys and paste "
"them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields "
":ref:`when creating the payment method <viva_wallet/method-creation>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52
msgid ""
"These credentials are only displayed once. Ensure you keep a copy to secure "
"them."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "Client secret and client ID fields"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58
msgid ""
"These credentials are used for Android and iOS POS Activation requests, as "
"well as the Cloud Terminal API."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64
msgid "Terminal ID"
msgstr "终端 ID"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66
msgid "Your terminal ID number is used to identify your terminal. To find it:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68
msgid "Go to your Viva Wallet account and select the relevant account."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69
msgid ""
"Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the"
" navigation menu."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71
msgid ""
"The terminal ID number is located under the :guilabel:`Terminal ID (TID)` "
"column. Save it to paste it into the :guilabel:`Terminal ID` field "
":ref:`when creating the payment method <viva_wallet/method-creation>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "Viva terminal ID"
msgstr "Viva 终端 ID"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83
msgid ""
":doc:`Activate the POS Viva Wallet module "
"<../../../../general/apps_modules>` to enable the payment terminal."
msgstr ""
":doc:`激活 POS Viva Wallet 模块<../../../../general/apps_modules>` 以启用支付终端。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85
msgid ""
":doc:`Create the related payment method <../../payment_methods>` by going to"
" :menuselection:`Point of Sale --> Configuration --> Payment Methods` and "
"clicking :guilabel:`New`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88
msgid "Set the journal type as :guilabel:`Bank`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89
msgid ""
"Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` "
"field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90
msgid "Fill in the mandatory fields with your:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92
msgid ":ref:`Merchant ID and API key <viva_wallet/ID-key>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93
msgid ":ref:`Client ID and Client secret <viva_wallet/pos-api>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94
msgid ":ref:`Terminal ID <viva_wallet/identifier>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96
msgid ""
"Save the form and copy the generated webhook URL from the :guilabel:`Viva "
"Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring"
" the webhook <viva_wallet/webhook>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106
msgid "Configure the webhook"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108
msgid ""
"Webhooks allow you to receive real-time notifications whenever a transaction"
" occurs within your Viva Wallet account. Set them up for `payment "
"transactions following the Viva documentation "
"<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-"
"created/>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113
msgid ""
"`Setting up webhooks <https://developer.viva.com/webhooks-for-"
"payments/#setting-up-webhooks>`_"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118
msgid ""
"You can select the payment method in your POS settings once the payment "
"method is created. To do so, go to the :ref:`POS' settings "
"<configuration/settings>` and add the payment method under the "
":guilabel:`Payment methods` field of the :guilabel:`Payment` section."
msgstr ""
"创建付款方式后,您可以在 POS 设置中选择付款方式。为此,请转到 :ref:`POS` 设置 "
"<configuration/settings>`,然后在 :guilabel:`付款` 部分的 :guilabel:`付款方式` 字段下添加付款方式。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3
msgid "Worldline"
msgstr "Worldline"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9
msgid ""
"Worldline payment terminals require an :doc:`IoT Box "
"</applications/general/iot>`."
msgstr "Worldline 支付终端需要 :doc:`物联网盒子</applications/general/iot>`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10
msgid ""
"Worldline is currently only available in Belgium, the Netherlands and "
"Luxembourg."
msgstr "Worldline 目前仅在比利时、荷兰和卢森堡可用。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11
msgid ""
"Odoo is compatible with Worldline terminals that use the CTEP protocol "
"(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact "
"your payment provider to ensure your terminal's compatibility."
msgstr ""
"Odoo 与使用 CTEP 协议的 Worldline 终端(如 Yomani XR 和 Yoximo "
"终端)兼容。如果您有任何疑问,请联系您的支付提供商,以确保您的终端兼容。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21
msgid ""
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
2025-02-22 18:12:33 +07:00
"an IoT system. For more information on how to connect one to your database, "
"please refer to the :doc:`IoT documentation </applications/general/iot>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26
msgid "Configure the protocol"
msgstr "配置协议"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28
msgid ""
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
"Finally, press **Stop** three times; the terminal automatically restarts."
msgstr ""
"在终端上,单击:菜单选择:`“.”-->3-->停止-->3-->0-->9`。输入技术密** “1235789” "
"**单击:菜单选择:`确定-->4-->2`。然后,单击:菜单选择:`更改-->CTEP作为协议ECR-->确定`。在随后的屏幕上单击 **定 "
"**次(*CTEP ticket ECR*、*ECR ticket width*和*Character set*)。最后,按 **止 "
"**次;终端自动重启。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35
msgid "Set the IP address"
msgstr "设置IP地址"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37
msgid ""
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
" (*TCP Configuration client* screen)."
msgstr ""
"在终端上,单击:菜单选择:`“.”-->3-->停止-->3-->0-->9`。输入技术密** “1235789” "
"**单击:菜单选择:`确定-->4-->9`。然后,单击:菜单选择:`Change-->TCP/IP`*TCP physical "
"configuration*屏幕):菜单选择:`-->OK-->OK`*TCP configuration client*屏幕)。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42
msgid "Finally, set up the hostname and port number."
msgstr "最后,设置主机名和端口号。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45
msgid "Hostname"
msgstr "主机名"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48
msgid ""
2025-02-22 18:12:33 +07:00
"To set up the hostname, enter your IoT system's IP address' sequence numbers"
" and press **OK** at each \".\" until you reach the colon symbol."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49
msgid "Then, press **OK** twice."
msgstr "然后,** OK **次。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
msgstr "这是一个IP地址序列`10.30.19.4:8069`。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
msgid ""
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
"19 --> OK --> 4 --> OK --> OK`."
msgstr ""
"在*主机名屏幕*上,键入:菜单选择:`10 —> OK —> 30 —> OK —> 19 —> OK —> 4 —> OK —> OK`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57
msgid ""
2025-02-22 18:12:33 +07:00
"Your IoT system's IP address is available on the :ref:`IoT system's card in "
"the IoT app <iot/connect/IoT-form>`."
msgstr ""
2025-02-22 18:12:33 +07:00
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61
msgid "Port number"
msgstr "端口号"
2025-02-22 18:12:33 +07:00
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63
msgid ""
"On the *Port number* screen, enter **9001** (or **9050** for Windows) and "
"click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> "
"OK`. Click on **Stop** three times; the terminal automatically restarts."
msgstr ""
"在 *端口号* 屏幕上,输入 **9001**(或 Windows 上的 **9050**),然后点击 :menuselection:`确定`*ECR"
" 协议 SSL 编号*:menuselection:`--> 确定` 。点击 **停止** 三次;终端自动重启。"
2025-02-22 18:12:33 +07:00
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68
msgid ""
2025-02-22 18:12:33 +07:00
"For the :doc:`Windows virtual IoT </applications/general/iot>`, the `9050` "
"port must be added as a :ref:`Windows Firewall exception <iot/windows-"
"iot/firewall>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` "
"field. Then, select your terminal device in the :guilabel:`Payment Terminal "
"Device` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88
msgid "Technician password: `1235789`"
msgstr "技术密码:`1235789`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89
msgid ""
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
"\"merchant\". Your call is automatically transferred to the desired service."
msgstr "要获得Wordline的技术援助请致电`02 727 61 11`然后选择“merchant”。您的呼叫会自动转移到所需的服务。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91
msgid ""
"Configure the cashier terminal if you have both a customer and a cashier "
"terminal."
msgstr "如果您同时拥有客户和出纳终端,请配置出纳终端。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92
msgid ""
"To avoid blocking the terminal, check the initial configuration beforehand."
msgstr "为了避免堵塞终端,请事先检查初始配置。"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93
msgid ""
"Set a fixed IP to your IoT Boxs router to prevent losing the connexion."
msgstr "为物联网盒的路由器设置固定IP以防止失去连接。"
#: ../../content/applications/sales/point_of_sale/preparation.rst:3
msgid "Preparation display"
msgstr "准备显示"
#: ../../content/applications/sales/point_of_sale/preparation.rst:5
msgid ""
"The preparation display feature allows you to handle POS orders requiring "
"preparation. Concretely,"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:8
msgid ""
"**For retail**: The preparation team is notified after a payment is "
"completed at the POS to gather the purchased items for customer pickup."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:10
msgid ""
"**For restaurants**: POS orders inform the kitchen of the meals to be "
"prepared."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:15
msgid "To enable the preparation display feature,"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:17
msgid "Go to the :ref:`POS settings <configuration/settings>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:18
msgid "Scroll down to the :guilabel:`Connected Devices` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:19
msgid "Check the :guilabel:`Preparation Display` option."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst-1
msgid "Setting to enable the preparation display feature"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:25
msgid "To create and set up a preparation display,"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:27
msgid ""
"Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:28
msgid "Click :guilabel:`New`."
2025-02-14 18:12:51 +07:00
msgstr "点击 :guilabel:`新建`。"
#: ../../content/applications/sales/point_of_sale/preparation.rst:29
msgid ""
"Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, "
"`Bar`)"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:30
msgid "Set it up:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:32
msgid ""
":guilabel:`Point of Sale`: Select the POS that sends orders to this display."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:33
msgid ""
":guilabel:`Product categories`: Specify the POS :guilabel:`Product "
"categories` sent to this display."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:35
msgid ""
":guilabel:`Stages`: Define the steps required for the orders to be ready."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:37
msgid "Click :guilabel:`Add a line` to add a stage."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:38
msgid "Assign specific colors to each stage for clarity (optional)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:39
msgid ""
"Define an :guilabel:`Alert timer (min)` for each stage to indicate the "
"expected processing time."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst-1
msgid "preparation display set-up form"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:47
msgid ""
"To edit a pre-existing preparation display, click the vertical ellipsis "
"button (:icon:`fa-ellipsis-v`) on the display's card and select "
":guilabel:`Configure`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:53
msgid ""
"Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to "
"get an overview of all your displays."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst-1
msgid "Kanban view of the preparation display"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:60
msgid "The display card shows:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:62
msgid "The configured stages."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:63
msgid "The number of orders currently :guilabel:`In progress`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:64
msgid ""
"The :guilabel:`Average time` employees usually take to complete an order."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:67
msgid ""
"Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for "
"quicker access."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:70
msgid "Using the preparation display"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:72
msgid ""
"To access the preparation display, click :guilabel:`Open Preparation "
"Display`. This interface, designed for employees, shows:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:75
msgid ""
"**Stages and order count**: Displays the progress of orders across stages "
"such as `To prepare`, `Ready`, and `Completed`, along with the number of "
"orders in each stage."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:77
msgid ""
"**Ordered products by category**: Lists all items in progress, grouped by "
"POS categories (e.g., `Drinks`, `Food`)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:79
msgid "**Order cards**: Summarizes individual orders, including:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:81
msgid "Associated tables and order numbers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:82
msgid "Status, such as `Ready`, highlighted with the defined colors."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:83
msgid "Waiting time, with visual indicators."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:86
msgid ""
"The duration indicator turns red if the elapsed time exceeds the predefined "
"alert time."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst-1
msgid "the preparation display interface with orders to process."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:92
msgid "To update order progress:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:94
msgid "Click items on the order card to cross them off individually."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:95
msgid "Click the order card itself to mark all items at once."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:96
msgid ""
"The card automatically moves to the next stage once every item is crossed "
"off."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:97
msgid ""
"Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the "
"previous stage if you mistakenly sent it to the next stage."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:103
msgid ""
"In parallel, click :guilabel:`Open customer display` to open the customer "
"interface. This interface, designed for customers, provides an overview of "
"orders that are:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:106
msgid ":guilabel:`Ready` for pickup."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:107
msgid ":guilabel:`Almost there`, indicating they are taken care of."
msgstr ""
#: ../../content/applications/sales/point_of_sale/preparation.rst:110
msgid "The order number can be found at the top of the customer's receipt."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing.rst:5
msgid "Pricing features"
msgstr "定价供能"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3
msgid "Cash rounding"
msgstr "现金舍入"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5
msgid ""
"**Cash rounding** is required when the lowest physical denomination of "
"currency, or the smallest coin, is higher than the minimum unit of account."
msgstr "当货币或硬币的最低实物面值高于最小的记账单位时,需要进行 **金舍** ."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9
msgid ""
"For example, some countries require their companies to round up or down the "
"total amount of an invoice to the nearest five cents, when the payment is "
"made in cash."
msgstr "例如,某些国家要求公司在以现金支付时,将开票总额四舍五入到最接近的五美分."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13
msgid ""
"Each point of sale in Odoo can be configured to apply cash rounding to the "
"totals of its bills or receipts."
msgstr "在Odoo的每个POS都可以配置为将现金舍入到其账单或收据的总数。"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
"enable *Cash Rounding*, then click on *Save*."
msgstr "前往 :menuselection:`POS --> 配置 --> 设置`并启用*现金舍入*,然后点击*保存*。"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
"open the point of sale you want to configure, and enable the *Cash Rounding*"
" option."
msgstr "前往 :menuselection:`POS --> 配置 --> POS`打开你想要配置的POS并启用*现金舍入*选项。"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29
msgid ""
"To define the **Rounding Method**, open the drop-down list and click on "
"*Create and Edit...*."
msgstr "如要定义 **入方** ,打开下拉列表并点击*创建并编辑...*。"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32
msgid ""
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
" then save both the Rounding Method and your Point of Sale settings."
msgstr "在这里定义你的*舍入精度*、*利润科目*和*损失科目*然后保存舍入方法和你的POS设置。"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39
msgid ""
"All total amounts of this point of sale now add a line to apply the rounding"
" according to your settings."
msgstr "这个POS的所有总金额现在都会增加一行根据你的设置应用现金舍入。"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46
msgid ""
"Odoo Point of Sale only supports the :guilabel:`Add a rounding line` "
"rounding strategy."
msgstr "Odoo 销售点仅支持 :guilabel:`添加舍入明细` 舍入策略。"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3
msgid "Discount tags (barcode scanner)"
msgstr "折扣标签(条形码扫描仪)"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5
msgid ""
"If you want to sell your products with a discount, for a product getting "
"close to its expiration date for example, you can use discount tags. They "
"allow you to scan discount barcodes."
msgstr "如你想打折销售产品,例如对于已经临期的产品,你可使用折扣标签。这样可以扫描折扣条码。"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10
msgid "To use discount tags you will need to use a barcode scanner."
msgstr "如要使用折扣标签,你需要使用条码扫描器。"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13
msgid "Barcode Nomenclature"
msgstr "条形码命名规则"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15
msgid "To use discounts tags, we need to learn about barcode nomenclature."
msgstr "为使用折扣标签,我们需要了解条码命名规则。"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17
msgid ""
"Let's say you want to have a discount for the product with the following "
"barcode:"
msgstr "假设你想对以下条码的产品打折:"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23
msgid ""
"You can find the *Default Nomenclature* under the settings of your PoS "
"interface."
msgstr "你可在PoS界面设置下找到*默认命名规则*。"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32
msgid ""
"Let's say you want 50% discount on a product you have to start your barcode "
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
"before adding the product barcode. In our example, the barcode would be:"
msgstr "假设你想对一个产品打折50%你必须在添加产品条码之前先加上22用于折扣条码命名和50用于折扣%)。 在我们的例子中,条码应为:"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41
msgid "Scan the products & tags"
msgstr "扫描产品和标签"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43
msgid "You first have to scan the desired product (in our case, a lemon)."
msgstr "你必须首先扫描需要的产品(本例中为柠檬)。"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48
msgid ""
"And then scan the discount tag. The discount will be applied and you can "
"finish the transaction."
msgstr "然后扫描折扣标签。折扣将生效,你可完成交易。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333
msgid "Discounts"
msgstr "折扣"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5
msgid ""
"By offering discounts, you can entice your customers and drastically "
"increase your revenue. It is vital to offer discounts, whether they are "
"time-limited, seasonal or manually given."
msgstr "通过提供折扣,您可以吸引你的客户,并大幅度增加收入。 提供折扣是至关重要的,无论是限时折扣,季节性折扣还是手动折扣。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9
msgid ""
"To manage discounts, Odoo has powerful features that help set up a pricing "
"strategy tailored to every business."
msgstr "Odoo具有强大的功能以管理折扣可建立适合每个企业的定价策略。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13
msgid "Apply manual discounts"
msgstr "应用手动折扣"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15
msgid ""
"If you seldom use discounts, applying manual ones might be the easiest "
"solution for your Point of Sale."
msgstr "如果您很少使用折扣功能那么应用手动工具可能是您最简单的POS解决方案。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18
msgid ""
"You can either apply a discount on the whole order or on specific products "
"inside an order."
msgstr "您可以对整个订单或订单中的特定产品应用折扣。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22
msgid "Apply a discount on a product"
msgstr "对产品应用折扣"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24
msgid "From your PoS session interface, use the *Disc* button."
msgstr "在PoS界面中使用 *折扣* 按钮。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the discount button for manual discount"
msgstr "手动设置折扣的折扣按钮视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30
msgid ""
"Then, you can input a discount over the product that is currently selected."
msgstr "然后,您可以输入当前所选产品的折扣。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34
msgid "Apply a global discount"
msgstr "应用全局折扣"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36
msgid ""
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
" --> Configuration --> Point of Sale` and select your PoS."
msgstr "要对整个订单应用折扣,请转到 :menuselection:`POS --> 设置 --> 销售点` 然后选择您的PoS。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39
msgid ""
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
"category."
msgstr "进入PoS表单后在 *价格* 类别下选择 *全球折扣* 。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the feature to enable for global discount"
msgstr "启用全局折扣功能视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
msgstr "现在您的PoS界面上将出现一个新的 *折扣* 按钮。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the button to use for global discount via the pos interface"
msgstr "pos界面全局折扣按钮视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51
msgid "Click on it and enter the wanted discount."
msgstr "点击它并输入所需的折扣。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the discount offered in the payment summary"
msgstr "付款汇总折扣视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58
msgid ""
"On this example, there is a global discount of 50% as well as a specific 50%"
" discount on oranges."
msgstr "在这个例子中有50的全球折扣以及橙子50的折扣。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62
msgid "Apply time-limited discounts"
msgstr "应用限时折扣"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64
msgid ""
"To activate time-limited discounts, you must activate the *Pricelists* "
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
msgstr ""
"要激活限时折扣,您必须激活 *价目表* 功能。 为此,请转到:menuselection:` POS --> 配置 --> "
"销售点然后打开您的PoS并启用价目表功能。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the pricelist feature"
msgstr "价格表功能视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73
msgid ""
"Once activated, you must choose the pricelists you want to make available in"
" the PoS and define a default one."
msgstr "激活后您必须选择要在PoS中使用的价目表并定义默认价目表。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77
msgid "Create a pricelist"
msgstr "创建价格表"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79
msgid ""
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
"create."
msgstr ""
"在默认情况下Odoo具有配置的 *公共价目表* 。 要创建更多产品,请转到:menuselection:`POS- -> 产品 --> 价格清单。 "
"然后点击创建。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83
msgid ""
"When creating a pricelist, you can set several criteria to use a specific "
"price: period, min. quantity, etc. You can also decide to apply that "
"pricelist on specific products or on the whole range."
msgstr "创建价格表时,可以使用多个条件以设置特定的价格如:时期,最小值。 数量等。您还可以决定将该价目表应用于特定产品或整个产品系列。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of a time-limited pricelist for two products"
msgstr "两种产品的限时价格表视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92
msgid "Using a pricelist with the PoS interface"
msgstr "在PoS界面上使用价目表"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94
msgid ""
"On the PoS interface, a new button appears. Use it to select a pricelist."
msgstr "在PoS界面上将出现一个新按钮。 使用它来选择价格表。"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid ""
"View of the button to use for time-limited discounts via the pos interface"
msgstr "pos界面限时折扣按钮视图"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101
msgid ""
"Click on it to instantly update the prices with the selected pricelist. "
"Then, you can finalize the order."
msgstr "点击它来即时更新与所选价目表价格。 然后,您可以确定订单。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3
msgid "Electronic shelf labels"
msgstr "电子货架标签"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5
msgid ""
"Electronic shelf labels allow you to display product information like prices"
" and barcodes on store shelves and to synchronize them remotely from the "
"backend. This removes the need to print new labels when product information "
"changes."
msgstr "通过电子货架标签,您可以在商店货架上显示价格和条形码等产品信息,并从后台远程同步这些信息。这样,当产品信息发生变化时,无需打印新标签。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "electronic label from Pricer"
msgstr "Pricer 的电子标签"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13
msgid "Odoo uses electronic labels from `Pricer <https://www.pricer.com/>`_."
msgstr "Odoo 使用来自 `Pricer <https://www.pricer.com/>`_ 的电子标签。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19
msgid "Pricer setup"
msgstr "Pricer 设置"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21
msgid ""
"`Get in touch with Pricer <https://www.pricer.com/contact>`_ to create and "
"configure your Pricer account."
msgstr "`联系 Pricer <https://www.pricer.com/contact>`_ 创建并配置您的 Pricer 帐户。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23
msgid "Create your stores: one pricer store equates to one physical store."
msgstr "创建您的商店:一家定价商店相当于一家实体店。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24
msgid "Link as many transceivers as needed to the Pricer store(s)."
msgstr "根据需要将尽可能多的收发器连接到 Pricer 商店。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25
msgid ""
"Create the following variables to share product information between your "
"Odoo database system and Pricer. These variables act like placeholders on "
"the label template."
msgstr "创建以下变量,以便在 Odoo 数据库系统和 Pricer 之间共享产品信息。这些变量就像标签模板上的占位符。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28
msgid ""
"`itemId`: this holds the unique internal identifier assigned to each product"
msgstr "`itemId`:保存分配给每个产品的唯一内部标识符"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29
msgid "`itemName`: the actual name of the product"
msgstr "`itemName`:产品的实际名称"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30
msgid ""
"`price`: the selling price of the product, including any applicable taxes"
msgstr "`价格`:产品的售价,包括任何适用的税费"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31
msgid ""
"`presentation`: the template name used in Pricer for displaying the product "
"information on the label"
msgstr "`介绍`Pricer 中用于在标签上显示产品信息的模板名称"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33
msgid "`currency`: the currency of your company (e.g., USD, EUR)"
msgstr "`货币`:您公司的货币(例如美元、欧元)"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34
msgid "`barcode`: the barcode number associated with each product"
msgstr "`条形码`:与每个产品相关的条形码号"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37
msgid ""
"The names for these variables must be **identical** in your Pricer database."
msgstr "在 Pricer 数据库中,这些变量的名称必须**相同**。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39
msgid ""
"Create a template named `NORMAL`. This template is used to display "
"information on your digital tags."
msgstr "创建一个名为 `正常` 的模板。该模板用于显示数字标签上的信息。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42
msgid ""
"Once your account, stores, variables, and template are configured on Pricer,"
" you can proceed with the setup of your Odoo database."
msgstr "在 Pricer 上配置好账户、商店、变量和模板后,您就可以继续设置 Odoo 数据库了。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46
msgid ""
"The account associated with your Pricer store must have access to send API "
"requests to Pricer."
msgstr "与 Pricer 商店相关的账户必须有向 Pricer 发送 API 请求的权限。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49
msgid "Odoo setup"
msgstr "Odoo 设置"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51
msgid ""
"As a pre-requisite, :ref:`activate <general/install>` the :guilabel:`POS "
"Pricer` module *(technical name: pos_pricer)* to have all the required "
"features to use Pricer electronic tags."
msgstr ""
"作为先决条件,:ref:`激活<general/install>` :guilabel:`POS Pricer` 模块 "
"*技术名称pos_pricer* 以获得使用 Pricer 电子标签所需的所有功能。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "Installing POS Pricer module from Apps"
msgstr "从应用程序安装 POS Pricer 模块"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57
msgid ""
"Once the module is activated, configure your :ref:`pricer stores "
"<pricer_tags/stores>` and associate :ref:`Pricer tags <pricer_tags/tags>` "
"with your products."
msgstr ""
"激活模块后,配置 :ref:`pricer 商店 <pricer_tags/stores>`,并将 :ref:`Pricer 标签 "
"<pricer_tags/tags>` 与产品关联。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63
msgid "Pricer stores"
msgstr "Pricer 商店"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65
msgid ""
"Similarly to the configuration in Pricer, you need to create one pricer "
"store per physical location. To do so, go to :menuselection:`Point of Sale "
"--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the"
" line with the required information:"
msgstr ""
"与 Pricer 中的配置类似,您需要为每个物理位置创建一个 Pricer 商店。要执行此操作,请转到 :menuselection:`销售点 --> "
"配置 --> Pricer 商店`,点击 :guilabel:`新建`,然后在该行填写所需信息:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69
msgid ":guilabel:`Store Name`: you can put any name of your liking."
msgstr ":guilabel:`商店名称`:您可以输入任何自己喜欢的名称。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70
msgid ""
":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, "
"usually followed by `-country_code`. This value is provided by Pricer."
msgstr ""
":guilabel:`Pricer 租户名称`:您在 Pricer 中的公司账户名称,通常后跟 `-country_code`。该值由 Pricer "
"提供。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72
msgid ":guilabel:`Pricer Login`: the login of your Pricer account."
msgstr ":guilabel:`Pricer 登录`:您的 Pricer 账户的登录信息。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73
msgid ":guilabel:`Pricer Password`: the password of your Pricer account."
msgstr ":guilabel:`Pricer 密码`:您的 Pricer 账户密码。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74
msgid ""
":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined "
"on your Pricer database."
msgstr "guilabel:`Pricer 商店 ID`:在 Pricer 数据库中定义的相关 Pricer 商店的 ID。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "Configuring a Pricer Store"
msgstr "配置 Pricer 商店"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81
msgid ""
"The :guilabel:`Pricer Tags` column is updated automatically when a label is "
"linked to a product."
msgstr "当标签链接到产品时,:guilabel:`Pricer 标签` 列会自动更新。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83
msgid ""
"The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are "
"updated automatically when the tags are updated."
msgstr "标签更新时,:guilabel:`上次更新` 和 :guilabel:`上次更新状态` 列会自动更新。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89
msgid "Pricer tags"
msgstr "价目表标签"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91
msgid ""
"For a label to display specific product information, the label needs to be "
"associated with the product. To do so:"
msgstr "要让标签显示特定产品信息,标签必须与产品相关联。要执行此操作:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94
msgid ""
"Open the product form by going to :menuselection:`Point of Sale --> Products"
" --> Products` and clicking :guilabel:`New` or selecting an existing "
"product."
msgstr ""
"通过转至 :menuselection:`销售点 --> 产品 --> 产品` 并点击 :guilabel:`新建` 或选择现有产品来打开产品表单。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98
msgid ""
"If you are creating a new product, configure and save it before associating "
"any Pricer tags."
msgstr "如果要创建新产品,请先配置并保存产品,然后再关联任何 Pricer 标签。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100
msgid ""
"Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, "
"and select the corresponding :guilabel:`Pricer Store`."
msgstr ""
"进入 :guilabel:`销售` 标签,滚动到 :guilabel:`Pricer` 部分,选择相应的 :guilabel:`Pricer 商店`。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0
msgid "Linking Pricer tags to products"
msgstr "将 Pricer 标签链接到产品"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107
msgid ""
"Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from"
" the label itself or scanning its barcode."
msgstr "通过复制标签本身的 ID 或扫描其条形码,填写 :guilabel:`Pricer 标签 ID` 字段。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111
msgid "Pricer tag IDs are composed of a letter followed by 16 digits."
msgstr "Pricer 标签 ID 由一个字母后跟 16 位数字组成。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114
msgid ""
"We recommended using a barcode scanner to speed up the encoding process."
msgstr "我们建议使用条形码扫描仪来加快编码过程。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115
msgid ""
"When setting up Pricer with Odoo for the first time, it is recommended that "
"you configure only one product first. Before configuring more products, "
"ensure you can display their information on a Pricer tag."
msgstr ""
"首次使用 Odoo 设置 Pricer 时,建议您只配置一个产品。在配置更多产品之前,请确保您能在 Pricer 标签上显示这些产品的信息。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119
msgid ""
"Now that you have a product associated with a Pricer tag, we can send its "
"information to Pricer."
msgstr "现在您已经拥有与 Pricer 标签关联的产品,我们可以将其信息发送到 Pricer。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124
msgid ""
"Odoo automatically sends requests to Pricer to synchronize the tags every 12"
" hours if you make any modifications to:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137
msgid "Product name, price, barcode, or customer taxes"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138
msgid "Currency"
msgstr "货币"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139
msgid "Associated Pricer store or Pricer tags"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131
msgid ""
"To force the update, activate the :ref:`developer mode <developer-mode>`. "
"Then:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134
msgid "Select the desired store(s)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135
msgid ""
"Click :guilabel:`Update tags` to update all tags affected by changes to:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141
msgid ""
"Alternatively, click :guilabel:`Update all tags` to force the update of "
"every tag, regardless of whether changes were made."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "Update all Pricer tags"
msgstr "更新所有 Pricer 标签"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147
msgid ""
"If Pricer has processed and accepted the request, the status field shows "
":guilabel:`Update successfully sent to Pricer`. If there is any issue, the "
"system displays an error message."
msgstr ""
"如果 Pricer 已处理并接受请求,则状态字段显示 :guilabel:`更新成功发送到 Pricer`。如果有任何问题,系统会显示错误信息。"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151
msgid ""
"If a request sent to Pricer fails, Odoo still considers that the product has"
" been updated. In that case, we recommend forcing the update of all tags."
msgstr "如果向 Pricer 发送的请求失败Odoo 仍会认为产品已更新。在这种情况下,我们建议强制更新所有标签。"
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3
msgid "Flexible taxes (fiscal positions)"
msgstr "灵活税收(财务规则)"
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5
msgid ""
"When running a business, you may need to apply different taxes and record "
"transactions on various accounts based on the location and type of business "
"of your customers and providers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8
msgid ""
"The **fiscal positions** feature enables you to establish rules that "
"automatically select the right taxes and accounts used for each transaction."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51
msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13
msgid ":doc:`../../../finance/accounting/taxes`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18
msgid ""
"To enable the feature, go to :menuselection:`Point of Sale --> Configuration"
" --> Settings`, scroll down to the :guilabel:`Accounting` section, and "
"enable :guilabel:`Flexible Taxes`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21
msgid ""
"Then, set a default fiscal position that should be applied to all sales in "
"the selected POS in the :guilabel:`Default` field. You can also add more "
"fiscal positions to choose from in the :guilabel:`Allowed` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28
msgid ""
"According to the :doc:`fiscal localization package "
"<../../../finance/fiscal_localizations>` activated, several fiscal positions"
" are preconfigured and can be set and used in POS. However, you can also "
":ref:`create new fiscal positions <fiscal_positions/mapping>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33
msgid ""
"If you do not set a fiscal position, the tax remains as defined in the "
"**customer taxes** field on the product form."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37
msgid "Use fiscal positions"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39
msgid ""
"Open a :ref:`POS session <pos/session-start>` to use one of the allowed "
"fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-"
"shaped** icon and select a fiscal position from the list. Doing so applies "
"the defined rules automatically to all the products subject to the chosen "
"fiscal position's regulations."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48
msgid ""
"If a default fiscal position is set, the tax button displays the name of the"
" fiscal position."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3
msgid "Loyalty programs"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5
msgid ""
"Encourage your customers to continue to shop at your point of sale with a "
"*Loyalty Program*."
msgstr "通过*忠诚度计划*鼓励客户继续来你的销售点购物。"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11
msgid ""
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
"Under the Pricing features, select *Loyalty Program*"
msgstr ""
"如要启用*忠诚度计划*功能,前往 :menuselection:`POS --> 配置 --> "
"POS`并选择你的PoS界面。在定价功能下选择*忠诚度计划*。"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19
msgid "From there you can create and edit your loyalty programs."
msgstr "你可在此创建并编辑忠诚度计划。"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24
msgid ""
"You can decide what type of program you wish to use, if the reward is a "
"discount or a gift, make it specific to some products or cover your whole "
"range. Apply rules so that it is only valid in specific situation and "
"everything in between."
msgstr "你可决定希望使用的忠诚度计划类型,如果奖励是折扣或礼品,可设置针对特定产品还是整个范围应用规则,确保它仅对特定情况有效。"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30
msgid "Use the loyalty program in your PoS interface"
msgstr "在你的PoS界面使用忠诚度计划"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32
msgid ""
"When a customer is set, you will now see the points they will get for the "
"transaction and they will accumulate until they are spent. They are spent "
"using the button *Rewards* when they have enough points according to the "
"rules defined in the loyalty program."
msgstr ""
"在设置客户后,你现在可以看到他们交易获得的点数,并将累计他们已消费的金额。根据忠诚度计划定义的规则,在累计足够点数后,通过*奖励*按钮即可兑换奖励。"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40
msgid ""
"You can see the price is instantly updated to reflect the pricelist. You can"
" finalize the order in your usual way."
msgstr "你会发现价格即时更新,反映价格表的最新价格。你可按正常方式完成订单。"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44
msgid ""
"If you select a customer with a default pricelist, it will be applied. You "
"can of course change it."
msgstr "如你选择包含默认价格表的客户,则将适用该价格表。当然,你也可更改。"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38
#: ../../content/applications/sales/subscriptions/products.rst:116
msgid "Pricelists"
msgstr "价格表"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5
msgid ""
"Pricelists allow you to adjust product prices depending on various criteria "
"automatically. For example, you can set POS-specific prices, create "
"temporary discount periods, reward specific customers, or offer discounts "
"when set quantities are ordered."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14
msgid ""
"Navigate to the :ref:`general POS app settings <configuration/settings>` and"
" ensure :guilabel:`Flexible Pricelists` are enabled under the "
":guilabel:`Pricing` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17
msgid ""
":ref:`Multiple prices per product <pricelists/simple>` is the default "
"pricelist option for setting simple fixed price rules per product. Select "
":ref:`Advanced price rules (discounts, formulas) <pricelists/advanced>` to "
"apply price rules to multiple products at once and to compute prices "
"dynamically using percentage discounts or more complex formulas in addition "
"to setting fixed prices."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Enabling pricelists in the general P0S settings"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26
msgid ""
"The selected pricelist type applies to the entire database, including the "
":doc:`Sales <../../sales/products_prices/prices/pricing>` and "
":ref:`eCommerce <ecommerce/pricelists>` apps."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33
msgid "Create pricelists"
msgstr "创建价目表"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click "
":guilabel:`New` or select an existing pricelist. The pricelist setup differs"
" depending on the :ref:`selected pricelist option "
"<pricelists/configuration>`."
msgstr ""
"转至 :menuselection:`销售点 --> 产品 --> 价目表`,点击 :guilabel:`新建` 或选择一个现有的价格表。根据 "
":ref:`所选价格表选项 <pricelists/configuration>`,价格表设置有所不同。"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:255
msgid "Multiple prices per product"
msgstr "每个产品多个价格表"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44
msgid ""
"When pricelists are configured to use the :guilabel:`Multiple prices per "
"product` option, it is possible to use multiple fixed prices for different "
"products or their variants depending, if necessary, on one or several "
"conditions. To add a new price rule to a pricelist:"
msgstr ""
"当价格表配置为使用 :guilabel:`每个产品多个价格` "
"选项时,可根据一个或多个条件,为不同产品或其变体使用多个固定价格。要在价格表中添加新的价格规则,请执行以下操作"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48
msgid ""
"Click :guilabel:`Add a line`, and select a **product** and its **variant** "
"if needed."
msgstr "点击 :guilabel:`添加一行`,然后根据需要选择 **产品**及其**变量**。"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49
msgid "Add the condition(s):"
msgstr "添加条件:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51
msgid ""
"a product quantity to be reached by using the :guilabel:`Min. Quantity` "
"column;"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52
msgid ""
"a determined period during which the pricelist is applied by using the "
":guilabel:`Start Date` and :guilabel:`End Date` columns."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55
msgid ""
"Add the :guilabel:`Price` to be applied when the conditions are met (if "
"any)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Setup form of a multiple prices pricelist"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414
msgid "Advanced price rules"
msgstr "高级价格规则"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65
msgid ""
"When pricelists are configured to use the :guilabel:`Advanced price rules "
"(discounts, formulas)` option, it is possible to use percentage "
"discounts/mark-ups and formulas in addition to using fixed prices. To add a "
"new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up "
"windows:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69
msgid "Select a :guilabel:`Computation` method:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71
msgid ""
":guilabel:`Fixed Price` to set a new fixed price (similarly to the "
":guilabel:`Multiple prices per product` option)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73
msgid ""
":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or "
"mark-up (e.g., `-10.00` %)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75
msgid ""
":guilabel:`Formula` to compute the price according to a formula. It is "
"required to define what the calculation is **based on** (:guilabel:`Sales "
"Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79
msgid "Apply a percentage :guilabel:`Discount` or mark-up."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80
msgid ""
"Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount "
"(e.g., $ `-5.00`)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81
msgid ""
"Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after "
":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra"
" Fee` is applied afterward."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86
msgid ""
"To have the final price end with `.99`, set the :guilabel:`Rounding Method` "
"to `1.00` and the :guilabel:`Extra Fee` to `-0.01`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89
msgid ""
"Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit"
" :guilabel:`Margins` for computations based on :guilabel:`Cost`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92
msgid "Select on which product(s) the price rule should be **applied**:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94
msgid ":guilabel:`All Products`"
msgstr ":guilabel:`所有产品`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95
msgid "a :guilabel:`Product Category`"
msgstr "a :guilabel:`产品类别`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96
msgid "a :guilabel:`Product`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97
msgid "a :guilabel:`Product Variant`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99
msgid ""
"Add conditions, such as a specific quantity to reach for the price to change"
" by using the :guilabel:`Min. Quantity` field or a specific period during "
"which the pricelist should be applied by using the :guilabel:`Validity` "
"fields."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Setup form to configure an advanced pricelist"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107
msgid "Select pricelists"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109
msgid ""
"Go to the :ref:`specific POS settings <configuration/settings>` and add all "
"the available pricelists in the :guilabel:`Available` field. Then, set its "
"**default pricelist** in the :guilabel:`Default` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113
msgid ""
"When you :ref:`open a POS session <pos/session-start>`, click the "
"**pricelists** button, and select the desired pricelist from the list."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Button to select a pricelist on the POS frontend"
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120
msgid ""
"Multiple pricelists must be selected for the **pricelist button** to be "
"displayed."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121
msgid ""
"If a pricelist is selected on a POS order while its conditions are **not** "
"met, the price will **not** be adjusted."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125
msgid ""
"You can also set a pricelist to be selected automatically once a specific "
":ref:`customer is set <pos/customers>`. To do so, go to the customer form "
"and switch to the preferred pricelist in the :guilabel:`Pricelist` field of "
"the :guilabel:`Sales & Purchase` tab."
msgstr ""
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130
msgid ":doc:`../../sales/products_prices/prices/pricing`"
msgstr ":doc:`../../sales/products_prices/prices/pricing`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131
msgid ""
":ref:`How to use pricelists in an ecommerce environment "
"<ecommerce/pricelists>`"
msgstr ":ref:`如何在电子商务环境中使用价目表 <ecommerce/pricelists>`"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3
msgid "Receipts and invoices"
msgstr "收据和发票"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6
msgid "Receipts"
msgstr "收款"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8
msgid ""
"Set up receipts by going to :menuselection:`Point of Sale --> Configuration "
"--> Point of Sale`, selecting a POS, and scrolling down to the "
":guilabel:`Bills & Receipts` section."
msgstr ""
"进入 :menuselection:`销售点 --> 配置 --> 销售点` 设置收据,选择 POS向下滚动到 :guilabel:`账单和收据` "
"部分。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11
msgid ""
"To **customize** the **header** and **footer**, activate :guilabel:`Header &"
" Footer` and fill in both fields with the information to be printed on the "
"receipts."
msgstr ""
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14
msgid ""
"To **print receipts** automatically once the payment is registered, enable "
"the :guilabel:`Automatic Receipt Printing` setting."
msgstr "要在注册付款后自动 **打印收据**,请启用 :guilabel:`自动收据打印` 设置。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "POS receipt"
msgstr "POS 收据"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22
msgid ":doc:`restaurant/bill_printing`"
msgstr ":doc:`restaurant/bill_printing`"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23
msgid ":doc:`configuration/epos_printers`"
msgstr ":doc:`configuration/epos_printers`"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26
msgid "Reprint a receipt"
msgstr "重新打印收据"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28
msgid ""
"From the POS interface, click :guilabel:`Orders`, open the dropdown "
"selection menu next to the search bar, and change the default :guilabel:`All"
" active orders` filter to :guilabel:`Paid`. Then, select the corresponding "
"order and click :guilabel:`Print Receipt`."
msgstr ""
"在 POS 界面,点击 :guilabel:`订单`,打开搜索栏旁边的下拉选择菜单,将默认的 :guilabel:`所有活动订单` 筛选器更改为 "
":guilabel:`已付款`。然后,选择相应订单并点击 :guilabel:`打印收据`。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "Print receipt button from the backend"
msgstr "从后台打印收据的按钮"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36
msgid ""
"You can filter the list of orders using the search bar. Type in your "
"reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or "
":guilabel:`Customer`."
msgstr ""
"您可以使用搜索栏筛选订单列表。输入参考信息,然后点击 :guilabel:`收据编号`、:guilabel:`日期` 或 :guilabel:`客户`。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42
msgid "Invoices"
msgstr "发票"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44
msgid ""
"Point of Sale allows you to issue and print invoices for :ref:`registered "
"customers <pos/customers>` upon payment and retrieve all past invoiced "
"orders."
msgstr "销售点允许您在付款后为 :ref:`注册客户 <pos/customers>` 开具和打印发票,并检索所有过去已开具发票的订单。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48
msgid ""
"An invoice created in a POS creates an entry into the corresponding "
":ref:`accounting journal <cheat_sheet/journals>`, previously :ref:`set up "
"<receipts_invoices/invoice_configuration>`."
msgstr ""
"在 POS 中建立的发票,会在先前已 :ref:`设定 <receipts_invoices/invoice_configuration>` 的对应 "
":ref:`会计日记账 <cheat_sheet/journals>` 中,建立一个记项。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56
msgid ""
"To define what journals will be used for a specific POS, go to the "
":ref:`POS' settings <configuration/settings>` and scroll down to the "
"accounting section. Then, you can determine the accounting journals used by "
"default for orders and invoices in the :guilabel:`Default Journals` section."
msgstr ""
"若要为特定 POS 定义所使用的日记账,请前往 :ref:`POS 设定 <configuration/settings>` 并向下滚动至 “会计” "
"部分。然后,您可在 :guilabel:`默认日记账` 部分下,设定订单及发票默认使用的会计日记账。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "accounting section in the POS settings"
msgstr "POS 设置中的会计部分"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65
msgid "Invoice a customer"
msgstr "给客户开发票"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67
msgid ""
"Upon processing a payment, click :guilabel:`Invoice` underneath the "
"customer's name to issue an invoice for that order."
msgstr "处理付款后,点击客户姓名下方的 :guilabel:`开具发票` 即可为该订单开具发票。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70
msgid ""
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
" automatically issued and ready to be downloaded and/or printed."
msgstr "选择付款方式,然后点击 :guilabel:`验证`。**发票**将自动出具,并可下载和/或打印。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74
msgid ""
"To be able to issue an invoice, a :ref:`customer <pos/customers>` must be "
"selected."
msgstr "要开具发票,必须选择 :ref:`客户 <pos/customers>`。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77
msgid "Retrieve invoices"
msgstr "检索开票"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79
msgid "To retrieve invoices from the **POS dashboard**,"
msgstr "从 **POS 面板**检索发票"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81
msgid ""
"access all orders made through your POS by going to :menuselection:`Point of"
" Sale --> Orders --> Orders`;"
msgstr "通过 :menuselection:`销售点 --> 订单 --> 订单` 访问通过 POS 发出的所有订单;"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83
msgid ""
"to access an order's invoice, open the **order form** by selecting the "
"order, then click :guilabel:`Invoice`."
msgstr "要访问订单发票,请选择订单打开**订单表**,然后单击 :guilabel:`发票`。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "invoice smart button from an order form"
msgstr "订单表单中的发票智能按钮"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90
msgid ""
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
"the :guilabel:`Status` column."
msgstr "**已开票订单**可通过 :guilabel:`状态` 列中的 :guilabel:`已开票` 状态来识别。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92
msgid ""
"You can filter the list of orders to invoiced orders by clicking "
":guilabel:`Filters` and :guilabel:`Invoiced`."
msgstr "点击 :guilabel:`筛选器` 和 :guilabel:`已开票` 可将订单列表筛选为已开发票订单。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96
msgid "QR codes to generate invoices"
msgstr "生成发票的二维码"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98
msgid ""
"Customers can also request an invoice by scanning the **QR code** printed on"
" their receipt. Upon scanning, they must fill in a form with their billing "
"information and click :guilabel:`Get my invoice`. On the one hand, doing so "
"generates an invoice available for download. On the other hand, the order "
"status goes from :guilabel:`Paid` or :guilabel:`Posted` to "
":guilabel:`Invoiced` in the Odoo backend."
msgstr ""
"客户也可以通过扫描印在收据上的**二维码**来索取发票。扫描后,他们必须在表格中填写账单信息,然后点击 "
":guilabel:`获取我的发票`。一方面,这样做会生成可供下载的发票。另一方面,订单状态将从 Odoo 后台的 :guilabel:`已支付` 或 "
":guilabel:`已发布` 变为 :guilabel:`已开票`。"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "order status change"
msgstr "订单状态更改"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107
msgid ""
"To use this feature, you have to enable QR codes on receipts by going to "
":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select "
"the POS in the :guilabel:`Point of Sale` field, scroll down to the "
":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on "
"ticket`."
msgstr ""
"要使用此功能,您必须进入 :menuselection:`POS --> 配置 --> 设置`,启用收据上的二维码。然后,在 "
":guilabel:`POS` 字段中选择销售点,向下滚动到 :guilabel:`账单和收据` 部分并启用 :guilabel:`在票据上二维码`。"
#: ../../content/applications/sales/point_of_sale/reporting.rst:3
msgid "Reporting"
msgstr "报表"
#: ../../content/applications/sales/point_of_sale/reporting.rst:6
msgid "View statistics"
msgstr "查看统计数据"
#: ../../content/applications/sales/point_of_sale/reporting.rst:8
msgid ""
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
msgstr ""
"要访问统计数据,请转到 :menuselection:`POS --> 报告 --> 订单`。或从 "
"**POS仪表板**,单击垂直省略号(:guilabel:`⋮`)按钮、:guilabel:`报告`和:guilabel:`订单`。"
#: ../../content/applications/sales/point_of_sale/reporting.rst:12
msgid ""
"These statistics are available in a graph or pivot view that you can filter "
"or group depending on your needs."
msgstr "这些统计数据以图表或透视图的形式提供,您可以根据需要对其进行筛选或分组。"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
msgid "Restaurant features"
msgstr "餐厅功能"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:7
msgid ""
"Managing a restaurant or a bar comes with specific needs. The Point of Sale "
"application provides various features that allow performing all the required"
" tasks in such businesses."
msgstr "管理餐厅或酒吧有其特定的需求。销售点应用程序提供了各种功能,可以执行此类业务所需的所有任务。"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:10
msgid "Once the POS is set to be used in a restaurant or a bar, you can:"
msgstr "将 POS 设置为在餐厅或酒吧使用,就可以:"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:12
msgid ""
":doc:`organize your floors and tables to reflect your interior "
"<restaurant/floors_tables>`;"
msgstr ":doc:`管理楼层和桌台,以反映内部设计<restaurant/floors_tables>`"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:13
msgid ":ref:`take orders <restaurant/orders>`;"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant.rst:14
msgid ""
":doc:`communicate with the kitchen or the bar through the POS "
"<restaurant/kitchen_printing>`;"
msgstr ":doc:` 通过 POS <restaurant/kitchen_printing>` 与厨房或酒吧沟通;"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:15
msgid ""
":doc:`print bills in advance and split them <restaurant/bill_printing>`;"
msgstr ":doc:`提前打印账单并将其拆分 <restaurant/bill_printing>`"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:16
msgid ":doc:`collect tips <restaurant/tips>`; and"
msgstr ":doc:`收集小费 <restaurant/tips>`;以及"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:17
msgid ""
":doc:`set different taxes for takeaway food <pricing/fiscal_position>`."
msgstr ":doc:`为外卖食品设置不同的税额 <pricing/fiscal_position>`。"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:24
msgid ""
"To enable the restaurant and bar-specific features, go to "
":menuselection:`Point of Sale --> Configuration --> Settings`, select the "
"POS, and activate :guilabel:`Is a Bar/Restaurant`."
msgstr ""
"要启用餐厅和酒吧专用功能,请进入:menuselection:`POS --> 配置 --> 设置`,选择销售点,激活 "
":guilabel:`酒吧/餐厅`。"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:27
msgid ""
"These features are displayed in the :guilabel:`Restaurant & Bar` section."
msgstr "这些功能显示在:guilabel:`餐厅与酒吧`部分。"
#: ../../content/applications/sales/point_of_sale/restaurant.rst-1
msgid "restaurant and bar-specific features"
msgstr "餐厅和酒吧专用功能"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:36
msgid "Take orders"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant.rst:38
msgid ""
"Click a table to access the POS interface and start taking your customer's "
"order. The system automatically associates the orders and the table, "
"allowing you to add more items later and generate a bill specifically for "
"that table's orders."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant.rst:42
msgid ""
"Once you have taken an order, click :guilabel:`Change table` to return to "
"the floor plan view."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant.rst:45
msgid ""
"As soon as you click a table, the number of guests is automatically set to "
"one. If you mistakenly select a table, click :guilabel:`Release table` to "
"free it or :ref:`transfer the customer <floors_tables/transfer>` to another "
"table."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
msgid "Bills"
msgstr "账单"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
msgid ""
"Typical practices in restaurants or bars are to request the bill before "
"proceeding to payment or splitting it based on the items ordered. Odoo POS "
"provides two features to perform these tasks seamlessly: **Bill Printing** "
"and **Bill Splitting**."
msgstr ""
"餐厅或酒吧的通常是在付款前要求开具账单或根据所点项目进行分账。Odoo POS 提供两种功能,可无缝执行这些任务:**打印账单**和**分割账单**。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
msgid ""
"To activate the features, go to :menuselection:`Point of Sale --> "
"Configuration --> Settings`, select the POS, and activate :guilabel:`Early "
"Receipt Printing` and :guilabel:`Allow Bill Splitting` in the "
":guilabel:`Restaurant & Bar` section."
msgstr ""
"要激活这些功能,请访问:menuselection:`销售点-->配置-->设置`,选择销售点,并在:guilabel:`餐厅和酒吧`部分激活:guilabel:`提前打印收据`和:guilabel:`允许分割账单`。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1
msgid ""
"activate the bill printing and bill splitting features in the POS settings"
msgstr "在 POS 设置中激活打印账单和分割账单功能"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21
msgid "Bill printing"
msgstr "账单打印"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23
msgid ""
"From an open session, click :menuselection:`Bill --> Print` at any moment to"
" generate and print a bill."
msgstr "在打开的会话中,随时点击 :menuselection:`账单 --> 打印` 即可生成并打印账单。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27
msgid ""
"The printed bill is **not** final and will be updated to reflect any changes"
" to the order."
msgstr "打印的账单**并非**最终账单,将根据订单的任何变更进行更新。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30
msgid "Bill splitting"
msgstr "账单拆分"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32
msgid ""
"From an open session, click :guilabel:`Split` to select the items to "
"regroup. Once everything is selected, click :guilabel:`Payment` and proceed "
"to checkout for these items. Repeat for each guest."
msgstr ""
"在打开的会话中,单击 :guilabel:`拆分` 选择要重新组合的项目。全部选中后,单击 :guilabel:`支付` "
"并继续为这些项目结账。为每个客人重复此操作。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36
msgid ""
"Once you return to the table, the selected items are no longer on order, as "
"they have been paid for."
msgstr "一旦您返回餐桌,选定的项目将不再处于点菜状态,因为它们已经付款。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38
msgid "The feature is available as soon as at least two items are ordered."
msgstr "只要订购至少两件商品,即可使用该功能。"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41
msgid ":doc:`floors_tables`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3
msgid "Floors and tables"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5
msgid ""
"The **Floor plan view** enables you to manage restaurant floors and table "
"arrangements and monitor table status in real time, including occupancy, "
"reservations, and kitchen orders."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0
msgid "example of a floor plan view with visual keys to understand it."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13
msgid "Table 1: An order has been placed and sent to the kitchen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14
msgid ""
"Table 3: An order of four items has been placed and needs to be sent to the "
"kitchen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15
msgid "Tables 2, 4, and 5: These tables are available."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16
msgid ""
"Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and"
" 8 people."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17
msgid "Table 1: The table of two is full."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18
msgid "Table 3: The table of four is taken by one person."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19
msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25
msgid "From the POS backend"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27
msgid ""
"To create floors and tables from the backend, go to :menuselection:`Point of"
" Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to "
"create a floor. Name it, select the related point(s) of sales, and click "
":guilabel:`Add a line` to create a table. Name the table and assign a number"
" of seats. You can also link it to an appointment resource to make the table"
" bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & "
"New` to confirm."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
msgid "window to create a table in the POS backend"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38
msgid ""
"The POS must be opened and :ref:`edited from the frontend "
"<floors_tables/frontend>` to create a map of your restaurant or bar "
"reflecting your actual floor plan."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42
msgid ""
"Create floors on the spot: :ref:`access your POS settings "
"<configuration/settings>`, type your floor name in the :guilabel:`Floor` "
"field of the :guilabel:`Floors & Tables Map` category, and press *enter*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0
msgid "setting to create floors from the POS settings"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53
msgid "From the POS frontend"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55
msgid ""
"To create floors and tables from the frontend, :ref:`open a POS session "
"<pos/session-start>`, click the hamburger menu icon :guilabel:`≡` in the "
"upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59
msgid ""
"Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-"
"up window."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61
msgid ""
"Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To "
"move it, select it and drag and drop it as desired. You can also modify the "
"attributes of the selected table, such as the number of seats by clicking "
":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color "
"using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To"
" duplicate an existing table, select it and click :guilabel:`COPY`. You can "
"also remove the table by clicking :guilabel:`DELETE`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68
msgid ""
"After making all the necessary modifications, click :guilabel:`CLOSE` to "
"save."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
msgid "the floor plan view in edit mode."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74
msgid "If no table is selected, the modifications are applied to the floor."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77
msgid "Removing a table or a floor cannot be undone."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82
msgid "Table transfer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84
msgid ""
"To move customers from one table to another, select a table and click "
":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor"
" plan view, where you can choose the new table to which you want to transfer"
" the customers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88
msgid ""
"When you transfer customers, all of the orders they have placed and that are"
" linked to the original table are also transferred."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
msgid "Orders printing"
msgstr "订单打印中"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
msgid ""
"Integrating printers in a restaurant or bar's workflow can enhance "
"communication and collaboration between the front-of-house and back-of-house"
" teams, leading to a more streamlined and efficient service."
msgstr "将打印机整合到餐厅或酒吧的工作流程中,可以加强前厅和后厨团队之间的沟通与协作,从而提供更简化、更高效的服务。"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15
msgid "Enable and create printers"
msgstr "启用和创建打印机"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17
msgid ""
"To enable sending orders to a kitchen or bar printer, go to "
":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down "
"to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen "
"Printers`. Type in a name for the printer in the :guilabel:`Printers` field "
"and click :guilabel:`Create and edit...` to open a setup form."
msgstr ""
"要启用向厨房或酒吧打印机发送订单,请进入 :menuselection:`POS --> 配置 --> 设置`,向下滚动到 "
":guilabel:`餐厅和酒吧` 部分,并启用 :guilabel:`厨房打印机`。在 :guilabel:`打印机` 字段中输入打印机名称,然后单击"
" :guilabel:`创建和编辑...`,打开设置表单。"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
msgid ""
"To get a list of all the printers already created or to modify an already "
"created printer, click :guilabel:`--> Printers` and select the desired "
"printer to open the setup form."
msgstr "要获取已创建的所有打印机的列表或修改已创建的打印机,请单击 :guilabel:`--> 打印机` 并选择所需的打印机以打开设置表单。"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
msgid "settings to enable the kitchen printers"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32
msgid "Setup form"
msgstr "设置表单"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
msgid ""
"From the :ref:`setup form <kitchen_printing/enable>`, select the "
":guilabel:`Printer Type` according to your installation:"
msgstr "从 :ref:`设置表单 <kitchen_printing/enable>` 中,根据安装情况选择 :guilabel:`打印机类型`"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
msgid ""
2025-02-22 18:12:33 +07:00
"If your printer is connected to an IoT system, select :guilabel:`Use a "
"printer connected to the IoT Box` and select the device in the "
":guilabel:`IoT Device` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
msgid ""
2025-02-22 18:12:33 +07:00
"If you use an Epson printer that does not require an IoT system, select "
":guilabel:`Use an Epson printer` and enter the printer's IP address in the "
":guilabel:`Epson Printer IP Address` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43
2025-02-22 18:12:33 +07:00
msgid ":doc:`/applications/general/iot/connect`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
msgid ":doc:`/applications/general/iot/devices/printer`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45
msgid ":doc:`../configuration/epos_ssc`"
msgstr ":doc:`../configuration/epos_ssc`"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47
msgid ""
"Set your printer to print specific products based on their POS category. To "
"do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product "
"Categories` field. If you leave this field empty, all products are sent to "
"the printer regardless of their POS category."
msgstr ""
"根据 POS 类别设置打印机打印特定产品。为此,请单击 :guilabel:`打印产品类别` 字段中的 "
":guilabel:`添加行`。如果将此字段留空,则所有产品都会发送到打印机,无论其 POS 类别如何。"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
msgid "setup form to configure a kitchen printer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56
msgid "Print orders"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58
msgid ""
"From an open session, start taking an order and click :guilabel:`Order` to "
"send it to the bar or the kitchen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
msgid "order button from the POS UI to send orders to a kitchen or a bar"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66
msgid ""
"When products can be printed, they appear in green in the cart, and the "
"order button turns green."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
msgid "Tips"
msgstr "提示"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
msgid ""
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
":ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants "
"<../restaurant>`."
msgstr ""
"小费是多个国家/地区的习俗。销售点允许在 :ref:`商店 <pos/sell>`, :doc:`酒吧 <.../restaurant>` 或 "
":doc:`餐厅 <.../restaurant>` 支付小费。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
msgid ""
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
" the page, select the POS in which you wish to allow **tipping**, scroll "
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
" The designated product will be used as a reference on customers' receipts."
msgstr ""
"要在销售点系统中允许支付小费,请在:menuselection:`销售点-->配置-->设置`中激活:guilabel:`小费`功能。在页面顶部,选择您希望允许**小费**的销售点,向下滚动到:guilabel:`付款`部分并选中:guilabel:`小费`。启用后,在相应字段中添加"
" :guilabel:`小费产品` 并保存。指定的产品将用作客户收据上的参考。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "enable tips in a POS"
msgstr "在 POS 中启用小费"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25
msgid "Tip products"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27
msgid ""
"**Tip products** can be created on the spot. To do so, enter a product's "
"name in the :ref:`Tip Product <configuration>` field and click "
":guilabel:`Create` or press **enter**. The product is automatically "
"configured to be used as a tip at the payment screen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31
msgid ""
"However, if you wish to be able to select the tip product in a POS session, "
"you must activate the **Available in POS** setting. To do so, click "
":guilabel:`Create and edit...` to open the product configuration form. Then,"
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
"checkbox, and click :guilabel:`Save & Close`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37
msgid ""
"When you create a product to use as a tip, leave the **product type** as "
":guilabel:`Consumable` to avoid unnecessary inventory movements."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39
msgid ""
"You can only select one tip product per POS, but you can choose a different "
"one for each."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72
msgid "Tip using an Adyen terminal"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44
msgid ""
"If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment "
"terminal and wish to enable **tips** using the terminal, check "
":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip "
"settings <configuration>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79
msgid "Tip after payment"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51
msgid ""
"If you use a POS system in a bar or a restaurant, you can enable "
":guilabel:`Add tip after payment (North America specific)`. Doing so "
"generates a bill to print and complete manually by the customer and the "
"waiter. That bill indicates the tip value the customer chooses to give after"
" the payment."
msgstr ""
"如果您在酒吧或餐馆使用 POS 系统,可以启用 "
":guilabel:`付款后添加小费(北美专用)`。这样做会生成一张账单,由顾客和服务员手动打印和填写。账单会显示顾客选择在付款后支付的小费金额。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56
msgid ""
"To use this feature, the selected payment method must have a bank journal "
"attributed."
msgstr "要使用此功能,所选付款方式必须有银行日记账。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59
msgid "Add tips"
msgstr "添加提示"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61
msgid ""
"To add tips to an order, :ref:`access the payment screen <pos/sell>` and "
"click :guilabel:`♥ Tip`. Then, enter the tipping amount, click "
":guilabel:`Confirm` to validate, and process the payment."
msgstr ""
"要在订单中添加小费,:ref:`进入付款页面 <pos/sell>` 并点击 :guilabel:`♥小费`。然后,输入小费金额,点击 "
":guilabel:`确认` 验证,并处理付款。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "tip popup window"
msgstr "提示弹出窗口"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67
msgid ""
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
"POS interface to add it to the cart. When selected, the product is "
"automatically set as a tip, and its default value equals its **Sales "
"Price**."
msgstr ""
"或者,您也可以在 POS 界面选择 :ref:`提示产品<tip-"
"product>`,将其添加到购物车。选中后,产品会自动设置为小费,其默认值等于**销售价格**。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74
msgid ""
"During checkout, select **Adyen** as the payment terminal, and send the "
"payment request to the device by clicking :guilabel:`Send`. The customers "
"are asked to enter the desired tipping amount on the terminal's screen "
"before proceeding to the payment."
msgstr ""
"结账时,选择 **Adyen** 作为支付终端,点击 "
":guilabel:`发送`将支付请求发送到设备。客户需要在终端屏幕上输入所需的小费金额,然后才能继续付款。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81
msgid ""
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
"Doing so generates a bill to complete by the customer."
msgstr "结账时,选择一种银行卡付款方式,然后点击 :guilabel:`关闭选项卡`。这样就会生成一份账单,由客户填写。"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "tipping bill after payment to complete by customers"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87
msgid ""
"On the following screen, click the percentage (:guilabel:`15%`, "
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
" the following order."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "screen to select a tip amount to collect after payment"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop.rst:5
msgid "Shop features"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
msgid "Barcodes"
msgstr "条形码"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
msgid ""
"Using a barcode scanner to process point-of-sale orders improves your "
"efficiency in providing quicker customer service. Barcode scanners can be "
"used both to scan products or to log employees into a POS session."
msgstr "使用条形码扫描仪处理销售点订单可提高您提供快速客户服务的效率。条形码扫描仪既可用于扫描产品,也可用于将员工登录到 POS 会话中。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
msgid ""
"To use a barcode scanner, you must enable the feature in the Inventory app. "
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
msgstr ""
"要使用条码扫描仪,必须在库存应用程序中启用该功能。进入 :menuselection:`库存 --> 配置 --> 设置`,在 "
":guilabel:`条形码` 部分,勾选 :guilabel:`条形码扫描仪` 并保存。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1
msgid "barcode setting in the Inventory application"
msgstr "在库存应用程序中设置条形码"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
msgid ""
":doc:`Set up a barcode scanner "
"</applications/inventory_and_mrp/barcode/setup/hardware>`"
msgstr ""
":doc:`设置条形码扫描仪</applications/inventory_and_mrp/barcode/setup/hardware>`"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
msgid ""
":doc:`Activate barcode scanners "
"</applications/inventory_and_mrp/barcode/setup/software>`"
msgstr ""
":doc:`激活条形码扫描仪</applications/inventory_and_mrp/barcode/setup/software>`"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
msgid ""
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
" Sale** with products that have a barcode number assigned."
msgstr "在**库存**中启用条形码功能后,您就可以在**销售点**中对已分配条形码编号的产品使用条形码功能。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
msgid "Assign barcodes"
msgstr "分配条形码"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
msgid "To your products"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
msgid ""
"To use this feature in POS, your products must have barcodes assigned. To do"
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
"in the :guilabel:`General Information` tab."
msgstr ""
"要在 POS 中使用此功能,您的产品必须指定条形码。为此,请转到 :menuselection:`POS --> 产品 --> 产品` "
"并打开**产品表单**。在 :guilabel:`一般信息` 标签的 :guilabel:`条形码` 字段中添加条形码编号。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
msgid "To your employees"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
msgid ""
"To add an identification number to an employee, go to the **Employees** app "
"and open an **employee form**. Choose an identification number for your "
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
"Settings` tab."
msgstr ""
"要为员工添加识别码,请进入**员工**应用程序并打开**员工表单**。为员工选择一个识别码,并在:guilabel:`人力资源设置`选项卡中填写:guilabel:`PIN"
" 码`字段。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
msgid "Use barcodes"
msgstr "使用条形码"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
msgid "Scan products"
msgstr "扫描产品"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
msgid ""
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
"to the cart. To change the quantity, scan a product as many times as needed,"
" or click :guilabel:`Qty` and enter the number of products using the keypad."
msgstr ""
"使用条形码扫描仪扫描产品的条形码。这样做可将其直接添加到购物车中。要更改数量,请根据需要多次扫描产品,或单击 :guilabel:`数量` "
"并使用键盘输入产品数量。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
msgid ""
"You can also enter the barcode number manually in the search bar to look for"
" the product. Then, click it to add it to the cart."
msgstr "您也可以在搜索栏中手动输入条形码编号来查找产品。然后,点击它将其添加到购物车。"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
msgid "Log employees"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60
msgid ""
"You can also use a barcode scanner to log your employees. To do so, "
":ref:`restrict access <employee_login/configuration>` to the POS and "
":ref:`use barcodes to log your employees in <employee_login/badge>` your "
"POS."
msgstr ""
"您也可以使用条形码扫描仪记录员工信息。要执行此操作,:ref:`限制对 POS 的 <employee_login/configuration>` "
"访问,并 :ref:` 使用条形码在 <employee_login/badge>` POS 中记录员工信息。"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5
msgid ""
"The **customer display** feature provides customers with real-time checkout "
"updates on a secondary display."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
msgid "customer screen"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14
msgid ""
"Depending on your POS setup, the feature can be displayed :ref:`locally on a"
" secondary screen <customer_display/local>` or on :ref:`another monitor "
"connected to an IoT Box <customer_display/iot>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18
msgid ""
"To activate the feature, go to the POS settings, scroll down to the "
":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer "
"Display` checkbox."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
msgid "customer display setting checkbox"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27
msgid "Local"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29
msgid ""
"Connect a second screen to your POS and :ref:`open a POS session "
"<pos/session-start>`. Then, click :guilabel:`Customer Screen` to open a new "
"window to drag and drop onto the second screen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35
2025-02-22 18:12:33 +07:00
msgid "IoT system"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37
msgid ""
"Connect an IoT box to your database and the second screen to the IoT box. "
"Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, "
"scroll down to the :guilabel:`Connected Devices` section, tick the "
":guilabel:`IoT Box` checkbox, and select the second monitor in the "
":guilabel:`Customer Display` field."
msgstr ""
"将一个物联网盒子连接到数据库,将第二个屏幕连接到物联网盒子。然后,进入 :menuselection:`销售点 --> 配置 --> 设置`,向下滚动到"
" :guilabel:`已连接设备` 部分,勾选 :guilabel:`物联网盒子` 复选框,并在 :guilabel:`客户显示屏` "
"字段中选择第二个显示器。"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
msgid "iot setting to connect a customer display"
msgstr "连接至顾客显示屏的物联网设定"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:46
msgid "Both devices need to be connected to the same local network."
msgstr "两台设备需要连接到同一个本地网络。"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49
2025-02-22 18:12:33 +07:00
msgid ":doc:`../configuration/pos_iot`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
msgid "Sales orders"
msgstr "销售订单"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
msgid ""
"When working in retail, you might need to order products directly from your "
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
" Sales, meaning that you can create a sales order and pay for it directly "
"from your point of sale."
msgstr "在零售业工作中您可能需要直接从销售点订购产品。Odoo销售点与Odoo销售完全集成您可以创建销售订单并直接在销售点付款。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
msgid "Select a sales order"
msgstr "选择销售订单"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
msgid ""
"From the **Point of Sale** application, open a new session. Then, click on "
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
"sales orders created on the sales application."
msgstr "在**销售点**应用程序打开新会话。然后单击guilabel`报价/订单`,获取在销售应用程序中创建的报价和销售订单的完整列表。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
msgid "Quotations and sales order button on the Point of Sale interface"
msgstr "销售点界面中的报价和销售订单按钮"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
msgid ""
"To ease finding the right sales order, you can filter that list on the "
"**customer** or on the **order reference**. You can also set the customer "
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
"particular customer."
msgstr ""
"为了方便查找正确的销售订单,您可以根据**客户**或**订单参考**筛选列表或在单击guilabel`报价/订单`之前设置客户,以便将列表缩小为只包含特定客户。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
msgid "Apply a down payment or settle the order"
msgstr "申请首付款或结算订单"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
msgid "From the list of sales order, select one to make a payment."
msgstr "选择销售订单列表中的一项进行付款。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
msgid "list view of sales orders and quotations"
msgstr "销售订单和报价列表视图"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
msgid "You can either:"
msgstr "你可以选择:"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
msgid ""
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
"payment`, enter the percentage of down payment you want the customer to pay."
" Then, click on :guilabel:`ok` and proceed with the order."
msgstr ""
"结算**部分**订单单击guilabel`申请首付款`后输入您希望客户支付的首付款百分比。然后单击guilabel`确定`,继续订单。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
msgid ""
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
"pay for the total of the sales order."
msgstr "结算**全部**订单单击guilabel`结算订单`,以支付销售订单总额。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
msgid ""
"Once you settle a sales order, the applied down payment is automatically "
"deducted from the total amount."
msgstr "结算销售订单后,首付款自动从总额扣除。"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
msgstr ":doc`/applications/sales/sales/invoicing/down_payment`"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
msgid "Serial numbers and lots"
msgstr "序列号和批次"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
msgid ""
"Working with **serial numbers** and **lots** allows tracking your products' "
"movements. When products are tracked, the system identifies their location "
"based on their last movement."
msgstr "您可以使用**序列号**和**批次**追踪产品移动。追踪产品时,系统会根据产品的上次移动确定其位置。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
msgid ""
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
" Products`. Then, select a product and check the :guilabel:`Tracking By "
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
":guilabel:`Inventory` tab."
msgstr ""
"启用追溯,跳转至:菜单选择:`销售点-->产品-->产品`。然后选择产品并选中guilabel`库存'选项卡中的guillabel`按唯一序列号跟踪`或guilab"
" el:`按批次跟踪`框。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
msgid "Enable traceability settings"
msgstr "启用追溯设置"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
msgid "Serial numbers and lots importation"
msgstr "序列号和批次导入"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
msgid ""
"You can import serial numbers in Point of Sale. To do so, select a **sales "
"order** or a **quotation** containing tracked products. Then, agree to load "
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
msgstr ""
"您可以在销售点导入序列号。选择**销售订单**或包含追踪产品的**报价**。然后同意加载链接至abbr`销售订单`的**批次或序列号**。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
msgid "Pop-up window for serial number import"
msgstr "序列号导入弹窗"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
msgid ""
"The imported tracking numbers appear below the tracked products. You can "
"modify them by clicking on the list-view button next to the products."
msgstr "导入的追踪号显示在追踪产品下方。您可以单击产品旁边的列表视图按钮修改追踪号。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
msgid ":doc:`../shop/sales_order`"
msgstr ":doc`../shop/sales_order`"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
msgid "Serial numbers and lots creation"
msgstr "序列号和批次创建"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
msgid ""
"If a tracked product is available in your POS, adding the product to the "
"cart opens a pop-up window where you can type or scan the product's serial "
"or lot numbers. To add more than one of the same tracked products, click on "
"**enter** to validate and start a new line."
msgstr ""
"如果您的销售点中有追踪产品,将产品添加至购物车时,将弹出窗口,您可以在弹窗中输入或扫描产品的序列号或批号。添加多个相同追踪产品,单击**输入**,以验证并开始新的一行。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
msgid "adding new serial and lots numbers"
msgstr "添加序列号和批号"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
msgid ""
"Changing a tracked product's quantity using the numpad turns the list-view "
"button red. Click on it to add the missing lot and serial numbers."
msgstr "使用numpad修改追踪产品的数量后列表视图按钮变为红色。单击按钮可添加丢失的批号和序列号。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
msgid ""
":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
"products but not mandatory. Meaning that not attributing some or any does "
"**not** prevent from completing the sale."
msgstr "guilabel`批号和序列号`是guillabel`要求`,但并非是强制性的。这意味着,不归属于某一或任何批次并不妨碍完成销售。"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
msgid ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
msgstr ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
msgid ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
msgstr ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3
msgid "Ship later"
msgstr "稍后发货"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5
msgid ""
"The **Ship Later** feature allows you to sell products and schedule delivery"
" at a later date. It is useful, for example, when a product is out of stock "
"or so voluminous that it requires to be shipped, or if, for any reason, the "
"customer needs their order to be shipped later, etc."
msgstr ""
"**稍后发货** 功能让你可先销售产品,然后安排稍后出货。 "
"举例,若产品缺货、数量过多而引致需要有货运安排,或因任何原因导致客户需要稍后才送货,此功能便很有用。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12
msgid ""
":ref:`Go to the POS settings <configuration/settings>`, scroll down to the "
":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`."
msgstr ""
":ref:`进入 POS 设置 <configuration/settings>`,向下滚动到 :guilabel:`库存` 部分,并启用 "
":guilabel:`允许稍后发货`。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
msgid "settings to enable and configure the ship later feature"
msgstr "启用及配置稍后发货功能的设定"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19
msgid "Once activated, you can:"
msgstr "启动功能后,您可以:"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21
msgid ""
"Choose the location from where the products are shipped by selecting a "
":guilabel:`Warehouse`."
msgstr "选择 :guilabel:`仓库` 发送产品的地点。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22
msgid ""
"Define a :guilabel:`Specific route`, or leave this field empty to use the "
"default route."
msgstr "定义 :guilabel:`特别路线`,或留空此字段以使用默认路径。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23
msgid ""
"Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as "
"possible` if the products can be delivered separately or :guilabel:`When all"
" products are ready` to ship all the products at once."
msgstr ""
"定义 :guilabel:`运送政策`:如果产品可以分开发货,请选择 "
":guilabel:`尽快`。如果要一次性发货,请选择:guilabel:`当所有产品准备就绪时`。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28
msgid ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29
msgid ""
":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34
msgid ":ref:`Open a session <pos/session-start>` and make a sale."
msgstr ":ref:`打开会话 <pos/session-start>` 并进行销售。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35
msgid ""
"On the payment screen, set a customer and select :guilabel:`Ship Later`."
msgstr "在付款页面,设置客户并选择 :guilabel:`稍后发货`。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36
msgid ""
"On the popup window, set a shipping date and click :guilabel:`Confirm` to "
"proceed to payment."
msgstr "在弹出窗口中,设置发货日期,然后点击 :guilabel:`确认` 以继续付款。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
msgid "selecting ship later at checkout."
msgstr "结账时选择稍后发货。"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42
msgid ""
"The system instantly creates a delivery order from the warehouse to the "
"shipping address."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45
msgid ""
"The selected customer must have referenced an address in the system for "
"products to be shipped."
msgstr ""
#: ../../content/applications/sales/rental.rst:3
msgid "Rental"
msgstr "出租"
#: ../../content/applications/sales/rental.rst:5
msgid ""
"The Odoo *Rental* application provides comprehensive solutions to configure "
"and manage rentals."
msgstr ""
#: ../../content/applications/sales/rental.rst:7
msgid ""
"Send quotations, confirm orders, schedule rentals, register products when "
"they are picked up and returned, and invoice customers from this single "
"platform."
msgstr "在此单一平台上发送报价单、确认订单、安排租赁、在取货和退货时登记产品,并向客户开具发票。"
#: ../../content/applications/sales/rental.rst:11
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
msgstr "`Odoo 租赁:产品页面<https://www.odoo.com/app/rental>`_"
#: ../../content/applications/sales/rental.rst:12
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
msgstr "`Odoo 教程:租赁<https://www.odoo.com/slides/rental-48>`_"
#: ../../content/applications/sales/rental.rst:17
msgid "Dashboard"
msgstr "仪表板"
#: ../../content/applications/sales/rental.rst:19
msgid ""
"Upon opening the *Rental* application, the :guilabel:`Rental Orders` "
"dashboard is revealed."
msgstr "打开 *租赁* 应用程序后,将显示 :guilabel:`租赁订单` 面板。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"Example of the Rental Orders dashboard available in the Odoo Rental "
"application."
msgstr "Odoo 租赁应用程序中的租赁订单仪表板示例。"
#: ../../content/applications/sales/rental.rst:25
msgid ""
"In the default kanban view, all rentals are visible. Each rental card "
"displays the customer name, the price of the rental, the related sales order"
" number, along with the status of the rental."
msgstr "在默认看板视图中,所有租赁都是可见的。每张租赁卡都会显示客户名称、租赁价格、相关销售订单号以及租赁状态。"
#: ../../content/applications/sales/rental.rst:29
msgid ""
"Rental kanban cards that do **not** display a rental status means those "
"rentals have confirmed quotations, but have not been picked up yet."
msgstr "*不显示*租赁状态的租赁看板卡意味着这些租赁已确认报价,但尚未被提取。"
#: ../../content/applications/sales/rental.rst:32
msgid ""
"On the left sidebar, the :guilabel:`Rental Status` for each rental can be "
"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is "
"accessible. Clicking any option in the left sidebar filters the displayed "
"rentals on the dashboard."
msgstr ""
"在左侧边栏,可以找到每个租约的 :guilabel:`租赁状况`。在其下方,可以查看租金的 "
":guilabel:`发票状态`。单击左侧边栏中的任何选项都可以筛选仪表板上显示的租赁信息。"
#: ../../content/applications/sales/rental.rst:37
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17
msgid "Settings"
msgstr "设置"
#: ../../content/applications/sales/rental.rst:39
msgid ""
"To configure additional rental delay costs, availability of rental items, or"
" minimum time of rental, navigate to :menuselection:`Rental app --> "
"Configuration --> Settings`."
msgstr ""
"要配置额外的租赁延迟成本、租赁项目的可用性或最短租赁时间,请导航至 :menuselection:`租赁应用程序 --> 配置 --> 设置`。"
#: ../../content/applications/sales/rental.rst-1
#: ../../content/applications/sales/rental.rst-1
msgid "How the Settings page appears in the Odoo Rental application."
msgstr "设置页面在 Odoo租赁应用程序中的显示方式。"
#: ../../content/applications/sales/rental.rst:46
msgid ""
"In the :guilabel:`Rental` section, there are options to configure "
":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There "
"is also the option to activate :guilabel:`Rental Transfers` and "
":guilabel:`Digital Documents`."
msgstr ""
"在 :guilabel:`租赁` 部分,有配置 :guilabel:`默认延迟成本` 和 :guilabel:`默认填充时间` 的选项。还可以选择激活 "
":guilabel:`租赁转移` 和:guilabel:`数字文档`。"
#: ../../content/applications/sales/rental.rst:50
msgid ":guilabel:`Default Delay Costs` are additional costs for late returns."
msgstr ":guilabel:`默认延迟成本`是逾期退货的额外费用。"
#: ../../content/applications/sales/rental.rst:51
msgid ""
":guilabel:`Default Padding Time` represents the minimum amount of time "
"between two rentals."
msgstr ":guilabel:`默认填充时间` 表示两次租用之间的最短间隔时间。"
#: ../../content/applications/sales/rental.rst:52
msgid ""
":guilabel:`Rental Transfers` means stock deliveries and receipts can be used"
" for rental orders."
msgstr ":guilabel:`租赁转移` 表示库存交货和收据可用于租赁订单。"
#: ../../content/applications/sales/rental.rst:54
msgid ""
":guilabel:`Digital Documents` allows users to upload documents for customers"
" to sign prior to"
msgstr ":guilabel:`数字文档`允许用户"
#: ../../content/applications/sales/rental.rst:54
msgid "confirming their rental."
msgstr "在确认租赁之前上传以供客户签署。"
#: ../../content/applications/sales/rental.rst:56
msgid ""
"In the :guilabel:`Rent Online` section, there are options to configure a "
":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability "
"days`, or days during which pickup and return are not possible."
msgstr ""
"在:guilabel:`在线租赁'部分,有配置:guilabel:`最短租赁期限'和指定:guilabel:`不可用日'的选项,或无法取出和归还的日期。"
#: ../../content/applications/sales/rental.rst:61
msgid "Rental products"
msgstr "租赁产品"
#: ../../content/applications/sales/rental.rst:63
msgid ""
"To view all products that can rented in the database, navigate to "
":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be"
" Rented` search filter appears in the search bar."
msgstr ""
"要查看数据库中所有可出租的产品,请导航至 :menuselection:`租赁应用程序 --> 产品`。默认情况下,搜索栏中会出现 "
":guilabel:`可以租赁` 搜索筛选器。"
#: ../../content/applications/sales/rental.rst:66
msgid ""
"Each product kanban card displays that product's name, rental price, and "
"product image (if applicable)."
msgstr "每个产品看板卡都会显示该产品的名称、租赁价格和产品图片(如适用)。"
#: ../../content/applications/sales/rental.rst:70
msgid "Rental pricing"
msgstr "租赁价格"
#: ../../content/applications/sales/rental.rst:72
msgid ""
"To adjust the rental pricing on a product, go to the :guilabel:`Products` "
"page in the *Rental* app, then select the desired product or click "
":guilabel:`New` to create a new product from scratch."
msgstr ""
"要调整产品的租赁定价,请访问 *租赁* 应用程序中的 :guilabel:`产品` 页面,然后选择所需的产品,或点击 :guilabel:`新建` "
"从头开始创建新产品。"
#: ../../content/applications/sales/rental.rst:75
msgid ""
"On the product form, ensure the :guilabel:`Can be Rented` checkbox is "
"ticked. Then, open the :guilabel:`Rental prices` tab."
msgstr "在产品表单中,确保选中 :guilabel:`可以租赁` 复选框。然后,打开 :guilabel:`租赁价格` 选项卡。"
#: ../../content/applications/sales/rental.rst:83
msgid ""
"If creating a rental product outside of the *Rental* app, just ensure the "
":guilabel:`Can be Rented` checkbox is ticked on the product form. By "
"default, this checkbox is ticked whenever a product is created directly in "
"the *Rental* application."
msgstr ""
"如果在*租赁*应用程序之外创建租赁产品,只需确保在产品表单上勾选 :guilabel:`可以租赁` 复选框即可。默认情况下,直接在 *租赁* "
"应用程序中创建产品时,该复选框会被勾选。"
#: ../../content/applications/sales/rental.rst:90
msgid ""
"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, "
"designate custom rental prices and rental periods for the product."
msgstr "在 :guilabel:`租赁价格` 标签的 :guilabel:`定价` 部分,指定产品的自定义租赁价格和租赁期。"
#: ../../content/applications/sales/rental.rst:93
msgid ""
"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a "
"*pricing period* (:dfn:`the unit of duration of the rental`) in the "
":guilabel:`Period` column, or create a new pricing period by typing in the "
"name and clicking :guilabel:`Create`."
msgstr ""
"要为租赁添加定价,请单击 "
":guilabel:`添加价格`。然后,在:guilabel:`期间`栏中选择一个*定价期*:dfn:`租期单位`),或输入名称并点击:guilabel:`创建`,以创建一个新的定价期。"
#: ../../content/applications/sales/rental.rst:97
msgid ""
"Next, decide whether or not to apply this custom rental price to a specific "
":guilabel:`Pricelist`."
msgstr "接下来,决定是否将此自定义租金价格应用到特定的 :guilabel:`价目表` 中。"
#: ../../content/applications/sales/rental.rst:99
msgid ""
"Lastly, enter the desired :guilabel:`Price` for that specific "
":guilabel:`Period`."
msgstr "最后,为特定的 :guilabel:`时期` 输入所需的 :guilabel:`价格`。"
#: ../../content/applications/sales/rental.rst:102
msgid ""
"There is no limit to how many pricing lines can be added. Multiple pricing "
"options for rental products are typically used to give discounts for "
"customers who agree to longer rental durations."
msgstr "可添加的定价行数不受限制。租赁产品的多种定价选项通常用于为同意延长租赁期限的客户提供折扣。"
#: ../../content/applications/sales/rental.rst:105
msgid ""
"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, "
"and that row is deleted."
msgstr "要删除任何租赁定价选项,点击 :guilabel:`️🗑️(垃圾桶)` 图标,该行就会被删除。"
#: ../../content/applications/sales/rental.rst:109
msgid "Reservations"
msgstr "预留"
#: ../../content/applications/sales/rental.rst:111
msgid ""
"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` "
"tab, there is the option to configure additional fines for any "
":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to "
"return a rental."
msgstr ""
"在:guilabel:`租赁价格`选项卡的:guilabel:`预订`部分,有一个选项可配置客户退租时的:guilabel:`额外小时`或:guilabel:`额外天数`的超时罚款。"
#: ../../content/applications/sales/rental.rst:115
msgid ""
"There is also the option to set a :guilabel:`Security Time`, expressed in "
"hours, to make the rental product temporarily unavailable between two rental"
" orders. Such a feature may prove useful if maintenance or cleaning is "
"required between rentals."
msgstr ""
"还可以设置以小时为单位的 :guilabel:`安全时间` "
"选项,使租赁产品在两次租赁订单之间暂时不可用。如果需要在两次租赁之间进行维护或清洁,这一功能可能会很有用。"
#: ../../content/applications/sales/rental.rst:120
msgid "Price computing"
msgstr "价格计算"
#: ../../content/applications/sales/rental.rst:122
msgid ""
"Odoo always uses two rules to compute the price of a product when a rental "
"order is created:"
msgstr "在创建租赁订单时Odoo 总是使用两种规则来计算产品价格:"
#: ../../content/applications/sales/rental.rst:124
msgid "Only one price line is used."
msgstr "仅使用一个价格行。"
#: ../../content/applications/sales/rental.rst:125
msgid "The cheapest line is selected."
msgstr "选择最便宜的线路。"
#: ../../content/applications/sales/rental.rst:128
msgid "Consider the following rental pricing configuration for a product:"
msgstr "考虑产品的以下租赁定价配置:"
#: ../../content/applications/sales/rental.rst:130
msgid "1 day: $100"
msgstr "1 天: $100"
#: ../../content/applications/sales/rental.rst:131
msgid "3 days: $250"
msgstr "3 天: $250"
#: ../../content/applications/sales/rental.rst:132
msgid "1 week: $500"
msgstr "1 周: $500"
#: ../../content/applications/sales/rental.rst:134
msgid ""
"A customer wants to rent this product for eight days. What price will they "
"pay?"
msgstr "一位客户想租用该产品八天。他们将支出什么价格?"
#: ../../content/applications/sales/rental.rst:136
msgid ""
"After an order is created, Odoo selects the second line as this is the "
"cheapest option. The customer has to pay three times '3 days' to cover the "
"rental's eight days, for a total of $750."
msgstr "创建订单后Odoo选择第二行因为这是最便宜的选项。客户必须支付三次“3天”的费用来支付租金的8天总计750美元。"
#: ../../content/applications/sales/rental.rst:142
msgid "Rental orders"
msgstr "租赁订单"
#: ../../content/applications/sales/rental.rst:144
msgid ""
"To create a rental order in the *Rental* app, navigate to "
":menuselection:`Rental app --> Orders --> Orders`, and click "
":guilabel:`New`. Doing so reveals a blank rental order form to be filled in "
"accordingly."
msgstr ""
"要在 *租赁* 应用程序中创建租赁订单,请导航至 :menuselection:`租赁应用程序 --> 订单 --> 订单`,然后点击 "
":guilabel:`新建`。这样就会出现一个空白的租赁订单表格,可据此填写。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"Sample of a filled out rental order available in the Odoo Rental "
"application."
msgstr "Odoo 租赁应用程序中提供的已填写租赁订单示例。"
#: ../../content/applications/sales/rental.rst:152
msgid ""
"Start by adding a :guilabel:`Customer`, then configure the desired duration "
"of the rental in the :guilabel:`Rental period` field."
msgstr "首先添加一个 :guilabel:`客户` 字段,然后在 :guilabel:`租赁期` 字段中配置所需的租赁期限。"
#: ../../content/applications/sales/rental.rst:155
msgid ""
"To adjust the rental duration, click the first date in the :guilabel:`Rental"
" period` field, and select the range of dates to represent the rental "
"duration from the pop-up calendar form that appears."
msgstr "要调整租期,请单击 :guilabel:`租赁期` 字段中的第一个日期,然后从弹出的日历表中选择代表租期的日期范围。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"Sample of a rental period calendar pop-up window in the Odoo Rental "
"application."
msgstr "Odoo 租赁应用程序中的租赁期日历弹出窗口示例。"
#: ../../content/applications/sales/rental.rst:163
msgid ""
"Once complete, click :guilabel:`Apply` in the calendar pop-up form. "
"Following that, the pop-up form disappears, and the designated time period "
"of the rental is represented in the :guilabel:`Duration` field."
msgstr ""
"完成后,在弹出的日历表单中点击 :guilabel:`应用`。随后,弹出窗口消失,租赁的指定时间段将显示在 :guilabel:`时长` 字段中。"
#: ../../content/applications/sales/rental.rst:167
msgid ""
"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking "
":guilabel:`Add a product`, and selecting the desired rental product to add "
"to the form."
msgstr "然后,在 :guilabel:`订单行` 标签中点击 :guilabel:`添加产品`,选择要添加到表单中的租赁产品。"
#: ../../content/applications/sales/rental.rst:171
msgid ""
"If a rental product is added *before* the :guilabel:`Rental period` field "
"has been properly configured, the user can *still* adjust the "
":guilabel:`Rental period` field accordingly."
msgstr "如果在正确配置 :guilabel:`租赁期限`字段*之前*添加了租赁产品,用户*仍可*调整 :guilabel:`租赁期限` 字段。"
#: ../../content/applications/sales/rental.rst:174
msgid ""
"Simply select the desired range of dates to represent the duration of the "
"rental, then click :guilabel:`Update Rental Prices` in the "
":guilabel:`Duration` field."
msgstr "只需选择所需的日期范围来表示租用期限,然后在 :guilabel:`时长` 字段中点击:guilabel:`更新租赁价格`。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The update rental prices option that appears in the Odoo Rental application."
msgstr "在 Odoo 租赁应用程序中出现的更新租赁价格选项。"
#: ../../content/applications/sales/rental.rst:181
msgid ""
"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is "
"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price "
"accordingly."
msgstr ""
"这样会弹出一个 :guilabel:`确认` 窗口。如果一切无误,请单击 :guilabel:`确认`Odoo 会相应地重新计算租赁价格。"
#: ../../content/applications/sales/rental.rst:184
msgid ""
"Once all the information has been entered correctly on the rental order "
"form, click the :guilabel:`Send by Email` button to send the quotation to "
"the customer, or click the :guilabel:`Confirm` button to confirm the order."
msgstr ""
"在租赁订单表上正确输入所有信息后,单击 :guilabel:`通过电子邮件发送` 按钮将报价单发送给客户,或单击 :guilabel:`确认` "
"按钮确认订单。"
#: ../../content/applications/sales/rental.rst:189
msgid "Customer signature"
msgstr "客户签名"
#: ../../content/applications/sales/rental.rst:191
msgid ""
"Upon confirming a rental order, the :guilabel:`Sign Documents` button "
"appears. This gives the ability to request the customer sign a rental "
"agreement, outlining the arrangement between the company and customer, "
"*before* they pick up the rental product(s)."
msgstr ""
"确认租赁订单后,会出现 :guilabel:`签署文档` 按钮。这样就可以要求客户在领取租赁产品*之前*签署一份租赁协议,概述公司与客户之间的安排。"
#: ../../content/applications/sales/rental.rst:195
msgid ""
"Such documents can ensure everything is returned on-time and in its original"
" condition."
msgstr "这些文件可以确保所有物品按时、原样归还。"
#: ../../content/applications/sales/rental.rst:198
msgid ""
"The :guilabel:`Sign Documents` button/option **only** appears if the "
":guilabel:`Digital Documents` feature has been activated in the *Rental* "
"application settings. To do so, navigate to :menuselection:`Rental app --> "
"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and "
"click :guilabel:`Save`."
msgstr ""
"只有当 :guilabel:`数字文档` 功能已在 *租赁* 应用程序设置中激活时,才会出现 :guilabel:`签署文件` "
"按钮/选项。为此,请导航至 :menuselection:`租赁应用程序 --> 配置 --> 设置`,激活 :guilabel:` "
"数字文档`,然后点击 :guilabel:`保存`。"
#: ../../content/applications/sales/rental.rst:204
msgid ""
"This feature also requires the :doc:`Sign <../productivity/sign>` app. If "
"necessary, Odoo automatically installs it after activating the "
":guilabel:`Digital Documents` setting."
msgstr ""
#: ../../content/applications/sales/rental.rst:207
msgid ""
"To request a customer signature on a rental agreement, select a confirmed "
"rental order, and click the :guilabel:`Sign Documents` button to reveal a "
":guilabel:`Sign Documents` pop-up window."
msgstr ""
"如要求客户在租赁协议上签名,请选择已确认的租赁订单,然后单击 :guilabel:`签署文件` 按钮,弹出:guilabel:`签署文件` 窗口。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The Sign Documents pop-up window that appears in the Odoo Rental "
"application."
msgstr "在 Odoo 租赁应用程序中弹出的签署文件弹窗。"
#: ../../content/applications/sales/rental.rst:214
msgid ""
"From here, select the desired document from the :guilabel:`Document "
"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a "
":guilabel:`New Signature Request` pop-up window."
msgstr ""
"在此,从 :guilabel:`文件模板` 字段中选择所需的文档。然后,点击 :guilabel:`签署文件`。这样会弹出一个 "
":guilabel:`新签名请求` 窗口。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The New Signature Request pop-up window that appears in the Odoo Rental "
"application."
msgstr ""
#: ../../content/applications/sales/rental.rst:221
msgid ""
"Upon confirming the information in the :guilabel:`New Signature Request` "
"pop-up form, click :guilabel:`Sign Now` to initiate the signing process."
msgstr ""
#: ../../content/applications/sales/rental.rst:224
msgid ""
"A separate page is then revealed, showcasing the document to be signed, "
"which is accessible to the customer via the customer portal."
msgstr ""
#: ../../content/applications/sales/rental.rst:227
msgid ""
"Odoo guides the customer through the signing process with clear, clickable "
"indicators, and allows them to create electronic signatures to quickly "
"complete the form."
msgstr ""
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The adopt your signature pop-up window that appears in the Odoo Rental "
"application."
msgstr ""
#: ../../content/applications/sales/rental.rst:234
msgid ""
"Once the document has been signed and completed, click the "
":guilabel:`Validate & Send Completed Document` button at the bottom of the "
"document."
msgstr ""
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The validate and send completed document button in the Odoo Rental "
"application."
msgstr ""
#: ../../content/applications/sales/rental.rst:241
msgid ""
"Upon clicking the :guilabel:`Validate & Send Completed Document` button, "
"Odoo presents the option to download the signed document for record-keeping "
"purposes, if necessary."
msgstr "点击 :guilabel:`验证和发送已完成的文件` 按钮后Odoo 将提供下载已签署文件的选项,以便在必要时保存记录。"
#: ../../content/applications/sales/rental.rst:245
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
msgstr "`Odoo 教程: 签署 <https://www.odoo.com/slides/sign-61>`_"
#: ../../content/applications/sales/rental.rst:250
msgid "Pickup products"
msgstr "提货"
#: ../../content/applications/sales/rental.rst:252
msgid ""
"When a customer picks up the product(s), navigate to the appropriate rental "
"order, click the :guilabel:`Pickup` button, and then click "
":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that "
"appears."
msgstr ""
"当客户提取产品时,请导航至相应的租赁订单,单击 :guilabel:`提取` 按钮,然后在出现的 :guilabel:`验证提货` 弹出窗体中单击 "
":guilabel:`验证`。"
#: ../../content/applications/sales/rental.rst:256
msgid ""
"Doing so places a :guilabel:`Picked-up` status banner on the rental order."
msgstr ""
#: ../../content/applications/sales/rental.rst:259
msgid "Return products"
msgstr ""
#: ../../content/applications/sales/rental.rst:261
msgid ""
"When a customer returns the product(s), navigate to the appropriate rental "
"order, click the :guilabel:`Return` button, and validate the return by "
"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up "
"form that appears."
msgstr ""
"当客户退回产品时,请导航至相应的租赁订单,单击 :guilabel:`退回` 按钮,并在弹出的 :guilabel:`验证` 表单中单击 "
":guilabel:`验证` 来验证退回。"
#: ../../content/applications/sales/rental.rst:265
msgid ""
"Doing so places a :guilabel:`Returned` status banner on the rental order."
msgstr "这样做会在租赁订单上显示 :guilabel:`已退回` 状态条幅。"
#: ../../content/applications/sales/rental.rst:268
msgid "Print pickup and return receipts"
msgstr ""
#: ../../content/applications/sales/rental.rst:270
msgid ""
"Pickup and return receipts can be printed for customers when they pick up "
"and/or return rental products."
msgstr ""
#: ../../content/applications/sales/rental.rst:273
msgid ""
"To print pickup and/or return receipts, navigate to the appropriate rental "
"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu."
msgstr "要打印取货和/或退货收据,请导航到相应的租赁订单,单击 :guilabel:`⚙️(齿轮)` 图标以显示下拉菜单。"
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The pickup and return receipt print option in the Odoo Rental application."
msgstr "Odoo 租赁应用程序中的取货和退货收据打印选项。"
#: ../../content/applications/sales/rental.rst:280
msgid ""
"From this drop-down menu, hover over the :guilabel:`Print` option to reveal "
"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`."
msgstr "在下拉菜单中,将鼠标悬停在 :guilabel:`打印` 选项上,显示一个子菜单。然后选择 :guilabel:`取货和退货收据`。"
#: ../../content/applications/sales/rental.rst:283
msgid ""
"Odoo generates and downloads a PDF, detailing all information about the "
"current status of the rented item(s)."
msgstr "Odoo 会生成并下载一份 PDF 文件,详细说明租用物品当前状态的所有信息。"
#: ../../content/applications/sales/sales.rst:10
msgid ""
"**Odoo Sales** is the application to run your sales process (from quotation "
"to sales order) and deliver and invoice what has been sold."
msgstr "**Odoo 销售 **一个应用程序,用于运行您的销售流程(从报价单到销售订单),并交付和开具已售出的开票。"
#: ../../content/applications/sales/sales.rst:14
msgid ""
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
msgstr "`Odoo 教程: 销售教程 <https://www.odoo.com/slides/sales-17>`_"
#: ../../content/applications/sales/sales/amazon_connector.rst:5
msgid "Amazon Connector"
msgstr "亚马逊连接器"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
msgid "Amazon Connector features"
msgstr "亚马逊连接器特点"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
msgid ""
"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which "
"considerably reduces the amount of time spent manually entering Amazon "
"orders (from the Amazon Seller account) into Odoo. It also allows users to "
"accurately keep track of Amazon sales in Odoo."
msgstr ""
"*亚马逊连接器*可在亚马逊和 Odoo 之间同步订单,从而大大减少了将亚马逊订单(来自亚马逊卖家账户)手动输入 Odoo 的时间。它还允许用户在 "
"Odoo 中准确追踪亚马逊的销售情况。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
msgid "Supported features"
msgstr "支持的功能"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
msgid "The Amazon Connector is able to:"
msgstr "亚马逊连接器能够:"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
msgid ""
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and "
"their order items, which include:"
msgstr "同步(亚马逊到 Odoo所有已确认订单包括 FBA 和 FBM及其订单项目其中包括"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
msgid "product name, description, and quantity"
msgstr "产品名称、描述和数量"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
msgid "shipping costs for the product"
msgstr "产品的运输成本"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
msgid "gift wrapping charges"
msgstr "礼品包装费"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
msgid ""
"Create any missing partner related to an order in Odoo (contact types "
"supported: contact and delivery address)."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:24
msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
msgid ""
"Synchronize (Odoo to Amazon) all available quantities of your products "
"(FBM)."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:28
msgid "Support multiple seller accounts."
msgstr "支持多个卖方帐户。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:30
msgid "Support multiple marketplaces per seller account."
msgstr "每个卖方帐户支持多个市场。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:32
msgid ""
"The following table lists capabilities provided by Odoo when using the "
"Amazon Connector:"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
msgid "Fulfilled By Amazon (FBA)"
msgstr "由亚马逊履行(FBA)"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
msgid "Fulfilled By Merchant (FBM)"
msgstr "由贸易商履行 (FBM)"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "**Orders**"
msgstr " **** "
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "Synchronize shipped and canceled orders."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "Synchronize unshipped and canceled orders."
2024-07-20 09:37:50 +07:00
msgstr "同步未发货和已取消的订单。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid "**Shipping**"
msgstr " **** "
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid ""
"Shipping cost is computed by Amazon, and included in the synchronized order."
msgstr "运费由亚马逊计算,并包含在同步订单中。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid ""
"Shipping cost is computed by Amazon and included in the synchronized orders."
msgstr "运费由亚马逊计算,并包含在同步订单中。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:44
msgid "Shipping done by Amazon."
msgstr "送货由亚马逊完成。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:44
msgid ""
"A delivery order is automatically created in Odoo for each new order. Once "
"it has been processed in Odoo, the status is then synchronized in Amazon."
msgstr "每个新订单都会在 Odoo 中自动创建送货单。一旦订单在 Odoo 中处理完毕,状态就会在亚马逊中同步。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
msgid "**Gift Wrapping**"
msgstr "**礼品包装**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
msgid "Handled by Amazon."
msgstr "由亚马逊处理。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
msgid ""
"Cost is computed by Amazon, and included in the synchronized order. Gift "
"message is added on a line of the order and on the delivery order. Then it "
"is up to the user."
msgstr "成本由亚马逊计算,并包含在同步订单中。礼品信息会添加到订单的一行和快递单上。然后由用户决定。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
msgid "**Stock Management**"
msgstr "**库存管理**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
msgid ""
"Managed by Amazon, and synchronized with a virtual location to follow it in "
"Odoo."
msgstr "由亚马逊管理,并与虚拟位置同步,以便在 Odoo 中进行追踪。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
msgid "Managed in Odoo Inventory app, and synchronized with Amazon."
msgstr "通过 Odoo 库存应用程序进行管理,并与亚马逊同步。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
msgid "**Delivery Notifications**"
msgstr "**交货通知**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
msgid "Send by Amazon, based on delivery status synchronized from Odoo."
msgstr "亚马逊根据 Odoo 同步的送货状态进行发送。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20
msgid ""
"The stock synchronization does **not** currently support selling the same "
"product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled "
"By Amazon)`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:69
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:23
msgid ""
"At times, when stock is sent for all products, it triggers a stock problem "
"with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By "
"Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:73
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:27
msgid ""
"As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, "
"instead of taking from their own warehouse. Odoo developers are currently "
"working on resolving this issue to avoid future discrepancies."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:78
msgid ""
"The Amazon Connector is designed to synchronize the data of sales orders. "
"Other actions, such as downloading monthly fees reports, handling disputes, "
"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as"
" usual."
msgstr "亚马逊连接器用于同步销售订单数据。其他操作,如下载月费报告、处理争议或退款,**必须**像往常一样从*亚马逊卖家中心*进行管理。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:83
msgid ""
"As of February 19, 2024, in North American marketplaces, :abbr:`FBA "
"(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not "
"get the customer's name passed onto the sales/delivery order in Odoo. This "
"is due to the fact that Amazon now calculates, and remits, sales tax on "
"behalf of sellers. In other words, personally identifiable customer "
"information is not transmitted to the seller any longer, after a :abbr:`FBA "
"(Fulfilled by Amazon)` order."
msgstr ""
2024-07-20 09:37:50 +07:00
"截至 2024 年 2 月 19 日,在北美市场使用 Amazon 连接器 创建的:abbr:`FBA由亚马逊配送`订单,客户的姓名不会传递到 "
"Odoo "
"中的销售/送货订单。这是因为亚马逊现在代表卖家计算并缴纳销售税。换言之,在:abbr:`FBA由亚马逊配送`订单之后,个人可识别的客户信息不再传输给卖家。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:92
msgid "Supported marketplaces"
msgstr "支持的市场"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:94
msgid ""
"If a marketplace is not listed in your Amazon marketplaces, it's possible to"
" :ref:`add a new marketplace <amazon/add-new-marketplace>`."
msgstr "如果亚马逊市场中未列出市场,则可以 :ref:`添加新市场 <amazon/add-new-marketplace>`。"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:98
msgid "**North America region**"
msgstr " **美地** "
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
msgid "Canada"
msgstr "加拿大"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
msgid "Amazon.ca"
msgstr "Amazon.ca"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
msgid "Mexico"
msgstr "墨西哥"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
msgid "Amazon.com.mx"
msgstr "Amazon.com.mx"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:104
msgid "US"
msgstr "美国"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:104
msgid "Amazon.com"
msgstr "Amazon.com"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:108
msgid "**Europe region**"
msgstr " **洲地** "
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
msgid "Germany"
msgstr "德国"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
msgid "Amazon.de"
msgstr "Amazon.de"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
msgid "Spain"
msgstr "西班牙"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
msgid "Amazon.es"
msgstr "Amazon.es"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
msgid "France"
msgstr "法国"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
msgid "Amazon.fr"
msgstr "Amazon.fr"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
msgid "UK"
msgstr "英国"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
msgid "Amazon.co.uk"
msgstr "Amazon.co.uk"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
msgid "Italy"
msgstr "意大利"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
msgid "Amazon.it"
msgstr "Amazon.it"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:120
msgid "Netherlands"
msgstr "荷兰"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:120
msgid "Amazon.nl"
msgstr "Amazon.nl"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:124
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:208
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8
msgid ":doc:`setup`"
msgstr ":doc:`setup`"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:125
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:155
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9
msgid ":doc:`manage`"
msgstr ":doc:`manage`"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
msgid "Amazon order management"
msgstr "亚马逊订单管理"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
msgid "Order synchronization"
msgstr "订单同步"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
msgid ""
"Orders are automatically fetched from Amazon, and synchronized in Odoo, at "
"regular intervals."
msgstr "订单从亚马逊自动获取,并定期同步到 Odoo 中。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10
msgid ""
"The synchronization is based on the Amazon status: only orders whose status "
"has changed since the last synchronization are fetched from Amazon. This "
"includes changes on either end (Amazon or Odoo)."
msgstr "同步以亚马逊状态为基础:只从亚马逊获取上次同步后状态发生变化的订单。这包括两端(亚马逊或 Odoo的变化。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13
msgid ""
"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are "
"fetched."
2024-07-20 09:37:50 +07:00
msgstr "对于*FBA*(由亚马逊配送),仅获取*已发货*和*已取消*订单。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
msgid ""
"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and "
"*Canceled* orders. For each synchronized order, a sales order and customer "
"are created in Odoo (if the customer is not already registered in the "
"database)."
msgstr ""
2024-07-20 09:37:50 +07:00
"对于*FBM*(由商家配送),*未发货*和*已取消*订单也是如此。每个同步订单都会在 Odoo 中创建销售订单和客户(如果客户尚未在数据库中注册)。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
msgid ""
"When an order is canceled in Amazon, and was already synchronized in Odoo, "
"the corresponding sales order is automatically canceled in Odoo."
msgstr "当亚马逊中的订单被取消且已在 Odoo 中同步时,相应的销售订单也会在 Odoo 中自动取消。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
msgid "Force synchronization"
msgstr "强制同步"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:38
msgid ""
"In order to force the synchronization of an order, whose status has **not** "
"changed since the previous synchronization, start by activating the "
":ref:`developer mode <developer-mode>`. This includes changes on either end "
"(Amazon or Odoo)."
msgstr ""
"若要强制同步状态自上次同步以来**未发生**变化的订单,请首先激活 :ref:`开发者模式`。这包括在 Amazon 或 Odoo 任一端进行的更改。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:42
msgid ""
"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> "
"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> "
"Last Order Sync`."
msgstr ""
"然后,在 Odoo "
"中导航到亚马逊账户(:menuselection:`销售应用程序-->配置-->设置-->连接器-->亚马逊同步-->亚马逊账户`),并在 "
":menuselection:`订单跟进-->最后订单同步`下修改日期。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46
msgid ""
"Be sure to pick a date that occurs prior to the last status change of the "
"desired order to synchronize and save. This will ensure synchronization "
"occurs correctly."
msgstr "请务必选择在所需订单最后一次状态更改之前的日期进行同步和保存。这将确保同步正确进行。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:51
msgid ""
"To immediately synchronize the orders of an Amazon account, switch to "
":ref:`developer mode <developer-mode>`, head to the Amazon account in Odoo, "
"and click :guilabel:`Sync Orders`. The same can be done with pickings by "
"clicking :guilabel:`Sync Pickings`."
msgstr ""
"要立即同步亚马逊账户的订单,请切换到 :ref:`开发者模式<developer-mode>`,前往 Odoo 中的亚马逊账户,然后单击 "
":guilabel:`同步订单`。同样的操作也可以通过点击 :guilabel:`同步选取` 来完成。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:56
msgid "Manage deliveries in FBM"
msgstr "在FBM中管理发货"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:58
msgid ""
"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a "
"picking is instantly created in the *Inventory* app, along with a sales "
"order and customer record. Then, decide to either ship all the ordered "
"products to the customer at once, or ship products partially using "
"backorders."
msgstr ""
"只要在 Odoo 中同步了 FBM商家发货订单就会立即在 *库存* "
"应用程序中创建拣货单以及销售订单和客户记录。然后,可以一次性向客户发送所有订购产品,也可以使用延期订单发送部分产品。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:62
msgid ""
"When a picking related to the order is confirmed, a notification is then "
"sent to Amazon, who, in turn, notifies the customer that the order (or a "
"part of it) is on its way."
msgstr "当与订单相关的拣货得到确认后,通知就会发送到亚马逊,而亚马逊则会通知客户订单(或部分订单)已在处理中。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
msgid ""
"Amazon requires users to provide a tracking reference with each delivery. "
"This is needed to assign a carrier."
msgstr "Amazon 要求用户在每次交付时提供跟踪参考信息。这是为了分配承运商。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69
msgid ""
"If the carrier doesn't automatically provide a tracking reference, one must "
"be set manually. This rule applies to all Amazon marketplaces."
msgstr "如果承运商不自动提供追踪参考,则必须手动设置。此规则适用于所有亚马逊市场。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:73
msgid ""
"If the chosen carrier isn't supported by Odoo, a carrier with the same name "
"can still be created (e.g. create a carrier named `easyship`). The name used"
" is **not** case sensitive, but be mindful to avoid typos. If there are "
"typos, Amazon will **not** recognize them. Next, create a delivery carrier "
"named `Self Delivery` to inform Amazon that the user will make the "
"deliveries. Even with this route, a tracking reference still **must** be "
"entered. Remember, the customer is notified by email about the delivery, and"
" the carrier, along with the tracking reference, are displayed in the email "
"to the customer."
msgstr ""
"如果所选承运商不受 Odoo "
"支持,仍可创建名称相同的承运商(例如,创建名为`easyship`的承运商)。使用的名称**不**区分大小写,但要注意避免错别字。如果有错别字,亚马逊将**无法**识别。接下来,创建一个名为`自行送货`的送货承运人,通知亚马逊用户将进行送货。即使采用这种路线,仍**必须**输入追踪参考。请记住,客户会收到有关送货的电子邮件通知,承运商和追踪参考信息都会显示在发给客户的电子邮件内。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:82
msgid ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87
msgid "Manage errors when synchronizing deliveries"
msgstr "管理同步交付时出现的错误"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:89
msgid ""
"Sometimes, Amazon can fail to correctly process all the information sent by "
"Odoo. In this case, Odoo sends an email listing all the shipments that "
"failed and the errors Amazon sent with them. In addition, these shipments "
"are flagged with a :guilabel:`Synchronization with Amazon failed` tag."
msgstr ""
"有时,亚马逊可能无法正确处理 Odoo 发送的所有信息。在这种情况下Odoo "
"会发送一封电子邮件,列出所有失败的货物以及亚马逊发送的错误信息。此外,这些货物会被标记为 :guilabel:`与亚马逊同步失败` 标签。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:93
msgid ""
"Usually, the error can be corrected directly in the Amazon backend or in "
"Odoo. If the problem is corrected in Odoo, synchronize the shipment again "
"using the :guilabel:`Retry Amazon Sync` button."
msgstr ""
"通常,可直接在亚马逊后台或 Odoo 中纠正错误。如果问题在 Odoo 中得到纠正,请使用 :guilabel:`重试亚马逊同步` 按钮再次同步货物。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:97
msgid ""
"It might happen that Odoo receives a notification from Amazon saying that "
"some delivery information was not processed, but without specifying which "
"shipments were affected. In that case, all the shipments in an unknown state"
" will be treated as if they failed to synchronize. Once Odoo receives a "
"notification from Amazon saying that a shipment was processed, its tag will "
"change to :guilabel:`Synchronized with Amazon`. To speed up this process, on"
" your Amazon account, click on :guilabel:`Sync Orders` to manually "
"synchronize these orders, or click on :guilabel:`Recover Order` and enter "
"the relevant Amazon Order Reference."
msgstr ""
"可能发生的情况是Odoo 收到亚马逊的通知,某些交付信息未处理,但未说明哪些货物受到影响。在这种情况下,所有处于未知状态的货件都将被视为同步失败。一旦"
" Odoo 收到亚马逊发出的货物已处理的通知,其标签将变为 :guilabel:`已与亚马逊同步`。为加快此过程,请在您的亚马逊账户上点击 "
":guilabel:`同步订单` 手动同步这些订单,或点击 :guilabel:`收回订单` 并输入相关的亚马逊订单参考。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:106
msgid "Follow deliveries in FBA"
msgstr "在FBA中跟进发货"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:108
msgid ""
"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
"move is recorded in the *Inventory* app for each sales order item. That way,"
" it's saved in the system."
msgstr "在 Odoo 中同步 FBA由亚马逊履行订单时每个销售订单项目的库存移动都会记录在 *库存* 应用程序中。这样,它就会保存在系统中。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:111
msgid ""
"Inventory managers can access these stock moves by navigating to "
":menuselection:`Inventory app --> Reporting --> Moves History`."
2024-07-20 09:37:50 +07:00
msgstr "库存经理可以通过导航到:menuselection:`库存应用程序 --> 报告 --> 移动历史记录` 来访问这些库存移动。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114
msgid ""
"For FBA orders, the stock move is automatically created in Odoo by the "
"Amazon connector, thanks to the shipping status of Amazon. When sending new "
"products to Amazon, the user should manually create a picking (delivery "
"order) to transfer these products from their warehouse to the Amazon "
"location."
msgstr ""
2024-07-20 09:37:50 +07:00
"对于 FBA 订单,由于亚马逊的发货状态,亚马逊连接器会在 Odoo "
"中自动创建库存移动。将新产品发送到亚马逊时,用户应手动创建提货(交货订单)以将这些产品从其仓库转移到亚马逊的位置。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:119
msgid ""
"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after "
"replenishing stock. An automated replenishment from reordering rules can "
"also be triggered on the Amazon location."
2024-07-20 09:37:50 +07:00
msgstr "要在 Odoo 中追踪*亚马逊FBA* 库存,请在补货后进行库存调整。从重新订购规则自动触发的补货也可以应用于亚马逊的仓库。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122
msgid ""
"The Amazon location is configurable by accessing the Amazon account managed "
"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales"
" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> "
"Amazon Accounts`."
msgstr ""
2024-07-20 09:37:50 +07:00
"亚马逊的位置可通过访问 Odoo 中管理的亚马逊账户进行配置。要访问 Odoo 中的 Amazon 账户,请导航至 "
":menuselection:`销售应用程序 --> 配置 --> 设置 --> 连接器 --> 亚马逊同步 --> 亚马逊账户`。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:126
msgid ""
"All accounts of the same company use the same Amazon location, by default. "
"However, it is possible to follow the stock filtered by marketplace."
2024-07-20 09:37:50 +07:00
msgstr "默认情况下,同一公司的所有账户都使用相同的亚马逊位置。然而,也可以按照市场场所来追踪库存。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:129
msgid ""
"To do that, first remove the marketplace, where the desired stock to follow "
"separately can be found, from the list of synchronized marketplaces, which "
"can be found by navigating to :menuselection:`Sales app --> Configuration "
"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`."
msgstr ""
2024-07-20 09:37:50 +07:00
"要执行此操作,首先从同步市场列表中删除市场(可以在其中找到需要单独追踪的库存),可以通过导航到 :menuselection:`销售应用程序 --> "
"配置 --> 设置 --> 连接器 --> 亚马逊同步 --> 亚马逊账户` 找到。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:134
msgid ""
"Next, create another registration for this account, and remove all "
"marketplaces--- **except** the marketplace this is desired to be isolated "
"from the others."
2024-07-20 09:37:50 +07:00
msgstr "接下来,为此帐户创建另一个注册,并删除所有市场——**除了**希望与其他市场隔离的市场。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137
msgid ""
"Lastly, assign another stock location to the second registration of the "
"account."
2024-07-20 09:37:50 +07:00
msgstr "最后,将另一个库存位置分配给第二次注册的帐户。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140
msgid "Invoice and register payments"
2024-07-20 09:37:50 +07:00
msgstr "发票和登记付款"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:143
msgid "Issue invoices"
msgstr "开具开票"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:145
msgid ""
"Due to Amazon's policy of not sharing customer email addresses, it is "
"**not** possible to send invoices directly to Amazon customers from Odoo. "
"However, it **is** possible to manually upload the generated invoices from "
"Odoo to the Amazon back-end."
msgstr ""
2024-07-20 09:37:50 +07:00
"由于亚马逊不共享客户电子邮件地址,因此**无法**从 Odoo 直接向亚马逊客户发送发票。但是,**可以**将生成的发票从 Odoo "
"手动上传到亚马逊后端。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149
msgid ""
"Additionally, for B2B clients, it is currently required to manually retrieve"
" VAT numbers from the Amazon back-end **before** creating an invoice in "
"Odoo."
2024-07-20 09:37:50 +07:00
msgstr "此外,对于 B2B 客户,目前需要在 Odoo 中创建发票之前**从亚马逊后端手动检索增值税号。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:153
msgid ""
"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: "
"invoices created from Amazon sales orders are **not** synchronized with "
"TaxCloud, since Amazon already includes them in its own tax report to "
"TaxCloud."
msgstr ""
2024-07-20 09:37:50 +07:00
"对于 :doc:`TaxCloud "
"<../../../finance/accounting/taxes/taxcloud>`用户:从亚马逊销售订单创建的发票**不**与 TaxCloud"
" 同步,因为亚马逊已将它们包含在自己的 TaxCloud 税务报告中。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:158
msgid "TaxCloud integration will be decommissioned in Odoo 17+."
2024-07-20 09:37:50 +07:00
msgstr "TaxCloud 整合将在 Odoo 17+ 中停用。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:161
msgid "Register payments"
msgstr "登记付款"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:163
msgid ""
"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* "
"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* "
"intermediary account is recommended."
2024-07-20 09:37:50 +07:00
msgstr "由于客户作为中介向亚马逊付款,因此建议创建一个专用的“银行”日记账(例如,名为“亚马逊付款”),并具有专用的“银行和现金”中介账户。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166
msgid ""
"Additionally, as Amazon makes a single monthly payment, selecting all the "
"invoices linked to a single payment is necessary when registering payments."
2024-07-20 09:37:50 +07:00
msgstr "此外,由于亚马逊每月进行一次付款,因此在注册付款时需要选择与单次付款相关的所有发票。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:169
msgid ""
"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon "
"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment "
"Method`."
msgstr ""
2024-07-20 09:37:50 +07:00
"要执行此操作,请使用专门用于亚马逊付款的相应:guilabel:`日记账`,并选择 :guilabel:`批量存款` "
"作为:guilabel:`付款方式`。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172
msgid ""
"Then, select all the generated payments, and click :menuselection:`Actions "
"--> Create batch payment --> Validate`."
2024-07-20 09:37:50 +07:00
msgstr "然后,选择所有生成的付款,然后点击:menuselection:`操作 --> 创建批量付款 --> 验证`。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:176
msgid ""
"This same action can be performed with vendor bills from Amazon dedicated to"
" commissions."
2024-07-20 09:37:50 +07:00
msgstr "可以使用亚马逊专门用于佣金的供应商账单来执行相同的操作。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178
msgid ""
"When the balance is received in the bank account at the end of the month, "
"and the bank statements are recorded, credit the Amazon intermediary account"
" by the amount received."
2024-07-20 09:37:50 +07:00
msgstr "当月底银行账户收到余额并记录银行对账单时,将收到的金额记入亚马逊中介账户。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182
msgid "Follow Amazon sales in sales reporting"
2024-07-20 09:37:50 +07:00
msgstr "在销售报告中关注亚马逊销售情况"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184
msgid ""
"On the Amazon account profile in Odoo, a sales team is set under the "
":guilabel:`Order Follow-up` tab."
2024-07-20 09:37:50 +07:00
msgstr "在 Odoo 亚马逊账户配置文件中,销售团队设置在:guilabel:`订单追踪` 选项卡下。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:187
msgid ""
"This gives quick access to important metrics related to sales reporting. By "
"default, the Amazon account's sales team is shared between all of the "
"company's accounts."
2024-07-20 09:37:50 +07:00
msgstr "这样可以快速访问与销售报告相关的重要指标。默认情况下,亚马逊账户的销售团队在公司的所有账户之间共享。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:190
msgid ""
"If desired, the sales team on the account can be changed for another, in "
"order to perform a separate reporting for the sales of this account."
2024-07-20 09:37:50 +07:00
msgstr "如果需要,可以更改该帐户的销售团队,以便为该帐户的销售执行单独的报告。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:194
msgid "It is also possible to perform reporting on a per-marketplace basis."
2024-07-20 09:37:50 +07:00
msgstr "还可以基于每个市场执行报告。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196
msgid ""
"First, remove the desired marketplace from the list of synchronized "
"marketplaces."
2024-07-20 09:37:50 +07:00
msgstr "首先,从同步市场列表中删除所需的市场。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:198
msgid ""
"To access the list of synchronized marketplaces in Odoo, navigate to "
":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> "
"Amazon Sync --> Amazon Accounts`."
msgstr ""
2024-07-20 09:37:50 +07:00
"要访问 Odoo 中同步市场的列表,请导航至 :menuselection:`销售应用程序 --> 配置 --> 设置 --> 连接器 --> "
"亚马逊同步 --> 亚马逊账户`。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:201
msgid ""
"Then, create another registration for this account, and remove all other "
"marketplaces **except** the one to isolate."
2024-07-20 09:37:50 +07:00
msgstr "然后,为此帐户创建另一个注册,并删除所有其他市场,**除了**要隔离的市场。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:204
msgid ""
"Lastly, assign another sales team to one of the two registrations of the "
"account."
2024-07-20 09:37:50 +07:00
msgstr "最后,将另一个销售团队分配给该帐户的两个注册之一。"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:207
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:154
msgid ":doc:`features`"
msgstr ":doc:`features`"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
msgid "Amazon Connector configuration"
2024-07-20 09:37:50 +07:00
msgstr "亚马逊连接器配置"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:5
msgid ""
"Odoo allows users to register an Amazon seller account in the database, but "
"the user **must** have a paid Amazon Seller account prior to completing the "
"configuration."
2024-07-20 09:37:50 +07:00
msgstr "Odoo 允许用户在数据库中注册亚马逊卖家账户,但用户**必须**在完成配置之前拥有付费亚马逊卖家账户。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:8
msgid ""
"Set up a paid Seller account on Amazon by first logging into the Amazon "
"platform, and navigating to :menuselection:`Account \\& Lists --> Start a "
"Selling Account` from the drop-down menu located in the header section."
msgstr ""
2024-07-20 09:37:50 +07:00
"首先登录亚马逊平台,然后从标题部分的下拉菜单导航至:menuselection:`帐户\\&列表 --> 启动销售帐户`,在亚马逊上设置付费卖家帐户。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:12
msgid ""
"Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process "
"and finally proceed to follow the instructions below to register and link "
"that Amazon Seller account in Odoo."
msgstr ""
2024-07-20 09:37:50 +07:00
"然后在 :guilabel:`通过亚马逊销售` 页面上,按照注册流程进行操作,最后继续按照以下说明在 Odoo 中注册并链接该亚马逊卖家帐户。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:16
msgid "`Sell with Amazon <https://www.amazon.com/b/?node=12766669011>`_"
2024-07-20 09:37:50 +07:00
msgstr "`通过亚马逊销售 <https://www.amazon.com/b/?node=12766669011>`_"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:19
msgid "Connect Amazon Seller account to Odoo"
2024-07-20 09:37:50 +07:00
msgstr "将亚马逊卖家帐户连接到 Odoo"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
msgid ""
"To connect an Amazon Seller account in Odoo, navigate to "
":menuselection:`Sales app --> Configuration --> Settings --> Connectors "
"section`, activate the :guilabel:`Amazon Sync` feature, and click "
":guilabel:`Save`."
msgstr ""
2024-07-20 09:37:50 +07:00
"要在 Odoo 中连接亚马逊卖家账户,请导航至:menuselection:`销售应用程序 --> 配置 --> 设置 --> "
"连接器部分`,激活:guilabel:`亚马逊同步` 功能,然后点击:guilabel:`保存`。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:27
msgid ""
"Then, return to :menuselection:`Sales app --> Configuration --> Settings -->"
" Connectors section`, and click on the :guilabel:`Amazon Accounts` link "
"under the :guilabel:`Amazon Sync` setting."
msgstr ""
2024-07-20 09:37:50 +07:00
"然后,返回到:menuselection:`销售应用程序 --> 配置 --> 设置 --> 连接器`部分,然后点击 :guilabel:`亚马逊同步`"
" 设置下的:guilabel:`亚马逊账户`链接。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid ""
"The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales."
2024-07-20 09:37:50 +07:00
msgstr "Odoo 销售应用程序中,亚马逊同步设置下方的亚马逊账户链接。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:34
msgid ""
"Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, "
"click :guilabel:`New` to create and link a new Amazon account."
2024-07-20 09:37:50 +07:00
msgstr "这样做会显示一个单独的:guilabel:`亚马逊账户` 页面。从这里,点击 :guilabel:`新建`,创建并链接一个新的亚马逊帐户。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:37
msgid ""
"On the blank :guilabel:`Amazon Account` form page, start by choosing a name "
"for the account (e.g. `American Marketplace`). Then, in the "
":guilabel:`Credentials` tab, select the marketplace on which the seller "
"account was initially created from the :guilabel:`Home Marketplace` drop-"
"down menu."
msgstr ""
2024-07-20 09:37:50 +07:00
"在空白的 :guilabel:`亚马逊帐户` 表单页面上,首先为帐户选择一个名称(例如,`美国市场`)。然后,在 :guilabel:`凭证` "
"选项卡中,从 :guilabel:`主市场` 下拉菜单中选择最初创建卖家账户的市场。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid "A typical Amazon Account form page in the Odoo Sales application."
2024-07-20 09:37:50 +07:00
msgstr "Odoo 销售应用程序中典型的亚马逊账户表单页面。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:45
msgid ""
"After saving, the field in the :guilabel:`Credentials` tab is replaced by a "
":guilabel:`Link with Amazon` button."
2024-07-20 09:37:50 +07:00
msgstr "保存后,:guilabel:`证书`选项卡中的字段将被:guilabel:`链接亚马逊`按钮取代。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid ""
"A typical Amazon Account form page and Link with Amazon button in Odoo "
"Sales."
2024-07-20 09:37:50 +07:00
msgstr "典型的亚马逊账户表单页面和 Odoo 销售中的亚马逊链接按钮。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:52
msgid ""
"Clicking that button redirects to either the Amazon login page, or directly "
"to the required consent page, if the user is already logged in to Amazon."
2024-07-20 09:37:50 +07:00
msgstr "如果用户已经登录亚马逊,点击该按钮会重定向到亚马逊登录页面,或直接跳转到所需的同意页面。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:55
msgid "On the login page, log in to the desired Amazon seller account."
2024-07-20 09:37:50 +07:00
msgstr "在登录页面,登录所需的亚马逊卖家账户。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:57
msgid ""
"On the consent page, confirm that Amazon is allowed to give Odoo access to "
"the account and related data."
2024-07-20 09:37:50 +07:00
msgstr "在同意页面,确认亚马逊允许 Odoo 访问账户和相关数据。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:60
msgid ""
"Upon confirmation, Amazon returns the user to Odoo, and the account has been"
" registered."
2024-07-20 09:37:50 +07:00
msgstr "确认后,亚马逊将用户返回到 Odoo并且该帐户已注册。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:62
msgid ""
"With the Amazon account successfully registered, the marketplaces available "
"to this specific account are synchronized with Odoo and listed under the "
":guilabel:`Marketplaces` tab."
2024-07-20 09:37:50 +07:00
msgstr "亚马逊账户注册成功后,该特定账户可用的市场将与 Odoo 同步,并列在 :guilabel:`市场` 标签下。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:65
msgid ""
"If desired, remove items from the list of synchronized marketplaces to "
"disable synchronization."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:68
msgid "Amazon orders in Odoo"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:70
msgid ""
"When an Amazon order is synchronized, up to three line items are created on "
"the sales order in Odoo. Each one represents a product sold on Amazon: one "
"for the product that was sold on Amazon Marketplace, one for the shipping "
"charges (if any), and one for the gift wrapping charges (if any)."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
msgid ""
"The selection of a database product for a sales order item is done by "
"matching its :guilabel:`Internal Reference` (a customizable product "
"reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for "
"marketplace items, the Amazon *Shipping Code* for delivery charges, and the "
"Amazon *Gift Wrapping* code for gift wrapping charges."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:81
msgid ""
"For marketplace products, pairings are saved as *Amazon Offers*, which are "
"listed under the :guilabel:`Offers` smart button on the account form."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid "The Amazon Offers smart button on the account form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88
msgid ""
"Offers are automatically created when the pairing is established, and "
"they're used for subsequent orders to lookup SKUs. If no offer with a "
"matching SKU is found, :ref:`the internal reference is used instead "
"<amazon/matching>`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93
msgid ""
"It's possible to force the pairing of a marketplace item with a specific "
"product, by changing either the product or the SKU of an offer to ensure "
"they match. The offer can be manually created if it was not automatically "
"done yet."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:97
msgid ""
"This is useful if the internal reference is not used as the SKU, or if the "
"product sells under different conditions."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:100
msgid ""
"If no database product with a matching internal reference is found for a "
"given Amazon SKU or gift wrapping code, then a default database product, "
"*Amazon Sale*, is used. The same is done with the default product *Amazon "
"Shipping* if no database product is found for a given Amazon shipping code."
msgstr ""
"如果没有为给定的亚马逊 SKU 或礼品包装代码找到具有匹配内部参考的数据库产品,则使用默认数据库产品 "
"*亚马逊销售*。如果没有为给定的亚马逊送货代码找到数据库产品,也会使用默认产品 *亚马逊发货*。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
msgid ""
"To modify default products, activate the :ref:`developer mode <developer-"
"mode>`, and navigate to :menuselection:`Sales app --> Configuration --> "
"Settings --> Connectors --> Amazon Sync --> Default Products`."
msgstr ""
"要修改默认产品,请激活 :ref:`开发者模式<developer-mode>`,并导航至 :menuselection:`销售应用程序 --> 配置 "
"--> 设置 --> 连接器 --> 亚马逊同步 --> 默认产品`。"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:110
msgid "Product tax configuration"
msgstr "产品税配置"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:112
msgid ""
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
"the sales order items are those set on the product, or determined by the "
"fiscal position."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:115
msgid ""
"Make sure to have the correct taxes set on your products in Odoo, or have it"
" done by a fiscal position, to avoid discrepancies in the subtotals between "
"*Amazon Seller Central* and Odoo."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:119
msgid ""
"As Amazon does not necessarily apply the same taxes as those configured in "
"Odoo, it may happen that order totals differ by a few cents between Odoo and"
" *Amazon Seller Central*. Those differences can be resolved with a write-off"
" when reconciling the payments in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:126
msgid "Add a new marketplace"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:128
msgid ""
"All marketplaces are supported by the Amazon Connector. To add a new "
"marketplace, proceed as follows:"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:131
msgid "Activate the :ref:`developer mode <developer-mode>`."
msgstr "启用:ref:`开发者模式<developer-mode>`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:132
msgid ""
"Go to :menuselection:`Sales app --> Configuration --> Settings --> "
"Connectors --> Amazon Sync --> Amazon Marketplaces`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:134
msgid "Click :guilabel:`New` to create a new marketplace record."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:135
msgid ""
"Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select "
"the :guilabel:`Amazon Region` for your marketplace as described in the "
"`Amazon Documentation for marketplace IDs and regions <https://developer-"
"docs.amazon.com/sp-api/docs/marketplace-ids>`_, and the :guilabel:`Seller "
"Central URL` as described in the `Amazon Documentation for seller central "
"URLs <https://developer-docs.amazon.com/sp-api/docs/seller-central-urls>`_."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:140
msgid ""
"Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily "
"retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the "
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
"respectively hold the *Marketplace ID*, the selected Amazon region, and the "
"*Seller Central URL* values from the Amazon Documentation."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:144
msgid ""
"Once the marketplace is saved, update the Amazon Account configuration by "
"going to :menuselection:`Sales app --> Configuration --> Settings --> "
"Connectors --> Amazon Sync --> Amazon Accounts`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:147
msgid ""
"Select the account on which to use the new marketplace, go to the "
":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available "
"marketplaces`. An animation should confirm the success of the operation. "
"Newly added marketplaces are automatically added to the list of synchronized"
" marketplaces. If the new marketplace is not added to the list, it means "
"that it is either incompatible or unavailable for the seller account."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector.rst:5
msgid "eBay Connector"
msgstr "eBay 连接器"
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3
msgid "Linking existing listings"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5
msgid ""
"Once the eBay account is linked existing listings from within the eBay "
"seller account need to be added manually to the Odoo product listings."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8
msgid ""
"The process will be as follows: - Turn off eBay scheduled actions - Add "
"products and link listings - Turn on eBay scheduled actions"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6
msgid "To learn more about the eBay connector visit these pages as well:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19
msgid ":doc:`troubleshooting`"
msgstr ":doc:`故障排除`"
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21
msgid "Turn off eBay scheduled actions"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23
msgid ""
"To start linking existing listings in eBay, first turn off the eBay "
"notifications in the scheduled actions in Odoo. The reason for this is so "
"that no orders or eBay data syncs during this process. The "
":guilabel:`Scheduled Actions` can be accessed by first activating "
":ref:`developer mode <developer-mode>`. After doing so, go to "
":menuselection:`Settings --> Technical --> Automation --> Scheduled "
"Actions`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30
msgid ""
":doc:`../../../general/developer_mode` must be activated to ensure the "
"technical menu appears for the user."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33
msgid ""
"Disabling scheduled actions enables users to sync and validate eBay data "
"before receiving orders. The following are descriptions of scheduled actions"
" that need to be temporarily deactivated:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36
msgid ""
":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo"
" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order "
"reference` field). This command also updates existing orders, where changes "
"we made in eBay. New and updated orders are then placed in draft mode. "
"Customers will be created if they are not already in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40
msgid ""
":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41
msgid ""
":guilabel:`eBay: update categories`: eBay will push updated monthly "
"categories (only up to fourth layer; a manual update required for the rest)."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44
msgid ""
"To toggle off the eBay notification, select the entry from the "
":guilabel:`Scheduled Actions` list. Then, on the page, click the "
":guilabel:`Active` toggle button to turn it off."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48
msgid "Sync eBay categories"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50
msgid ""
"To ensure that Odoo's eBay products have all the categories available on "
"eBay, the eBay categories should be synced to Odoo next."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53
msgid ""
"Navigate to :menuselection:`Settings --> Technical --> Automation --> "
"Scheduled Actions`. Click into the scheduled action labeled: "
":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:58
msgid ""
"Odoo only recognizes eBay category paths up to four layers deep. If a "
"product has a listing of more than four, the category field will only "
"populate up to the fourth layer."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:61
msgid ""
"If product categories beyond four paths are required, users need to manually"
" add those paths. This has historically been done by getting a list of all "
"product categories beyond 4 paths, manually importing them into the Product "
"Category model in Odoo, then linking them individually to the product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:66
msgid ""
"Users can import the remaining product categories into the eBay product "
"categories manually using using the :guilabel:`Action` menu and "
":guilabel:`Import` feature."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:70
msgid "Link eBay listings"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:72
msgid ""
"To add eBay listings in Odoo, either manually add products, using a listing "
"ID, or establish an automatic listing link between Odoo and eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:76
msgid ""
"For more information on listing a product from scratch visit: :ref:`How to "
"list a product? <ebay-connector/listing>`"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:80
msgid "Manual listing link"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:82
msgid ""
"To add an eBay listing to products in Odoo, begin by going to "
":menuselection:`Sales app --> Products --> Products` and selecting the "
"desired product. Click on :guilabel:`Sell on eBay` (either in the "
":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select "
":guilabel:`Save` if necessary."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:86
msgid ""
"Still the product form, click :guilabel:`link to listing` in the top menu "
"and enter in listing ID from eBay in the pop up (the listing ID is in the "
"eBay product URL)."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:90
msgid ""
"An example URL would be as such: "
"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The "
"listing ID is `272222656444` in this case. Once the listing ID has been "
"entered the eBay listing information will sync into Odoo."
msgstr ""
2024-07-20 09:37:50 +07:00
"URL "
"示例如下:`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`。在这种情况下,刊登"
" ID 是 `272222656444`。一旦输入了列表 IDeBay 列表信息就会同步到 Odoo 中。"
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:96
msgid "Turn on eBay scheduled Actions"
2024-07-20 09:37:50 +07:00
msgstr "打开 eBay 计划操作"
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:98
msgid ""
"The next step is to turn on the eBay notifications in the scheduled actions "
"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled "
"Actions` can be accessed by first activating :ref:`developer mode "
"<developer-mode>` and go to :menuselection:`Settings --> Technical --> "
"Automation --> Scheduled Actions`."
msgstr ""
2024-07-20 09:37:50 +07:00
"下一步是在 Odoo 预定操作中打开 eBay 通知,以便交换订单和数据。首先激活:ref:`开发者模式<developer-"
"mode>`,然后进入:menuselection:`设置 --> 技术 --> 自动化 --> 计划操作`,即可访问:guilabel:`计划操作`。"
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:103
msgid ""
"Turning on the following scheduled actions allows users to sync and validate"
" eBay data automatically."
2024-07-20 09:37:50 +07:00
msgstr "打开以下计划操作允许用户自动同步和验证 eBay 数据。"
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:106
msgid ""
":guilabel:`eBay: get new orders`: eBay will push all new orders not already "
"in Odoo (based on client_order_reference, or sales order reference field), "
"and will update orders if there has been a change from eBay. Orders will be "
"put in draft mode. Customers will be created if they are not already in "
"Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:110
msgid ""
":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in "
"Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111
msgid ""
":guilabel:`eBay: update categories`: eBay will push updated monthly "
"categories (only up to fourth layer, will need to manually update the rest)."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:115
msgid ""
"If an order comes in and the listing from the order is not linked to a "
"product, eBay will create a consumable product.product in its place. These "
"consumables should be altered on the *Sales Order* while in draft state to "
"represent a storable product, and then the user can link to the listing as "
"they come in."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:121
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127
msgid ":doc:`/applications/sales/sales/ebay_connector/manage`"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:160
msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:162
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129
msgid ":doc:`/applications/sales/sales/ebay_connector/setup`"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
msgid "How to list a product?"
msgstr "如何上架一个产品"
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7
msgid ""
"In order to list a product on eBay and Odoo there are two methods in Odoo to"
" do so:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9
msgid "(*Preferred method*) Make a product in Odoo and list the item eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11
msgid ""
"Click :guilabel:`List Item on eBay` in the top menu of the product template."
" The product template can be accessed by navigating to :menuselection:`Sales"
" app --> Products --> Product` and selecting the individual product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
msgid ""
"(*Less preferred method*) List the item on eBay, then create the product in "
"Odoo, and finally link product to the item on eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
msgid ""
"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the "
"product template.The product template can be accessed by navigating to "
":menuselection:`Sales app --> Product --> Product` and selecting the "
"individual product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22
msgid ""
"If an order comes in and the listing from the order is not linked to a "
"product, eBay will create a consumable product.product in its place. These "
"consumables should be altered on the *sales order* while in draft state to "
"represent a storable product, and then the user can link to the listing as "
"they come in."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10
msgid ":doc:`linking_listings`"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
msgid "Listing without variation"
msgstr "上架没有变种"
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
msgid ""
"Access the product template by navigating to :menuselection:`Sales app --> "
"Products --> Product` and selecting the individual product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40
msgid ""
"In order to list a product, select the :guilabel:`Sell on eBay` field on a "
"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` "
"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if "
"necessary."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1
msgid "The eBay template form listed in the product template in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48
msgid ""
"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set "
"on eBay is the Odoo *Forecast Quantity* (Odoo *Inventory* app)."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51
msgid ""
"The policies need to be set in order to be able to list on eBay. A value "
"must be selected for the following fields :guilabel:`Payment Policy`, "
":guilabel:`Return Policy`, and :guilabel:`Shipping Policy`. The options are "
"imported from the eBay database. If no option appears, they can be imported "
"by navigating to :menuselection:`Sales app --> Configuration --> Settings "
"--> eBay`, and clicking on the :guilabel:`Policies` button in the "
":guilabel:`Synchronization` field. This button **only** appears once the "
"production and sandbox credentials have been set."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58
msgid ""
"The :guilabel:`Description Template` allows the administrator to use "
"templates in listings. The default template only uses the :guilabel:`eBay "
"Description` field of the product. HTML can be used inside the "
":guilabel:`Description Template`, and in the :guilabel:`eBay Description` in"
" Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in "
"the template and description. Simply type a forward slash `/` to reveal a "
"menu with formatting, layout, and text options. To add an image, type "
"`/image`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:65
msgid ""
"To use images in the listing, an image needs to be added as one of the "
"*Attachments* on the product template."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:69
msgid ""
"For more information on template configuration in Odoo visit: "
":doc:`../../../general/companies/email_template`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73
msgid "Listing with variations"
msgstr "有变种的上架"
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:75
msgid ""
"When the :guilabel:`Sell on eBay` is checked on a product containing "
"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the "
"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or "
"click :guilabel:`Configure Variants` in the top menu to configure the "
"variant settings. Pricing can be configured for each variation."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:80
msgid ""
"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, "
"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in "
"which the :guilabel:`Fixed Price` can be entered, and the decision to "
":guilabel:`Publish on eBay` can be made for specific variants, along with "
"other options."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1
msgid ""
"The fixed price listing type in the eBay tab on a product form in Odoo "
"sales."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90
msgid "Product identifiers"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:92
msgid ""
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
"the eBay categories."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:95
msgid "EAN and UPC identifiers"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:97
msgid ""
"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` "
"field of the product variant. If the :guilabel:`Barcode` field is empty or "
"is value is not valid, the EAN and UPC values will be set as 'Does not "
"apply' as recommended by eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101
msgid ""
"Barcodes can be found on the product template, under the the "
":guilabel:`General Information` tab. Access the product template, first, by "
"navigating to :menuselection:`Sales app --> Products --> Product` and "
"selecting the individual product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:106
msgid "Listing with item specifics"
msgstr "带项目细节的上架产品"
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108
msgid ""
"In order to add item specifics, one should create a product attribute with a"
" single value in the :guilabel:`Attributes & Variants` tab on the product "
"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and "
"MPN values are working as item specifics and should be defined in the "
":guilabel:`Attributes & Variants` tab on the product form. If these values "
"are not set, 'Does not apply' will be used for the eBay listing."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:115
msgid "Process invoices and payments"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118
msgid "Posting payment"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:120
msgid ""
"When eBay orders are placed they are always paid for up front, via the eBay "
"site. At no point will users pay for items on eBay through Odoo. Therefore, "
"once orders are synced into Odoo from eBay they are already paid for. Odoo's"
" invoicing and payment functionalities are not utilized. However, invoices "
"need to be created and marked as Paid to “close” the *Sales Order*."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:125
msgid ""
"Users can opt to mass create and post invoices in batches. To do so, "
"navigate to Quotations in the list view by going to :menuselection:`Sales "
"app --> Orders --> Quotations`. In the upper right corner, select the list "
"view icon. Hover over the icons to reveal the name of each. Then check the "
"boxes on the left that invoices should be made for and go to the "
":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create "
"Invoices`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:131
msgid ""
"A pop-up will appear and click on the :guilabel:`Create and view invoice` "
"button. A new screen will populate with the newly created invoices. Next, "
"select all of them by clicking on the box icon next to :guilabel:`Number` in"
" the header row of the list, this will select all the records. Then navigate"
" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. "
"Following this step, a pop-up will appear and click on :guilabel:`Post "
"journal entries`. This will take the invoices out of *draft* and set them to"
" *posted*."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:139
msgid "Reconciling payments"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:141
msgid ""
"Users typically utilize PayPal to receive payment from eBay, and then send "
"lump sums from PayPal into their bank account. To reconcile this income, "
"users can reconcile the one PayPal transfer with all related invoices."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:145
msgid ""
"First navigate to the :guilabel:`Accounting Dashboard` by going to the "
":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a"
" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out "
"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on "
":guilabel:`Create and edit`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:150
msgid ""
"For the :guilabel:`Ending Balance` field, enter the same account that was "
"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, "
"open the new balance that needs to be reconciled. Under the tab marked: "
":guilabel:`Match Existing Entries` select the entries that are included in "
"this balance."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155
msgid ""
"After adding all the necessary entries, click :guilabel:`Validate` to "
"complete the reconciliation. To verify the payment, navigate to "
":menuselection:`Customers --> Invoices` and select the desired customer "
"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`"
" column."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:161
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128
msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`"
msgstr ":doc:`/applications/sales/sales/ebay_connector/linking_listings`"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
msgid "eBay connector setup"
msgstr "eBay 连接器设置"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
msgid "Overview"
msgstr "概述"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
msgid ""
"Odoo's eBay connector allows eBay listings to connect with Odoo products. "
"Once connected, :doc:`updates to the listings <linking_listings>` can be "
"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* "
"are created in Odoo for the user to review and confirm. Once the sales order"
" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull "
"products out of inventory, and allow the user to create invoices."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
msgid "eBay - Odoo linked fields"
msgstr "eBay - Odoo 链接字段"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
msgid ""
"The following are eBay product details. Each of these eBay fields update "
"corresponding fields in Odoo."
msgstr "以下是 eBay 产品详细信息。每个 eBay 字段都会更新 Odoo 中的相应字段。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27
msgid "eBay URL"
msgstr "eBay URL"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28
msgid "eBay status"
msgstr "eBay 状态"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
msgid "Quantity sold"
msgstr "已售數量"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30
msgid "Start date"
msgstr "开始日期"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31
msgid "Title"
msgstr "标题"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32
msgid "Subtitle"
msgstr "小标题"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
msgid "Item condition"
msgstr "物品状况"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34
msgid "Category"
msgstr "类别"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35
msgid "Category 2"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
msgid "Store category"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37
msgid "Store category 2"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38
msgid "Payment policy"
msgstr "付款政策"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39
msgid "Seller profiles"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
msgid "Postal code"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41
msgid "Shipping policy"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
msgid "Listing type (fixed price or auction)"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44
msgid "Starting price for Auction"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45
msgid "Buy it now price"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46
msgid "Fixed Price amount"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48
msgid "Use stock quantity"
msgstr "使用库存数量"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49
msgid "Quantity on eBay"
msgstr "在 eBay 上的数量"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50
msgid "Duration"
msgstr "持续时间"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
msgid "Allow best offer"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52
msgid "Private listing"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53
msgid "eBay description"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54
msgid "eBay product image"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55
msgid "Country"
msgstr "国家"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58
msgid "eBay terms"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60
msgid ""
"*Variations* group multiple products into one, with variation (or variant) "
"options. Variations can sync to Odoo's attributes and values. Variations "
"will appear in drop down menus near the top of the page when viewing an eBay"
" listing. These are comparable to product variants in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid "An example on eBay of the variations that can be added to a product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68
msgid ""
"*Item specifics*, located at the bottom of the listing, detail product-"
"specific information. These specifics don't sync with Odoo fields by "
"default; a development is required to link these fields."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid "Item specifics listed on an eBay product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75
msgid ""
"*Sandbox* and *Production* are terms that are used to categorize the eBay "
"environments as either still in development/testing (*Sandbox*) or for use "
"in the real instance of the database with real customer information/dataset "
"(*Production*). It is recommended to start first in the *Sandbox* to test, "
"and then following the processes below, create a *Production* instance."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81
msgid ""
"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox "
"portal <https://sandbox.ebay.com/>`_ at `https://sandbox.ebay.com/`. eBay's "
"production environment can be accessed by navigating to `eBay.com portal "
"<https://www.ebay.com/>`_ or `https://www.ebay.com/`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87
msgid ""
"The environment selection **must** remain the same for all environment "
"settings on eBay and on Odoo throughout this setup."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91
msgid "eBay actions available on Odoo"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93
msgid ""
"The following are built-in actions in Odoo that add or update eBay listings:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95
msgid ""
"**List**/ **Link**: generate a new eBay listing with an Odoo product by "
"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay"
" Listing`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97
msgid ""
":guilabel:`Revise item` button: after making changes to an eBay listing in "
"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to"
" update the eBay listing."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99
msgid ""
"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` "
"was not selected, a user can relist the item from Odoo. The start date will "
"reset."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101
msgid ""
":guilabel:`End item's listing` button: end a listing on eBay directly from "
"Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102
msgid ""
"**Unlink product listings**: users can unlink a product from the eBay "
"listing; the listing will stay intact on eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106
msgid "Setup required on Odoo prior to eBay setup"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108
msgid ""
"To link eBay with Odoo, install the eBay module by navigating to the Odoo "
"dashboard and clicking into the :guilabel:`Apps` application. Search the "
"term `eBay` and install the `eBay Connector` module."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112
msgid "The following items must be configured before eBay is set up:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114
msgid ""
"In Odoo, create and configure products that are intended to be listed in "
"eBay. eBay does not import new products into Odoo. All products must first "
"be created in Odoo, and then linked to listings."
msgstr ""
"在 Odoo 中,创建和配置准备在 eBay 上列出的产品。eBay 不会将新产品导入 Odoo。所有产品都必须首先在 Odoo "
"中创建,然后链接到列表。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
msgid ""
"Odoo does not allow multiple eBay listings to be linked per product in Odoo."
" If the company sells the same product for multiple listings, follow these "
"instructions:"
msgstr "Odoo 不允许在 Odoo 中为每个产品链接多个 eBay 列表。如果公司在多个列表中销售同一产品,请按照以下说明操作:"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121
msgid ""
"Set up one *base* product (noted in the :guilabel:`Component` field of the "
":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull "
"from. This will be a storable product so stock can be kept. Highlighted in "
"green below, this product will be included in the kit on each subsequent "
"“linked” product below."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126
msgid ""
"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the "
":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type"
" will be determined by the company's accounting settings, as explained in "
"the Odoo documentation. Highlighted in yellow below, each product should "
"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base "
"product as a :guilabel:`Component` of the kit. When this linked eBay product"
" is sold, the delivery order created will have the base product listed in "
"lieu of the linked product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0
msgid "Setting up bill of materials with base product and linked products."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138
msgid ""
":doc:`../../../inventory_and_mrp/manufacturing/basic_setup/bill_configuration/`"
msgstr ""
":doc:`../../../inventory_and_mrp/manufacturing/basic_setup/bill_configuration/`"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140
msgid ""
"eBay does not automatically create invoices for eBay orders that get pushed "
"into Odoo. Set invoicing policy on eBay products: invoicing policy will "
"dictate when the product can be invoiced. Since most eBay users collect "
"payment before the product is shipped, “invoice on ordered” will allow users"
" to mass create invoices for eBay orders every day."
msgstr ""
"eBay 不会自动为推送到 Odoo 的 eBay 订单创建发票。为 eBay "
"产品设置发票开具策略:发票开具策略将决定何时可以为产品开具发票。由于大多数 eBay 用户都是在产品发货前收款,因此“已订购即开发票”将允许用户每天为 "
"eBay 订单批量创建发票。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144
msgid ""
"Set the :guilabel:`Outgoing Shipments` route for the warehouse to "
":guilabel:`Deliver goods directly (1 step)`."
msgstr "将仓库的 :guilabel:`出货` 路线设置为 :guilabel:`直接交付货物1 步)`。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148
msgid ""
"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, "
"a known bug occurs: eBay wrongly marks orders as delivered when the pick "
"operation in Odoo is confirmed. The expected behavior is to mark orders as "
"delivered **after** the *delivery order* is confirmed. This mislabeling "
"prevents tracking numbers in eBay from being imported onto the delivery "
"order."
msgstr ""
"当 :guilabel:`外运货物` 路由设置为两步或三步时,会出现一个已知错误:当 Odoo 中的取货操作确认后eBay "
"会错误地将订单标记为已交付。预期操作是在确认*交货订单***之后**将订单标记为已交货。这种错误标记会阻止将 eBay 中的追踪号码导入送货订单。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152
msgid ""
"If the Accounting/Invoicing apps are installed, practice registering payment"
" and reconciling invoices created from eBay orders with incoming eBay money."
msgstr "如果安装了会计/发票应用程序,请练习注册付款并核对 eBay 订单和 eBay 入账的发票。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156
msgid ":doc:`../../..//finance/accounting/bank/reconciliation`"
msgstr ":doc:`../../..//finance/accounting/bank/reconciliation`"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158
msgid ""
"Generate a marketplace account deletion/closure notification token. To "
"begin, navigate to :menuselection:`Sales app --> Configuration --> "
"Settings`. Under the :guilabel:`eBay` heading, change the mode to "
":guilabel:`Production`, and input random text values for the "
":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` "
"button under the :guilabel:`eBay Marketplace Account Deletion/Closure "
"Notifications` section. This token will be used during the setup on eBay for"
" the deletion/closure notifications configuration."
msgstr ""
"生成市场账户删除/关闭通知令牌。首先,导航至 :menuselection:`销售应用程序 --> 配置 --> 设置`。在 "
":guilabel:`eBay` 标题下,将模式更改为 :guilabel:`生产`,并为 :guilabel:`生产证书密钥`输入随机文本值。然后点击"
" :guilabel:`eBay 市场账户删除/关闭通知` 部分下的 :guilabel:`生成令牌` 按钮。该令牌将用于在 eBay "
"上设置删除/关闭通知配置。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
msgid "Generate a verification token in Odoo."
msgstr "在 Odoo 中生成验证令牌。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170
msgid "Set up on eBay"
msgstr "在 eBay 上设置"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173
msgid "Set up eBay developer account"
msgstr "设置 eBay 开发者账户"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175
msgid ""
"To start, create an eBay developer account via `eBay's developer portal "
"<https://go.developer.ebay.com/>`_. This site requires a different login and"
" password than the eBay account, though the same email address can be used "
"to register. The verification to create a developer account is around 24 "
"hours."
msgstr ""
"首先,通过`eBay 开发者门户 <https://go.developer.ebay.com/>`_创建一个 eBay "
"开发者账户。该网站要求登录名和密码与 eBay 帐户不同,但可以使用相同的电子邮件地址进行注册。创建开发者账户的验证时间约为 24 小时。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181
msgid "Set up eBay keyset"
msgstr "设置 eBay 密钥集"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183
msgid ""
"Once the eBay developer account is created, set up an application on `eBay's"
" developer portal <https://go.developer.ebay.com/>`_. Next, navigate to the "
":guilabel:`Hi [username]` heading at top right of screen, then from the "
"drop-down menu options, click :guilabel:`Application Keysets`. Doing so "
"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` "
"(up to fifty characters), and choose a development environment "
"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate "
"first keyset. This application title is not saved until the keyset is "
"generated. Click on :guilabel:`Create a keyset` to generate the keyset."
msgstr ""
"创建 eBay 开发者账户后,在 `eBay 的开发者门户网站 <https://go.developer.ebay.com/>`_ "
"上设置应用程序。接下来,导航到屏幕右上方的 :guilabel:`你好 [用户名]` 标题,然后从下拉菜单选项中点击 "
":guilabel:`应用程序密钥集`。这样操作会打开一个弹出窗口,提示用户 :guilabel:`输入应用程序标题` (最多 50 "
"个字符),并选择开发环境(:guilabel:`沙盒环境` 或 "
":guilabel:`生产环境`)。这两个字段将生成第一个密钥集。在生成密钥集之前,不会保存此应用程序标题。点击 :guilabel:`创建密钥集` "
"进行生成。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192
msgid ""
"The newly created *production keyset* is disabled by default. Activate it by"
" subscribing to the eBay Marketplace 'account deletion or closure "
"notifications' or by applying to eBay for an exemption. Once enabled, the "
"database can make 5000 calls per day using this keyset."
msgstr ""
"新创建的*生产密钥集*默认为禁用。通过订阅 eBay 市场的 '账户删除或关闭通知'或向 eBay 申请豁免以激活。启用后,数据库每天可使用此密钥集拨打"
" 5000 个电话。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid "Disabled keyset present after creating a keyset."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201
msgid "Configure account deletion / notification settings (Production)"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203
msgid ""
"To configure notifications or delete the database on a production "
"environment, navigate to the `eBay developer portal "
"<https://go.developer.ebay.com/>`_. Configure the account "
"deletion/notification settings in eBay by navigating to the `Hi [username]` "
"at top right of screen, then :guilabel:`Application Keysets`."
msgstr ""
"要在生产环境中配置通知或删除数据库,请访问 `eBay 开发人员门户 "
"<https://go.developer.ebay.com/>`_。通过导航至屏幕右上角的`你好[用户名]`,然后选择:guilabel:`应用程序密钥集`,在"
" eBay 中配置帐户删除/通知设置。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208
msgid ""
"Next, click the :guilabel:`marketplace deletion/account closure "
"notification` option under the :guilabel:`Production` keyset column. Enter "
"an email under :guilabel:`Email to notify if marketplace account deletion "
"notification endpoint is down`. Click :guilabel:`Save` to enable the email."
msgstr ""
"接下来,点击 :guilabel:`生产` 密钥集下的 :guilabel:`市场删除/账户关闭通知` "
"选项。在:guilabel:`市场账户删除通知端点关闭时,通知电子邮件`下输入电子邮件。点击 :guilabel:`保存` 启用电子邮件。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212
msgid ""
"Following this action, enter the :guilabel:`Marketplace account deletion "
"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in"
" Odoo by navigating to :menuselection:`Sales app --> Configuration --> "
"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure "
"Notifications` field."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217
msgid ""
"Clicking the :guilabel:`Generate Token` button in Odoo below this field "
"creates a verification token for the eBay production environment. In Odoo, "
":guilabel:`Copy` the newly created token and navigate to eBay to fill in the"
" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the "
":guilabel:`Event Notification Delivery Method`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid "Configuring account deletion / notification settings in eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226
msgid ""
"After completing the above fields, click :guilabel:`Send Test Notification` "
"to test the new notifications. Proceed to the next step when the green check"
" mark appears. Revisit the above settings if the test post is not as "
"expected."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230
msgid ""
"After configuring notification settings, go back to the "
":menuselection:`Application Keys` page to generate production keysets."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234
msgid "Creating the keyset"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236
msgid ""
"A successful setup of the notifications enables the ability to create "
"Production Keysets which are needed in the remainder of the Odoo "
"configuration. Navigate back to the :menuselection:`Application Keys` page "
"generate a production keyset."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240
msgid ""
"The administrator is prompted to :menuselection:`Confirm the Primary "
"Contact`. Enter or confirm the account owner (the person legally responsible"
" for the eBay API License Agreement). Fill out :guilabel:`First Name`, "
":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select "
"either the :guilabel:`Individual` or :guilabel:`Business` options."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246
msgid ""
"The provided email address or phone number does **not** have to match the "
"account's. eBay uses this information to contacting the business or "
"individual in case of issues with user tokens. Additional contacts can be "
"added from the :guilabel:`Profile & Contacts` page on eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250
msgid ""
"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact."
" The :guilabel:`Application Keys` populates in a new screen and an email is "
"also sent to the developer account. An :guilabel:`App ID (Client ID)`, "
":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid "Application keys are populated after creating the app in eBay."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259
msgid ""
"Copy these values down as they will be input into Odoo later in the process."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262
msgid "Create eBay user token"
msgstr "创建 eBay 用户口令"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264
msgid ""
"Now, create a *user token* in eBay by navigating to the `Hi [username]` at "
"top right of screen, then :guilabel:`User Access Tokens`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid "Generate user token s on the eBay developer console."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271
msgid ""
"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing "
"or :guilabel:`Production` for the live database. Maintain the same selection"
" for all environment settings on both eBay and Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275
msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277
msgid ""
"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` "
"to get a user token in the chosen environment. This button varies based on "
"the selection made above for either :guilabel:`Sandbox` or "
":guilabel:`Production`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281
msgid ""
"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal "
"Address`. Complete the required fields, which are :guilabel:`First Name`, "
":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`,"
" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either "
":guilabel:`Individual` or :guilabel:`Business`. To complete the "
"confirmation, click :guilabel:`Sign into eBay to get a Token`."
msgstr ""
"这样做会弹出一个 :guilabel:`确认您的合法地址` 窗口。填写必填字段,即 "
":guilabel:`名`、:guilabel:`姓`、:guilabel:首选电子邮件`、:guilabel:`合法地址`和 "
":guilabel:`账户类型`。对于 :guilabel:`账户类型`,请选择 :guilabel:`个人`或 "
":guilabel:`企业`。要完成确认,请点击 :guilabel:`登录 eBay 获取令牌`。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288
msgid ""
"eBay will contact this individual or business should there be any issues "
"with the application keys. Other contacts can be added on the "
":menuselection:`Profile & Contacts` eBay page."
msgstr ""
"如果申请密钥出现任何问题eBay 将与此个人或企业联系。其他联系人可在 :menuselection:`简介与联系人` eBay 页面上添加。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291
msgid ""
"The administrator will be redirected to either a sandbox or production sign-"
"in page for eBay. This login is different than the eBay developer's console,"
" it is the eBay account where the items will be sold on. This email and/or "
"login can differ from the eBay developer account."
msgstr ""
"管理员将被重定向到 eBay 的沙盒或生产登录页面。该登录页面与 eBay 开发者控制台不同,它是出售物品的 eBay "
"账户。该电子邮件和/或登录名可能与 eBay 开发者账户不同。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295
msgid ""
"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and"
" sign into the eBay account."
msgstr "输入 eBay 帐户的 :guilabel:`电子邮件` 或 :guilabel:`用户名` 并登录 eBay 帐户。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299
msgid ""
"Should an additional user be needed for the sandbox simulation, a test user "
"needs to be created. Visit `eBay's Register for Sandbox form "
"<https://developer.ebay.com/sandbox/register>`_. Detailed instructions can "
"be found on eBay's help pages: `Create a test Sandbox user "
"<https://developer.ebay.com/api-docs/static/gs_create-a-test-sandbox-"
"user.html>`_."
msgstr ""
"如果沙盒模拟需要额外的用户,则需要创建一个测试用户。请访问 `eBay 的注册沙盒表格 "
"<https://developer.ebay.com/sandbox/register>`_。详细说明请参阅 eBay 的帮助页面:创建测试沙盒用户 "
"<https://developer.ebay.com/api-docs/static/gs_create-a-test-sandbox-"
"user.html>`_。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305
msgid "Grant application access"
msgstr "授予应用程序访问权限"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307
msgid ""
"After signing into the production or sandbox environment, eBay presents the "
"administrator with an *agreement* to grant access to the user's eBay data."
msgstr "在登录到生产环境或沙箱环境后eBay 会向管理员出示一份*协议*,允许其访问用户的 eBay 数据。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310
msgid ""
"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the "
"*application programming interface* (API). This agreement can be changed at "
"any time by visiting eBay's account preferences."
msgstr ""
"点击 :guilabel:`同意`,允许 eBay 将 eBay 帐户与 *应用程序编程接口*API链接。该协议可随时通过访问 eBay "
"的账户偏好设置进行更改。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314
msgid ""
"eBay has a timed sequence between signing in and agreeing to the terms for "
"the :abbr:`API (Application Programming Interface)` linkage to the account. "
"Once complete a :guilabel:`User Token` will populate on the "
":menuselection:`User Tokens` page."
msgstr ""
"eBay 在登录和同意 :abbr:`API应用程序接口` "
"链接到帐户的条款之间有一个定时序列。一旦完成,:guilabel:`用户令牌`将在:menuselection:`用户令牌`页面上弹出。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318
msgid ""
"A :guilabel:`User Token` will populate on the screen. Make sure to copy this"
" token down as it will be used in the next steps along with the "
":guilabel:`Application Keyset`."
msgstr ""
"屏幕上将显示 :guilabel:`用户令牌`。确保将此令牌复制下来,因为它将与 :guilabel:`应用程序密钥集` 一起用于接下来的步骤。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
msgid ""
"Generated user token and API explorer link on the eBay developer console."
msgstr "在 eBay 开发者控制台上生成用户令牌和 API 浏览器链接。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326
msgid ""
"Signing in to the eBay account is necessary to create to the token. The eBay"
" developer can also revoke the token by clicking on the :guilabel:`Revoke a "
"Token` link."
msgstr "必须登录 eBay 账户才能创建令牌。eBay 开发者也可点击 :guilabel:`撤销令牌` 链接撤销令牌。"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330
msgid "API explorer"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332
msgid ""
"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have "
"been created, a test can be executed via the `API Explorer "
"<https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx>`_ to "
"ensure that the :abbr:`API (Application Programming Interface)` is "
"configured correctly. This test will execute a simple search using the "
":abbr:`API (Application Programming Interface)`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338
msgid ""
"To begin the :abbr:`API (Application Programming Interface)` test, click on "
":guilabel:`Get OAuth Application Token`. This will populate the key into the"
" :guilabel:`Token` field."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341
msgid ""
"A basic search function is set to execute. Click on :guilabel:`Execute` to "
"complete the test. A successful test will respond with a :guilabel:`Call "
"Response` of `200 OK` with a corresponding :guilabel:`Time`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346
msgid "Entering credentials into Odoo"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348
msgid ""
"The previously copied :guilabel:`User Token` and :guilabel:`Application "
"Keyset` are now ready to be entered into the Odoo database."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351
msgid ""
"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> "
"Configuration --> Settings --> eBay`) and paste the following credentials "
"from eBay into the corresponding fields in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358
msgid "Platform"
msgstr "平台"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359
msgid "Dev Key/ID"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360
msgid "Token"
msgstr "令牌"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361
msgid "App Key/ID"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362
msgid "Cert Key/ID"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363
msgid "eBay"
msgstr "eBay"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364
msgid "Dev ID"
msgstr "Dev ID"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365
msgid "User Token"
msgstr "用户令牌"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366
msgid "App ID (Client ID)"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367
msgid "Cert ID (Client Secret)"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102
msgid "Odoo"
msgstr "Odoo"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369
msgid "Developer Key"
msgstr "开发者密钥"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370
msgid "Production/Sandbox Token"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371
msgid "Production/Sandbox App Key"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372
msgid "Production/Sandbox Cert Key"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375
msgid ""
"The :guilabel:`Application Keyset` can be accessed by going to `eBay's "
"developer portal <https://go.developer.ebay.com/>`_ and navigate to the `Hi "
"[username]` at top right of screen, then click on :guilabel:`Application "
"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi "
"[username]` at top right of screen, then :guilabel:`User Access Tokens` and "
"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also"
" be accessed by clicking on :guilabel:`User Tokens` from the "
":menuselection:`Application Keys` page."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382
msgid ""
"Confirm that the setup is correct by saving the credentials in Odoo. Once "
"the initial setup is complete, a new menu tab in products will appear called"
" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` "
"documentation on how to list products."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387
msgid ""
"Sync product categories by clicking :guilabel:`Product Categories`. After "
"syncing, a new menu item, `eBay Category`, appears available for products to"
" be configured with. These eBay categories are imported from the Odoo "
"database and are available when listing an item on eBay through Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393
msgid ""
"If Product Categories beyond four paths are required, users will need to "
"manually add those paths. This has historically been done by getting a list "
"of all product categories beyond four paths, manually importing them into "
"the Product Category model in Odoo, and then linking them individually to "
"the product."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399
msgid "Now that the setup is complete, proceed to either:"
msgstr "设置完成后,请执行以下任一操作:"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401
msgid ":doc:`Create listings <manage>`"
msgstr ":doc:`创建列表<manage>`"
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402
msgid ":doc:`Link existing listings <linking_listings>`"
msgstr ":doc:`链接现有列表<linking_listings>`"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3
msgid "Troubleshooting eBay connector"
msgstr "eBay 连接器故障排除"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13
msgid "Accept account deletion notifications"
msgstr "接受帐户删除通知"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15
msgid ""
"Since September 2021, **eBay requires supporting customer account "
"deletion/closure notifications**. As such, when eBay receives an account "
"request for deletion, all eBay partners must confirm the reception of the "
"request and take further action if necessary."
msgstr ""
"自2021 9月起 **趣需要支持客户账户删除/关闭通** "
"。因此,当易趣收到账户删除请求时,所有易趣合作伙伴必须确认收到该请求,并在必要时采取进一步行动。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19
msgid ""
"Odoo has a notification endpoint to receive those notifications, confirm the"
" reception of the request, and handle the first set of actions to anonymize "
"the account details in *Contacts* and remove the customer's access to the "
"portal."
msgstr ""
"Odoo 有一个通知端点来接收这些通知,确认接收到请求,并处理第一组操作,以匿名化*联系人*中的账户详细信息,并删除客户对门户网站的访问权限。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24
msgid ""
"Make sure to correctly :ref:`set up the subscription to the marketplace "
"account deletion notifications <ebay/subscribe-account-deletion-"
"notifications>` as eBay may temporarily disable the related eBay account "
"until the subscription is completed."
msgstr ""
"请确保正确 :ref:`设置订阅市场账户删除通知 <ebay/subscribe-account-deletion-"
"notifications>`因为在订阅完成之前eBay 可能会暂时禁用相关的 eBay 账户。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29
msgid "Verify the installation of Odoo is up to date"
msgstr "验证 Odoo 安装是否为最新版本"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31
msgid ""
"In order to activate the endpoint, the module *eBay Connector - Account "
"Deletion* must be installed. If the Odoo database was first created after "
"September 2021, the module is installed automatically and the administrator "
"can proceed to the :ref:`next step <ebay/retrieve-endpoint-details>`."
msgstr ""
"要激活端点,必须安装模块 *eBay 连接器 - 账户删除*。如果 Odoo 数据库是在 2021 年 9 "
"月之后首次创建的,则模块会自动安装,管理员可继续执行 :ref:`下一步 <ebay/retrieve-endpoint-details>`。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36
msgid "Update Odoo to the latest release"
msgstr "将Odoo更新到最新版本"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38
msgid ""
"The notification endpoint is made available through a new Odoo module; to be"
" able to install it, the administrator must make sure that the Odoo source "
"code is up-to-date."
msgstr "通知端点通过一个新的 Odoo 模块提供;要安装该模块,管理员必须确保 Odoo 源代码是最新的。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41
msgid ""
"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is "
"already up-to-date, so proceed to the next step."
msgstr "如果公司在 Odoo.com 或 Odoo.sh 平台上使用 Odoo则代码已是最新的请继续下一步。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43
msgid ""
"If the company uses Odoo with an on-premise setup or through a partner, then"
" the administrator must update the installation as detailed in :doc:`this "
"documentation page </administration/on_premise/update>` or by contacting an "
"integrating partner."
msgstr ""
"如果公司通过内部安装或合作伙伴使用 Odoo则管理员必须按照 "
":doc:`本文档第</administration/on_premise/update>页` 中的详细说明更新安装,或联系您的整合合作伙伴。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48
msgid "Update the list of available modules"
msgstr "更新可用模块列表"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50
msgid ""
"New modules must be *discovered* by the Odoo instance to be available in the"
" :menuselection:`Apps` menu."
msgstr "新模块必须由 Odoo 实例 *发现*,才能在 :menuselection:`应用程序` 菜单中可用。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53
msgid ""
"To do so, activate the :ref:`developer mode <developer-mode>`, and go to "
":menuselection:`Apps -> Update Apps List`. A wizard will ask for "
"confirmation."
msgstr ""
"要执行此操作,请激活 :ref:`开发者模式<developer-mode>`,然后转到 :menuselection:`应用程序 -> "
"更新应用程序列表`。向导会要求确认。"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57
msgid "Install the eBay Connector - Account Deletion update"
msgstr "安装 eBay 连接器 - 账户删除更新"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60
msgid ""
"**Never** install new modules in the production database without testing "
"them in a duplicate or staging environment. For Odoo.com customers, a "
"duplicate database can be created from the database management page. For "
"Odoo.sh users, the administrator should use a staging or duplicate database."
" For on-premise users, the administrator should use a staging environment - "
"contact the integrating partner for more information regarding how to test a"
" new module in a particular setup."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67
msgid ""
"To install the module, go to the :menuselection:`Apps` menu, remove the "
"`Apps` search facet and search for `eBay`. If the module *eBay Connector - "
"Account Deletion* is present and marked as installed, the Odoo database is "
"already up-to-date and the administrator can proceed with the next step. If "
"it is not yet installed, install it now."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75
msgid "Retrieve endpoint details from Odoo"
msgstr "从Odoo检索端点详细信息"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77
msgid ""
"The endpoint details can be found in :menuselection:`Sales --> Configuration"
" --> Settings --> eBay`. First, input random text values for the "
":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. "
"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification "
"Token`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89
msgid "Subscribe to account deletion notifications"
msgstr "订阅帐户删除通知"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91
msgid ""
"Navigate to the `eBay developer portal <https://go.developer.ebay.com/>`_. "
"Configure the account deletion/notification settings in eBay by navigating "
"to the `Hi [username]` at the top right of screen, then go to "
":guilabel:`Alerts & Notifications`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
msgid "Overview of the Alerts & Notifications dashboard of eBay"
msgstr "eBay提醒和通知仪表板概述"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99
msgid ""
"To subscribe to deletion/closure notifications, eBay needs a few details:"
msgstr "要订阅删除/关闭通知,易趣需要一些详细信息:"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101
msgid ""
"An *email address* to send notifications to if the endpoint is unreachable."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102
msgid "The *endpoint details*:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104
msgid "The URL to Odoo's account deletion notification endpoint"
msgstr "Odoo帐户删除通知终结点的URL"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105
msgid "A verification token"
msgstr "验证令牌"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
msgid "Dedicated fields to enter the endpoint details"
msgstr "用于输入端点详细信息的专用栏"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112
msgid ""
"The administrator can edit the last two fields once the email address field "
"is filled out."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115
msgid "Verify the connectivity with the endpoint"
msgstr "验证与端点的连接"
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117
msgid ""
"After setting the retrieved endpoint details in eBay's dashboard, consider "
"testing the connectivity with the :guilabel:`Send Test Notification` button."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120
msgid ""
"The following confirmation message should be received: \"A test notification"
" was sent successfully!\""
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
msgid "Button to send test notification"
msgstr "用于发送测试通知的按钮"
#: ../../content/applications/sales/sales/invoicing.rst:5
msgid "Invoicing Method"
msgstr "开票方式"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
msgid "Down payments"
msgstr "首付"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
msgid ""
"A down payment is a partial payment made by the buyer when a sales contract "
"is concluded. This implies both parties' (seller and buyer) full commitment "
"to honor the contract."
msgstr "首付款是买方在签订销售合同时支付的部分款项。这意味着双方(卖方和买方)完全承诺履行合同。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8
msgid ""
"With a down payment, the buyer pays a portion of the total amount owed while"
" agreeing to pay the remaining amount at a later date. In turn, the seller "
"provides goods or services to the buyer after accepting the down payment, "
"trusting that the remaining amount will be paid later on."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:13
msgid "Create invoices"
msgstr "创建发票"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15
msgid ""
"When a sales order is confirmed, the option to create an invoice becomes "
"available, via the :guilabel:`Create Invoice` button, located in the upper-"
"left corner of the sales order form. When clicked, a :guilabel:`Create "
"invoices` pop-up appears."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "Create invoices pop-up form that appears in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
msgid ""
"Invoices are automatically created as drafts, so they can be reviewed before"
" validation."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:26
msgid ""
"On the :guilabel:`Create invoices` pop-up, there are 3 options to choose "
"from in the :guilabel:`Create Invoice` field:"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29
msgid ":guilabel:`Regular invoice`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:42
msgid ":guilabel:`Down payment (percentage)`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:31
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
msgid ":guilabel:`Down payment (fixed amount)`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
msgid ""
"If :guilabel:`Regular Invoice` is selected, the other fields disappear, as "
"they only pertain to down payment configurations."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38
msgid "Initial down payment request"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:40
msgid ""
"On the :guilabel:`Create invoices` pop-up form, the down payment options "
"are:"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45
msgid ""
"Once the desired down payment option is selected in the :guilabel:`Create "
"Invoice` field on the pop-up form, designate the desired amount, either as a"
" percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:49
msgid ""
"Then, select the appropriate income account for the invoice in the "
":guilabel:`Income Account` field. Next, select a tax amount, if necessary, "
"in the :guilabel:`Customer Taxes` drop-down field."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"A create invoices pop-up form with down payment fields filled in with "
"information."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56
msgid ""
"Once all fields are filled in with the desired information, click the "
":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo "
"reveals the :guilabel:`Customer Invoice Draft`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:59
msgid ""
"In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice "
"Draft`, the down payment that was just configured in the :guilabel:`Create "
"invoices` pop-up form appears as a :guilabel:`Product`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Down payment as a product in the invoice lines tab of a customer invoice "
"draft in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:68
msgid ""
"When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` "
"tab is clicked, Odoo reveals the product form for the down payment."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
msgid ""
"By default, the :guilabel:`Product Type` of down payment products generated "
"for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing "
"Policy` set to :guilabel:`Prepaid/Fixed Price`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Down payment product form with service product type and invoicing policy "
"field."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79
msgid "This product can be edited/modified at any time."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
msgid ""
"If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the "
":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:88
msgid "Example: request 50% down payment"
msgstr "例如:要求支付 50%的首付款"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:91
msgid ""
"The following example involves a 50% amount down payment on a product "
"(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the "
":guilabel:`Invoicing Policy`."
msgstr "以下示例涉及产品(:guilabel:`带门橱柜`)的 50%首付款,:guilabel:`订购数量`为:guilabel:`发票政策`。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:0
msgid "Cabinet with doors product form showcasing various details and fields."
msgstr "展示了带门的橱柜产品表单,其中包含各种细节和字段。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:335
#: ../../content/applications/sales/sales/invoicing/expense.rst:255
#: ../../content/applications/sales/sales/invoicing/milestone.rst:238
#: ../../content/applications/sales/sales/invoicing/proforma.rst:71
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:166
msgid ":doc:`invoicing_policy`"
msgstr ":doc:`invoicing_policy`"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:101
msgid ""
"First, navigate to :menuselection:`Sales app --> New`, and add a "
":guilabel:`Customer` to the quotation."
msgstr "首先,导航至 :menuselection:`销售应用程序 --> 新建`,然后在报价单中添加 :guilabel:`客户` 。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:104
msgid ""
"Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
"and select the :guilabel:`Cabinet with Doors` product."
msgstr "然后,点击 :guilabel:`订单行` 选项卡中的 :guilabel:`添加产品` 并选择 :guilabel:`带门橱柜` 产品。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:107
msgid ""
"When the order is confirmed (via the :guilabel:`Confirm` button), the "
"quotation turns into a sales order. Once this occurs, create and view the "
"invoice by clicking :guilabel:`Create Invoice`."
msgstr ""
"订单确认后(通过 :guilabel:`确认` 按钮),报价单将变为销售订单。此时,请点击 :guilabel:`创建发票`,创建并查看发票。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Cabinet with doors sales order that's been confirmed in the Odoo Sales "
"application."
msgstr "带门橱柜销售订单已在 Odoo 销售应用程序中确认。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:114
msgid ""
"Next, on the :guilabel:`Create invoices` pop-up window that appears, select "
":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down "
"Payment Amount` field."
msgstr ""
"然后,在弹出的 :guilabel:`创建发票` 窗口中,选择 :guilabel:`首付款(百分比)`,并在 :guilabel:`首付金额` "
"字段中输入`50`。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:118
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:264
msgid ""
"The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are "
"*not* required fields, and they will *not* appear if they've already been "
"preconfigured in previous down payment requests."
msgstr ""
":guilabel:`收入账户`和 :guilabel:`客户税金`字段**不是**必填字段,如果已在之前的首付款请求中预先配置,则**不会**出现。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:122
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:268
msgid ""
"For more information, check out the documentation on :ref:`customer taxes "
"modification on down payments <sales/invoicing/customer-tax-modification-"
"down-payments>` and :ref:`income account modification on down payments "
"<sales/invoicing/income-account-modification>`."
msgstr ""
"有关更多信息,请查看 :ref:`首期付款的客户税金修改 <sales/invoicing/customer-tax-modification-"
"down-payments>` 和 :ref:`首期付款的收入账户修改 <sales/invoicing/income-account-"
"modification>` 文档。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126
msgid ""
"Lastly, click :guilabel:`Create Draft Invoice` to create and view the "
"invoice draft."
msgstr "最后,单击:guilabel:`创建发票草稿`,创建并查看发票草稿。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:128
msgid ""
"Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which "
"includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice"
" Lines` tab."
msgstr ""
"点击 :guilabel:`创建发票草稿` 将显示发票草稿,其中包括作为 :guilabel:`发票行` 选项卡中的 :guilabel:`产品` "
"的首付款。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:131
msgid ""
"From there, the invoice can be confirmed and posted by clicking "
":guilabel:`Confirm`. Confirming the invoice changes the status from "
":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of "
"buttons at the top of the page."
msgstr ""
"点击 :guilabel:`确认` 即可确认和张贴发票。确认发票后,状态将从 :guilabel:`草稿` 变为 "
":guilabel:`已发布`。页面顶部还会显示一系列新按钮。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "A sample draft invoice with down payment mentioned in Odoo Sales."
msgstr "Odoo 销售中提及的首付款发票草稿样本。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:139
msgid ""
"From those buttons, the payment can be registered by clicking "
":guilabel:`Register Payment`."
msgstr "在这些按钮中,点击 :guilabel:`注册付款` 即可注册付款。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Showcase of the Register Payment button on a confirmed customer invoice."
msgstr "已确认客户发票上的注册付款按钮展示。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:145
msgid ""
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
"populated with the necessary information. Confirm the information provided "
"is correct, and make any necessary adjustments. When ready, click the "
":guilabel:`Create Payment` button."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Showcase of the Register Payment pop-up window with create payment button."
msgstr "弹出注册付款窗口,并带有创建付款按钮。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:153
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:291
msgid ""
"After clicking :guilabel:`Create Payment`, Odoo reveals the customer "
"invoice, now with a green :guilabel:`In Payment` banner in the upper-right "
"corner."
msgstr "点击 :guilabel:`创建付款` 后Odoo 会显示客户发票,现在右上角有一个绿色的 :guilabel:`付款中` 横幅。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Customer Invoice with a green In Payment banner located in the upper-right "
"corner."
msgstr "客户发票右上角有绿色的“付款中”横幅。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:160
msgid ""
"Now, when the customer wants to pay the remaining amount of the order, "
"another invoice must be created. To do that, return to the sales order, via "
"the breadcrumb links."
msgstr "现在,当客户要支付订单剩余金额时,必须再创建一张发票。为此,请通过面包屑链接返回销售订单"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:163
msgid ""
"Back on the sales order, a new :guilabel:`Down Payments` section is present "
"in the :guilabel:`Order Lines` tab, along with the down payment that was "
"just invoiced and posted."
msgstr ""
"回到销售订单,在 :guilabel:`订单行` 选项卡中出现了一个新的 :guilabel:`首付款` 部分,以及刚刚开具发票并入账的首付款。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "The down payments section in the order lines tab of a sales order."
msgstr "销售订单的订单行选项卡中的首付款部分。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170
msgid "Next, click the :guilabel:`Create Invoice` button."
msgstr "然后,点击 :guilabel:`创建发票` 按钮。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:172
msgid ""
"On the :guilabel:`Create invoices` pop-up window that appears, there are two"
" new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`."
msgstr "在弹出的 :guilabel:`创建发票` 窗口中,有两个新字段::guilabel:`已开发票` 和 :guilabel:`发票金额`。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"The deduct down payment option on the create invoices pop up in Odoo Sales."
msgstr "在 Odoo 销售系统中,创建发票时弹出扣除首付款选项。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:179
msgid ""
"If the remaining amount is ready to be paid, select the :guilabel:`Regular "
"Invoice` option. Odoo will create an invoice for the exact amount needed to "
"complete the total payment, as indicated in the :guilabel:`Amount to "
"invoice` field."
msgstr ""
"如果剩余金额已准备好支付,请选择 :guilabel:`普通发票` 选项。Odoo 将根据 :guilabel:`发票金额` "
"字段中显示的完成总付款所需的确切金额创建发票。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183
msgid "Once ready, click :guilabel:`Create Draft Invoice`."
msgstr "准备就绪后,点击 :guilabel:`创建发票草稿`。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:185
msgid ""
"Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing "
"*all* the invoices for that specific sales order in the :guilabel:`Invoice "
"Lines` tab. Each invoice line item displays all the necessary information "
"related to each invoice."
msgstr ""
"这样做会显示另一个 :guilabel:`客户发票草稿` 页面,在 :guilabel:`发票行` "
"选项卡中列出该特定销售订单的*所有*发票。每个发票行项目显示与每张发票相关的所有必要信息。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:189
msgid ""
"To complete the flow, click :guilabel:`Confirm`, which changes the status of"
" the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click "
":guilabel:`Register Payment`."
msgstr ""
"要完成流程,请点击:guilabel:`确认`,发票状态将从 :guilabel:`草稿`变为 :guilabel:`已发布`。然后,点击 "
":guilabel:`登记付款`。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:192
msgid ""
"Once again, the :guilabel:`Register Payment` appears, with all fields auto-"
"populated with the necessary information, including the remaining amount "
"left to be paid on the order."
msgstr ":guilabel:`注册付款` 再次出现时,所有字段都会自动填充必要信息,包括订单的剩余付款金额。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "The second register payment pop-up form in Odoo sales."
msgstr "Odoo 销售中的第二个注册付款弹出窗体。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:199
msgid ""
"After confirming that information, click :guilabel:`Create Payment`. Doing "
"so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In"
" Payment` banner in the upper-right corner. Also, both down payments are "
"present in the :guilabel:`Invoice Lines` tab."
msgstr ""
"确认信息后,点击 :guilabel:`创建付款`。这样就会显示最终的 :guilabel:`客户发票` 并在右上角显示绿色的 "
":guilabel:`付款中` 横幅。此外,两个首付款都会出现在 :guilabel:`发票行` 选项卡中。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "The second down payment invoice with in payment banner in Odoo Sales."
msgstr "在 Odoo 销售系统中,第二张首付款发票带有付款横幅。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:207
msgid "At this point, the flow is now complete."
msgstr "至此,流程完成。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:210
msgid ""
"This flow is also possible with the :guilabel:`Fixed amount` down payment "
"option."
msgstr "使用 :guilabel:`固定金额` 首付款选项也可实现此流程。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:213
msgid ""
"If a down payment is used with a product that has a :guilabel:`Delivered "
"quantities` invoicing policy, and the cost of the product *exceeds* the 50% "
"down payment (as in most cases), a regular invoice is created."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:217
msgid ""
"However, for products that cost *less* than the 50% down payment, the down "
"payments will **not** be able to be deducted when it comes time to invoice "
"the customer."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:220
msgid ""
"This is because the product(s) would have to be delivered *before* creating "
"the final invoice due to Odoo not allowing negative totals for invoices."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:223
msgid ""
"If nothing has been delivered, a :guilabel:`Credit Note` is created, which "
"cancels the draft invoice that was created after the down payment."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:226
msgid ""
"To utilize the :guilabel:`Credit Note` option, the *Inventory* application "
"must be installed, in order to confirm the delivery. Otherwise, the "
"delivered quantity can be entered manually directly on the sales order."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:233
msgid "Example: request 100% down payment"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:235
msgid ""
"The process of requesting a 100% down payment is similar to the process of "
"setting up a :ref:`50% down payment <sales/invoicing/50-percent-down-"
"payments>`, but with fewer steps."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:239
msgid ""
"A 100% down payment is **not** the same as a full payment of the sales "
"order."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:241
msgid ""
"A sales order paid through the regular invoice process will not allow any "
"additional invoices to be generated, and **will not** display the *Create "
"Invoice* button on the Sales Order."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244
msgid ""
"Following this example **will** cause the *Create Invoice* button to be "
"displayed on the Sales Order. This is because Odoo expects another invoice "
"to be created after the down payment to complete payment of the sales order."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:248
msgid "The *Solar Panel Installation* product is being used in this example."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:250
msgid ""
"To configure a 100% down payment, begin by navigating to "
":menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the "
"quote."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:253
msgid ""
"Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
"and select the `Solar Panel Installation` product."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:256
msgid ""
"Upon clicking the :guilabel:`Confirm` button, the quotation turns into a "
"sales order. At that point, an invoice can now be created by clicking "
":guilabel:`Create Invoice` in the top-left corner."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:259
msgid ""
"On the :guilabel:`Create invoices` pop-up window that appears, select "
":guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down"
" Payment Amount` field. Then, if desired, select an :guilabel:`Income "
"Account` and :guilabel:`Customer Taxes` in their respective fields."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"The Down payment (percentage) option selected with 100% set as the Down "
"Payment."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:276
msgid ""
"Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. "
"This will also bring the draft invoice into view, which includes the "
":guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice "
"Lines` tab."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:280
msgid ""
"The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`."
" Confirming the invoice changes the status from :guilabel:`Draft` to "
":guilabel:`Posted`. It also reveals a new series of buttons at the top of "
"the page."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:284
msgid ""
"The payment can be registered by clicking the :guilabel:`Register Payment` "
"button."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:286
msgid ""
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
"populated with the necessary information. Confirm the information provided "
"is correct and make any necessary adjustments. When ready, click the "
":guilabel:`Create Payment` button."
msgstr ""
"这样做会弹出一个 :guilabel:`注册付款` 表格,该表格会自动填充必要的信息。确认所提供的信息是否正确,并进行必要的调整。准备就绪后,点击 "
":guilabel:`创建付款` 按钮。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:298
msgid ""
"The process is now complete, and the 100% down payment has been successfully"
" applied."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:303
msgid "Customer taxes modification on down payments"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:305
msgid ""
"To adjust the income account and customer taxes attached to a down payment, "
"navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> "
"Products --> Products`), search for the `Down Payment` product in the search"
" bar, and select it to reveal the product detail page."
msgstr ""
"要调整首期付款所附的收入账户和客户税金,请导航至 :guilabel:`产品` 页面(:menuselection:`销售应用程序 --> 产品 -->"
" 产品`),在搜索栏中搜索 `首期付款` 产品,然后选择该产品以显示产品详细页面。"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:309
msgid ""
"On the :guilabel:`Down Payment` product page, in the :guilabel:`General "
"Information` tab, the customer taxes can be modified in the "
":guilabel:`Customer Taxes` field."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "How to modify the income account link to down payments."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:319
msgid "Income account modification on down payments"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:321
msgid ""
"To change or adjust the income account attached to the :guilabel:`Down "
"Payment` product page, the *Accounting* app **must** be installed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:324
msgid ""
"With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes "
"available on the product page. That tab will **not** be accessible without "
"the *Accounting* app installed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:327
msgid ""
"In the :guilabel:`Accounting` tab, the income account can be changed in the "
":guilabel:`Income Account` field, located in the :guilabel:`Receivables` "
"section."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
msgid "Reinvoice expenses to customers"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
msgid ""
"While working on a project for a client, employees often have to spend their"
" own money on various expenses related to the project."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:8
msgid ""
"For example, an employee may need to use their own money to pay for a hotel,"
" while they provide an on-site service for a client. As a company, this "
"expense should be reinvoiced to the customer. With Odoo, these kinds of "
"expenses can quickly be reinvoiced to the customer related to the project."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:13
msgid "Expenses application"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:15
msgid ""
"To be able to reinvoice a customer for an expense, the *Expenses* "
"application **must** be installed."
msgstr "要向客户重新开具费用发票,**必须**安装*费用*应用程序。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
msgid ""
"To install the *Expenses* application, navigate to :menuselection:`main Odoo"
" dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* "
"application block. When clicked, Odoo installs the application, refreshes "
"the page, and returns to the main Odoo dashboard."
msgstr ""
"要安装 *费用* 应用程序,请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`,然后点击 *费用* 应用程序块上的 "
":guilabel:`安装`。点击后Odoo 将安装应用程序,刷新页面并返回 Odoo 主仪表板。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
msgid "Add expenses to sales orders"
msgstr "向销售订单添加费用"
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
msgid ""
"To begin, have a sales order confirmed in the *Sales* app to which a "
"reinvoiced expense can be added. Or, create a new sales order from scratch. "
"To do that, navigate to the :menuselection:`Sales app --> New`. Doing so "
"reveals a blank quotation form."
msgstr ""
"首先,在 *销售* 应用程序中确认销售订单,并在其中添加重新开具发票的费用。或者,从头开始创建一个新的销售订单。为此,请导航至 "
":menuselection:`销售应用程序 --> 新建`。这样会显示一个空白的报价单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:28
msgid ""
"Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order "
"Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product "
"from the drop-down menu."
msgstr ""
"然后,添加一个 :guilabel:`客户`,点击 :guilabel:`添加产品`,在 "
":guilabel:`订单行`选项卡中添加一个产品。然后,从下拉菜单中选择产品。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:31
msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order."
msgstr "最后,点击 :guilabel:`确认`,以确认销售订单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"This is how a confirmed sales order looks in the Odoo Sales application."
msgstr "已确认的销售订单在 Odoo 销售应用程序中的展示。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:37
msgid "With the sales order confirmed, it's time to create an expense."
msgstr "销售订单确认后,就可以创建费用了。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:39
msgid ""
"To do that, navigate to the *Expenses* application, by going to "
":menuselection:`main Odoo dashboard --> Expenses`."
msgstr "要执行此操作,请进入 :menuselection:`Odoo 主仪表板 --> 费用` 浏览*费用*应用程序。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:42
msgid ""
"Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank"
" expenses form."
msgstr "然后,在*费用*仪表板中,点击 :guilabel:`新建`,显示一个空白的费用表单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "A blank expenses form in the Odoo Expenses application."
msgstr "Odoo 费用应用程序中的空白费用表单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
msgid ""
"On the expenses form, add a :guilabel:`Description` to easily reference the "
"expense."
msgstr "在费用表单中,添加 :guilabel:`说明` 以方便引用费用。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:50
msgid ""
"Then, in the :guilabel:`Category` field, select one of the following options"
" from the drop-down menu:"
msgstr "然后,在 :guilabel:`类别` 字段中,从下拉菜单中选择以下选项之一:"
#: ../../content/applications/sales/sales/invoicing/expense.rst:53
msgid ""
":guilabel:`Communication`: any form of communication related to a "
"project/order."
msgstr ":guilabel:`沟通`:与项目/订单有关的任何形式的沟通。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
msgid ""
":guilabel:`Others`: expense that doesn't fit into any other categories."
msgstr "guilabel:`其他`:不属于任何其他类别的费用。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:55
msgid ":guilabel:`Meals`: any form of meal costs related to a project/order."
msgstr ":guilabel:`餐费`:与项目/订单相关的任何形式的餐费。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:56
msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order."
msgstr ":guilabel:`礼品`:与项目/订单相关的任何形式的礼品费用。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:57
msgid ""
":guilabel:`Mileage`: any form of mileage (gas) costs related to "
"project/order."
msgstr ":guilabel:`里程`:与项目/订单有关的任何形式的里程(汽油)费用。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:58
msgid ""
":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs "
"related to a project/order."
msgstr ":guilabel:`差旅和住宿`:与项目/订单相关的任何差旅或住宿费用。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:61
msgid ""
"New expense categories can be created from an expense form, by clicking the "
":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, "
"and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up "
"window."
msgstr ""
"通过点击 :guilabel:`类别` 字段下拉菜单,选择 :guilabel:`查看全部`,并在弹出的 :guilabel:`搜索:类别` 窗口中点击"
" :guilabel:`新建`,可在费用表单中创建新的费用类别。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
msgid ""
"The Search:Category expenses pop-up window from a blank expenses form in "
"Odoo Expenses."
msgstr "从 Odoo 费用中的空白费用表单弹出 “搜索:类别” 窗口。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:69
msgid ""
"For this sample workflow, which will reinvoice a customer for a brief hotel "
"stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& "
"ACC] Travel \\& Accommodation`."
msgstr ""
"对于这个样例工作流程,将重新向客户开具一份短期酒店住宿的发票,此示例中的:guilabel:类别是:guilabel:`[交通\\&住宿] "
"旅行\\&住宿`。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:73
msgid ""
"The following example requires the *Sales*, *Accounting*, and *Expense* apps"
" to view/modify all the fields mentioned during the workflow."
msgstr "下面的示例需要 *销售*、*会计* 和 *开支* 应用程序来查看/修改工作流程中提到的所有字段。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:76
msgid ""
"Beneath the :guilabel:`Category` field, enter in the amount to be expensed "
"in the :guilabel:`Total` field."
msgstr "在 :guilabel:`类别` 字段下的 :guilabel:`总计` 字段中,输入要报销的支出金额。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:79
msgid ""
"Next, designate if there are any :guilabel:`Included taxes` in the "
":guilabel:`Total`. If a preconfigured tax amount is selected from the "
":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, "
"based on the amount entered in the :guilabel:`Total` field."
msgstr ""
"接下来,指定 :guilabel:`总计` 中是否有任何 :guilabel:`含税项`。如果从 :guilabel:`含税项` "
"字段中选择了预先配置的税额Odoo 将根据在 :guilabel:`总计` 字段中输入的金额,自动计算税额。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:83
msgid ""
"Then, choose which :guilabel:`Employee` was responsible for the expense, and"
" choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to "
"reimburse)` or :guilabel:`Company`."
msgstr ""
"然后,选择费用由哪个 :guilabel:`员工` 负责,并在 :guilabel:`付款者` "
"字段中选择一个选项::guilabel:`员工(待报销)`或 :guilabel:`公司`。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:86
msgid ""
"In this case, our employee paid for the hotel with their own money, so the "
":guilabel:`Employee (to reimburse)` option is chosen."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:89
msgid ""
"On the right-hand side of the expenses form, the option to add a "
":guilabel:`Bill Reference` is available. Beneath that, the auto-populated "
":guilabel:`Expense Date` and :guilabel:`Account` fields are available."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:94
msgid ""
"The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, "
"if needed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:96
msgid ""
"Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field "
"to reveal a drop-down menu. From this drop-down menu, select the appropriate"
" sales order to which this expense should be attached. This field **must** "
"be filled, in order to reinvoice a customer for an expense."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:100
msgid ""
"Lastly, the option to modify the :guilabel:`Analytic Distribution` and "
":guilabel:`Company` fields are available. These fields are *not* required to"
" complete a reinvoiced expense to a customer, but are available to modify, "
"if needed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:104
msgid ""
"Also, at the bottom of the expense form, there is a :guilabel:`Notes...` "
"section, wherein any notes related to this expense can be added, if needed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "A filled out expenses form in the Odoo Expenses application."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:111
msgid ""
"At the top of the expense form, there are buttons to :guilabel:`Attach "
"Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:114
msgid ""
"If there is a physical or digital receipt that should be attached to the "
"expense, click :guilabel:`Attach Receipt`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:117
msgid ""
"If the cost of this expense needs to be split, click :guilabel:`Split "
"Expense`. This feature can be used for a number of reasons (spitting expense"
" with another employee, to accommodate different tax rates, etc.)."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:121
msgid ""
"If neither of these options are necessary, click :guilabel:`Create Report` "
"to lock in the expense report that was just configured."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:124
msgid ""
"Doing so reveals an :guilabel:`Expense Report Summary` for the new expense."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "An expense report summary in the Odoo Expenses application."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:130
msgid ""
"Here, once the details related to the expense have been confirmed, click "
":guilabel:`Submit to Manager`. This sends the expense report to the "
"approving manager, who will review the expense."
2025-02-14 18:12:51 +07:00
msgstr "在此,确认与费用相关的详细信息后,点击 :guilabel:`提交给经理`。这将把费用报告发送给审批经理进行审核。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:133
msgid ""
"The manager in charge of reviewing and approving the expense will inspect "
"the details related to the expense, and if there are no issues, they will "
"click the :guilabel:`Approve` button — which *only* appears on the manager's"
" view of the :guilabel:`Expense Report Summary` that's been submitted to the"
" manager by the employee."
msgstr ""
"负责审查和批准费用的经理将检查与费用相关的详细信息,如果没有问题,他们将点击 :guilabel:`批准` "
"按钮,该按钮*只*会出现在经理查看员工提交给经理的 :guilabel:`费用报告摘要` 的视图中。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"An expense report summary that a manager will approve with an Approve "
"button."
msgstr "费用报告摘要,经理将通过点击“批准”按钮进行批准。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:142
msgid ""
"Once approved, the buttons at the top of the :guilabel:`Expense Report "
"Summary` change once again. At this point, the buttons at the top of the "
":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, "
":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset"
" to Draft`."
msgstr ""
"批准后,:guilabel:`费用报告摘要` 顶部的按钮将再次更改。此时,:guilabel:`费用报告摘要` "
"顶部的按钮为::guilabel:`发布日记账分录`、:guilabel:`在下一张工资单中报告`、:guilabel:`拒绝`和:guilabel:`重置为草稿`。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"An expense report summary with post journal entries button at the top of the"
" form."
msgstr "表格顶部的费用报告摘要和日记账分录按钮。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:151
msgid ""
"When the manager is satisfied with the :guilabel:`Expense Report Summary`, "
"they'll click :guilabel:`Post Journal Entries`."
msgstr "当经理对 :guilabel:`费用报告摘要`满意时,他们会点击 :guilabel:`发布日记账分录`。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:154
msgid ""
"Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and "
"the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab "
"is filled with the sales order that was initially configured to the expense "
"in the :guilabel:`Customer to Reinvoice` field."
msgstr ""
"点击:guilabel:`发布日记账分录` 后,该按钮将消失,:guilabel:`费用`选项卡中的 :guilabel:`分析分配`列将填入最初配置到"
" :guilabel:`客户重新开具发票`字段中费用的销售订单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:159
msgid ""
"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the "
":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] "
"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` "
"expense category."
msgstr ""
2025-02-14 18:12:51 +07:00
"默认情况下,:guilabel:`[TRANS & ACC] 旅行和住宿`、:guilabel:`[COMM] "
"通讯`、:guilabel:`[FOOD] 膳食` 和 :guilabel:`[MIL] 里程` 支出类别启用了 :guilabel:`客户再开发票` "
"字段。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:163
msgid ""
"It should be noted that **not** all of the default expense categories that "
"come installed with the *Expenses* application have reinvoicing policies "
"activated. The setting may have to be manually activated."
2025-02-14 18:12:51 +07:00
msgstr "需要注意,并非所有随 *报销* 应用程序安装的默认支出类别都已激活重新开发票策略。可能需要手动激活该设置。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:167
msgid ""
"To do that, navigate to :menuselection:`Expenses app --> Configuration --> "
"Expenses Categories` to view a list of all expense categories in the "
"database."
2025-02-14 18:12:51 +07:00
msgstr "要执行次操作,请导航至 :menuselection:`报销应用程序 --> 配置 --> 报销类别`,查看数据库中所有报销类别的列表。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:170
msgid ""
"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections "
"have been made for each expense category."
2025-02-14 18:12:51 +07:00
msgstr "查看 :guilabel:`为报销重新开具发票` 栏,了解每个支出类别的选择情况。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
msgid ""
"The Re-Invoice Expenses column on the Expense Categories page in the Odoo "
"Expenses app."
2025-02-14 18:12:51 +07:00
msgstr "Odoo 报销应用程序中,报销类别表单上的 “为开支重新开具发票”字段。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:177
msgid ""
"To modify an expense category, click the :icon:`fa-arrow-right` "
":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that "
"specific expense from."
msgstr ""
2025-02-14 18:12:51 +07:00
"要修改报销类别,请点击 :guilabel:`类别` 字段中的 :icon:`fa-arrow-right` "
":guilabel:`(右箭头)`,以显示该特定报销类别。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:180
msgid ""
"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice "
"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales "
"price`."
msgstr ""
2025-02-14 18:12:51 +07:00
"在 :guilabel:`开具发票` 部分的 :guilabel:`重新开具报销发票` 字段中,选择 :guilabel:`按成本` 或 "
":guilabel:`销售价格`。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
msgid ""
"The Re-Invoice Expenses field on an Expense Category form in the Odoo "
"Expenses app."
2025-02-14 18:12:51 +07:00
msgstr "Odoo 报销应用程序中,报销类别表单上的 “为报销重新开具发票”字段。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:188
msgid "Reinvoice expense"
msgstr "为开支重新开具发票"
#: ../../content/applications/sales/sales/invoicing/expense.rst:190
msgid ""
"With those steps completed, it's time to return to the sales order to "
"complete the reinvoice of the expense to the customer."
msgstr "完成这些步骤后,就可以返回销售订单,完成向客户重新开具发票的工作。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:193
msgid ""
"To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, "
"and select the appropriate sales order that should be reinvoiced for the "
"expense."
msgstr ""
"要执行此操作,请导航至 :menuselection:`Odoo 主仪表板 --> 销售应用程序`,然后选择应重新开具费用发票的相应销售订单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:196
msgid ""
"On the sales form, the newly-configured expense is now in the "
":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled "
"in, and ready to be invoiced."
msgstr "在销售表单中,新配置的费用现在位于 :guilabel:`订单行` 选项卡中, :guilabel:`已交货` 列已填好,可以开具发票。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A sales order with the configured expense ready to be invoiced in the Order "
"Lines tab."
msgstr "在“订单行”选项卡中开具已配置费用的销售订单。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:203
msgid ""
"After confirming the details of the expense, click :guilabel:`Create "
"Invoice` at the top of the sales order. When clicked, a :guilabel:`Create "
"invoices` pop-up window appears."
msgstr "确认费用详情后,点击销售订单顶部的 :guilabel:`创建发票`。点击后,弹出 :guilabel:`创建发票` 窗口。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A create invoices pop-up window that appears when the Create Invoice is "
"clicked."
msgstr "点击创建发票时,弹出创建发票窗口。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:210
msgid ""
"From this pop-up window, leave the :guilabel:`Create Invoice` field on the "
"default :guilabel:`Regular invoice` option, and click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
"在弹出窗口中,将 :guilabel:`创建发票` 字段保留为默认的 :guilabel:`普通发票` 选项,然后点击 "
":guilabel:`创建发票草稿`。"
#: ../../content/applications/sales/sales/invoicing/expense.rst:213
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the "
"expense in the :guilabel:`Invoice Lines` tab."
msgstr "这样做会显示一个:guilabel:`客户发票草稿`,该草稿仅在:guilabel:`发票行`选项卡中显示费用。"
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A customer invoice draft with the expense in the Invoice Lines tab of the "
"form."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:220
msgid ""
"If all the information related to the expense is correct, click "
":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the"
" invoice from :guilabel:`Draft` to :guilabel:`Posted`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:223
msgid ""
"To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing"
" so reveals a :guilabel:`Send` pop-up window, with a preconfigured message "
"and PDF invoice in the body of the message. The message can be reviewed and "
"modified, if needed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:227
msgid ""
"Once ready, click :guilabel:`Send \\& Print` to send the invoice to the "
"customer. When clicked, the pop-up window disappears, and Odoo sends the "
"message/invoice to the customer. Additionally, a PDF of the invoice is "
"automatically downloaded for record-keeping and/or printing purposes."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:231
msgid ""
"Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register "
"Payment` button when the customer pays for the invoiced expense."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A customer invoice with the register payment button ready to be clicked."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:238
msgid ""
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
" pop-up window appears. In this pop-up window, the necessary fields are "
"auto-populated with the correct information. After reviewing the "
"information, click :guilabel:`Create Payment`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "A register payment pop-up window on a customer invoice in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:246
msgid ""
"Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, "
"and a green :guilabel:`In Payment` banner is in the upper-right corner of "
"the invoice, signifying this invoice is paid for in full. Thus, completing "
"the workflow."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:256
#: ../../content/applications/sales/sales/invoicing/milestone.rst:236
msgid ":doc:`time_materials`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:257
msgid ":doc:`milestone`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
msgid "Invoice based on delivered or ordered quantities"
msgstr "基于已交付或订购数量的开票"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
msgid ""
"Different business policies might require different options for invoicing:"
msgstr "不同的业务政策可能需要不同的开票选项:"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
msgid ""
"The *Invoice what is ordered* rule is used as the default mode in Odoo "
"*Sales*, which means customers are invoiced once the sales order is "
"confirmed."
msgstr "在 Odoo *销售* 中,*按订单开具发票*规则被用作默认模式,这意味着一旦销售订单得到确认,就会向客户开具发票。"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9
msgid ""
"The *Invoice what is delivered* rule invoices customers once the delivery is"
" done. This rule is often used for businesses that sell materials, liquids, "
"or food in large quantities. In these cases, the ordered quantity may differ"
" slightly from the delivered quantity, making it preferable to invoice the "
"quantity actually delivered."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14
msgid ""
"Being able to have different invoicing options provides more flexibility."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17
msgid "Invoicing policy features"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
msgid ""
"To activate the necessary invoicing policy features, go to "
":menuselection:`Sales app --> Configuration --> Settings`, and under the "
":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: "
":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is "
"delivered`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
msgid "Choosing an invoicing policy on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29
msgid ""
"If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** "
"possible to activate the :guilabel:`Automatic Invoice` feature, which "
"automatically generates invoices when an online payment is confirmed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34
msgid "Invoicing policy on product form"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36
msgid ""
"On any product page, via the :menuselection:`Sales app --> Products --> "
"Products dashboard`, locate the :guilabel:`Invoicing Policy` option located "
"under the :guilabel:`General Information` tab. It can be changed manually "
"using the drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
msgid "How to change your invoicing policy on a product form on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45
msgid "Impact on sales flow"
msgstr "对销售流程的影响"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47
msgid ""
"In Odoo *Sales*, the basic sales flow starts with the creation of a "
"quotation. Then, that quotation is sent to a customer. Next, it needs to be "
"confirmed, which turns the quotation into a sales order. This, in turn, "
"creates an invoice."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
msgid ""
"The following is a breakdown of how invoicing policy rules impact the "
"aforementioned sales flow:"
msgstr "以下是开票政策规则如何影响上述销售流程的细目:"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53
msgid ""
":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An "
"invoice is created as soon as a sale is confirmed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55
msgid ""
":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because "
"the delivered quantity needs to be manually entered on the sales order. Or, "
"the *Inventory* app can be installed and used to confirm the delivered "
"quantity before creating an invoice with the *Sales* app."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60
msgid ""
"If a user attempts to create an invoice without validating the delivered "
"quantity, the following error message appears: :guilabel:`There is no "
"invoiceable line. If a product has a Delivered quantities invoicing policy, "
"please make sure that a quantity has been delivered.`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
msgid ""
"If Delivered Quantities invoicing policy is chosen, ensure a quantity has "
"been delivered."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69
msgid ""
"Once a quotation is confirmed, and the status changes from "
":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and "
"invoiced quantities are available to view, directly from the sales order. "
"This is true for both invoicing policy rule options."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
msgid "How to see your delivered and invoiced quantities on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77
msgid ""
"Odoo automatically adds the quantities to the invoice, both "
":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial "
"delivery, when the quotation is confirmed."
msgstr ""
2025-02-14 18:12:51 +07:00
"确认报价时Odoo 会自动将数量添加到发票中,包括 :guilabel:`已交付` 和 :guilabel:`已开具发票数量`,即使只执行了部分交货。"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
msgid ""
"Finally, there are a few different options to create an invoice: "
":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or "
":guilabel:`Down payment (fixed amount)`."
msgstr ""
2025-02-14 18:12:51 +07:00
"最后,创建发票有几个不同选项::guilabel:`普通发票`、:guilabel:`首付款(百分比)` 或 "
":guilabel:`首付款(固定金额)`。"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84
msgid ""
"Be sure to check out the documentation explaining down payment options to "
"learn more: :doc:`/applications/sales/sales/invoicing/down_payment`"
msgstr ""
"请查看解释首付款选项的文档,了解更多信息: "
":doc:`/applications/sales/sales/invoicing/down_payment`"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
msgid "Invoice project milestones"
msgstr "开票项目流程"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
msgid ""
"Invoicing based on project milestones can be used for expensive or large-"
"scale projects. The series of milestones in a project represent a clear "
"sequence of work that will inevitably result in the completion of a project "
"and/or contract."
2025-02-14 18:12:51 +07:00
msgstr "基于项目里程碑的发票可用于昂贵或大型项目。项目中的一系列里程碑代表明确的工作顺序,确保项目和/或合同能够完成。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:9
msgid ""
"This method of invoicing ensures the company gets a consistent flow of money"
" throughout the lifetime of the project. Customers can closely monitor every"
" phase of the project's development as it happens, in addition to paying a "
"large bill in several installments, instead of all at once."
2025-02-14 18:12:51 +07:00
msgstr "这种开票方式可确保公司在整个项目期间获得稳定的资金流。客户可以密切关注项目发展的每个阶段,还可以分期支付大额账单,而不是一次性付清。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:14
msgid "Create milestone products"
msgstr "创建里流程式产品"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:16
msgid ""
"In Odoo, each milestone of a project is considered as an individual product."
2025-02-14 18:12:51 +07:00
msgstr "在 Odoo 中,项目的每个里程碑都被视为一个单独的产品。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
msgid ""
"To create and/or configure products to work like this, first navigate to "
":menuselection:`Sales app --> Products --> Products`. Then, click on a "
"product, or create a new one by clicking :guilabel:`New`."
msgstr ""
2025-02-14 18:12:51 +07:00
"要创建和/或配置产品以便像这样工作,首先导航到 :menuselection:`销售应用程序 --> 产品 --> 产品`。然后,点击产品,或点击 "
":guilabel:`新建` 创建一个新产品。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:22
msgid ""
"The option to invoice based on milestones is only available for certain "
"product types."
2025-02-14 18:12:51 +07:00
msgstr "根据里程碑开具发票的选项仅适用于某些产品类型。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:24
msgid ""
"On the product form, under the :guilabel:`General Information` tab, the "
":guilabel:`Product Type` field *must* be set on any of the following "
"options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event "
"Booth`, or :guilabel:`Course`."
msgstr ""
2025-02-14 18:12:51 +07:00
"在产品表单的 :guilabel:`一般信息` 选项卡下,:guilabel:`产品类型` 字段 *必须* "
"设置为以下任一选项::guilabel:`服务`、:guilabel:`活动门票`、:guilabel:`活动展位` 或 :guilabel:`课程`。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The invoicing policy field drop-down menu with options on product form."
2025-02-14 18:12:51 +07:00
msgstr "开票策略字段下拉菜单,可在产品表单上进行选择。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:32
msgid ""
"With any of those :guilabel:`Product Type` options selected, choose "
":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-"
"down menu."
msgstr ""
2025-02-14 18:12:51 +07:00
"选择任何 :guilabel:`产品类型` 选项后,从 :guilabel:`发票政策` 下拉菜单中选择 :guilabel:`基于里程碑`。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:39
msgid "Beneath that is the :guilabel:`Create on Order` field."
2025-02-14 18:12:51 +07:00
msgstr "下面是 :guilabel:`根据订单创建` 字段。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:41
msgid ""
"To ensure workflows are as seamless as possible, it is recommended that an "
"option in the :guilabel:`Create on Order` field is selected."
2025-02-14 18:12:51 +07:00
msgstr "为确保工作流程尽可能无缝,建议选择 :guilabel:`根据订单创建` 字段中的选项。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:45
msgid ""
"Leaving it on the default :guilabel:`Nothing` option won't negatively affect"
" the desired workflow. However, a project *must* then be created directly "
"from a sales order form with that specific product. Once a project is "
"created *then* milestones and tasks can be created and configured."
msgstr ""
2025-02-14 18:12:51 +07:00
"使用默认 :guilabel:`不使用` 选项,不会对所需的工作流程产生负面影响。但是,项目 *必须* "
"直接从销售订单中创建,并包含该特定产品。创建了项目*之后*,才可以创建和配置里程碑和任务。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:50
msgid ""
"When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` "
"is clicked, a drop-down menu is revealed with the following options:"
2025-02-14 18:12:51 +07:00
msgstr "点击 :guilabel:`根据订单创建` 的默认选项 :guilabel:`不使用`时,将显示一个下拉菜单,其中包含以下选项:"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:53
msgid ""
":guilabel:`Task`: Odoo creates a task related to this milestone product in "
"the *Projects* app when this specific product is ordered."
2025-02-14 18:12:51 +07:00
msgstr ":guilabel:`任务`当订购此特定产品时Odoo 会在 *项目* 应用程序中创建与此里程碑产品相关的任务。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:55
msgid ""
":guilabel:`Project \\& Task`: Odoo creates a project and task related to "
"this milestone product in the *Projects* app when this specific product is "
"ordered."
2025-02-14 18:12:51 +07:00
msgstr ":guilabel:`项目 \\& 任务`当订购此特定产品时Odoo 会在 *项目* 应用程序中创建与此里程碑产品相关的项目和任务。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:57
msgid ""
":guilabel:`Project`: Odoo creates a project related to this milestone "
"product in the *Projects* app when this specific product is ordered."
2025-02-14 18:12:51 +07:00
msgstr ":guilabel:`项目`当订购此特定产品时Odoo 会在 *项目* 应用程序中创建与此里程碑产品相关的项目。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:60
msgid ""
"When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In "
"this field, select to which existing project in the *Projects* app this "
"created task should be connected."
msgstr ""
2025-02-14 18:12:51 +07:00
"选择 :guilabel:`任务` 时,将出现 :guilabel:`项目` 字段。在该字段中,选择创建的任务应连接到 *项目* "
"应用程序中的哪个现有项目。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Project field appears when the Task option is selected in Create on "
"Order field."
2025-02-14 18:12:51 +07:00
msgstr "在创建订单字段中选择任务选项时,会出现项目字段。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:67
msgid ""
"When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two "
"new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace "
"Template`."
msgstr ""
2025-02-14 18:12:51 +07:00
"选择 :guilabel:`项目 \\& 任务` 或 :guilabel:`项目` 时,会出现两个新字段::guilabel:`项目模板` 和 "
":guilabel:`工作空间模板`。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Project template and workspace template fields that appear on milestone "
"product."
2025-02-14 18:12:51 +07:00
msgstr "里程碑产品上显示的项目模板和工作区模板字段。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:74
msgid ""
"The :guilabel:`Project Template` field provides template options to use for "
"the project that will be created when this specific product is ordered."
2024-07-13 09:42:21 +07:00
msgstr ":guilabel:`项目模板`字段提供了模板选项,用于在订购此特定产品时创建项目。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:77
msgid ""
"The :guilabel:`Workspace Template` field provides template options to use "
"for the workspace (for the *Documents* app, not the *Projects* app) that "
"will be automatically generated for the project when this specific product "
"is ordered."
msgstr ""
2024-07-13 09:42:21 +07:00
":guilabel:`工作区模板`字段提供了用于工作区(*文档* "
"应用程序,而非*项目*应用程序)的模板选项,该工作区将在订购此特定产品时为项目自动生成。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:82
msgid ""
"For organizational purposes, click the :guilabel:`Sales` tab on the product "
"form, and enter a custom 'Milestone' related descriptor in the "
":guilabel:`Sales Description` field. This information appears in the "
":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the "
"sales order."
msgstr ""
2024-07-13 09:42:21 +07:00
"为便于组织,请点击产品表单上的 :guilabel:`销售` 选项卡,并在 :guilabel:`销售说明` 字段中输入自定义的 '里程碑` "
"相关描述。此信息将显示在销售订单的 :guilabel:`订单行`选项卡上的 :guilabel:`描述` 列中。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:87
msgid ""
"Or, directly edit/modify the :guilabel:`Description` field on the "
":guilabel:`Order Lines` tab of the sales order."
2024-07-13 09:42:21 +07:00
msgstr "或直接编辑/修改销售订单的 :guilabel:`订单行` 选项卡上的 :guilabel:`描述` 字段。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:90
msgid "This is *not* a requirement."
2024-07-13 09:42:21 +07:00
msgstr "这*不是*要求。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:93
msgid "Invoice milestones"
msgstr "开票流程"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:96
msgid ""
"The following flow features a trio of milestone products that have "
":guilabel:`Service` set as their :guilabel:`Product Type`, and "
":guilabel:`Task` set on their :guilabel:`Create on Order` field."
msgstr ""
2024-07-13 09:42:21 +07:00
"以下流程包含三个里程碑产品,其 :guilabel:`服务` 设置为 :guilabel:`产品类型`:guilabel:`任务` 设置为 "
":guilabel:`根据订单创建` 字段。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:0
msgid ""
"Product with Service \"Product Type\" and \"Task\" in the Create on Order "
"field on form."
2024-07-13 09:42:21 +07:00
msgstr "在表单上的“根据订单创建”字段中输入带有服务“产品类型”和“任务”的产品。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:104
msgid ""
"Those tasks are then attached to a pre-existing :guilabel:`Project`, which, "
"in this case, is titled, :guilabel:`Rebranding Projects`."
msgstr ""
2024-07-13 09:42:21 +07:00
"然后,这些任务会被附加到预先存在的 :guilabel:`项目` 中,在本例中,标题为 :guilabel:`Rebranding Projects`。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:107
msgid ""
"To invoice milestones, create a sales order with the milestone product(s). "
"To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a "
"blank quotation form."
msgstr ""
2025-02-14 18:12:51 +07:00
"要为里程碑开具发票,请使用里程碑产品创建销售订单。要执行此操作,请转到 :menuselection:`销售应用程序 --> "
"新建`。这样就会出现一个空白的报价单。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:110
msgid ""
"From this quotation form, add a :guilabel:`Customer`. Then, click "
":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the "
"milestone product(s) to the :guilabel:`Order Lines` tab."
msgstr ""
2025-02-14 18:12:51 +07:00
"在此报价单中,添加 :guilabel:`客户`。然后,在:guilabel:`订单行`选项卡中点击 :guilabel:`添加产品`。下一步,在 "
":guilabel:`订单行` 选项卡中添加里程碑产品。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:113
msgid ""
"Once the corresponding milestone product(s) have been added, click "
":guilabel:`Confirm` to confirm the order, which turns the quotation into a "
"sales order."
2025-02-14 18:12:51 +07:00
msgstr "添加相应的里程碑产品后,点击 :guilabel:`确认` 以确认订单,这将把报价单转化为销售订单。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:116
msgid ""
"When the order is confirmed, new smart buttons appear at the top of the "
"sales order based on what was selected in the :guilabel:`Create on Order` "
"field on the product form."
2025-02-14 18:12:51 +07:00
msgstr "订单确认后,销售订单顶部会根据产品表单中 :guilabel:`根据订单创建` 字段的选择显示新的智能按钮。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:119
msgid ""
"From the sales order, click the :guilabel:`Milestones` smart button. Doing "
"so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add"
" milestones."
msgstr ""
2025-02-14 18:12:51 +07:00
"在销售订单中点击 :guilabel:`里程碑` 智能按钮。这样会显示一个空白的 :guilabel:`里程碑` 页面。点击 "
":guilabel:`新建` 添加里程碑。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid "Adding milestones to a sales order with milestone products."
2025-02-14 18:12:51 +07:00
msgstr "使用里程碑产品为销售订单添加里程碑。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:126
msgid ""
"Enter a :guilabel:`Name` for the milestone. Next, apply it to the "
"corresponding :guilabel:`Sales Order Item`. Lastly, assign a "
":guilabel:`Deadline` to the milestone, if desired."
msgstr ""
2025-02-14 18:12:51 +07:00
"为里程碑输入 :guilabel:`名称`。然后,将其应用到相应的 :guilabel:`销售订单项目` 上。最后,根据需要为里程碑指定 "
":guilabel:`截止日期` 。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:129
msgid "Repeat that process for all milestone sales order items."
2025-02-14 18:12:51 +07:00
msgstr "对所有里程碑销售订单项目重复这一过程。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:131
msgid ""
"Then, return to the sales order, via the breadcrumbs. From the sales order, "
"click the :guilabel:`Tasks` smart button. Doing so reveals a "
":guilabel:`Tasks` page with a task for each sales order item with that "
"option designated in the :guilabel:`Create on Order` field."
msgstr ""
2024-07-13 09:42:21 +07:00
"然后,通过面包屑导航返回销售订单。从销售订单点击 :guilabel:`任务` 智能按钮。这样就会显示一个 :guilabel:`任务` "
"页面,其中每个销售订单项目都有一个任务,在 :guilabel:`根据订单创建` 字段中指定了该选项。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"Sample tasks page accessed via the smart button from a sales order with "
"milestone products."
2024-07-13 09:42:21 +07:00
msgstr "通过智能按钮从包含里程碑产品的销售订单访问任务页面示例。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:139
msgid ""
"To manually assign a configured milestone to a task, click the desired task,"
" which reveals the task form. On the task form, select the appropriate "
"milestone to which this task should be connected, in the "
":guilabel:`Milestone` field."
msgstr ""
2024-07-13 09:42:21 +07:00
"要手动为任务分配已配置的里程碑,请点击所需的任务,显示任务表单。在任务表单中,在 :guilabel:`里程碑` 字段中选择该任务应连接的相应里程碑。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The milestone field on the task form when dealing with milestone products in"
" Odoo Sales."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 销售系统中处理里程碑产品时,任务表单上的里程碑字段。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:147
msgid "Repeat this process for all milestone tasks."
2024-07-13 09:42:21 +07:00
msgstr "对所有里程碑任务重复此过程。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:149
msgid ""
"With those tasks properly configured, employees log in their progress as "
"they work on the task, in addition to adding any notes related to the task."
2024-07-13 09:42:21 +07:00
msgstr "在正确配置这些任务后,员工除了可以添加与任务相关的备注外,还可以在完成任务的过程中记录自己的工作进度。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:152
msgid ""
"Then, when that task is complete, that means that milestone has been "
"reached. At that point, it is time to invoice that milestone."
2024-07-13 09:42:21 +07:00
msgstr "然后,当任务完成时,就意味着达到了里程碑。这时,就该为该里程碑开发票了。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:155
msgid ""
"To invoice a milestone, first return to the sales order — either via the "
"breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders "
"--> Orders` and picking the appropriate sales order."
msgstr ""
2024-07-13 09:42:21 +07:00
"要给里程碑开具发票,首先返回销售订单 — 通过面包屑链接,或导航至 :menuselection:`销售应用程序 --> 订单 --> 订单` "
"并选择相应的销售订单。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:159
msgid ""
"Back on the sales order form, click the :guilabel:`Milestones` smart button,"
" and check the box in the :guilabel:`Reached` column for that particular "
"task."
2024-07-13 09:42:21 +07:00
msgstr "返回销售订单表单,点击 :guilabel:`里程碑` 智能按钮,然后选中特定任务的 :guilabel:`已达到` 栏中的复选框。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"What it looks like to mark a milestone as reached via the milestone smart "
"button."
2024-07-13 09:42:21 +07:00
msgstr "通过里程碑智能按钮将里程碑标记为 “已达到”。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:166
msgid ""
"Next, return to the sales order — either by clicking :guilabel:`View Sales "
"Order` on the :guilabel:`Milestones` page, or via the breadcrumb links."
2024-07-13 09:42:21 +07:00
msgstr "然后,返回销售订单 — 可点击 :guilabel:`里程碑` 页面上的 :guilabel:`查看销售订单` 或通过面包屑链接。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:169
msgid ""
"Back on the sales order, the line item for the milestone that's been reached"
" has its :guilabel:`Delivered` column filled. That's because the milestone "
"has been reached, and therefore delivered."
2024-07-13 09:42:21 +07:00
msgstr "回到销售订单,已达到里程碑的行项目的 :guilabel:`已交货` 列已填满。这是因为里程碑已经达到,因此已经交付。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"A milestone product that's been reached marked as delivered on the sales "
"order in Odoo."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 的销售订单上标记为已交付的里程碑产品。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:177
msgid ""
"Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals "
"a :guilabel:`Create invoices` pop-up window."
2024-07-13 09:42:21 +07:00
msgstr "点击左上角的 :guilabel:`创建发票`。这样会弹出一个 :guilabel:`创建发票` 窗口。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The create invoices pop-up window that appears when create invoice button is"
" clicked."
2024-07-13 09:42:21 +07:00
msgstr "点击创建发票按钮时弹出的创建发票窗口。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:184
msgid ""
"On the :guilabel:`Create invoices` pop-up window, leave the "
":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`"
" selection, and click the :guilabel:`Create Draft Invoice` button."
msgstr ""
2024-07-13 09:42:21 +07:00
"在弹出的 :guilabel:`创建发票` 窗口中,将 :guilabel:`创建发票` 选项保留在默认的 :guilabel:`普通发票` "
"选项上,然后点击 :guilabel:`创建发票草稿` 按钮。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:188
msgid ""
"Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the "
":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in"
" the :guilabel:`Invoice Lines` tab."
msgstr ""
2024-07-13 09:42:21 +07:00
"点击 :guilabel:`创建发票草稿` 时Odoo 会显示 :guilabel:`客户发票草稿`*只*在 :guilabel:`发票行` "
"选项卡中显示已达到的里程碑。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"A customer invoice draft showing only the milestone product that's been "
"reached."
2024-07-13 09:42:21 +07:00
msgstr "客户发票草稿只显示已达到里程碑的产品。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:195
msgid ""
"From this invoice page, click the :guilabel:`Confirm` button to confirm the "
"invoice. Then, when the customer has paid for this milestone, click "
":guilabel:`Register Payment`."
msgstr ""
2024-07-13 09:42:21 +07:00
"在发票页面,点击 :guilabel:`确认` 按钮确认发票。然后,当客户支付了里程碑费用后,点击 :guilabel:`登记付款` 按钮。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:198
msgid ""
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
" pop-up window appears."
2024-07-13 09:42:21 +07:00
msgstr "点击 :guilabel:`登记付款` 时,弹出 :guilabel:`登记付款` 窗口。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Register Payment pop-up window that appears when Register Payment is "
"clicked."
2024-07-13 09:42:21 +07:00
msgstr "点击登记付款时弹出的登记付款窗口。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:204
msgid ""
"On this pop-up window, confirm the accuracy of the auto-populated fields, "
"then click :guilabel:`Create Payment`."
2024-07-13 09:42:21 +07:00
msgstr "在弹出的窗口中,确认自动填充字段的准确性,然后点击 :guilabel:`创建付款`。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:207
msgid ""
"When clicked, the pop-up window disappears, and Odoo returns to the invoice "
"for that milestone, which now has a green :guilabel:`In Payment` banner in "
"the upper-right corner. This banner signifies the invoice has been paid."
2024-07-13 09:42:21 +07:00
msgstr "点击后弹出窗口消失Odoo 返回该里程碑的发票,此时右上角有一个绿色的 :guilabel:`付款中` 横幅。该横幅表示发票已支付。"
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"An invoice with a milestone product that has been paid with an In Payment "
"banner."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:215
msgid ""
"Then, return to the sales order, via the breadcrumb links. Back on the sales"
" order, in the :guilabel:`Order Lines` tab, the reached milestone that's "
"been invoiced and paid for, now has its :guilabel:`Invoiced` column filled."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Invoiced column of a milestone product that's been paid for is filled."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:223
msgid ""
"There is also a new :guilabel:`Invoices` smart button at the top of the "
"sales order. Clicking that reveals all the invoices that are connected to "
"this sales order."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The invoices smart button that appears at the top of a sales order with "
"milestones."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:230
msgid ""
"Simply repeat the above process for each milestone as it is worked on, and "
"subsequently, completed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:232
msgid ""
"Continue that process until the entire project has been completed, each "
"milestone has been invoiced, and the entire order has been paid for in full."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:237
msgid ":doc:`proforma`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
msgid "Pro-forma invoices"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
msgid ""
"A *pro-forma invoice* is an abridged or estimated invoice sent in advance of"
" a delivery of goods. It notes the kind and quantity of goods, their value, "
"and other important information, such as weight and transportation charges."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:9
msgid ""
"Pro-forma invoices are commonly used as preliminary invoices with a "
"quotation. They are also used during importation for customs purposes. They "
"differ from a normal invoice, in that they are *not* a demand (or request) "
"for payment."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:16
msgid ""
"In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature "
"**must** be activated."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:18
msgid ""
"To enable this feature, navigate to :menuselection:`Sales app --> "
"Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` "
"section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, "
"click :guilabel:`Save` to save all changes."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:27
msgid "Send pro-forma invoice"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:29
msgid ""
"With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send"
" a pro-forma invoice is now available on any quotation or sales order, via "
"the :guilabel:`Send Pro-Forma Invoice` button."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
msgid ""
"The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:37
msgid ""
"Pro-forma invoices can **not** be sent for a sales order or quotation if an "
"invoice for a down payment has already been sent, or for a recurring "
"subscription."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:40
msgid ""
"In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** "
"appear."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:42
msgid ""
"However, pro-forma invoices **can** be sent for services, event "
"registrations, courses, and/or new subscriptions. Pro-forma invoices are not"
" limited to physical, consumable, or storable goods."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:45
msgid ""
"When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up "
"window appears, from which an email can be sent."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:48
msgid ""
"In the pop-up window, the :guilabel:`Recipients` field is auto-populated "
"with the customer from the sales order or quotation. The :guilabel:`Subject`"
" field and the body of the email can be modified, if necessary."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:52
msgid ""
"The pro-forma invoice is automatically added as an attachment to the email."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:54
msgid ""
"When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with"
" the attached pro-forma invoice, to the customer."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
msgid ""
"The email pop-up window that appears with pro-forma invoice attached in Odoo"
" Sales."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:62
msgid ""
"To preview what the pro-forma invoice looks like, click on the PDF at the "
"bottom of the email pop-up window *before* clicking :guilabel:`Send`. When "
"clicked, the pro-forma invoice is downloaded instantly. Open that PDF to "
"view (and review) the pro-forma invoice."
msgstr ""
"要预览形式发票的外观,请在点击 :guilabel:`发送` *之前* 点击电子邮件弹出窗口底部的 PDF。点击后将立即下载形式发票。打开 "
"PDF查看和审查形式发票。"
#: ../../content/applications/sales/sales/invoicing/proforma.rst:0
msgid "Sample pro-forma invoice PDF from Odoo Sales."
msgstr "Odoo 销售应用程序中的形式发票 PDF 范例。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
msgid "Invoicing based on time and materials"
msgstr "根据工时和材料开具发票"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
msgid ""
"Invoicing based on time and/or materials is typically used when accurately "
"estimating the size of a project isn't possible, or when the requirements of"
" a project may change."
2024-07-13 09:42:21 +07:00
msgstr "基于时间和/或材料的发票通常用于无法准确估算项目规模或项目要求可能发生变化的情况。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:8
msgid ""
"This is different from a fixed-price contract, when a customer agrees to pay"
" a specified total for the fulfillment of the contract---no matter what "
"needs to be paid to the employees, sub-contractors, vendors, suppliers, and "
"so on."
2024-07-13 09:42:21 +07:00
msgstr "这与固定价格合同不同。在固定价格合同中,客户同意支付一个指定的总价来履行合同,而无论需要支付给员工、分包商、供应商等的费用是多少。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:12
msgid ""
"The Odoo *Sales* app can invoice for time and various other expenses (e.g. "
"transport, lodging), as well as purchases needed to fulfill an order."
2024-07-13 09:42:21 +07:00
msgstr "Odoo *销售* 应用程序可为时间和其他各种费用(如交通、住宿)以及完成订单所需的采购开具发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:16
msgid "App and settings configuration"
2024-07-13 09:42:21 +07:00
msgstr "应用程序和设置配置"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:18
msgid ""
"First, in order to accurately keep track of the progress of a project, the "
"Odoo *Project* and *Accounting* apps **must** be installed."
2024-07-13 09:42:21 +07:00
msgstr "首先,为了准确跟踪项目进度,必须安装 Odoo *项目* 和 *会计* 应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
msgid ""
"To install the *Project* app, navigate to :menuselection:`Odoo main "
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
":guilabel:`Project` app block, and click :guilabel:`Activate`. The page "
"automatically refreshes and returns to the main Odoo dashboard, where the "
"*Project* app is now available to access."
msgstr ""
2024-07-13 09:42:21 +07:00
"要安装*项目*应用程序,请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`。然后,在 :guilabel:`应用程序` "
"页面上找到 :guilabel:`项目` 应用程序块,并点击 :guilabel:`激活`。页面会自动刷新并返回 Odoo 主仪表板,此时可访问 "
"*项目* 应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:26
msgid "Repeat the same process to install the *Accounting* application."
2024-07-13 09:42:21 +07:00
msgstr "重复同样的过程安装 *会计* 应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:28
msgid ""
"After installation, click the :guilabel:`Accounting` app icon from the main "
"Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`."
" On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` "
"section, and ensure the box next to :guilabel:`Analytic Accounting` is "
"checked."
msgstr ""
2024-07-13 09:42:21 +07:00
"安装后,从 Odoo 主仪表板点击 :guilabel:`会计` 应用程序图标,并导航至 :menuselection:`配置 --> 设置`。在 "
":guilabel:`设置` 页面,向下滚动到 :guilabel:`分析` 部分,确保选中 :guilabel:`分析会计` 旁边的方框。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How it looks to activate the Analytic Accounting setting in Odoo Accounting "
"Setting page."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 会计设置页面激活分析会计设置的效果。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:37
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
msgid "Then, click :guilabel:`Save` to save all changes."
2024-07-13 09:42:21 +07:00
msgstr "然后,点击 :guilabel:`保存`,以保存所有更改。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:39
msgid ""
"Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> "
"Configuration --> Settings`. On the :guilabel:`Settings` page, in the "
":guilabel:`Time Management` section, ensure the box beside the "
":guilabel:`Timesheets` feature is checked."
msgstr ""
2024-07-13 09:42:21 +07:00
"然后,导航至 :menuselection:`Odoo 主仪表板 --> 项目应用程序 --> 配置 --> 设置`。在 :guilabel:`设置` "
"页面的 :guilabel:`时间管理` 部分,确保选中 :guilabel:`工时单` 功能旁边的方框。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"What the Timesheets feature looks like on the Odoo Project settings page."
2024-07-13 09:42:21 +07:00
msgstr "Odoo 项目设置页面上的工时单功能。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
msgid "Service product configuration"
2024-07-13 09:42:21 +07:00
msgstr "服务产品配置"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:54
msgid ""
"With the *Timesheets* feature activated in the *Project* app, it is now "
"possible to invoice for time spent on a project, but **only** when the "
"following product configurations have been made."
msgstr "在*项目*应用程序中激活*工时单*功能后,现在可以为项目花费的时间开具发票,但**仅限于**进行了以下产品配置的情况。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
msgid ""
"Invoicing for time spent on a project is **only** possible with products "
"that have *Service* set as the *Product Type* on their product form."
msgstr "**只有**在产品表单中将*服务*设置为*产品类型*的产品,才能为项目所用时间开具发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:61
msgid ""
"To configure a service product, first navigate to :menuselection:`Sales app "
"--> Products --> Products`. On the :guilabel:`Products` page, select the "
"desired service product to be configured, or click :guilabel:`New` to create"
" a new product."
msgstr ""
"要配置服务产品,首先导航至 :menuselection:`销售应用程序 --> 产品 --> 产品`。在 :guilabel:`产品` "
"页面,选择要配置的服务产品,或点击 :guilabel:`新建`,创建新产品。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:65
msgid ""
"From the product form, in the :guilabel:`General Information` tab, set the "
":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down "
"menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based "
"on Timesheets`."
msgstr ""
2024-07-13 09:42:21 +07:00
"在产品表单的 :guilabel:`常规信息` 选项卡中,将 :guilabel:`产品类型` 设为 :guilabel:`服务`。然后,打开 "
":guilabel:`发票政策` 字段的下拉菜单,选择 :guilabel:`基于工时单`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
msgid ""
"Next, from the :guilabel:`Create on Order` drop-down menu, select "
":guilabel:`Project \\& Task`. That setting indicates that, when a sales "
"order is created with this specific service product, a new project and task "
"is created in the *Project* app."
msgstr ""
2024-07-13 09:42:21 +07:00
"接下来,从 :guilabel:`根据订单创建` 下拉菜单中选择 :guilabel:`项目/& "
"任务`。该设置表示,当使用该特定服务产品创建销售订单时,将在 *项目* 应用程序中创建一个新项目和任务。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"The correct settings for Invoicing Policy and Create on Order fields for "
"service product."
2024-07-13 09:42:21 +07:00
msgstr "正确设置服务产品的开票策略和订单创建字段。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:78
msgid ""
"The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create"
" on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing"
" project that the task will appear in from :guilabel:`Project` field, which "
"only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on "
"Order` field."
msgstr ""
2024-07-13 09:42:21 +07:00
"可从 :guilabel:`根据订单创建` 下拉菜单中选择 :guilabel:`任务` 选项。如果选择 :guilabel:`任务`,请从 "
":guilabel:`项目` 字段选择任务将出现的现有项目,只有在 :guilabel:`根据订单创建` 字段中选择 :guilabel:`任务` "
"时才会出现。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:84
msgid "Add time spent to sales order"
2024-07-13 09:42:21 +07:00
msgstr "将花费的时间添加到销售订单中"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:86
msgid ""
"After properly configuring a service product with the correct *Invoicing "
"Policy* and *Create on Order* options, it is possible to add time spent to a"
" sales order."
2024-07-13 09:42:21 +07:00
msgstr "使用正确的*开票策略*和*订单创建*选项对服务产品进行适当配置后,就可以在销售订单中添加所花费的时间。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:89
msgid ""
"To see that in action, navigate to :menuselection:`Sales app --> New` to "
"open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, "
"and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and"
" select the properly :ref:`configured service product "
"<sales/invoicing/configured-service-product>` from the drop-down menu."
msgstr ""
2024-07-13 09:42:21 +07:00
"要查看实际操作,请导航至 :menuselection:`销售应用程序 --> New` 以打开空白报价表。然后,继续添加 "
":guilabel:`客户`,并在 :guilabel:`订单行`选项卡中点击 :guilabel:`添加产品`,然后从下拉菜单中正确选择 "
":ref:`配置服务产品 <sales/invoicing/configured-service-product>`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:94
msgid "Next, click :guilabel:`Confirm` to confirm the order."
2024-07-13 09:42:21 +07:00
msgstr "然后,点击 :guilabel:`确认`,以确认订单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:96
msgid ""
"After confirming the sales order, two smart buttons appear at the top of the"
" order form: :guilabel:`Projects` and :guilabel:`Tasks`."
2024-07-13 09:42:21 +07:00
msgstr "确认销售订单后,订单表顶部会出现两个智能按钮::guilabel:`项目` 和 :guilabel:`任务`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How the Projects and Tasks smart buttons look on a Sales Order in Odoo "
"Sales."
2024-07-13 09:42:21 +07:00
msgstr "项目和任务智能按钮在 Odoo 销售系统中销售订单上的显示方式。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:103
msgid ""
"If the :guilabel:`Projects` smart button is clicked, it reveals the specific"
" project related to this sales order. If the :guilabel:`Tasks` smart button "
"is clicked, it reveals the specific project task related to this sales "
"order. Both are also accessible in the *Project* app."
msgstr ""
2024-07-13 09:42:21 +07:00
"如果点击 :guilabel:`项目 智能按钮,将显示与此销售订单相关的特定项目。如果点击 :guilabel:`任务` "
"智能按钮,则会显示与此销售订单相关的特定项目任务。在 *项目* 应用程序中也可以访问这两个按钮。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:107
msgid ""
"In order to add time spent on a sales order, click the :guilabel:`Tasks` "
"smart button."
2024-07-13 09:42:21 +07:00
msgstr "要添加用于销售订单的时间,请点击 :guilabel:`任务` 智能按钮。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:109
msgid ""
"On the task form, select the :guilabel:`Timesheets` tab. From the "
":guilabel:`Timesheets` tab, employees can be assigned to work on the "
"project, and the time they spend working on the task can be added by the "
"employees or by the person who created the sales order."
msgstr ""
2024-07-13 09:42:21 +07:00
"在任务表单中,选择 :guilabel:`工时单` 选项卡。在 :guilabel:`工时单` "
"选项卡中,可分配员工参与项目工作,员工或创建销售订单的人员可添加他们在任务上花费的时间。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:113
msgid ""
"To add an employee, and the time spent working on the task, click "
":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the "
"appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the "
"option to add a brief description of the work done during this time in the "
":guilabel:`Description` column, but it's not required."
msgstr ""
2024-07-13 09:42:21 +07:00
"要添加员工和任务所用时间,请点击 :guilabel:`工时单` 选项卡中的 :guilabel:`添加行`。然后,选择适当的 "
":guilabel:`日期` 和 :guilabel:`员工`。还可在 :guilabel:`说明` 栏中添加这段时间内工作的简要说明,但不是必需。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:118
msgid ""
"Lastly, enter the amount of time worked on the task in the :guilabel:`Hours "
"Spent` column, and click away to complete that line in the "
":guilabel:`Timesheets` tab."
msgstr ""
2024-07-13 09:42:21 +07:00
"最后,在 :guilabel:`已花费小时数` 栏中输入任务的工作时间,然后点击离开,完成 :guilabel:`工时单` 标签中的这一行。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
msgid ""
"The time entered in the :guilabel:`Hours Spent` column is immediately "
"reflected in the :guilabel:`Allocated Time` field (located near the top of "
"the task form) as a percentage, which reflects how much of the total "
"allocated work hours have been done so far."
msgstr ""
2024-07-13 09:42:21 +07:00
"在 :guilabel:`已花费小时数` 列输入的时间会立即以百分比的形式反映在 :guilabel:`已分配时间` "
"字段(位于任务表单顶部附近)中,该字段反映了到目前为止已完成的总分配工时。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:126
msgid ""
"That same information is found as numerical hours in the :guilabel:`Hours "
"Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the "
":guilabel:`Timesheets` tab."
msgstr ""
2024-07-13 09:42:21 +07:00
"同样的信息在 :guilabel:`工时单` 标签底部的 :guilabel:`已花费小时数` 和 :guilabel:`剩余小时数` "
"字段中以数字小时数表示。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
msgid ""
"How the Timesheets tab appears on a task form in Odoo Sales and Odoo "
"Project."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 销售和 Odoo 项目中,如何在任务表单中显示 “工时单” 选项卡。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:133
msgid ""
"Repeat this process for however many employees and hours have been worked on"
" the project."
2024-07-13 09:42:21 +07:00
msgstr "无论该项目有多少员工和工时,都要重复这一过程。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:136
msgid "Invoice time spent"
2024-07-13 09:42:21 +07:00
msgstr "为已花费的时间开具发票"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:138
msgid ""
"Once all the necessary employees and time spent have been added to the "
"project task, return to the sales order to invoice the customer for those "
"hours. To do that, either click the :guilabel:`Sales Order` smart button at "
"the top of the task form, or return to the sales order via the breadcrumb "
"links, located in the upper-left of the screen."
msgstr ""
2024-07-13 09:42:21 +07:00
"将所有必要的员工和花费的时间添加到项目任务后,返回销售订单,向客户开具这些工时的发票。要执行此操作,请点击任务表单顶部的 "
":guilabel:`销售订单` 智能按钮,或通过屏幕左上角的面包屑链接返回销售订单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:143
msgid ""
"Back on the sales order form, the time that was added to the task is "
"reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` "
"column) and in the new :guilabel:`Recorded Hours` smart button at the top of"
" the sales order."
msgstr ""
2024-07-13 09:42:21 +07:00
"回到销售订单表单,添加到任务的时间将反映在 :guilabel:`订单行` 选项卡(在 :guilabel:`已发送` 列)和销售订单顶部新的 "
":guilabel:`已记录小时数` 智能按钮中。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:147
msgid ""
"To invoice the customer for time spent on the project, click "
":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the "
":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
2024-07-13 09:42:21 +07:00
"要为客户在项目上花费的时间开具发票,请点击 :guilabel:`创建发票`,并在弹出的 :guilabel:`创建发票` 窗口中选择 "
":guilabel:`普通发票`。然后,点击 :guilabel:`创建发票草稿`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:151
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all "
"the work that's been done in the :guilabel:`Invoice Lines` tab."
2024-07-13 09:42:21 +07:00
msgstr "这样就会显示 :guilabel:`客户发票草稿`,清楚显示 :guilabel:`发票行` 选项卡中已完成的所有工作。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:155
msgid ""
"Pay attention to the :guilabel:`Analytic Distribution` column in the "
":guilabel:`Customer Invoice`, as that information is necessary to ensure "
"other time/material invoicing tasks are completed properly and accurately."
msgstr ""
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"注意 :guilabel:`客户发票` 中的 :guilabel:`分析分配` 列,因为该信息对于确保正确、准确地完成其他时间/材料发票任务非常必要。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
msgid "Invoice draft showing time spent on sales order in Odoo Sales."
2024-07-13 09:42:21 +07:00
msgstr "发票草稿显示 Odoo 销售系统中销售订单所花费的时间。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:163
msgid ""
"Click :guilabel:`Confirm` to confirm the invoice and continue with the "
"invoicing process."
2024-07-13 09:42:21 +07:00
msgstr "点击 :guilabel:`确认`,以确认发票并继续开票流程。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:169
msgid "Expenses configuration"
msgstr "费用配置"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:171
msgid ""
"In order to track and invoice expenses related to a sales order, the Odoo "
"*Expenses* app **must** be installed."
2024-07-13 09:42:21 +07:00
msgstr "为了追踪与销售订单相关的费用并开具发票,**必须**安装 Odoo *费用* 应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:174
msgid ""
"To install the *Expenses* app, navigate to :menuselection:`Odoo main "
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
":guilabel:`Expenses` app block, and click :guilabel:`Activate`."
msgstr ""
2024-07-13 09:42:21 +07:00
"要安装*费用*应用程序,请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`。然后,在 :guilabel:`应用程序` "
"页面上找到 :guilabel:`费用` 应用程序块,并点击 :guilabel:`激活`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:178
msgid ""
"The page automatically refreshes and returns to the main Odoo dashboard, "
"where the :guilabel:`Expenses` app is now available to access."
2024-07-13 09:42:21 +07:00
msgstr "页面会自动刷新并返回到 Odoo 主仪表板,现在可以访问 :guilabel:`费用` 应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:184
msgid "Add expenses to sales order"
2024-07-13 09:42:21 +07:00
msgstr "在销售订单中添加费用"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:186
msgid ""
"To add an expense to a sales order, first navigate to the "
":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, "
"click :guilabel:`New`, which reveals a blank expense form."
msgstr ""
2024-07-13 09:42:21 +07:00
"要在销售订单中添加费用,首先要导航到 :menuselection:`费用` 应用程序。然后,在 *费用* 主仪表板上点击 "
":guilabel:`新建`,显示一个空白的费用表单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:189
msgid ""
"On the expense form, add a :guilabel:`Description` of the expense (e.g. "
"`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, "
"select the appropriate option from the drop-down menu (e.g. "
":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)."
msgstr ""
2024-07-13 09:42:21 +07:00
"在费用表单中,添加费用的 :guilabel:`描述` 字段(例如,“酒店住宿”、“机票”)。然后,在 :guilabel:`类别` "
"字段,从下拉菜单中选择适当的选项(例如 :guilabel:`餐食`、 :guilabel:`里程`、:guilabel:`差旅\\& 住宿`)。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:194
msgid ""
"Expense categories can be added and modified by navigating to "
":menuselection:`Expenses app --> Configuration --> Expense Categories`."
2024-07-13 09:42:21 +07:00
msgstr "可通过导航至 :menuselection:`费用应用程序 --> 配置 --> 开支类别` 添加和修改开支类别。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:197
msgid ""
"Then, enter the total amount of the expense in the :guilabel:`Total` field, "
"as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that "
"the correct :guilabel:`Employee` is selected, and designate who paid for the"
" expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to "
"reimburse)` or the :guilabel:`Company`."
msgstr ""
2024-07-13 09:42:21 +07:00
"然后,在 :guilabel:`总` 字段中输入费用总额,以及任何可能适用的 :guilabel:`包括税费` 字段。然后,确保选择了正确的 "
":guilabel:`员工`,并在 :guilabel:`支付人`字段中指定由谁支付费用: :guilabel:`员工(待报销)`或 "
":guilabel:`公司`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:202
msgid ""
"Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate"
" sales order from the drop-down menu. Then, select that same sales order "
"information from the :guilabel:`Analytic Distribution` field, as well."
msgstr ""
2024-07-13 09:42:21 +07:00
"接下来,在 :guilabel:`客户再开发票` 字段中,从下拉菜单中选择相应的销售订单。然后,也从 :guilabel:`分析分配` "
"字段中选择相同的销售订单信息。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:207
msgid ""
"The :guilabel:`Analytic Distribution` field will **only** have the "
"corresponding sales order as an option if the sales order contains a service"
" product that is billed based on *Timesheets*, *Milestones*, or *Delivered "
"Quantities*."
msgstr ""
2024-07-13 09:42:21 +07:00
"如果销售订单包含根据*工时单*、*里程碑*或*交付数量*计费的服务产品,则 :guilabel:`分析分配` 字段将**只有**相应的销售订单作为选项。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How to properly fill out an expense form that's attached to a sales order in"
" Odoo."
2024-07-13 09:42:21 +07:00
msgstr "如何在 Odoo 中正确填写附在销售订单上的费用表单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:215
msgid ""
"If there are any receipts that should be uploaded and attached to the "
"expense, click the :guilabel:`Attach Receipt` button, and upload the "
"necessary documents to the expense. This is **not** required, but it may "
"affect whether or not an expense is approved."
msgstr ""
2024-07-13 09:42:21 +07:00
"如果有任何收据需要上传并附加到费用中,请点击 "
":guilabel:`附加收据`按钮,并将必要的文件上传到费用中。这**并非**要求,但可能会影响费用是否获得批准。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:219
msgid ""
"When all the information has been entered, click :guilabel:`Create Report` "
"to create an expense report detailing all the expense information that was "
"just entered."
2024-07-13 09:42:21 +07:00
msgstr "输入所有信息后,点击 :guilabel:`创建报告`,创建费用报告,详细说明刚才输入的所有支出信息。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid "How an Expense Report Summary looks in Odoo Expenses."
2024-07-13 09:42:21 +07:00
msgstr "Odoo 费用中的开支报告摘要。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:226
msgid ""
"Then, there's the option to :guilabel:`Submit to Manager` for approval. Once"
" approved, the :guilabel:`Report in Next Payslip` appears."
2024-07-13 09:42:21 +07:00
msgstr "然后,可以选择 :guilabel:`提交给经理` 进行审批。一旦获得批准,就会出现 :guilabel:`在下一张工资单中报告`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:229
msgid ""
"To showcase a complete flow in this example, select :guilabel:`Submit to "
"Manager`. Then, the manager would click :guilabel:`Approve` to approve this "
"expense, and click :guilabel:`Post Journal Entries` to post this expense to "
"the accounting journal."
msgstr ""
2024-07-13 09:42:21 +07:00
"要展示本例中的完整流程,请选择 :guilabel:`提交给经理`。然后,经理点击 :guilabel:`批准`,以批准该支出,再点击 "
":guilabel:`发布日记账条目` 将该支出记入会计日记账。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:234
msgid "Invoice expenses"
msgstr "开票费用"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:236
msgid ""
"To invoice a customer for an :ref:`expense on a sales order "
"<sales/invoicing/add-expenses-sales-order>`, navigate to the related sales "
"order, either from the :menuselection:`Sales` app or from the expense report"
" in the :menuselection:`Expenses` app. From the expense report, click the "
":guilabel:`Sales Orders` smart button at the top of the page."
msgstr ""
2024-07-13 09:42:21 +07:00
"要为销售订单 <sales/invoicing/add-expenses-sales-order>` 中的 :ref:`费用开具发票`,请从 "
":menuselection:`销售` 应用程序或 :menuselection:`费用` "
"应用程序中的费用报告导航到相关销售订单。在费用报告中,点击页面顶部的 :guilabel:`销售订单` 智能按钮。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:241
msgid ""
"If the expense report was linked to the sales order, the newly-configured "
"expense now has its own line in the :guilabel:`Order Lines` tab, and can be "
"invoiced to the customer."
2024-07-13 09:42:21 +07:00
msgstr "如果费用报告与销售订单有关联,则新配置的费用现在在 :guilabel:`订单行` 选项卡中有自己的一行,并可向客户开具发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"An expense appearing on Order Lines tab of a Sales Order in Odoo Sales "
"application."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 销售应用程序中,销售订单的 “订单行” 选项卡上出现一项支出。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:248
msgid ""
"To invoice the customer for the expense on the sales order, click "
":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the "
":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
2024-07-13 09:42:21 +07:00
"要就销售订单上的费用向客户开具发票,请点击 :guilabel:`创建发票`,在弹出的 :guilabel:`创建发票` 窗口中选择 "
":guilabel:`普通发票`,然后点击 :guilabel:`创建发票草稿`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:252
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then,"
" the invoicing process can be completed as usual."
2024-07-13 09:42:21 +07:00
msgstr "这样就会显示费用的 :guilabel:`客户发票草稿`。然后,就可以像往常一样完成发票开具流程。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Sample customer invoice for an expense generated from a sales order in Odoo "
"Sales."
2024-07-13 09:42:21 +07:00
msgstr "Odoo 销售系统中销售订单生成的费用客户发票样本。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:260
msgid "Purchase configuration"
2024-07-13 09:42:21 +07:00
msgstr "采购配置"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:262
msgid ""
"In order to invoice a customer for purchases made on a sales order, the "
"*Purchase* application **must** be installed."
2024-07-13 09:42:21 +07:00
msgstr "为了给客户开具销售订单上的购物发票,**必须**安装*采购*应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:265
msgid ""
"To install the *Purchase* application, navigate to :menuselection:`Odoo main"
" dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page "
"automatically refreshes and returns to the main Odoo dashboard, where the "
":guilabel:`Purchase` app is now available to access."
msgstr ""
2024-07-13 09:42:21 +07:00
"要安装*采购*应用程序,请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`。然后,在 :guilabel:`应用程序` "
"页面上找到 :guilabel:`采购` 应用程序块,并点击 :guilabel:`激活`。页面会自动刷新并返回 Odoo 主控制面板,此时可访问 "
":guilabel:`采购` 应用程序。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:273
msgid "Add purchase to sales order"
2024-07-13 09:42:21 +07:00
msgstr "将采购添加到销售订单"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:275
msgid ""
"To add a purchase to a sales order, a purchase order must first be created. "
"To create a purchase order, navigate to :menuselection:`Purchase app --> "
"New` to reveal a blank purchase order form."
msgstr ""
2024-07-13 09:42:21 +07:00
"要在销售订单中添加采购,必须先创建采购订单。要创建采购订单,请导航至 :menuselection:`采购应用程序 --> 新建` "
"以显示空白的采购订单表单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:278
msgid ""
"First, add a :guilabel:`Vendor` to the purchase order. Then, under the "
":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-"
"down menu, represented by two horizontal lines with dots on them, located to"
" the far-right of the column headers. From that drop-down menu, select "
":guilabel:`Analytic Distribution`."
msgstr ""
2024-07-13 09:42:21 +07:00
"首先,在采购订单中添加 :guilabel:`供应商`。然后,在 :guilabel:`产品` 选项卡下,点击 :guilabel:`额外列选项` "
"下拉菜单,该菜单由两条带点的水平线表示,位于列标题的最右侧。从下拉菜单中选择 :guilabel:`分析分布`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How to add analytic distribution column on purchase order form in Odoo "
"Purchase."
2024-07-13 09:42:21 +07:00
msgstr "如何在 Odoo 采购应用程序的采购订单表单上添加分析分配栏。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:287
msgid ""
"After adding the :guilabel:`Analytic Distribution` column to the headers on "
"the :guilabel:`Products` tab of the purchase order form, proceed to add the "
"product(s) to the purchase order. To do that, click :guilabel:`Add a "
"product`, and select the desired product from the drop-down menu. Repeat for"
" all the products to add."
msgstr ""
2024-07-13 09:42:21 +07:00
"将 :guilabel:`分析分配` 列添加到采购订单表的 :guilabel:`产品` 选项卡的标题后,继续将产品添加到采购订单。要执行此操作,请点击"
" :guilabel:`添加产品`,然后从下拉菜单中选择所需的产品。对所有要添加的产品重复上述步骤。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:293
msgid ""
"In order for a purchase to be properly invoiced on a sales order, the "
"product on the purchase order **must** be marked as :guilabel:`Can be "
"Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered "
"quantities`, and have the :guilabel:`At cost` option selected in the "
":guilabel:`Re-Invoice Expenses` field on its product form."
msgstr ""
2024-07-13 09:42:21 +07:00
"要在销售订单上正确开具采购发票,采购订单上的产品**必须**标记为 :guilabel:`可开票`,其 :guilabel:`发票政策`设置为 "
":guilabel:`交付数量`,并在其产品表单的 :guilabel:`重新开具发票开支`字段中选择 :guilabel:`按成本计算`选项。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
msgid ""
"Product settings for a purchase order to be invoiced on a sales order in "
"Odoo."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 的销售订单上开具采购订单发票的产品设置。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:302
msgid ""
"Then, select the appropriate :guilabel:`Analytic Distribution` associated "
"with the sales order to which this purchase order is related. To do that, "
"click the empty :guilabel:`Analytic Distribution` field to reveal an "
":guilabel:`Analytic` pop-up window."
msgstr ""
2024-07-13 09:42:21 +07:00
"然后,选择与该采购订单相关的销售订单相关联的适当 :guilabel:`分析分配`。要执行此操作,请点击空白的 :guilabel:`分析分配` "
"字段,弹出 :guilabel:`分析` 窗口。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:306
msgid ""
"Then, from the :guilabel:`Departments` drop-down menu, select the analytic "
"distribution associated with the desired sales order to be invoiced for the "
"purchase."
2024-07-13 09:42:21 +07:00
msgstr "然后,从 :guilabel:`部门` 下拉菜单中,选择与要开具采购发票的所需销售订单相关联的分析分配。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How to select the Analytic Distribution department from a purchase order in "
"Odoo."
2024-07-13 09:42:21 +07:00
msgstr "如何在 Odoo 中从采购订单选择分析分配部门。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:313
msgid ""
"Once all the information is entered in the :guilabel:`Products` tab of the "
"purchase order, confirm the order by clicking :guilabel:`Confirm Order`. "
"Then, click :guilabel:`Receive Products` when the products have been "
"received. This creates a receipt form."
msgstr ""
2024-07-13 09:42:21 +07:00
"在采购订单的 :guilabel:`产品` 选项卡中输入所有信息后,点击 :guilabel:`确认订单` 确认订单。然后,在收到产品后点击 "
":guilabel:`接收产品`。这将创建一个收据表单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:318
msgid ""
"If any serial/lot numbers must be entered before validating the receipt of "
"products, then on the receipt form, click the :guilabel:`details` icon "
"represented by four horizontal lines located to the far-right of the product"
" line."
2024-07-13 09:42:21 +07:00
msgstr "如果在验证产品收据前必须输入序列号/批次号,则在收据表格上点击产品行最右侧由四条横线组成的 :guilabel:`详情` 图标。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:322
msgid ""
"This reveals a :guilabel:`Detailed Operations` tab, in which the necessary "
":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added."
" When ready, click :guilabel:`Confirm` to confirm the data."
msgstr ""
2024-07-13 09:42:21 +07:00
"这将显示 :guilabel:`详细操作` 选项卡,可在其中添加必要的 :guilabel:`批次/序列号` 和 :guilabel:`已完成` "
"数量。准备就绪后,点击 :guilabel:`确认`,以确认数据。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:326
msgid "Then, click :guilabel:`Validate` to validate the purchase order."
2024-07-13 09:42:21 +07:00
msgstr "然后,点击 :guilabel:`验证` 以验证订购单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:328
msgid ""
"Next, return to the purchase order, via the breadcrumb links at the top of "
"the page, and click :guilabel:`Create Bill` to create a vendor bill that can"
" be invoiced to the customer on the attached sales order."
msgstr ""
2024-07-13 09:42:21 +07:00
"接下来,通过页面顶部的面包屑链接返回采购订单,然后点击:guilabel:`创建订单` 创建供应商账单,该账单可在所附销售订单上向客户开具发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Vendor bill draft for a purchase order to be invoiced to a customer in Odoo."
2024-07-13 09:42:21 +07:00
msgstr "在 Odoo 中向客户开具采购订单的供应商账单草稿。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:337
msgid ""
"Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill "
"Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an "
"error window appears, requesting that information to be entered before "
"confirmation can occur."
msgstr ""
2024-07-13 09:42:21 +07:00
"确认之前,请务必在 :guilabel:`供应商账单草稿` 上输入 :guilabel:`账单日期`。如果未输入 "
":guilabel:`账单日期`,则会出现错误窗口,要求在确认前输入该信息。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:341
msgid ""
"Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then "
"automatically added to the sales order, where it can be invoiced directly to"
" the customer attached to it."
2024-07-13 09:42:21 +07:00
msgstr "然后,点击 :guilabel:`确认`,以确认供应商账单,该账单就会自动添加到销售订单中,并可直接向该订单所附的客户开具发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:345
msgid "Invoice purchase"
2024-07-13 09:42:21 +07:00
msgstr "发票采购"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:347
msgid ""
"To invoice a customer for a purchase on a sales order, first :ref:`add the "
"purchase to the sales order <sales/invoicing/add-purchase-to-sales-order>`, "
"then navigate to the desired sales order in the :menuselection:`Sales` app."
msgstr ""
2024-07-13 09:42:21 +07:00
"要为销售订单上的采购给客户开发票,首先 :ref:`将采购添加到销售订单 <sales/invoicing/add-purchase-to-sales-"
"order>`,然后在 :menuselection:`销售` 应用程序中导航到所需的销售订单。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:351
msgid ""
"On the sales order that was attached to the purchase order, the purchased "
"product now has its own product line under the :guilabel:`Order Lines` tab, "
"and it is ready to be invoiced."
2024-07-13 09:42:21 +07:00
msgstr "在附于采购订单的销售订单上,已采购产品现在在 :guilabel:`订单行` 选项卡下有自己的产品行,可以开具发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Purchase order product on sales order to be invoiced to customer via Odoo "
"Sales."
2024-07-13 09:42:21 +07:00
msgstr "通过 Odoo 销售程序,向客户开具销售订单上的采购订单产品发票。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:358
msgid ""
"To invoice the customer for the purchase, simply click :guilabel:`Create "
"Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create "
"invoices` pop-up window, then click :guilabel:`Create Draft Invoice`."
msgstr ""
"要向客户开具购物发票,只需点击 :guilabel:`创建发票`,在弹出的 :guilabel:`创建发票` 窗口中选择 "
":guilabel:`普通发票`,然后点击 :guilabel:`创建发票草稿`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:362
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added "
"purchase order product in the :guilabel:`Invoice Lines` tab."
msgstr "系统会在 :guilabel:`发票行` 选项卡中,显示带有新添加的订购单产品的 :guilabel:`客户发票草稿`。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Customer invoice draft with purchase product attached to sales order in "
"Odoo."
msgstr "在 Odoo 中,客户发票草稿附有销售订单中的采购产品。"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:369
msgid ""
"To complete the invoicing process, click :guilabel:`Confirm` to confirm the "
"invoice, and then click :guilabel:`Register Payment` in the "
":guilabel:`Register Payment` pop-up form."
msgstr ""
"要完成发票开具流程,请点击 :guilabel:`确认` 以确认发票,然后在弹出的 :guilabel:`登记付款` 表单中点击 "
":guilabel:`登记付款`。"
#: ../../content/applications/sales/sales/products_prices.rst:5
msgid "Products & Prices"
msgstr "产品和价格"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3
msgid "Use eWallets and gift cards"
msgstr "使用电子钱包和礼品卡"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5
msgid ""
"With Odoo, customers can use **eWallets** and **gift cards** for online and "
"in-store shopping."
msgstr "通过 Odoo客户可以使用 **电子钱包** 和 **礼品卡** 进行在线和店内购物。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7
msgid ""
"To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), "
"first enable :guilabel:`Discounts, Loyalty & Gift Card` under "
":menuselection:`Sales app --> Configuration --> Settings --> Pricing "
"section`. Once enabled, go to :menuselection:`Sales app --> Products --> "
"Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card "
"program."
msgstr ""
2024-07-13 09:42:21 +07:00
"要为电子商务和销售点PoS启用电子钱包和礼品卡首先在:menuselection:`销售应用程序 --> 配置 --> 设置 --> "
"定价部分`下启用:guilabel:`折扣、忠诚度和礼品卡`。启用后,进入:menuselection:`销售应用程序 --> 产品 --> "
"礼品卡和电子钱包`,然后:guilabel:`创建`一个新的电子钱包或礼品卡程序。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13
msgid "eWallets"
msgstr "电子钱包"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15
msgid ""
"eWallets allow customers to save credits on their online account and use "
"these credits as a payment method when buying items in an online store or a "
"brick-and-mortar store. eWallets can also be used to centralize multiple "
":ref:`gift cards <ewallet_gift/gift-cards>`."
msgstr ""
2024-07-13 09:42:21 +07:00
"电子钱包允许客户在其在线账户中保存积分,并在网店或实体店购买商品时使用这些积分作为付款方式。电子钱包还可用于集中管理多张 :ref:`礼品卡 "
"<ewallet_gift/gift-cards>`。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19
msgid ""
"Before creating an eWallet program, it is necessary to create an eWallet "
"**top-up** product. Top-ups are pre-defined digital credit values added to "
"an eWallet in exchange for its equivalent in real currency. These credits "
"can then be used as a payment method in the eCommerce shop or :abbr:`PoS "
"(Point of Sale)`. Top-up values can be of different amounts."
msgstr ""
2024-07-13 09:42:21 +07:00
"在创建电子钱包程序之前,有必要创建一个电子钱包**充值**产品。充值是将预先定义的数字信用值添加到电子钱包中,以换取等值的实际货币。然后,这些信用值可用作电子商务商店或“销售点”的付款方式。充值金额可以不同。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25
msgid ""
"A $50 top-up can be bought for $50, and adds that same amount of credits to "
"the eWallet."
2024-07-13 09:42:21 +07:00
msgstr "充值 $50 可以购买 $50 的充值券,并在电子钱包中增加相同金额的积分。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27
msgid ""
"To create a top-up product, go to :menuselection:`Sales app --> Products -->"
" Products` and :guilabel:`Create` a new product. On the product template, "
"configure the options as follows:"
msgstr ""
2024-07-13 09:42:21 +07:00
"要创建充值产品,请进入 :menuselection:`销售应用程序 --> 产品 --> 产品` 并 :guilabel:`创建` "
"新产品。在产品模板上,配置选项如下:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30
msgid ""
":guilabel:`Product Name`: enter a name for the top-up product (for example, "
"`$50 Top-Up`)"
msgstr ":guilabel:`产品名称`:输入充值产品的名称(例如,`$50 充值`)。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92
msgid ":guilabel:`Can be Sold`: enabled"
msgstr ":guilabel:`可以出售`:已启用"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93
msgid ":guilabel:`Product Type`: select :guilabel:`Service`"
msgstr ":guilabel:`产品类型`:选择 :guilabel:`服务`"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94
msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`"
msgstr ":guilabel:`发票政策`:选择 :guilabel:`预付/固定价格`。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95
msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35
msgid ":guilabel:`Sales Price`: enter the amount of the top-up"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38
msgid ""
"In order to have eWallet top-ups of different amounts, create multiple top-"
"up products and modify the :guilabel:`Sales Price` accordingly."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41
msgid ""
"Once the top-up is created, go to :menuselection:`Sales app --> Products -->"
" Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The "
"following configuration options are available:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44
msgid ":guilabel:`Program Name`: enter a name for the eWallet program"
msgstr ":guilabel:`项目名称`:输入电子钱包程序的名称"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45
msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`"
msgstr ":guilabel:`程序类型`:选择 :guilabel:`电子钱包`"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46
msgid ""
":guilabel:`eWallet Products`: select the eWallet top-up created earlier. "
"Repeat the process if you created top-ups of different amounts."
msgstr ":guilabel:`电子钱包产品`:选择之前创建的电子钱包充值。如果创建了不同金额的充值,请重复此过程。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48
msgid ""
":guilabel:`Email template`: select the email template used for the email "
"sent to the customer. To create a new template, click on the field, select "
":guilabel:`Search More`, and then click :guilabel:`Create`."
msgstr ""
":guilabel:`电子邮件模板`:选择用于向客户发送电子邮件的电子邮件模板。要创建新模板,请点击该字段,选择 "
":guilabel:`搜索更多`,然后点击 :guilabel:`创建`。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51
msgid ""
":guilabel:`Currency`: select the currency to use for the eWallet program"
msgstr ":guilabel:`货币`:选择电子钱包程序使用的货币"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115
msgid ""
":guilabel:`Company`: select the company for which the program is valid and "
"available"
msgstr ":guilabel:`公司`:选择计划有效且可用的公司"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116
msgid ""
":guilabel:`Available On`: select the applications on which the program is "
"valid and available"
msgstr ":guilabel:`可用`:选择程序有效且可用的应用程序。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117
msgid ""
":guilabel:`Website`: select the website on which the program is valid and "
"available. Leave this field empty to include all websites."
msgstr ":guilabel:`网站`:选择该程序有效且可用的网站。将此字段留空以包含所有网站。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119
msgid ""
":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which "
"the program is valid and available. Leave this field empty to include all "
":abbr:`PoS (Point of Sale)`."
msgstr ""
":guilabel:`销售点`:选择程序有效且可用的 :abbr:`PoS销售点`。如果此字段为空,则包括所有 :abbr:`PoS销售点`。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "eWallet program configuration page"
msgstr "电子钱包程序配置页面"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63
msgid ""
"Once the program is configured, click the :guilabel:`Generate eWallet` "
"button in the upper-left corner to generate eWallets. eWallets can be "
"generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. "
"The quantity is automatically adapted according to the :guilabel:`Customers`"
" and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet "
"value`. Finally, set the :guilabel:`Valid Until` period if applicable."
msgstr ""
"程序配置完成后,点击左上角的 :guilabel:`生成电子钱包` 按钮生成电子钱包。数量会根据所选的 :guilabel:`客户` 和 "
":guilabel:`客户标签` 自动调整。然后,设置 :guilabel:`电子钱包值`。最后,设置 :guilabel:`有效期至` "
"期限(如适用)。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69
msgid ""
"Generated eWallets can be accessed through the :guilabel:`eWallets` smart "
"button in the upper-right corner. From there, :guilabel:`Send` or "
":guilabel:`Share` the eWallets via email or a URL link."
msgstr ""
"生成的电子钱包可通过右上角的 :guilabel:`电子钱包` 智能按钮访问。在那里,可以通过电子邮件或 URL 链接 :guilabel:`发送` 或"
" :guilabel:`分享`,发送或分享电子钱包。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "eWallets send and share buttons"
msgstr "电子钱包发送和分享按钮"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76
msgid ""
"Click on an eWallet to change the :guilabel:`Expiration Date`, "
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an "
"eWallet *cannot* be changed, deleted, or duplicated."
msgstr ""
"点击电子钱包更改 :guilabel:`有效期`、:guilabel:`合作伙伴` 或 :guilabel:`余额`。电子钱包的 "
":guilabel:`代码` 不可更改、删除或复制。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82
msgid "Gift cards"
msgstr "礼品卡"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84
msgid ""
"Gift cards can be purchased by customers, and in turn used as a payment "
"method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
msgstr "客户可以购买礼品卡,然后在电子商务商店或 :abbr:`POS销售点` 结账时将其用作付款方式。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87
msgid ""
"Before creating a new gift card program, it is necessary to first create "
"gift cards as products. To do so, go to :menuselection:`Sales app --> "
"Products --> Products` and :guilabel:`Create` a product. On the product "
"template, configure the options as follows:"
msgstr ""
"在创建新的礼品卡程序之前,有必要先将礼品卡创建为产品。要执行此操作,请转到 :menuselection:`销售应用程序 --> 产品 --> 产品` "
"和 :guilabel:`创建` 产品。在产品模板上,配置选项如下:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91
msgid ":guilabel:`Product Name`: enter a name for the gift card product"
msgstr ":guilabel:`产品名称`:输入礼品卡产品名称"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96
msgid ":guilabel:`Sales Price`: enter the amount of the gift card"
msgstr ":guilabel:`销售价格`:输入礼品卡的金额"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99
msgid ""
"In order to have gift cards of different amounts, create multiple gift card "
"products and modify the :guilabel:`Sales Price` accordingly."
msgstr "要创建不同金额的礼品卡,请创建多个礼品卡产品并相应修改 :guilabel:`销售价格` 。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102
msgid ""
"Once the gift card product is created, go to :menuselection:`Sales app --> "
"Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card "
"program. The following configuration options are available:"
msgstr ""
"创建礼品卡产品后,进入 :menuselection:`销售应用程序 --> 产品 --> 礼品卡和电子钱包` 到 :guilabel:`创建` "
"礼品卡程序。可使用以下配置选项:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106
msgid ":guilabel:`Program Name`: enter a name for the gift card program"
msgstr ":guilabel:`计划名称`:输入礼品卡计划的名称"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107
msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`"
msgstr ":guilabel:`计划类型`: 选择 :guilabel:`礼品卡` 。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108
msgid ""
":guilabel:`Gift Card Products`: select the gift card product created "
"earlier. Repeat the process if you created gift card products of different "
"amounts."
msgstr ":guilabel:`礼品卡产品`:选择之前创建的礼品卡产品。如果创建了不同金额的礼品卡产品,请重复此过程。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110
msgid ""
":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift "
"Card Information` template, or create a new template by clicking on the "
"field, selecting :guilabel:`Search More`, and then clicking "
":guilabel:`Create`."
msgstr ""
":guilabel:`电子邮件模板`:选择默认的 :guilabel:`礼品卡:礼品卡信息` 模板,或点击该字段,选择 "
":guilabel:`搜索更多`,然后点击 :guilabel:`创建`,创建一个新模板。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113
msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`"
msgstr ":guilabel:`打印报告`: 选择 :guilabel:`礼品卡` 。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114
msgid ""
":guilabel:`Currency`: select the currency to use for the gift card program"
msgstr ":guilabel:`货币`:选择礼品卡计划使用的货币"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "Gift card program configuration page"
msgstr "礼品卡计划配置页面"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126
msgid ""
"Once the program is configured, click the :guilabel:`Generate Gift Cards` "
"button in the upper-left corner to generate gift cards. Gift cards can be "
"generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected "
"Customers`. Set the :guilabel:`Quantity to generate` for "
":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or "
":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the "
":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period"
" if applicable."
msgstr ""
"程序配置完成后,点击左上角的 :guilabel:`生成礼品卡` 按钮生成礼品卡。礼品卡既可为 :guilabel:`匿名顾客` 生成,也可为 "
":guilabel:`已选中顾客` 生成。为 :guilabel:`匿名客户` 设置 :guilabel:`生成数量`,或为 "
":guilabel:`选定客户` 选择:guilabel:`客户` 和/或 :guilabel:`客户标签`。然后,设置 "
":guilabel:`礼品卡价值`。最后,设置 :guilabel:`有效期至` 期限(如适用)。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133
msgid ""
"Generated gift cards can be accessed through the :guilabel:`Gift Cards` "
"smart button in the upper-right corner. From there, :guilabel:`Send` or "
":guilabel:`Share` the gift cards via email or a URL link."
msgstr ""
"可通过右上角的 :guilabel:`礼品卡` 智能按钮访问生成的礼品卡。从那里,可以通过电子邮件或 URL 链接 :guilabel:`发送` 或 "
":guilabel:`分享` 发送或分享礼品卡。"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "Gift cards send and share buttons"
msgstr "礼品卡发送和分享按钮"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141
msgid ""
"Click on a gift card to change the :guilabel:`Expiration Date`, "
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift "
"card *cannot* be changed, deleted, or duplicated."
msgstr ""
"点击礼品卡更改 :guilabel:`有效期`、:guilabel:`合作伙伴`或 :guilabel:`余额`。礼品卡的 :guilabel:`代码`"
" *不可* 更改、删除或复制。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
msgid "Discount and loyalty programs"
msgstr "折扣和忠诚度计划"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
msgid ""
"The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users "
"to create discount and loyalty programs that customers can use for online "
"and in-store shopping. These programs offer more varied, public, and time-"
"sensitive pricing options than :doc:`pricelists "
"</applications/sales/sales/products_prices/prices/pricing>`."
msgstr ""
"Odoo *销售*、*电子商务* 和 *POS* 应用程序允许用户创建折扣和忠诚度计划,供客户在网上和店内购物时使用。这些计划提供比 "
":doc:`价目表</applications/sales/sales/products_prices/prices/pricing>` "
"提供更多样、更公开、更有时效性的定价选项。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11
msgid "Configure the settings"
msgstr "配置设置"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13
msgid ""
"To begin using discount and loyalty programs, navigate to "
":menuselection:`Sales --> Configuration --> Settings`. Under the "
":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & "
"Gift Card` setting by checking the box next to the feature. Finally, click "
":guilabel:`Save` to save the changes."
msgstr ""
"要开始使用折扣和忠诚度计划,请导航至 :menuselection:`销售 --> 配置 --> 设置`。在 :guilabel:`定价` "
"标题下,选中该功能旁边的方框,激活 :guilabel:`折扣、忠诚度和礼品卡` 设置。最后,点击 :guilabel:`保存`,以保存更改。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19
msgid "Configure discount and loyalty programs"
msgstr "配置折扣和忠诚度计划"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21
msgid ""
"To create discount and loyalty programs, go to :menuselection:`Sales --> "
"Products --> Discount & Loyalty`."
msgstr "要创建折扣和忠诚度计划,请转到 :menuselection:`销售 --> 产品 --> 折扣与忠诚度`。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24
msgid ""
"If no discount or loyalty programs have been created yet, Odoo provides a "
"choice of templates to help create the first program. Choose one of the "
"template cards, or click :guilabel:`New` to create a new program from "
"scratch."
msgstr ""
"如果尚未创建折扣或忠诚度计划Odoo 可提供多种模板,帮助创建第一个计划。选择其中一个模板卡,或点击 :guilabel:`新建` "
"从头开始创建一个新计划。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28
msgid ""
"Or, if there are already existing programs, select an existing program to "
"edit it."
msgstr "或者,如果已有计划,选择一个现有计划进行编辑。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Discount and loyalty program template cards."
msgstr "折扣和忠诚度计划模板卡。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
msgid ""
"Templates **only** appear when no programs have been created, and they "
"disappear once the first program is created."
msgstr "模板只会在未创建计划时出现,一旦创建了第一个计划,模板就会消失。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38
msgid "Creating or editing a program opens the program form."
msgstr "创建或编辑计划会打开计划表单。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Program options on the loyalty program form."
msgstr "忠诚度计划表格上的计划选项。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44
msgid "The program form contains the following fields:"
msgstr "计划表单包含以下字段:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46
msgid ""
":guilabel:`Program Name`: Enter the name of the program in this field. The "
"program name is **not** visible to the customer."
msgstr ":guilabel:`计划名称`:在此字段中输入计划名称。客户 **看不到** 计划名称。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48
msgid ""
":guilabel:`Program Type`: Select the desired :ref:`program type "
"<sales/pricing_management/program-types>` from the drop-down menu."
msgstr ""
":guilabel:`计划类型`:从下拉菜单中选择所需的 :ref:`计划类型 <sales/pricing_management/program-"
"types>` 。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50
msgid ":guilabel:`Currency`: Select the currency used for the program."
msgstr ":guilabel:`货币`:选择计划使用的货币。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51
msgid ""
":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down "
"menu to have this loyalty program applied to a specific pricelist (and "
"customers attached to the pricelist). More than one pricelist can be "
"selected in this field. When a single loyalty program is linked to several "
"pricelists, it makes it viable for different customer segments to have "
"different pricelists, but the *same* loyalty programs. If this field is left"
" blank, the program applies to everyone, regardless of pricelist."
msgstr ""
":guilabel:`价目表`:如果需要,请从下拉菜单中选择价目表,以便将此忠诚度计划应用于特定价目表(以及价目表中的客户)。可在此字段中选择多个价目表。当一个忠诚度计划与多个价目表相链接时,不同的客户群可以拥有不同的价目表,但忠诚度计划"
" *相同*。如果该字段留空,则无论哪个价目表,该计划都适用于所有人。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57
msgid ""
":guilabel:`Points Unit`: Enter the name of the points used for the "
":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit "
"name *is* visible to the customer. This field is **only** available when the"
" :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
msgstr ""
":guilabel:`积分单位`:输入用于 :guilabel:`会员卡` "
"项目的积分名称(例如,`忠诚积分`)。积分单位名称对客户*可见*。**只有**当 :guilabel:`计划类型` 设置为 "
":guilabel:`会员卡` 时,此字段才可用。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60
msgid ""
":guilabel:`Start Date`: Select the date on which the program becomes valid. "
"Leave this field blank if the program should always be valid and not expire."
msgstr ":guilabel:`开始日期`:选择程序生效的日期。如果程序始终有效且不会过期,则此字段留空。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62
msgid ""
":guilabel:`End Date`: Select the date on which the program stops being "
"valid. Leave this field blank if the program should always be valid and not "
"expire."
msgstr ":guilabel:`结束日期`:选择程序停止生效的日期。如果程序始终有效且不会过期,则此字段留空。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64
msgid ""
":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number "
"of :guilabel:`usages` to limit the number of times the program can be used "
"during the validity period."
msgstr ""
":guilabel:`限制使用次数`:如果需要,请勾选该复选框,并输入 :guilabel:`使用` 的次数,以限制程序在有效期内的使用次数。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66
msgid ""
":guilabel:`Company`: If working in a multi-company database, choose the one "
"company for which the program is available. If left blank, the program is "
"available to all companies in the database."
msgstr ":guilabel:`公司`:如果在多公司数据库中工作,请选择可使用该程序的公司。如果留空,则该程序适用于数据库中的所有公司。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68
msgid ""
":guilabel:`Available On`: Select the apps on which the program is available."
msgstr ":guilabel:`可用`:选择程序可用的应用程序。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69
msgid ""
":guilabel:`Website`: Select a website on which the program is available. "
"Leave this field blank to make it available on all websites."
msgstr ":guilabel:`网站`:选择程序可用的网站。如果此字段留空,则可在所有网站上使用。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71
msgid ""
":guilabel:`Point of Sale`: Select the point(s) of sale at which the program "
"is available. Leave this field blank to make it available at all :abbr:`PoS "
"(Point of Sale)`."
msgstr ":guilabel:`销售点`:选择程序可用的销售点。留空此字段表示在所有 :abbr:`POS销售点`。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75
msgid ""
"The options available on the program form vary depending on the "
":ref:`Program Type <sales/pricing_management/program-types>` selected."
msgstr "程序表格上的可用选项因所选 :ref:`计划类型<sales/pricing_management/program-types>` 而异。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78
msgid ""
"All of the existing cards, codes, coupons, etc. that have been generated for"
" the program are accessible through the smart button located at the top of "
"the form."
msgstr "通过表格顶部的智能按钮,可以访问为程序生成的所有现有卡片、代码、优惠券等。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Program items smart button on the loyalty program form."
msgstr "忠诚度计划表格上设置项目智能按钮。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
msgid ""
"In Odoo 17 (and later), when a loyalty card or coupon is associated with a "
"contact in the database, a :guilabel:`Loyalty Cards` smart button "
"conditionally appears on the contact form."
msgstr ""
"在 Odoo 17及更高版本当会员卡或优惠券与数据库中的联系人关联时联系人表单上会有条件地显示 :guilabel:`会员卡` 智能按钮。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid ""
"The Loyalty Card smart button as it appears on a contact form in Odoo 17."
msgstr "在 Odoo 17 中的联系表单上显示的忠诚卡智能按钮。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93
msgid ""
"This smart button **only** appears if a loyalty card or coupon is associated"
" with the contact."
msgstr "**只有**在会员卡或优惠券与联系人关联的情况下,该智能按钮才会出现。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98
msgid "Program types"
msgstr "计划类型"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100
msgid ""
"The different :guilabel:`Program Types` available on the program form are:"
msgstr "程序表单上的 :guilabel:`计划类型` 可用:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102
msgid ""
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
"immediate access to rewards."
msgstr ":guilabel:`优惠券`:生成并共享一次性使用的优惠券代码,以便立即获得奖励。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104
msgid ""
":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates "
"points to exchange for rewards on current and/or future orders."
msgstr ":guilabel:`会员卡`:顾客在购物时积累积分,以便在当前和/或未来的订单中兑换奖励。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106
msgid ""
":guilabel:`Promotions`: Set conditional rules for ordering products, which, "
"when fulfilled, grant access to rewards for the customer."
msgstr ":guilabel:`促销活动`:为订购产品设置条件规则,当条件满足时,客户可获得奖励。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108
msgid ""
":guilabel:`Discount Code`: Set codes which, when entered upon checkout, "
"grant discounts to the customer."
msgstr ":guilabel:`折扣代码`:设置代码,在结账时输入,可为顾客提供折扣。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110
msgid ""
":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted "
"1 credit. After accumulating a specified amount of credits, the customer can"
" trade them in to receive (Y) item."
msgstr ""
":guilabel:`买 X 送 Y`:顾客每购买 (X) 件物品,就会获得 1 个信用点数。积累一定数量的信用点数后顾客可以用它们换取Y件物品。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112
msgid ""
":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes "
"that grant access to rewards on the customer's next order."
msgstr ":guilabel:`下一单优惠券`:生成并分享一次性使用的优惠券代码,让顾客在下一个订单中获得奖励。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116
msgid "Conditional rules"
msgstr "条件规则"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118
msgid ""
"Next, configure the :guilabel:`Conditional rules` that determine when the "
"program applies to a customer's order."
msgstr "接下来,配置 :guilabel:`条件规则` 来决定程序何时适用于客户订单。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121
msgid ""
"In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to "
":guilabel:`Conditional rules` to add *conditions* to the program. This "
"reveals a :guilabel:`Create Conditional rules` pop-up window."
msgstr ""
"在 :guilabel:`规则与奖励` 选项卡中,点击 :guilabel:`添加` 旁边的 :guilabel:`条件规则` "
"来为程序添加*条件*。这将弹出 :guilabel:`创建条件规则` 窗口。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Rules & Rewards tab of the loyalty program form."
msgstr "会员忠诚度计划表格的 “规则与奖励” 选项卡。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130
msgid ""
"The options for :guilabel:`Conditional rules` vary depending on the selected"
" :ref:`Program Type <sales/pricing_management/program-types>`."
msgstr ""
":guilabel:`条件规则` 的选项根据所选的 :ref:`计划类型 <sales/pricing_management/program-"
"types>` 而有所不同。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133
msgid "The following options are available for configuring conditional rules:"
msgstr "以下选项可用于配置条件规则:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135
msgid ""
":guilabel:`Discount Code`: Enter a custom code to be used for the "
":guilabel:`Discount Code` program, or use the default one generated by Odoo."
" This field is only available when the :guilabel:`Program Type` is set to "
":guilabel:`Discount Code`."
msgstr ""
":guilabel:`折扣代码`:输入用于 :guilabel:`折扣代码` 程序的自定义代码,或使用 Odoo 生成的默认代码。此字段仅在 "
":guilabel:`程序类型` 设为 :guilabel:`折扣代码` 时可用。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138
msgid ""
":guilabel:`Minimum Quantity`: Enter the minimum number of products that must"
" be purchased in order to access the reward. Set the minimum quantity to at "
"least `1` to ensure that the customer must make a purchase in order to "
"access the reward."
msgstr ":guilabel:`最少数量`:输入为获得奖励而必须购买的最少产品数量。将最小数量至少设为 `1`,以确保客户必须购买产品才能获得奖励。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141
msgid ""
":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with "
":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in "
"order to access the reward. If both a minimum quantity *and* minimum "
"purchase amount are entered, then the customer's order must meet both "
"conditions."
msgstr ""
":guilabel:`最低购买量`:输入为获得奖励而必须消费的最低金额(货币),包括 :guilabel:`含税` 或 "
":guilabel:`不含税`。如果同时输入最低数量*和*最低购买金额,则客户的订单必须同时满足这两个条件。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145
msgid ""
":guilabel:`Products`: Select the specific product(s) for which the program "
"applies. Leave this field blank to apply it to all products."
msgstr ":guilabel:`产品`:选择程序适用的特定产品。如果此字段留空,则适用于所有产品。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147
msgid ""
":guilabel:`Categories`: Select the category of products for which the "
"program applies. Choose :guilabel:`All` to apply it to all product "
"categories."
msgstr ":guilabel:`类别`:选择程序适用的产品类别。选择 :guilabel:`全部` 则适用于所有产品类别。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149
msgid ""
":guilabel:`Product Tag:` Select a tag to apply the program to products with "
"that specific tag."
msgstr ":guilabel:`产品标签:` 选择一个标签,将程序应用于带有该特定标签的产品。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150
msgid ""
":guilabel:`Grant`: Enter the number of points the customer earns "
":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per "
"unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` "
"programs)."
msgstr ""
":guilabel:`赠予`:输入客户在:guilabel:`每笔订单`、:guilabel:`每笔货币消费` "
"或:guilabel:`每单位支付`(适用于:guilabel:`会员卡` 和:guilabel:`买 X 送 Y` 计划)中获得的积分数。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid ""
"Conditional rules configuration window for a discount or loyalty program."
msgstr "折扣或忠诚度计划的条件规则配置窗口。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158
msgid ""
"Click :guilabel:`Save & Close` to save the rule and close the pop-up window,"
" or click :guilabel:`Save & New` to save the rule and immediately create a "
"new one."
msgstr "点击 :guilabel:`保存并关闭` 保存规则并关闭弹出窗口,或点击 :guilabel:`保存并新建` 保存规则并立即创建新规则。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162
msgid "Rewards"
msgstr "优惠及返利"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164
msgid ""
"In the :guilabel:`Rules & Rewards` tab of the program form, click "
":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program."
" This reveals a :guilabel:`Create Rewards` pop-up window."
msgstr ""
"在程序表格的 :guilabel:`规则与奖励` 选项卡中,点击 :guilabel:`奖励` 旁边的 :guilabel:`添加` 来为程序添加 "
"*奖励*。这时会弹出一个 :guilabel:`创建奖励` 窗口。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169
msgid ""
"The options for :guilabel:`Rewards` vary depending on the selected "
":ref:`Program Type <sales/pricing_management/program-types>`."
msgstr ""
"根据所选的 :ref:`计划类型<sales/pricing_management/program-types>` 选项,:guilabel:`奖励` "
"的选项会有所不同。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172
msgid "The following options are available for configuring rewards:"
msgstr "下列选项可用于配置奖励:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174
msgid ""
":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free "
"Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other "
"options for reward configuration depend on the :guilabel:`Reward Type` "
"selected."
msgstr ""
":guilabel:`奖励类型`:从 :guilabel:`免费产品`、:guilabel:`折扣`和 :guilabel:`免运费` "
"中选择奖励类型。其他奖励配置选项取决于所选的 :guilabel:`奖励类型`。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178
msgid ":guilabel:`Free Product`:"
msgstr ":guilabel:`免费产品`:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180
msgid ""
":guilabel:`Quantity Rewarded`: Select the number of free products rewarded "
"to the customer."
msgstr ":guilabel:`奖励数量`:选择奖励给顾客的免费产品数量。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181
msgid ""
":guilabel:`Product`: Select the product given for free as a reward. Only one"
" product can be selected."
msgstr ":guilabel:`产品`:选择作为奖励免费赠送的产品。只能选择一种产品。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183
msgid ""
":guilabel:`Product Tag`: Select a tag to further specify the free product "
"eligible for the reward."
msgstr ":guilabel:`产品标签`:选择一个标签,进一步指定符合奖励条件的免费产品。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186
msgid ":guilabel:`Discount`:"
msgstr ":guilabel:`折扣`:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188
msgid ""
":guilabel:`Discount`: Enter the discounted amount in either "
":guilabel:`percentage`, :guilabel:`currency per point`, or "
":guilabel:`currency per order`. Then, select whether the discount applies to"
" the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the "
"order, or only :guilabel:`Specific Products`."
msgstr ""
":guilabel:`折扣`:输入折扣金额,可以是 :guilabel:`百分比`、:guilabel:`每点货币` 或 "
":guilabel:`每订单货币`。然后,选择折扣是否适用于整个 :guilabel:` 订单`,或仅适用于订单中的 :guilabel:` "
"最便宜产品`,或仅适用于 :guilabel:` 特定产品`。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197
msgid ""
":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this "
"reward may grant as a discount. Leave this field at `0` for no limit."
msgstr ":guilabel:`最大折扣`:输入此奖励可给予折扣的最大金额(货币)。此字段为 `0` 表示无限制。"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195
msgid ":guilabel:`Free Shipping`:"
msgstr ":guilabel:`免费送货`"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200
msgid ""
":guilabel:`In exchange of`: Enter the number of points required to exchange "
"for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get "
"Y` programs)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202
msgid ""
":guilabel:`Description on order`: Enter the description of the reward, which"
" is displayed to the customer upon checkout."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Rewards configuration window for a discount or loyalty program."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
msgid "Manage your pricing"
msgstr "管理定价"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
msgid "Foreign currencies"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
msgid ""
"With Odoo, pricelists can be used to manage prices in a number of foreign "
"currencies. Specifically, Odoo has the ability to work with 167 total "
"currencies."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9
msgid ""
"In order to use multiple currencies in Odoo *Sales*, the *Accounting* "
"application **must** be installed."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15
msgid ""
"Once the *Accounting* app has been installed, foreign currencies can be "
"added to the database. Navigate to :menuselection:`Accounting app --> "
"Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, "
"and locate the :guilabel:`Main Currency` setting."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid ""
"How the main currency feature appears on settings page in Odoo Accounting."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23
msgid ""
"Odoo automatically sets the main currency as the currency of the country the"
" company is based in."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25
msgid ""
"To change the main currency of the company, select the drop-down menu in the"
" :guilabel:`Currency` field, select the desired currency, and be sure to "
":guilabel:`Save` the changes."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29
msgid ""
"To ensure currency rates are updated automatically, enable the *automatic "
"currency rates* feature on the *Accounting* settings page "
"(:menuselection:`Accounting app --> Configuration --> Settings --> "
"Currencies section`)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37
msgid ""
"Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, "
"choose a designated bank to get the currency rates from in the "
":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`"
" of time for the updates to take place. Then determine when the date of the "
":guilabel:`Next Run` should be."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
msgid ""
"To instantly update the currency rates, click the :guilabel:`🔁 (circular "
"arrows)` icon, located to the right of the :guilabel:`Next Run` field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45
msgid ""
"When all configurations are complete, be sure to :guilabel:`Save` all "
"changes."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48
msgid ""
"All payment methods **must** be in the same currency as the sales journal, "
"or the company currency, if the company currency is not set. If it is not "
"the same, a :guilabel:`Validation Error` message appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53
msgid "View, edit, and add currencies"
msgstr "查看、编辑和添加货币"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55
msgid ""
"To view, edit, and add currencies to the database, making them available on "
"pricelists and on the :guilabel:`Main Currency` drop-down menu, click the "
":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field "
"on the :menuselection:`Accounting app --> Settings` page."
msgstr ""
"要查看、编辑和添加货币到数据库,使其在价目表和 :guilabel:`主要货币` 下拉菜单中可用,请点击位于 "
":menuselection:`会计应用程序 --> 设置` 页面 :guilabel:`货币` 字段下方的 :guilabel:`货币` 链接。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59
msgid ""
"When the :guilabel:`Currencies` link is clicked, a separate "
":guilabel:`Currencies` page is revealed."
msgstr "点击 :guilabel:`货币` 链接后,将显示单独的 :guilabel:`货币` 页面。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How the main currencies page appears in Odoo Accounting."
msgstr "货币主页面在 Odoo 会计中的显示方式。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65
msgid ""
"On this page, Odoo provides a master list of 167 global currencies. Each row"
" shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, "
":guilabel:`Name`, date of the :guilabel:`Last Update`, and "
":guilabel:`Current Rate` (compared to the default currency of the country in"
" which the company is based)."
msgstr ""
"在本页中Odoo 提供了 167 种全球货币的主列表。每行显示相应的 "
":guilabel:`货币`、:guilabel:`符号`、:guilabel:`名称`、:guilabel:`上次更新日期` 和 "
":guilabel:`当前汇率`(与公司所在国家/地区的默认货币相比)。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70
msgid ""
"To the far right, there are two columns, which can be toggled on or off:"
msgstr "最右边有两栏,可以打开或关闭:"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72
msgid ""
":guilabel:`Use on eBay`: this currency can be used with the connected eBay "
"account (if applicable)."
msgstr ":guilabel:`在 eBay 上使用`:该货币可用于已连接的 eBay 账户(如适用)。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:74
msgid ""
":guilabel:`Active`: this currency is activated, which means it can be added "
"to a pricelist, or used as the main currency of the company, if desired (via"
" :menuselection:`Accounting app --> Configuration --> Settings --> "
"Currencies section`)."
msgstr ""
":guilabel:`生效`:该货币已生效,这意味着可以添加到价目表中,或根据需要用作公司的主要货币(通过 :menuselection:`会计应用程序"
" --> 配置 --> 设置 --> 货币部分`)。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:79
msgid ""
"By default, all the :guilabel:`Active` currency options are at the top of "
"the list."
msgstr "默认情况下,所有 :guilabel:`生效` 货币选项都位于列表顶部。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:82
msgid ""
"It is recommended that *at least* one pricelist is created per "
":guilabel:`Active` currency. See :doc:`./pricing` to learn more about "
"pricelist configuration."
msgstr ""
"建议 * 每个 :guilabel:`生效` 货币至少 * 创建一个价格表。请参阅 :doc:`./pricing` 了解有关价格表配置的更多信息。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:85
msgid ""
"To toggle options on/off, click the toggle switch in the row for the "
"corresponding column. When *on* the color of the switch is green. When "
"*off*, the color of the switch is grey."
msgstr "要打开/关闭选项,请点击相应列行中的切换开关。*打开*时,开关颜色为绿色。*关闭* 时,开关颜色为灰色。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89
msgid "Currency detail form"
msgstr "货币明细表"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:91
msgid ""
"To edit any currency on the :guilabel:`Currencies` page, click the desired "
"currency to reveal the detail form for that specific currency, and proceed "
"to make any necessary changes."
msgstr "要编辑 :guilabel:`货币` 页面上的任何货币,请点击所需的货币,以显示该特定货币的详细表单,然后进行任何必要的更改。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How a currency detail form looks in Odoo Accounting."
msgstr "货币明细表在 Odoo 会计中的外观。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:98
msgid ""
"On the currency detail form, the relevant currency code appears in the "
":guilabel:`Currency` field. Beneath that, the name for the currency is in "
"the :guilabel:`Name` field."
msgstr "在货币明细表单中,相关货币代码显示在 :guilabel:`货币` 字段中。下面的 :guilabel:`名称` 字段中是货币名称。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:101
msgid ""
"Then, toggle the currency's availability with the :guilabel:`Active` toggle:"
" *on* is indicated with a green switch, and *off* is indicated with a grey "
"switch."
msgstr "然后,使用 :guilabel:`生效` 开关切换货币的可用性: *打开*用绿色开关表示,*关闭* 用灰色开关表示。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:104
msgid ""
"On the right of the currency detail form, the appropriate "
":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` "
"(e.g. `Cents`) can be found."
msgstr ""
"在货币明细表的右侧,可以找到相应的 :guilabel:`货币单位` (例如,`美元`)和 :guilabel:`货币子单位` (例如,`美分`)。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:107
msgid ""
"If the currency is meant to be used for eBay purposes, toggle the "
":guilabel:`Use on eBay` option to the desired activation."
msgstr "如果货币用于 eBay请将 :guilabel:`在 eBay 上使用` 选项切换为所需的生效状态。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110
msgid ""
"Next, under the :guilabel:`Rates` tab, the various conversion rates can be "
"viewed, added, or deleted. Each row shows the :guilabel:`Date` of that "
"specific rate, the :guilabel:`Company` to which it is connected, followed by"
" the :guilabel:`Unit per...` and :guilabel:`...per Unit`."
msgstr ""
"接下来,在 :guilabel:`汇率` 标签下,可以查看、添加或删除各种转换率。每行显示特定汇率的 :guilabel:`日期` 、与之相连的 "
":guilabel:`公司`,然后是 :guilabel:`单位/...` 和 :guilabel:`...每单位`。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166
msgid ""
"The *...* in each of the last two columns represents the main currency set "
"for the company. For example, if the main currency is set to `USD`, the "
"columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`."
msgstr ""
"最后两列中的 *...* 代表公司设置的主要货币。例如,如果主要货币设置为 `美元`,则这两列的标题分别为 :guilabel:`美元:单位` 和 "
":guilabel:`单位:美元`。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:119
msgid ""
"To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` "
"tab, and proceed to fill in the necessary information in the aforementioned "
"columns."
msgstr "要添加新汇率,请点击 :guilabel:`汇率` 标签中的 :guilabel:`添加一行`,然后在上述各栏填写必要信息。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123
msgid "Main currency detail form"
msgstr "主要货币明细表"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:125
msgid ""
"If the selected currency is the main currency of the company, a blue banner "
"appears at the top of the currency detail form with the message: "
":guilabel:`This is your company's currency.`."
msgstr "如果所选货币是公司的主要货币,则货币详情表单顶部会出现蓝色横幅,并显示 :guilabel:`这是您公司的货币`。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How a main currency detail form looks in Odoo Accounting."
msgstr "Odoo 会计中主要货币明细表的外观。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132
msgid ""
"All the fields are the same as a typical currency detail form, but there "
"will **not** be a :guilabel:`Rates` tab because all other currency rates are"
" based off the main currency of the company."
msgstr "所有字段都与典型的货币明细表相同,但不会有 :guilabel:`汇率` 选项卡,因为所有其他货币汇率都是基于公司的主要货币。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137
msgid "Create new currency"
msgstr "创建新汇率"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:139
msgid ""
"If a desired currency isn't on the :guilabel:`Currencies` page, click the "
":guilabel:`New` button to open a blank currency template form."
msgstr "如果所需货币不在 :guilabel:`货币` 页面上,请点击 :guilabel:`新建` 按钮打开空白货币模板表单。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:143
msgid ""
"The same :guilabel:`New` button is located in the upper-right corner of any "
"currency detail form."
msgstr "任何货币明细表的右上角都有同样的 :guilabel:`新建` 按钮。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How a blank currency detail form looks in Odoo Accounting."
msgstr "在 Odoo 会计中空白货币明细表的外观。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:149
msgid ""
"On the blank currency detail form, proceed to enter the desired currency "
"code in the :guilabel:`Currency` field. Beneath that, enter the name for the"
" currency in the :guilabel:`Name` field."
msgstr ""
"在空白的货币详情表中,在 :guilabel:`货币` 字段中输入所需的货币代码。在下面的 :guilabel:`名称` 字段中输入货币名称。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153
msgid ""
"Then, toggle the currency's availability with the :guilabel:`Active` toggle "
"switch."
msgstr "然后,使用 :guilabel:`激活` 切换开关切换货币的可用性。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:155
msgid ""
"On the right of the currency detail form, enter the appropriate "
":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate "
":guilabel:`Currency Subunit` (e.g. `Cents`)."
msgstr ""
"在货币详情表的右侧,输入适当的 :guilabel:`货币单位` (例如,`美元`)和适当的 :guilabel:`货币子单位` (例如,`美分`)。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158
msgid ""
"If the currency is meant to be used for eBay purposes, toggle the "
":guilabel:`Use on eBay` to the desired activation."
msgstr "如果货币用于 eBay请将 :guilabel:`在 eBay 上使用` 切换为所需的生效状态。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:161
msgid ""
"Next, under the :guilabel:`Rates` tab, add a new rate by clicking "
":guilabel:`Add a line`. Then, proceed to confirm and adjust the "
":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and "
":guilabel:`...per Unit` fields to ensure all the auto-populated information "
"is accurate."
msgstr ""
"接下来,在 :guilabel:`汇率` 标签下,点击 :guilabel:`添加一行` 添加新的汇率。然后,确认并调整 "
":guilabel:`日期`、:guilabel:`公司`、:guilabel:`单位/...` 和 :guilabel:`...每单位` "
"字段,确保所有自动填充的信息准确无误。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171
msgid "Currency-specific pricelists"
msgstr "特定货币价目表"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:173
msgid ""
"It is recommended that *at least* one pricelist is created per active "
"currency in the database. To create (or assign) a pricelist to a specific "
"currency, start by navigating to :menuselection:`Sales app --> Products --> "
"Pricelists`."
msgstr ""
"建议数据库中的每种有效货币 *至少* 创建一个价目表。要为特定货币创建(或分配)价格表,首先要导航到 :menuselection:`销售应用程序 "
"--> 产品 --> 价目表`。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:177
msgid ""
"From the :guilabel:`Pricelists` page, either select an existing pricelist to"
" edit, or click :guilabel:`New` to create a new pricelist."
msgstr "在 :guilabel:`价目表` 页面,选择要编辑的现有价目表,或点击 :guilabel:`新建` 创建新价目表。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:180
msgid ""
"On the pricelist detail form, for either a new or existing pricelist, adjust"
" the :guilabel:`Currency` field as desired."
msgstr "在新的或现有的价目表详细表单中,根据需要调整 :guilabel:`货币` 字段。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184
msgid ":doc:`./pricing` to learn more about pricelist configuration."
msgstr ":doc:`./pricing` 了解有关价目表配置的更多信息。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187
msgid "Auto-conversion from public price"
msgstr "自动转换公共价格"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:189
msgid ""
"It should be noted that the public price seen on products is directly "
"related to the main currency the company has set, which is configured by "
"navigating to :menuselection:`Accounting app --> Configuration --> Settings "
"--> Currencies section --> Main Currency --> Currency drop-down menu`."
msgstr ""
"应该注意的是,产品上的公开价格与公司设置的主要货币直接相关,可通过导航至 :menuselection:`会计应用程序 --> 配置 --> 设置 "
"--> 货币部分 --> 主要货币 --> 货币下拉菜单` 进行配置。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:193
msgid ""
"The sales price automatically updates if the pricelist is changed to a "
"different pricelist that has a different currency than the company's main "
"currency. The change in price is directly related to the updated conversion "
"rate for that currency."
msgstr "如果将价格表更改为货币与公司主要货币不同的不同价格表,销售价格会自动更新。价格的变化与该货币的最新换算率直接相关。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198
msgid "Set product prices"
msgstr "设定产品价格"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200
msgid ""
"In order to have product prices set in place to avoid any changes in "
"currency rates, start by navigating to :menuselection:`Sales app --> "
"Products --> Products`."
msgstr "为了将产品价格设置到位以避免任何汇率变动,请首先导航至 :menuselection:`销售应用程序 --> 产品 --> 产品`。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:203
msgid ""
"From the :guilabel:`Products` page, select the desired product to modify. "
"Or, create a new product by clicking the :guilabel:`New` button."
msgstr "从 :guilabel:`产品` 页面选择要修改的产品。或点击 :guilabel:`新建` 按钮创建新产品。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206
msgid ""
"Then, on the product detail form, click the :guilabel:`Extra Prices` smart "
"button, located in the upper-left corner. Doing so reveals a separate "
":guilabel:`Price Rules` page, specific to that particular product."
msgstr ""
"然后,在产品详细信息表单中,点击左上角的 :guilabel:`额外价格` 智能按钮。这样就会显示一个单独的 :guilabel:`价格规则` "
"页面,专门针对该特定产品。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid ""
"How to set product prices based on foreign currency pricelists in Odoo "
"Sales."
msgstr "如何在 Odoo 销售中根据外币价目表设置产品价格。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:214
msgid ""
"Click :guilabel:`New`, and select the desired pricelist from the drop-down "
"menu in the :guilabel:`Pricelist` column."
msgstr "点击 :guilabel:`新建`,然后从 :guilabel:`价目表` 列的下拉菜单中选择所需的价目表。"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:217
msgid ""
"The :guilabel:`Applied On` field is auto-populated with the product, so "
"proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and"
" :guilabel:`Price` fields."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221
msgid ""
"The figure in the :guilabel:`Min. Quantity` field means the "
":guilabel:`Price` being set will **only** trigger if at least that amount of"
" product is purchased."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:224
msgid ""
"If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` "
"for the set prices. Leaving those columns blank ensures the set price will "
"remain valid, regardless of the date of sale."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:227
msgid ""
"If working in a multi-company environment, designate to which company this "
"price rule should be applied in the :guilabel:`Company` field. Leaving that "
"field blank ensures the price rule applies to all companies in the database."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:231
msgid ""
"With those configurations complete, regardless of any changes/updates in "
"conversion, whenever those designated pricelists are applied to a customer "
"trying to purchase this specific product, these pre-determined set prices "
"appear."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236
msgid ":doc:`./pricing`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
msgid "Pricelists, discounts, and formulas"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
msgid ""
"Odoo *Sales* has a useful pricelist feature that can be tailored to fit any "
"unique pricing strategy."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7
msgid ""
"A *pricelist* is a list of prices (or price rules) that Odoo uses to "
"determine the appropriate price for a customer. These pricelists can be set "
"with specific criteria (such as time periods, minimum quantity sold, and "
"more) in order to apply certain prices or discounts."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11
msgid ""
"Pricelists suggest certain prices, but they can always be overridden on the "
"sales order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14
msgid "Pricing strategy options"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16
msgid ""
"To choose a pricing strategy, first navigate to :menuselection:`Sales app "
"--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click "
"the checkbox next to the :guilabel:`Pricelists` feature."
msgstr ""
"要选择定价策略,首先导航至 :menuselection:`销售应用程序 --> 配置 --> 设置`。在 :guilabel:`价目表` 部分,点击 "
":guilabel:`价目表` 功能旁边的复选框。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
msgid ""
"Doing so reveals two additional options beneath it: :guilabel:`Multiple "
"prices per product` and :guilabel:`Advanced price rules (discounts, "
"formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads "
"to a separate pricelists page, wherein pricelists can be created and/or "
"modified."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
msgid ""
":guilabel:`Multiple prices per product`: provides the option to set several "
"different prices per product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27
msgid ""
":guilabel:`Advanced price rules (discounts, formulas)`: provides the option "
"to create detailed price rules and apply discounts, margins, and roundings."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the pricelist feature setting looks in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34
msgid ""
"After clicking the checkbox beside the :guilabel:`Pricelists` feature, "
"select one of those two options, then click :guilabel:`Save` to save all "
"changes."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40
msgid ""
"After activating and saving the :guilabel:`Pricelists` feature, the "
":guilabel:`Settings` page reloads and, from here, either select the "
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
" Products --> Pricelists`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:430
msgid ""
"Either option reveals the :guilabel:`Pricelists` page, in which pricelists "
"can be created and/or modified at any time."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the pricelists page looks in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
msgid ""
"The order of the pricelists on the :guilabel:`Pricelists` page has an impact"
" on how they are applied. If several pricelists share the same criteria, "
"**only** the first listed pricelist is applied."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57
msgid ""
"For example, for two pricelists with different rules, but same criteria "
"(e.g., same website, same country), only the *first* pricelist in the list "
"is applied."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61
msgid ""
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
"*Sales* and *eCommerce*. This pricelist is applied by default, if there are "
"no matching criteria."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65
msgid ""
"In Odoo 17 (and above), it is no longer required to have a pricelist entered"
" in the :guilabel:`Pricelist` field on a quotation form in order to confirm "
"it (i.e. turn it into a sales order)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69
msgid ""
"It should also be noted that, in Odoo 17 (and above), a chatter section can "
"be found on pricelist forms, which enhances the ability to communicate about"
" them."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:72
msgid ""
"From the :guilabel:`Pricelists` page, either select the desired pricelist to"
" edit, or click :guilabel:`New` to create a new pricelist, which reveals a "
"blank pricelist form that can be configured in a number of different ways."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the pricelist detail form looks in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:80
msgid ""
"When creating a new pricelist, start by adding a name for the pricelist at "
"the top of the form, in the blank field. Next, select which "
":guilabel:`Currency` should be used."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83
msgid ""
"Then, if working in a multi-company environment, select which company this "
"pricelist should apply to in the :guilabel:`Company` field. If this field is"
" left blank, the pricelist is automatically applied to all companies in the "
"database."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:88
msgid "Price Rules tab"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90
msgid ""
"The :guilabel:`Price Rules` tab functionality on a pricelist form varies "
"depending on the :guilabel:`Pricelists` setting chosen: either "
":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules "
"(discounts, formulas)`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:94
msgid ""
"However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` "
"tab are always the same, regardless of the chosen :guilabel:`Pricelists` "
"setting."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100
msgid ""
"With the :guilabel:`Multiple prices per product` setting activated, the "
":guilabel:`Price Rules` tab on pricelist forms provides the option to add "
"specific products, with a specific price, to a pricelist."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:104
msgid ""
"To add a specific product and price to a pricelist form, click the "
":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the "
":guilabel:`Products` column. Then, select the desired product for which a "
"specific price should be applied."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108
msgid ""
"Next, if necessary, select a product variant under the :guilabel:`Variants` "
"column (e.g. a specific product size, color, etc.). If no variants are "
"selected, then this price will apply to all variants of the product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:112
msgid ""
"If a minimum amount of the product must be purchased in order to apply the "
"specific price, enter the amount under the :guilabel:`Min. Quantity` column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115
msgid ""
"To configure the price of the product for this specific pricelist, enter the"
" desired amount under the :guilabel:`Price` column. Then, there is the "
"option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the "
"configured product price, if desired."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
msgid ""
"To add another product line, click :guilabel:`Add a line` again, and repeat "
"the process. There is no limit to how many products can be added in the "
":guilabel:`Price Rules` tab of a pricelist form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122
msgid ""
"For more information, check out the following section: :ref:`Multiple prices"
" per product <sales/multiple-prices-per-product>`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
msgid ""
"With the :guilabel:`Advanced price rules (discounts, formulas)` setting "
"activated, the :guilabel:`Price Rules` tab on pricelist forms provides the "
"option to configure detailed price rules based on formulas."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132
msgid ""
"Check out the :ref:`Advanced price rules (discounts, formulas) "
"<sales/advanced-price-rules>` section for detailed steps on how to add "
"advanced price rules to a pricelist."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:136
msgid "Recurring Prices tab"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:138
msgid ""
"Recurring prices are specifically used with :doc:`subscription products "
"<../../../subscriptions/products>`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141
msgid ""
"Under the :guilabel:`Recurring Prices` tab, the same functionality of the "
":guilabel:`Price Rules` tab is present. The only difference being that a "
"recurring time period can be applied in the :guilabel:`Recurring Plan` "
"column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145
msgid ""
"Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, "
"click :guilabel:`Add a price rule`, and select the blank field in the "
":guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-"
"designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:149
msgid ""
"New recurrence periods can also be created from this column. To do so, type "
"in the name for the new :guilabel:`Recurring Plan`, then select "
":guilabel:`Create` from the resulting drop-down menu to create the time "
"period, which can be edited later."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153
msgid ""
"Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create "
"Recurring Plan` pop-up form. From this pop-up form, the new recurrence "
"period can be configured, with specific :guilabel:`Details`, "
":guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the "
"configurations are complete, click the :guilabel:`Save & Close` button."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Custom time period pop-up form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:162
msgid ""
"Lastly, add the desired price for this recurring price rule in the "
":guilabel:`Recurring Price` column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166
msgid ":doc:`../../../subscriptions`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:169
msgid "Rental rules tab"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:171
msgid ""
"Under the :guilabel:`Rental rules` tab, specific price rules can be "
"configured for various rental products, using the same methodology as the "
":guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:175
msgid ""
"To add a rental rule, click :guilabel:`Add a line`, and select a desired "
"product in the :guilabel:`Products` column. Then, select any specific "
":guilabel:`Variants`, if necessary."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178
msgid ""
"Next, designate a :guilabel:`Period` of time for the rental rule (e.g. "
"`Daily`, `Hourly`, etc.)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:180
msgid ""
"Lastly, configure a :guilabel:`Price` for the rental rule in the respective "
"column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183
msgid "Configuration tab"
msgstr "配置选项卡"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185
msgid ""
"Under the :guilabel:`Configuration` tab, there are a few options that can "
"further customize the pricelist."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Configuration tab on pricelist detail form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:192
msgid ""
"From here, under the :guilabel:`Availability` section, in the "
":guilabel:`Country Groups` field, certain country groups can be added to the"
" pricelist. There is no limit to how many country groups can be added in "
"this field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:197
msgid ""
"If no country is set for a customer, Odoo takes the first pricelist without "
"any country group."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:199
msgid ""
"Under the :guilabel:`Website` section, there are a few options that can be "
"configured. In the :guilabel:`Website` field, this pricelist can be applied "
"to a specific website, if working in a multi-website environment. If left "
"blank, the pricelist is applied to all websites in the database."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:203
msgid ""
"Tick the :guilabel:`Selectable` checkbox to have this pricelist as a "
"selectable option for customers to choose as they shop. If the "
":guilabel:`Selectable` box is left unticked, customers **cannot** select "
"this pricelist for themselves."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207
msgid ""
"Lastly, there is the option to add an :guilabel:`E-commerce Promotional "
"Code`. To add a code, type in the desired promo code that, when entered "
"during the checkout process, applies the pricelist to the customer, even if "
"the customer does not fall into the previously-specified criteria."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211
msgid ""
"Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount "
"Policy` field with two options to choose from: :guilabel:`Discount included "
"in the price` or :guilabel:`Show public price & discount to the customer`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215
msgid ""
"If :guilabel:`Discount included in the price` is selected, the price shown "
"to the customer already accounts for the discount being applied. However, if"
" :guilabel:`Show public price & discount to the customer` is selected, the "
"customer sees the actual public price *and* how much they are saving with "
"this pricelist discount."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:221
msgid "Customer pricelist application"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223
msgid ""
"While the default pricelist applied to any customer is the :guilabel:`Public"
" Pricelist`, Odoo provides the opportunity to directly apply a different "
"pricelist to customers on their contact form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:226
msgid ""
"To do that, open the desired customer's contact form, either by navigating "
"to :menuselection:`Sales app --> Orders --> Customers` and selecting the "
"customer from the main :guilabel:`Customers` page, or by clicking on the "
"customer's name on a sales order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Sample customer detail form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234
msgid ""
"On the desired customer's contact form, under the :guilabel:`Sales & "
"Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist "
"should be applied to this specific customer from the drop-down menu in the "
":guilabel:`Pricelist` field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "The pricelist field in a customer detail form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:243
msgid ""
"When a customer is added to the database, the default pricelist is "
"automatically applied to them. There is **no way** to have a blank "
"*Pricelist* field on a contact form. Even if that field is left blank, the "
"default pricelist appears when that contact form is opened again."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:247
msgid ""
"However, when that contact is added to a quotation, and the *Pricelist* "
"field is auto-populated (based on the information from their contact form), "
"that predetermined pricelist can be removed from the *Pricelist* field, and "
"the quotation can still be confirmed, and subsequently, turned into a sales "
"order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257
msgid ""
"To apply several prices per individual product, select the "
":guilabel:`Multiple prices per product` option, after enabling the "
":guilabel:`Pricelists` feature on the *Sales* app setting page "
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
":guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:261
msgid ""
"Next, apply pricelists to specific products using the product form. Navigate"
" to the :menuselection:`Sales app --> Products --> Products` and select the "
"product for which multiple prices should be applied. Selecting a product "
"from the :guilabel:`Products` page reveals that specific product's product "
"form on a separate page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:266
msgid ""
"On the product form, click the :guilabel:`Extra Prices` smart button, "
"located at the top of the form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the extra prices smart button appears in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:273
msgid ""
"Doing so reveals a separate page displaying the :guilabel:`Price Rules` that"
" are specific to that particular product. Here, price rules can be edited or"
" created at any time."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the extra price rules per product page appears in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280
msgid ""
"To create a new price rule for a product from this specific :guilabel:`Price"
" Rules` page, click :guilabel:`New` to add a new, customizable row that has "
"the desired product already populated in the :guilabel:`Applied On` column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284
msgid ""
"Next, select which :guilabel:`Pricelist` this specific product price rule "
"should apply to, via the drop-down menu in the :guilabel:`Pricelist` column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288
msgid ""
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
"*Sales* and *eCommerce*."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:291
msgid ""
"To create a new pricelist from this page, type in the desired name of the "
"new pricelist in the :guilabel:`Pricelist` column, then select "
":guilabel:`Create` from the drop-down menu. All pricelists can be modified "
"at any time, by navigating to :menuselection:`Sales app --> Products --> "
"Pricelists`. Pricelists can also be created on that specific "
":guilabel:`Pricelists` page, as well."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297
msgid ""
"After the desired pricelist is added to the row, designate a :guilabel:`Min."
" Quantity` for the price rule."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:301
msgid ""
"If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the "
":guilabel:`Price` column will be applied to orders of 2 or more products. "
"So, in theory, if a single product costs $100, customers can be encouraged "
"to buy more, if the :guilabel:`Price` is set at $85 per product for a "
":guilabel:`Min. Quantity` of `2` products."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:306
msgid ""
"Next, enter the desired amount in the :guilabel:`Price` column. Then, if "
"needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the "
"product's price rule."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:309
msgid ""
"And lastly, if working in a multi-company environment, select which company "
"this price rule should be applied to in the :guilabel:`Company` field. "
"Leaving this field blank means the price rule applies for all companies in "
"the database."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313
msgid ""
"Click away from the row to activate Odoo's auto-save capability, meaning "
"that newly-created price rule is now ready to be used."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:316
msgid ""
"Proceed to add as many unique price rules per product as desired. There is "
"no limit to how many price rules can be added per product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:319
msgid ""
"With the price rule(s) in place for a specific product, customers who fall "
"into those corresponding pricelists automatically see those new prices "
"applied. The number of price rules applied to a particular product are also "
"displayed in the :guilabel:`Extra Prices` smart button, located on every "
"product form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325
msgid ""
"When a price rule/pricelist is added to a product via the :guilabel:`Extra "
"Prices` smart button, it is also reflected on the pricelist itself. "
"Similarly, when a price rule for a specific product is added to a pricelist,"
" it is also reflected on the product form via the :guilabel:`Extra Prices` "
"smart button."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:335
msgid ""
"The *Discounts* feature allows the ability to set a discount or increase the"
" price on *individual items* in a sales order. This is calculated as a "
"percentage of that product's sales price."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338
msgid ""
"To access discounts, navigate to the *Sales* app setting page "
"(:menuselection:`Sales app --> Configuration --> Settings`), and click the "
":guilabel:`Discounts` checkbox, then click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Click the checkbox labeled Discounts to activate Discounts."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:346
msgid ""
"After the setting has been activated, navigate to the desired quotation by "
"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of "
"the page. Once there, click on the desired quote from the list."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:350
msgid ""
"In the order lines section of the quotation form, a new column heading will "
"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on "
"individual line items. Enter the desired discount for each product line and "
"the new price will automatically be calculated in the quote "
":guilabel:`Total` at the bottom of the page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356
msgid ""
"A discount can also be added directly to a sales order in the same way. "
"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the "
"desired sales order, and add the discount to :guilabel:`Disc.%` as described"
" above."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "The Dis.% heading will now appear in Order Lines."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365
msgid ""
"Positive values for :guilabel:`Disc.%` will apply a *discount*, while "
"negative values can be used to *increase* the price."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:369
msgid "Discount button"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:371
msgid ""
"In Odoo 17, with the :ref:`Discounts setting <sales/discounts>` enabled, a "
":guilabel:`Discount` button appears at the bottom of sales orders."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid ""
"The discount button located at the bottom of a sales order form in the Odoo "
"Sales app."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378
msgid ""
"When the :guilabel:`Discount` button on a sales order is clicked, a "
":guilabel:`Discount` pop-up window appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381
msgid ""
"On this pop-up window, configure the :guilabel:`Discount` percentage, and "
"select one of the following discount options: :guilabel:`On All Order "
"Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`."
msgstr ""
"在弹出窗口中,配置 :guilabel:`折扣` "
"百分比,并选择以下折扣选项之一::guilabel:`在所有订单行上`、:guilabel:`全单折扣` 或 :guilabel:`固定金额`。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385
msgid ""
":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to "
"add the specified discount percentage (configured in the "
":guilabel:`Discount` field of the pop-up window) on all existing order lines"
" of the sales order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388
msgid ""
":guilabel:`Global Discount`: When selected, Odoo adds a discount product to "
"the order, which has the cumulative value equivalent to the specified "
"discount percentage (configured in the :guilabel:`Discount` field of the "
"pop-up window). Any product added (or removed) *after* the discount is added"
" does **not** affect the discount value on the order line."
msgstr ""
":guilabel:`全单折扣`选择此选项后Odoo 将在订单中添加一个折扣产品,其累计值相当于指定的折扣百分比(在弹出窗口的 "
":guilabel:`折扣` 字段中配置)。添加折扣 *后* 添加(或删除)的任何产品都 **不会** 影响订单行上的折扣值。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394
msgid ""
"In this example, since the total of the order is $600, and there is a 30% "
"global discount, that specific line is added to the sales order with a -180 "
"value (which is 30% of $600)."
msgstr "在本例中,由于订单总额为 $600且全单折扣为 30%,因此该资料行新增至销售订单时,数值为 -180即 600 美元的 30%)。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
msgid ""
"The sales order with the applied global discount option in the Odoo Sales "
"application."
msgstr "Odoo 销售应用程序中,应用了全单折扣选项的销售订单。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401
msgid ""
":guilabel:`Fixed Amount`: When selected, the percentage designation in the "
":guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein"
" a specific amount must be entered. This configured value is added as a "
"discount line on the sales order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406
msgid ""
"It is more beneficial to add a :guilabel:`Fixed Amount` discount after "
"**all** desired products have been added to a sales order. If there are "
"changes made to the sales order *after* the discount is added, make sure to "
"change the value on the :guilabel:`Discount` line, or remove the line and "
"add the discount again."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416
msgid ""
"The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature"
" provides the option to set price change rules based on discounts and "
"formulas. These changes can be relative to the product list/catalog price, "
"the product's cost, or another pricelist."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420
msgid ""
"To use advanced pricing rules, with discounts and formulas, select the "
":guilabel:`Advanced price rules (discounts, formulas)` option, after "
"enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page "
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
":guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425
msgid ""
"After activating and saving that :guilabel:`Pricelists` feature, the "
":guilabel:`Settings` page reloads and, from here, either select the "
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
" Products --> Pricelists`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433
msgid ""
"From the :guilabel:`Pricelists` page, select a desired pricelist to modify, "
"or create a new pricelist by clicking the :guilabel:`New` button."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:436
msgid ""
"On the pricelist form, under the :guilabel:`Price Rules` tab, click "
":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a "
":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule "
"is configured."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:445
msgid "Price computation"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447
msgid ""
"On this form, first choose one of the three :guilabel:`Computation` options:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:449
msgid ""
":guilabel:`Fixed Price`: the price computation is based on a fixed price."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:450
msgid ":guilabel:`Discount`: the price computation is based on a discount."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:451
msgid ":guilabel:`Formula`: the price computation is based on a formula."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:454
msgid ""
"Each :guilabel:`Computation` option reveals its own computation-specific "
"fields on the form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:456
msgid ""
"If :guilabel:`Fixed Price` is selected, enter the desired price in the "
":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, "
"enter the desired discount percentage in the :guilabel:`Discount` field that"
" appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460
msgid ""
"If :guilabel:`Formula` is selected, a number of configurable options appear."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "The various formula computation options present in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:466
msgid ""
"To configure the :guilabel:`Formula` computation option, start by selecting "
"an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, "
":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the "
"advanced price rule formula will be based on."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:470
msgid ""
"Next, in the :guilabel:`Discount` field, determine how much of a discount "
"should be applied. It should be noted that a mark-up can be applied by "
"setting a negative discount in this field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:474
msgid ""
"To formulate a 100% markup (or 2 times the cost of the product), with a $5 "
"minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the "
":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is "
"often seen in retail situations."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
msgid ""
"How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo"
" Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:482
msgid ""
"Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or "
"subtract) to the amount calculated with the discount. After that, enter a "
"desired figure in the :guilabel:`Rounding Method` field. The rounding method"
" sets the price so that it is a multiple of the value in the field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:487
msgid "Rounding is applied *after* the discount and *before* the surcharge."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:490
msgid ""
"To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`"
" and the :guilabel:`Extra Fee` to `-0.01`."
msgstr ""
"要使价格以 9.99 结尾,请将 :guilabel:`四舍五入法` 设为 `10`,将 :guilabel:`额外费用` 设为 `-0.01`。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:493
msgid ""
"Lastly, specify the minimum amount of margin over the base price in the "
":guilabel:`Margins` field."
msgstr "最后,在 :guilabel:`利润率` 字段中指定基准价格的最低利润额。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:495
msgid ""
"Once all formula-related configurations are complete, Odoo provides an "
"example of the formula in a blue block to the right of the configurations."
msgstr "完成所有与公式相关的配置后Odoo 会在配置右侧的蓝色块中提供一个公式示例。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:499
msgid ""
"To apply 20% discounts, with prices rounded up to 9.99, set the "
":guilabel:`Based on` field to :guilabel:`Sales Price`, the "
":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to "
"`-0.01`, and the :guilabel:`Rounding Method` field to `10`."
msgstr ""
"要应用 20% 折扣,并将价格四舍五入到 9.99,请将 :guilabel:`基于` 字段设置为 :guilabel:`销售价格`,将 "
":guilabel:`折扣` 字段设置为 `20`,将 :guilabel:`额外费用` 字段设置为 `-0.01`,将 "
":guilabel:`四舍五入法` 字段设置为 `10`。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales."
msgstr "在 Odoo 销售中将价格四舍五入为 9.99 的 20% 折扣示例。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:508
msgid "Conditions"
msgstr "条件"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:510
msgid ""
"At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the "
":guilabel:`Conditions` section."
msgstr "在 :guilabel:`创建价格表规则` 弹出窗体的底部是 :guilabel:`条件` 部分。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:513
msgid ""
"Here, start by selecting one of the options in the :guilabel:`Apply On` "
"field:"
msgstr "首先,在 :guilabel:`应用于` 字段中选择一个选项:"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:515
msgid ""
":guilabel:`All Products`: the advanced pricelist rule will be applied to all"
" products."
msgstr ":guilabel:`所有产品`:高级价格表规则将应用于所有产品。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:516
msgid ""
":guilabel:`Product Category`: the advanced pricelist rule will be applied to"
" a specific category of products."
msgstr ":guilabel:`产品类别`:高级价格表规则将应用于特定的产品类别。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:518
msgid ""
":guilabel:`Product`: the advanced pricelist rule will be applied to a "
"specific product."
msgstr ":guilabel:`产品`:高级价格表规则将应用于特定产品。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:519
msgid ""
":guilabel:`Product Variant`: the advanced pricelist rule will be applied to "
"a specific product variant."
msgstr ":guilabel:`产品变体`:高级价格表规则将应用于特定的产品变体。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:522
msgid ""
"If any of those options, apart from :guilabel:`All Products`, are selected, "
"a new option-specific field appears, in which the specific "
":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product "
"Variant` must be chosen."
msgstr ""
"如果选择了除 :guilabel:`所有产品` 以外的任何选项,则会出现一个新的特定选项字段,必须在其中选择特定的 "
":guilabel:`产品类别`、:guilabel:`产品` 或 :guilabel:`产品变体`。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:526
msgid ""
"Then, select a minimum quantity to be applied to the advanced pricelist rule"
" in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for"
" the pricelist item validation in the :guilabel:`Validity` field."
msgstr "然后,选择 :guilabel:`最小数量`字段。最后,在 :guilabel:`有效性`字段中选择价格表项目验证的日期范围。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:530
msgid ""
"Once all configurations are complete, either click :guilabel:`Save & Close` "
"to save the advanced pricelist rule, or click :guilabel:`Save & New` to "
"immediately create another advanced pricelist rule on a fresh form."
msgstr ""
"完成所有配置后,点击 :guilabel:`保存并关闭` 保存高级价目表规则,或点击 :guilabel:`保存并关闭` "
"立即在新表单上创建另一个高级价目表规则。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:535
msgid ""
"If a price rule is set for a particular product, and another one for its "
"product category, Odoo takes the rule of the product itself."
msgstr "如果为某一特定产品设置了价格规则同时又为其产品类别设置了另一价格规则Odoo 将采用产品本身的规则。"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:539
msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:540
msgid ":doc:`/applications/websites/ecommerce/products/price_management`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products.rst:5
msgid "Manage your products"
msgstr "管理您的产品"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
msgid "Import products"
msgstr "导入产品"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
msgid ""
"Odoo *Sales* provides a template for importing products with categories and "
"variants, which can be opened and edited with any spreadsheet software "
"(Microsoft Excel, OpenOffice, Google Sheets, etc.)."
msgstr ""
"Odoo *销售* 应用程序提供了一个模板用于导入带有类别和变体的产品该模板可使用任何电子表格软件Microsoft "
"Excel、OpenOffice、Google Sheets等打开和编辑。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:8
msgid ""
"When this spreadsheet is filled out properly, it can be quickly uploaded to "
"the Odoo database. When uploaded, those products are instantly added, "
"accessible, and editable in the product catalog."
msgstr "电子表格填写正确后,可快速上传到 Odoo 数据库。上传后,这些产品就会立即添加到产品目录中,并可在产品目录中访问和编辑。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:12
msgid "Import template"
msgstr "导入模板"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:14
msgid ""
"In order to import products with categories and variants, the *Import "
"Template for Products* **must** be downloaded. Once downloaded, the template"
" can be adjusted and customized, and then uploaded back into the Odoo "
"database."
msgstr "为了导入带有类别和变体的产品,必须下载**产品导入模板*。下载后,可对模板进行调整和定制,然后上载回 Odoo 数据库。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
msgid ""
"To download the necessary import template, navigate to :menuselection:`Sales"
" app --> Products --> Products`. On the :guilabel:`Products` page, click the"
" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a "
"drop-down menu."
msgstr ""
"要下载必要的导入模板,请导航至 :menuselection:`销售应用程序 --> 产品 --> 产品`。在 :guilabel:`产品` "
"页面上,点击左上角的 :guilabel:`⚙️(齿轮)` 图标。这样就会显示一个下拉菜单。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:22
msgid ""
"From this drop-down menu, select the :guilabel:`Import records` option."
msgstr "从下拉菜单中选择 :guilabel:`导入记录` 选项。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The Import records option selectable from the gear icon on the Products page"
" in Odoo Sales."
msgstr "可从 Odoo 销售“产品”页面的齿轮图标中选择“导入记录”选项。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:28
msgid ""
"Selecting :guilabel:`Import records` reveals a separate page with a link to "
"download the :guilabel:`Import Template for Products`. Click that link to "
"download the template."
msgstr ""
"选择 :guilabel:`导入记录` 会显示一个单独的页面,其中有下载 :guilabel:`产品导入模板` 的链接。点击该链接下载模板。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
msgid ""
"Once the template download is complete, open the spreadsheet file to "
"customize it."
msgstr "模板下载完成后,打开电子表格文件进行定制。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:38
msgid "Customize product import template"
msgstr "自定义产品导入模板"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:40
msgid ""
"When the import template has been downloaded and opened, it's time to modify"
" its contents. However, before any changes are made, there are a few "
"elements to keep in mind during the process:"
msgstr "下载并打开导入模板后,就可以修改其内容了。不过,在进行任何修改之前,在此过程中需要注意几个要素:"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:43
msgid ""
"Feel free to remove any columns that aren't deemed necessary. But, it is "
"*strongly* advised that the :guilabel:`Internal Reference` column remains."
msgstr "请随意删除任何认为不必要的列。但强烈建议保留 :guilabel:`内部参考` 列。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:46
msgid ""
"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in "
"the :guilabel:`Internal Reference` column for each product can be helpful in"
" many cases. This can even be from previous software spreadsheets to ease "
"the transition into Odoo."
msgstr ""
"虽然这不是强制性的,但在 :guilabel:`内部参考` 列中为每个产品设置一个唯一的标识符(如 "
"`FURN_001`)在很多情况下是有帮助的。这甚至可以来自以前的软件电子表格,以方便向 Odoo 过渡。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:50
msgid ""
"For example, when updating imported products, the same file can be imported "
"several times without creating duplicates, thus enhancing the efficiency and"
" simplicity of imported product management."
msgstr "例如,在更新导入产品时,同一文件可以多次导入而不会产生重复,从而提高了导入产品管理的效率和简便性。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:52
msgid ""
"Do **not** change the labels of columns that are meant to be imported. "
"Otherwise, Odoo won't recognize them, forcing the user to map them on the "
"import screen manually."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:54
msgid ""
"Feel free to add new columns to the template spreadsheet, if desired. "
"However, to be added, those fields **must** exist in Odoo. If Odoo can't "
"match the column name with a field, it can be matched manually during the "
"import process."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:58
msgid ""
"During the import process of the completed template, Odoo reveals a page "
"showcasing all the elements of the newly-configured product template "
"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, "
"and :guilabel:`Comments`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:62
msgid ""
"To manually match a column name with a field in Odoo, click the "
":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` "
"that needs a manual adjustment, and select the appropriate field from that "
"drop-down menu."
msgstr ""
"要将列名与 Odoo 中的字段手动匹配,请点击需要手动调整的 :guilabel:`文件栏` 旁边的 :guilabel:`Odoo 字段` "
"下拉菜单,然后从该下拉菜单中选择适当的字段。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:0
msgid ""
"The Odoo Field drop-down menu next to a Field Column that needs to be "
"manually adjusted."
msgstr "需要手动调整的字段列旁的 Odoo 字段下拉菜单。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:71
msgid "Import product template spreadsheet"
msgstr "导入产品模板电子表格"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:73
msgid ""
"After customizing the product template spreadsheet, return to the Odoo "
"product import page, where the template download link is found, and click "
"the :guilabel:`Upload File` button in the upper-left corner."
msgstr "自定义产品模板电子表格后,返回到 Odoo 产品导入页面(此处有模板下载链接),然后点击左上角的 :guilabel:`上传文件` 按钮。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The upload file button on the import products template download page in Odoo"
" Sales."
msgstr "Odoo 销售中导入产品模板下载页面上的上传文件按钮。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:81
msgid ""
"Then, a pop-up window appears, in which the completed product template "
"spreadsheet file should be selected and uploaded to Odoo."
msgstr "然后会弹出一个窗口,在该窗口中应选择完成的产品模板电子表格文件并上传到 Odoo。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:84
msgid ""
"After that, Odoo reveals a page showcasing all the elements of the newly-"
"configured product template spreadsheet, separated by :guilabel:`File "
"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`."
msgstr ""
"之后Odoo 会显示一个页面,展示新配置的产品模板电子表格的所有元素,这些元素由 :guilabel:`文件栏`、:guilabel:`Odoo "
"字段` 和 :guilabel:`评论` 分隔。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The import a file page in Odoo Sales after a product template has been "
"uploaded."
msgstr "上传产品模板后,在 Odoo 销售中导入文件页面。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:91
msgid ""
"From here, the :guilabel:`File Column` can be manually assigned to an "
":guilabel:`Odoo Field`, if necessary."
msgstr "在此,如有必要,可将 :guilabel:`文件栏` 手动分配给 :guilabel:`Odoo 字段`。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:94
msgid ""
"To make sure everything is appropriate, and all the columns and fields are "
"lined up accurately, click the :guilabel:`Test` button in the upper-left "
"corner."
msgstr "要确保一切妥当,所有列和字段都准确排列,请点击左上角的 :guilabel:`测试` 按钮。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:97
msgid ""
"If everything is lined up and applied correctly, Odoo reveals a blue banner "
"at the top of the page, informing the user that :guilabel:`Everything seems "
"valid`."
msgstr "如果一切正常Odoo 会在页面顶部显示一个蓝色横幅,通知用户 :guilabel:`一切正常`。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The everything seems valid message that appears if file columns are entered "
"correctly."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:104
msgid ""
"If there are any errors, Odoo reveals a red banner at the top of the page, "
"with instructions of where to locate the specific issues, and how to fix "
"them."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The import error message that appears if file columns don't match an Odoo "
"Field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:111
msgid ""
"Once those errors are fixed, click :guilabel:`Test` again to ensure all "
"necessary issues have been remedied appropriately."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:114
msgid ""
"If additional product template spreadsheets need to be uploaded, click the "
":guilabel:`Load File` button, select the desired product template "
"spreadsheet, and repeat the process."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:117
msgid "When everything is ready, click the :guilabel:`Import` button."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:119
msgid ""
"When clicked, Odoo instantly imports those products, and reveals the main "
":guilabel:`Products` page, with a pop-up message in the upper-right corner. "
"This pop-up message informs the user how many products were successfully "
"imported."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The pop-up window that appears after a successful product import process in "
"Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:127
msgid ""
"At this point, all the newly-imported products are accessible and editable "
"via the :guilabel:`Products` page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:131
msgid "Import relation fields, attributes, and variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:133
msgid ""
"It's important to note that an Odoo object is always related to many other "
"objects. For example, a product is linked to product categories, attributes,"
" vendors, and things of this nature. These links/connections are known as "
"relations."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:138
msgid ""
"In order to import product relations, the records of the related object "
"**must** be imported *first* from their own list menu."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:142
msgid "Relation fields"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:144
msgid ""
"On product forms in Odoo, there are a number of fields that can be modified "
"and customized at any time. These fields are found under every tab on a "
"product form. While these fields are easily editable directly on the product"
" form, they can also be modified via a product import."
msgstr ""
"在 Odoo "
"的产品表单中,有许多字段可以随时修改和自定义。这些字段位于产品表单的每个选项卡下。这些字段可以直接在产品表单上轻松编辑,也可以通过产品导入进行修改。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:148
msgid ""
"As mentioned, relation fields of this nature can **only** be imported for "
"products if they already exist in the database. For example, if a user "
"attempts to import a product with a *Product Type*, it can only be one of "
"the preconfigured product types existing in the database (e.g. *Storable "
"Product*, *Consumable*, etc.)."
msgstr ""
"如前所述,这种性质的关系字段**只能**导入数据库中已存在的产品。例如,如果用户试图导入一个*产品类型*的产品,它只能是数据库中现有的预配置产品类型之一(如*可储存产品*、*可消费产品*等)。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:153
msgid ""
"To import information for a relation field on a product import template "
"spreadsheet, add the name of the field as a column name/title on the "
"spreadsheet. Then, on the appropriate product line, add the desired relation"
" field option."
msgstr "要在产品导入模板电子表格中导入关系字段的信息,请在电子表格中添加字段名称作为列名/标题。然后,在相应的产品行中添加所需的关系字段选项。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:157
msgid ""
"When all desired relation field information has been entered, save the "
"spreadsheet, and import it to the database, per the process mentioned above "
"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> "
"Import records --> Upload File`)."
msgstr ""
"输入所有所需的关系字段信息后,保存电子表格,并按照上述流程将其导入数据库(:menuselection:`销售应用程序 --> 产品 --> 产品 "
"--> ⚙️(齿轮)图标 --> 导入记录 --> 上传文件`)。"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:161
msgid ""
"Once the spreadsheet with the newly-configured relation field information "
"has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
":guilabel:`Products` page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:164
msgid ""
"When the newly-changed/modified products, complete with the new relation "
"field information, has been imported and uploaded, that new information can "
"be found on the :guilabel:`Products` page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:168
msgid "Attributes and values"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:170
msgid ""
"Odoo also allows users to import product attributes and values that can be "
"used for products that already exist in the database, and/or with imported "
"products."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:173
msgid ""
"To import attributes and values, a separate spreadsheet or CSV file "
"dedicated to attributes and values **must** be imported and uploaded before "
"they can be used for other products."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:176
msgid ""
"The column names/titles of the attributes and values spreadsheet should be "
"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, "
":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid "An attributes and values spreadsheet template for imports."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:184
msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:185
msgid ""
":guilabel:`Display Type`: display type used in the product configurator. "
"There are three display type options:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:188
msgid ":guilabel:`Radio`: values displayed as radio buttons"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:189
msgid ":guilabel:`Selection`: values displayed in a selection list"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:190
msgid ":guilabel:`Color`: values denoted as a color selection"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:192
msgid ""
":guilabel:`Variant Creation Mode`: how the variants are created when applied"
" to a product. There are three variant creation mode options:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:195
msgid ""
":guilabel:`Instantly`: all possible variants are created as soon as the "
"attribute, and its values, are added to a product"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:197
msgid ""
":guilabel:`Dynamically`: each variant is created **only** when its "
"corresponding attributes and values are added to a sales order"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:199
msgid ":guilabel:`Never`: variants are **never** created for the attribute"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:202
msgid ""
"The :guilabel:`Variants Creation Mode` **cannot** be changed once the "
"attribute is used on at least one product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:205
msgid ""
":guilabel:`Values/Value`: values pertaining to the corresponding attribute. "
"If there are multiple values for the same attribute, the values need to be "
"in individual lines on the spreadsheet."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:208
msgid ""
"Once the desired attributes and values have been entered and saved in the "
"spreadsheet, it's time to import and upload it into Odoo. To do that, "
"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> "
"⚙️ (gear) icon --> Import records --> Upload File`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:212
msgid ""
"Once the spreadsheet with the newly-configured attributes and values has "
"been uploaded, click :guilabel:`Import`, and Odoo returns to the "
":guilabel:`Attributes` page. That's where those newly-added attributes and "
"values can be found and edited, if necessary."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:216
msgid ""
"As mentioned previously, when attributes and values have been added to the "
"Odoo database, they can be used for existing or imported products."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:220
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181
msgid "Product variants"
msgstr "产品变体"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:222
msgid ""
"When product attributes and values are configured in the database, they can "
"be used on product import spreadsheets to add more information and detail to"
" products being imported."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:225
msgid ""
"To import products with product attributes and values, the product import "
"template spreadsheet must be configured with specific :guilabel:`Product "
"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and "
":guilabel:`Name` columns."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:229
msgid ""
"There can be other columns, as well, but these columns are **required** in "
"order to properly import products with specific variants."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"Product variants spreadsheet with product attributes and variants for import"
" purposes."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:236
msgid ":guilabel:`Name`: product name"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:237
msgid ":guilabel:`Product Attributes / Attribute`: name of attribute"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:238
msgid ""
":guilabel:`Product Attributes / Values`: values pertaining to the "
"corresponding attribute"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:241
msgid ""
"To import multiple values, separate them by *just* a comma, **not** a comma "
"followed by a space, in the product import template spreadsheet (e.g. "
"`furniture,couch,home`)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:244
msgid ""
"When the desired products and product variants have been entered and saved "
"in the spreadsheet, it's time to import and upload them into Odoo. To do "
"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️"
" (gear) icon --> Import records --> Upload File`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:248
msgid ""
"Once the spreadsheet with the newly-configured products and product variants"
" has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
":guilabel:`Products` page. That's where the newly-added products can be "
"found."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:252
msgid ""
"To view and modify the attributes and variants on any products, select the "
"desired product from the :guilabel:`Products` page, and click the "
":guilabel:`Attributes \\& Variants` tab."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:256
msgid ":doc:`variants`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
msgid "Product images with Google Images"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
msgid ""
"Having appropriate product images in Odoo is useful for a number of reasons."
" However, if a lot of products need images, assigning them can become "
"incredibly time-consuming."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8
msgid ""
"Fortunately, by configuring the *Google Custom Search* API within an Odoo "
"database, finding product images for products (based on their barcode) is "
"extremely efficient."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16
msgid ""
"In order to utilize *Google Custom Search* within an Odoo database, both the"
" database and the Google API must be properly configured."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20
msgid ""
"Free Google accounts allow users to select up to 100 free images per day. If"
" a higher amount is needed, a billing upgrade is required."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26
msgid "Google API dashboard"
msgstr "谷歌API仪表板"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
msgid ""
"Go to the `Google Cloud Platform API & Services "
"<https://console.developers.google.com/>`_ page to generate Google Custom "
"Search API credentials. Then, log in with a Google account. Next, agree to "
"their :guilabel:`Terms of Service` by checking the box, and clicking "
":guilabel:`Agree and Continue`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32
msgid ""
"From here, select (or create) an API project to store the credentials. Start"
" by giving it a memorable :guilabel:`Project Name`, select a "
":guilabel:`Location` (if any), then click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35
msgid ""
"With the :guilabel:`Credentials` option selected in the left sidebar, click "
":guilabel:`Create Credentials`, and select :guilabel:`API key` from the "
"drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "API & Services page on Google Cloud Platform."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42
msgid ""
"Doing so reveals an :guilabel:`API key created` pop-up window, containing a "
"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the "
"pop-up window -- it will be used later. Once the key is copied (and saved "
"for later use), click :guilabel:`Close` to remove the pop-up window."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "The API key created pop-up window that appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50
msgid "On this page, search for `Custom Search API`, and select it."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
msgid ""
"From the :guilabel:`Custom Search API` page, enable the API by clicking "
":guilabel:`Enable`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"\"Custom Search API\" page with Enable button highlighted on Google Cloud "
"Platform."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65
msgid "Google Programmable Search dashboard"
msgstr "谷歌可编程搜索仪表板"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67
msgid ""
"Next, go to `Google Programmable Search Engine "
"<https://programmablesearchengine.google.com/>`_, and click either of the "
":guilabel:`Get started` buttons. Log in with a Google account, if not "
"already logged in."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "Google Programmable Search Engine page with the Get Started buttons."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75
msgid ""
"On the :guilabel:`Create a new search engine` form, fill out the name of the"
" search engine, along with what the engine should search, and be sure to "
"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"Create new search engine form that appears with search engine "
"configurations."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
msgid "Validate the form by clicking :guilabel:`Create`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84
msgid ""
"Doing so reveals a new page with the heading: :guilabel:`Your new search "
"engine has been created`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"The Your New Search Engine Has Been Created page that appears with copy "
"code."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91
msgid ""
"From this page, click :guilabel:`Customize` to open the "
":menuselection:`Overview --> Basic` page. Then, copy the ID in the "
":guilabel:`Search engine ID` field. This ID is needed for the Odoo "
"configuration."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "Basic overview page with search engine ID field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
msgid ""
"In the Odoo database, go to the :menuselection:`Settings app` and scroll to "
"the :guilabel:`Integrations` section. From here, check the box beside "
":guilabel:`Google Images`. Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "The Google Images setting in the Odoo Settings app page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112
msgid ""
"Next, return to the :menuselection:`Settings app`, and scroll to the "
":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and "
":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google "
"Images` feature."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115
msgid "Click :guilabel:`Save`."
msgstr "点击:guilabel:`保存`。"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
msgid "Product images in Odoo with Google Custom Search API"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122
msgid ""
"Adding images to products in Odoo can be done on any product or product "
"variant. This process can be completed in any Odoo application that provides"
" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126
msgid ""
"Below is a step-by-step guide detailing how to utilize the *Google Custom "
"Search API* to assign images to products in Odoo using the Odoo *Sales* "
"application:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129
msgid ""
"Navigate to the :guilabel:`Products` page in the *Sales* app "
"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the "
":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales "
"app --> Products --> Product Variants`)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132
msgid "Select the desired product that needs an image."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135
msgid ""
"Only products (or product variants) that have a barcode, but **not** an "
"image, are processed."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137
msgid ""
"If a product with one or more variants is selected, each variant that "
"matches the aforementioned criteria is processed."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140
msgid ""
"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select "
":guilabel:`Get Pictures from Google Images` from the menu that pops up."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"The Get Pictures from Google Images option from the Action drop-down menu in"
" Odoo."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147
msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"The pop-up that appears in which the user should click Get Picture in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153
msgid "Once clicked, the image(s) will appear incrementally."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156
msgid ""
"Only the first 10 images are fetched immediately. If you selected more than "
"10, the rest are fetched as a background job."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159
msgid ""
"The background job processes about 100 images in a minute. If the quota "
"authorized by Google (either with a free or a paid plan) is reached, the "
"background job puts itself on hold for 24 hours. Then, it will continue "
"where it stopped the day before."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164
msgid ""
"`Create, modify, or close your Google Cloud Billing account "
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
msgstr ""
"`创建、修改或关闭您的谷歌云计费帐户<https://cloud.google.com/billing/docs/how-to/manage-"
"billing-account>`_"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
msgid ""
"Product variants are used to give single products a variety of different "
"characteristics and options for customers to choose from, such as size, "
"style, or color, just to name a few."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:8
msgid ""
"Products variants can be managed via their individual product template, or "
"by navigating to either the :guilabel:`Product Variants` or "
":guilabel:`Attributes` page. All of these options are located within the "
"Odoo *Sales* application."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
msgid ""
"An apparel company has the following variant breakdown for one their best-"
"selling t-shirts:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:15
msgid "Unisex Classic Tee"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:17
msgid "Color: Blue, Red, White, Black"
msgstr "颜色:蓝色、红色、白色、黑色"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:18
msgid "Size: S, M, L, XL, XXL"
msgstr "尺寸 : S, M, L, XL, XXL"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:20
msgid ""
"Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a"
" specific product variant."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
msgid ""
"**Color** and **Size** are *attributes*, and the corresponding options (like"
" **Blue** and **S**) are *values*."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
msgid ""
"In this instance, there is a total of twenty different product variants: "
"four **Color** options multiplied by five **Size** options. Each variant has"
" its own inventory count, sales totals, and other similar records in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:31
msgid ":ref:`ecommerce/products/product-variants`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:36
msgid ""
"To use product variants, the *Variants* setting **must** be activated in the"
" Odoo *Sales* application."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
msgid ""
"To do that, go to :menuselection:`Sales app --> Configuration --> Settings`,"
" and locate the :guilabel:`Product Catalog` section at the top of the page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:42
msgid ""
"In that section, check the box to enable the :guilabel:`Variants` feature."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"Activating product variants on the Settings page of the Odoo Sales "
"application."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:48
msgid ""
"Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:51
msgid "Attributes"
msgstr "属性"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:53
msgid ""
"Before product variants can be set up, attributes **must** be created. To "
"create, manage, and modify attributes, navigate to :menuselection:`Sales app"
" --> Configuration --> Attributes`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:57
msgid ""
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
" appear on the *Product Configurator*, *Point of Sale* dashboard, and "
"*eCommerce* pages."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60
msgid ""
"To create a new attribute from the :guilabel:`Attributes` page, click "
":guilabel:`New`. Doing so reveals a blank attributes form that can be "
"customized and configured in a number of ways."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid "A blank attribute creation form in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67
msgid ""
"First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69
msgid ""
"Next, select one of the options from the :guilabel:`Display Type` field. The"
" :guilabel:`Display Type` determines how this product is shown on the online"
" store, *Point of Sale* dashboard, and *Product Configurator*."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73
msgid "The :guilabel:`Display Type` options are:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75
msgid ""
":guilabel:`Pills`: options appear as selectable buttons on the product page "
"of the online store."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76
msgid ""
":guilabel:`Color`: options appear as small, colored squares, which reflect "
"any HTML color codes"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77
msgid ""
":guilabel:`Radio`: options appear in a bullet-style list on the product page"
" of the online store."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78
msgid ""
":guilabel:`Select`: options appear in a drop-down menu on the product page "
"of the online store. set, on the product page of the online store."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80
msgid ""
":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes"
" on the product page of the online store."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid "Display Types on Product Configurator on the online store in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87
msgid ""
"The :guilabel:`Variant Creation Mode` field informs Odoo when to "
"automatically create a new variant once an attribute is added to a product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91
msgid ""
"The :guilabel:`Variant Creation Mode` field **must** be set to "
":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox "
"(option)` to work properly as the :guilabel:`Display Type`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95
msgid ""
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
"and values are added to a product template."
msgstr "guilabel`立即`:将属性和值添加至产品模板后,立即创建所有可能变体。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97
msgid ""
":guilabel:`Dynamically`: creates variants **only** when corresponding "
"attributes and values are added to a sales order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99
msgid ":guilabel:`Never (option)`: never automatically creates variants."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102
msgid ""
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
"cannot be edited."
msgstr "添加至产品后无法编辑属性guilabel`变体创建模式`。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104
msgid ""
"The :guilabel:`eCommerce Filter Visibility` field determines whether or not "
"these attribute options are visible to the customer on the front-end, as "
"they shop on the online store."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107
msgid ""
":guilabel:`Visible`: the attribute values are visible to customers on the "
"front-end."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108
msgid ""
":guilabel:`Hidden`: the attribute values are hidden from customers on the "
"front-end."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110
msgid ""
"Lastly, in the optional :guilabel:`eCommerce Category` field, select a "
"category from a drop-down menu to group similar attributes under the same "
"section for added specificity and organization."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114
msgid ""
"To view the details related to the attribute category selected, click the "
"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the "
"far-right of the :guilabel:`eCommerce Category` field, once an option has "
"been selected. Doing so reveals that attribute category's detail form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"A standard attribute category detail page accessible via its internal link "
"arrow icon."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123
msgid ""
"Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at"
" the top. Followed by :guilabel:`Related Attributes` associated with the "
"category. These attributes can be dragged-and-dropped into a desirable order"
" of priority."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127
msgid ""
"Attributes can be directly added to the category, as well, by clicking "
":guilabel:`Add a line`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130
msgid ""
"To create an attribute category directly from this field, start typing the "
"name of the new category, then select either :guilabel:`Create` or "
":guilabel:`Create and edit...` from the drop-down menu that appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134
msgid ""
"Clicking :guilabel:`Create` creates the category, which can be modified "
"later. Clicking :guilabel:`Create and edit...` creates the category and "
"reveals a :guilabel:`Create Category` pop-up window, in which the new "
"attribute category can be configured and customized."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139
msgid "Attribute values"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141
msgid ""
"Attribute values should be added to the :guilabel:`Attribute Values` tab. "
"Values can be added to an attribute at any time, if needed."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144
msgid ""
"To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute "
"Values` tab."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146
msgid ""
"Then, enter the name of the value in the :guilabel:`Value` column. Next, "
"check the box in the :guilabel:`Is custom value` column, if the value is "
"custom (i.e. the customer gets to provide unique specifications that are "
"specific to this particular value)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151
msgid ""
"If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the "
"option to add an HTML color code will appear to the far-right of the value "
"line, to make it easier for salespeople and customers to know exactly what "
"color option they're choosing."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"Attribute values tab when add a line is clicked, showing the custom columns."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159
msgid ""
"To choose a color, click the blank circle in the :guilabel:`Color` column, "
"which reveals an HTML color selector pop-up window."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"Selecting a color from the HTML color pop-up window that appears on "
"attribute form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166
msgid ""
"In this pop-up window, select a specific color by dragging the color slider "
"to a particular hue, and clicking on the color portion directly on the color"
" gradient window."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
msgid ""
"Or, choose a specific color by clicking the *dropper* icon, and selecting a "
"desired color that's currently clickable on the screen."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173
msgid ""
"Attributes can also be created directly from the product template by adding "
"a new line and typing the name into the :guilabel:`Variants` tab."
msgstr "也可以直接在产品模板创建属性添加行guilabel`变体`选项卡中输入名称。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176
msgid ""
"Once an attribute is added to a product, that product is listed and "
"accessible, via the attribute's :guilabel:`Related Products` smart button. "
"That button lists every product in the database currently using that "
"attribute."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183
msgid ""
"Once an attribute is created, use the attribute (and its values) to create a"
" product variant. To do that, go to :menuselection:`Sales app --> Products "
"--> Products`, and select an existing product to view that desired product's"
" form. Or, click :guilabel:`Create` to create a new product, to which a "
"product variant can be added."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188
msgid ""
"On the product form, click the :guilabel:`Attributes \\& Variants` tab to "
"view, manage, and modify attributes and values for the product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid "The attributes and values tab on a typical product form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195
msgid ""
"To add an attribute to a product, and subsequent attribute values, click "
":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then,"
" choose the desired attribute from the drop-down menu that appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200
msgid ""
"Attributes can be created directly from the :guilabel:`Attributes \\& "
"Variants` tab of a product form. To do that, start typing the name of the "
"new attribute in the blank field, and select either :guilabel:`Create` or "
":guilabel:`Create and edit...` from the mini drop-down menu that appears."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205
msgid ""
"Clicking :guilabel:`Create` creates the attribute, which can be customized "
"later. Clicking :guilabel:`Create and edit...` creates the attribute, and a "
":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, "
"proceed to modify the attribute in a number of ways."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209
msgid ""
"Once an attribute is selected in the :guilabel:`Attribute` column, proceed "
"to select the specific attribute values to apply to the product, via the "
"drop-down menu available in the :guilabel:`Values` column."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214
msgid "There is no limit to how many values can be added."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217
msgid ""
"Similar product variant creation processes are accessible through the "
"Purchase, Inventory, and eCommerce applications."
msgstr "类似产品变体创建过程可在采购、库存和电子商务应用程序中完成。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221
msgid "Configure variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223
msgid ""
"To the far-right of the attribute line is a :guilabel:`Configure` button. "
"When clicked, Odoo reveals a separate page showcasing those specific "
":guilabel:`Product Variant Values`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"The Product Variant Values page accessible via the Configure button on a "
"product form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230
msgid ""
"Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if "
"applicable), and :guilabel:`Value Price Extra` are viewable."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234
msgid ""
"The :guilabel:`Value Price Extra` represents the increase in the sales price"
" if the attribute is selected."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237
msgid ""
"When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo"
" reveals a separate page, detailing that value's related details."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"A Product Variant Values page accessible via the Product Variants Values "
"general page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244
msgid ""
"On the specific product variant detail page, the :guilabel:`Value` and "
":guilabel:`Value Price Extra` fields can be found, along with an "
":guilabel:`Exclude for` field."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247
msgid ""
"In the :guilabel:`Exclude for` field, different :guilabel:`Product "
"Templates` and specific :guilabel:`Attribute Values` can be added. When "
"added, this specific attribute value will be excluded from those specific "
"products."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252
msgid "Variants smart button"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254
msgid ""
"When a product has attributes and variants configured in its "
":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button"
" appears at the top of the product form. The :guilabel:`Variants` smart "
"button indicates how many variants are currently configured for that "
"specific product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"The variants smart button at the top of the product form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262
msgid ""
"When the :guilabel:`Variants` smart button is clicked, Odoo reveals a "
"separate page showcasing all the specific product variant combinations "
"configured for that specific product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"The variants page accessible via the variants smart button on the product "
"form in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270
msgid "Impact of variants"
msgstr "变型的影响"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272
msgid ""
"In addition to offering more detailed product options to customers, product "
"variants have their own impacts that can be taken advantage of throughout "
"the Odoo database."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275
msgid ""
":guilabel:`Barcode`: barcodes are associated with each variant, instead of "
"the product template. Each individual variant can have its own unique "
"barcode/SKU."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277
msgid ""
":guilabel:`Price`: every product variant has its own public price, which is "
"the sum of the product template price *and* any extra charges for particular"
" attributes."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281
msgid ""
"A red shirt's sales price is $23 -- because the shirt's template price is "
"$20, plus an additional $3 for the red color variant. Pricelist rules can be"
" configured to apply to the product template, or to the variant."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285
msgid ""
":guilabel:`Inventory`: inventory is counted for each individual product "
"variant. On the product template form, the inventory reflects the sum of all"
" variants, but the actual inventory is computed by individual variants."
msgstr "guilabel`库存`:对各产品变体的库存进行计数。在产品模板表单上,库存反映了所有变体的总和,但实际库存分变体计算。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288
msgid ""
":guilabel:`Picture`: each product variant can have its own specific picture."
msgstr "guilabel`图片`:每个产品变体都可以有特定图片。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291
msgid ""
"Changes to the product template automatically apply to every variant of that"
" product."
msgstr "对产品模板的更改将自动应用于产品的所有变体。"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294
msgid ":doc:`import`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
msgid "Returns and refunds"
msgstr "退货和退款"
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
msgid ""
"The Odoo *Sales* app provides two different ways to process returns. The "
"method used depends on whether or not an invoice has been sent."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
msgid "Before invoicing"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
msgid ""
"Returns are completed using *Reverse Transfers* when a customer decides to "
"return a product **before** an invoice has been sent or validated."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
msgid ""
"In order to use *Reverse Transfers*, the *Inventory* app **must** be "
"installed."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
msgid ""
"To start a return before invoicing, navigate to the :menuselection:`Sales` "
"app, select the desired sales order, and click on the :guilabel:`Delivery` "
"smart button to open the associated delivery order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"A typical sales order with a highlighted delivery smart button in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:25
msgid "On the validated delivery order, click :guilabel:`Return`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"A validated delivery order with a highlighted Return button in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:31
msgid "This opens a :guilabel:`Reverse Transfer` pop-up window."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:33
msgid ""
"By default, the :guilabel:`Quantity` matches the validated quantities from "
"the delivery order. Update the quantities, if necessary. Click on the "
":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the "
"return."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
"the customer."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:41
msgid ""
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
"warehouse operation for the incoming returned product(s)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid "Warehouse operation after a return has been confirmed in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:48
msgid ""
"Upon receiving the return, the warehouse team validates the warehouse "
"operation by clicking :guilabel:`Validate`. Then, on the original sales "
"order, the :guilabel:`Delivered` quantity updates to reflect the difference "
"between the initial validated quantities and the returned quantities."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"The updated \"Delivered\" quantity on the sales order after the reverse "
"transfer."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:56
msgid ""
"When an invoice is created, the customer receives an invoice **only** for "
"the products they are keeping, if any."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:60
msgid "After invoicing"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:62
msgid ""
"Sometimes, customers return an item after they receive and/or pay for their "
"invoice. In these cases, a return using only *Reverse Transfers* is "
"insufficient since validated, or sent, invoices cannot be changed."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:66
msgid ""
"However, *Reverse Transfers* can be used in conjunction with *Credit Notes* "
"to complete the customer's return."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:69
msgid ""
"To start a return after invoicing, navigate to the relevant sales order in "
"the :menuselection:`Sales` app."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
msgid ""
"If there is a payment registered on the sales order, the payment details "
"appear in the chatter, and the invoice (accessible through the "
":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` "
"banner."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid "Sample of a green in payment banner in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:80
msgid ""
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
" the validated delivery order. Then, click :guilabel:`Return` to open the "
":guilabel:`Reverse Transfer` pop-up window."
msgstr ""
"在销售订单中,点击 :guilabel:`送货` 智能按钮,查看已验证的送货订单。然后,点击 :guilabel:`退货` 弹出 "
":guilabel:`逆向转移` 窗口。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:83
msgid ""
"Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed "
"for the return. Then, click :guilabel:`Return`. This generates a new "
"warehouse operation for the incoming returned product(s), which is validated"
" by the warehouse team once the return is received by clicking "
":guilabel:`Validate`."
msgstr ""
"然后,根据退货的需要编辑 :guilabel:`产品` 和/或 :guilabel:`数量`。然后,点击 "
":guilabel:`退货`。这将为收到的退货产品生成一个新的仓库操作,一旦收到退货,点击 :guilabel:`验证` 即可由仓库团队进行验证。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:88
msgid ""
"Then, on the sales order, the :guilabel:`Delivered` quantity updates to "
"reflect the difference between the initial validated quantities and the "
"returned quantities."
msgstr "然后,在销售订单上,更新 :guilabel:`已送达` 数量,以反映初始验证数量和退回数量之间的差额。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:91
msgid ""
"To process a refund, navigate to the relevant invoice (from the sales order,"
" click on the :guilabel:`Invoices` smart button). Then, click the "
":guilabel:`Credit Note` button at the top of the validated invoice."
msgstr ""
"要处理退款,请导航至相关发票(从销售订单点击 :guilabel:`发票` 智能按钮)。然后,点击已验证发票顶部的 :guilabel:`贷记单` "
"按钮。"
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"A typical customer invoice with a Credit Note button highlighted in Odoo "
"Sales."
msgstr "Odoo 销售系统中的常规客户发票,突出显示贷记单按钮。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:99
msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form."
msgstr "这样做会弹出 :guilabel:`贷记单` 表单。"
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid "Typical credit note pop-up form that appears in Odoo Sales."
msgstr "Odoo 销售系统中出现的常规贷记单弹出窗口。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:105
msgid ""
"Start by entering a :guilabel:`Reason displayed on Credit Note` and a "
"specific :guilabel:`Journal` to process the credit. Then, select a specific "
":guilabel:`Reversal Date`."
msgstr ""
"首先输入 :guilabel:`贷记单上显示的原因` 和特定的 :guilabel:`日记账` 来处理贷记。然后,选择特定的 "
":guilabel:`逆转日期`。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:108
msgid ""
"After the information is filled in, click :guilabel:`Reverse` or "
":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed."
msgstr "填写信息后,点击 :guilabel:`逆转` 或 :guilabel:`逆转和创建发票`。然后,根据需要编辑草稿。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:111
msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note."
msgstr "最后,点击 :guilabel:`确认`,以确认贷记单。"
#: ../../content/applications/sales/sales/products_prices/returns.rst:113
msgid ""
"When complete, a blue banner reading: :guilabel:`You have outstanding "
"credits for this customer. You can allocate them to mark this invoice as "
"paid.` appears at the top of the page."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/returns.rst:117
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
#: ../../content/applications/sales/sales/send_quotations.rst:5
msgid "Send Quotations"
msgstr "发送报价"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3
msgid "Create quotations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5
msgid ""
"In Odoo **Sales**, quotations can be created and sent to customers. Once a "
"quotation has been confirmed, it officially turns into a *sales order*, "
"which can then be invoiced and paid for."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11
msgid "Quotation settings"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13
msgid ""
"To access these setting options, navigate to :menuselection:`Sales app --> "
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations & "
"Orders` section."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid "The Quotations and Orders section on the Odoo Sales app Settings page."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20
msgid ""
":guilabel:`Quotation Templates`: Enable this option to create quotation "
"templates featuring standard product offers, which are then selectable on "
"quotation forms. When this checkbox is ticked, an additional field, "
":guilabel:`Default Template`, appears, along with a link to the "
":guilabel:`Quotation Templates` page."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24
msgid ""
":guilabel:`Online Signature`: Request an online signature to confirm orders."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25
msgid ""
":guilabel:`Online Payment`: Request an online prepayment from customers to "
"confirm orders. Request a full or partial payment (via down payment). When "
"this checkbox is ticked, an additional field, :guilabel:`Prepayment amount "
"(%)`, appears. There is also a link to the :guilabel:`Payment Providers` "
"page."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29
msgid ""
":guilabel:`Default Quotation Validity`: Determine a set amount (in "
":guilabel:`days`) that quotations can remain valid for."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31
msgid ""
":guilabel:`Default Recurrence`: Select a default period from the drop-down "
"menu to use as a recurrence period for a new quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33
msgid ""
":guilabel:`Sale Warnings`: Get warning messages about orders that include "
"specific products or customers."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35
msgid ""
":guilabel:`PDF Quote builder`: Customize the look of quotations with header "
"pages, product descriptions, footer pages, and more."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37
msgid ""
":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to "
"confirmed orders."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38
msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40
msgid ""
"To activate any of these settings, tick the checkbox beside the desired "
"option(s). Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44
msgid "Quotations dashboard"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46
msgid ""
"The *Quotations* dashboard is the page that appears when the "
":menuselection:`Sales app` is opened."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48
msgid ""
"By default, the :guilabel:`Quotations` dashboard displays all quotations in "
"the database related to the current user, as indicated by the default "
":guilabel:`My Quotations` filter present in the search bar."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid "The Quotations dashboard present in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57
msgid ""
"To view *all* quotations in the database, remove the :guilabel:`My "
"Quotations` filter from the search bar."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60
msgid ""
"Quotations on this page appear in a default list view, but can also be "
"viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-"
"calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` "
"table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` "
":guilabel:`Activity` view."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65
msgid ""
"To view and/or modify any listed quotation from the :guilabel:`Quotations` "
"dashboard, click on the desired quotation line from the list, and Odoo "
"reveals the specific form for that selected quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70
msgid "Create quotation"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72
msgid ""
"To create a quotation, open the :menuselection:`Sales app`, and click the "
":guilabel:`New` button, located in the upper-left corner of the main "
":guilabel:`Quotations` dashboard."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76
msgid ""
"The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`"
" dashboard is in list or Kanban view."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79
msgid ""
"Clicking the :guilabel:`New` button reveals a blank quotation form, with "
"various fields and tabs to configure."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid "A typical quotation form in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86
msgid ""
"Begin by entering the customer's name in the :guilabel:`Customer` field at "
"the top of the form. This is a **required** field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89
msgid ""
"If the customer's information is already in the database, the "
":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-"
"populate with the saved information for those respective fields, based on "
"the data from that customer's contact record (found in the **Contacts** "
"application)."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94
msgid ""
"If the customer was referred by another customer or contact, enter their "
"name in the :guilabel:`Referrer` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97
msgid ""
"If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission "
"Plan` appears, in which a commission can be selected from the drop-down "
"menu. This commission is rewarded to the contact selected in the "
":guilabel:`Referrer` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101
msgid ""
"Next, if they have not already been auto-populated with the customer's "
"information, enter the appropriate addresses in the :guilabel:`Invoice "
"Address` and :guilabel:`Delivery Address` fields. Both of these fields are "
"**required**."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105
msgid ""
"Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down"
" field to apply to this quotation. It should be noted that some additional "
"fields may appear, depending on the template selected."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109
msgid ""
"The default date that appears in the :guilabel:`Expiration` field is based "
"on the number configured in the :ref:`Default Quotation Validity setting "
"<sales/quotation-settings>` (in :menuselection:`Sales app --> Configuration "
"--> Settings`)."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114
msgid ""
"When using a quotation template, the date in the :guilabel:`Expiration` "
"field is based off the :guilabel:`Quotation Validity` figure on the template"
" form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117
msgid ""
"If the quotation is for a recurring product or subscription, select the "
"desired :guilabel:`Recurring Plan` from that specific drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120
msgid ""
"If desired, select a specific :guilabel:`Pricelist` to be applied to this "
"quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122
msgid ""
"Lastly, select any specific :guilabel:`Payment Terms` to be used for this "
"quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125
msgid "Order Lines tab"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127
msgid ""
"The first tab on the quotation form is the :guilabel:`Order Lines` tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129
msgid ""
"In this tab, select products, and quantities of those products, to add them "
"to the quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131
msgid "There are two ways to add products to the quotation from this tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133
msgid ""
"Click :guilabel:`Add a product`, select the desired item from the "
":guilabel:`Product` drop-down field, and proceed to adjust the quantity of "
"that selected product, if necessary."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136
msgid ""
"Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every "
"item (and every potential product variant) in an organized catalog display, "
"with items organizable by :guilabel:`Product Category` and "
":guilabel:`Attributes`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"A product catalog accessible via a quotation in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144
msgid ""
"From here, simply locate the desired items, click the :icon:`fa-shopping-"
"cart` :guilabel:`Add` button on the product card, and adjust the quantity, "
"if needed. When complete, click the :guilabel:`Back to Quotation` button in "
"the upper-left corner to return to the quotation, where the newly-selected "
"catalog items can be found in the :guilabel:`Order Lines` tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149
msgid ""
"If multiple items should be presented in a more organized way on the "
"quotation, click :guilabel:`Add a section`, enter a name for the section, "
"and drag-and-drop that section heading in the desired location amongst the "
"items in the :guilabel:`Order Lines` tab. The section heading appears in "
"bold."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153
msgid ""
"If needed, click :guilabel:`Add a note` beneath a certain product line to "
"add a custom note about that specific product. The note appears in italics. "
"Then, if needed, proceed to drag-and-drop the note beneath the desired "
"product line."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157
msgid ""
"Beneath the product lines, there are buttons that can be clicked to apply "
"any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, "
":guilabel:`Discount`, and/or :guilabel:`Add shipping`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162
msgid ":doc:`../products_prices/ewallets_giftcards`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163
msgid ":doc:`../products_prices/loyalty_discount`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164
msgid ":doc:`../products_prices/prices/pricing`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160
msgid "Optional Products tab"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169
msgid ""
"Open the :guilabel:`Optional Products` tab to select related products that "
"can be presented to the customer, which may result in an increased sale."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172
msgid ""
"For example, if the customer wants to buy a car, an optional product that "
"could be offered is a *Trailer Hitch*."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176
msgid ":doc:`optional_products`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179
msgid "Other Info tab"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181
msgid ""
"In the :guilabel:`Other Info` tab, there are various quotation-related "
"configurations separated into four different sections: :guilabel:`Sales`, "
":guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186
msgid ""
"Some fields **only** appear if specific settings and options have been "
"configured."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189
msgid "Sales section"
msgstr "销售部分"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191
msgid ""
"In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there "
"are sales specific fields that can be configured."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Sales section of the Other Info tab of a quotation form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198
msgid ""
":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be "
"associated with this quotation. The user who originally created the "
"quotation is selected in this field, by default."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200
msgid ""
":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If "
"the selected :guilabel:`Salesperson` is a member of a sales team, that team "
"is auto-populated in the field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202
msgid ""
":guilabel:`Company`: Select a company from the drop-down menu this quotation"
" should be associated with. This field only appears when working in a multi-"
"company environment."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204
msgid ""
":guilabel:`Online signature`: Tick this checkbox to request an online "
"signature from the customer to confirm the order. This field only appears if"
" the *Online Signature* setting has been enabled."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206
msgid ""
":guilabel:`Online payment`: Tick this checkbox, and enter a desired "
"percentage in the adjacent field, to request an online payment from the "
"customer (for that designated percentage of the total amount) to confirm the"
" order. This field only appears if the *Online Payment* setting has been "
"enabled."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210
msgid ""
":guilabel:`Customer Reference`: Enter a custom reference ID for this "
"customer. The entered reference ID can contain letters, numbers, or a mix of"
" both."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212
msgid ""
":guilabel:`Tags`: Add specific tags to the quotation for added organization "
"and enhanced searchability in the Odoo **Sales** application. Multiple tags "
"can be added, if necessary."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216
msgid "Delivery section"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218
msgid ""
"In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there"
" are delivery-specific fields that can be configured."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Delivery section of the Other Info tab of a quotation form in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225
msgid ""
":guilabel:`Shipping Weight`: Displays the weight of the items being shipped."
" This field is not modifiable. Product weight is configured on individual "
"product forms."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227
msgid ""
":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to "
"use as predefined commerical terms for international transactions."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229
msgid ""
":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the "
"international location in this field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231
msgid ""
":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-"
"down menu. If all products are delivered at once, the delivery order is "
"scheduled, based on the greatest product lead time. Otherwise, it is based "
"on the shortest lead time. The available options are: :guilabel:`As soon as "
"possible` or :guilabel:`When all products are ready`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235
msgid ""
":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar "
"popover, from which a customer delivery date can be selected. If no custom "
"date is required, refer to the :guilabel:`Expected` date listed to the right"
" of that field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240
msgid "Invoicing section"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242
msgid ""
"In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, "
"there are invoicing specific fields that can be configured."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Invoicing section of the Other Info tab of a quotation form in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249
msgid ""
":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt "
"taxes and accounts for particular customers or sales orders/invoices. The "
"default value comes from the customer. If a selection is made in this field,"
" an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon "
"appear. When clicked, the taxes for this partiuclar customer and quotation "
"are updated. A confirmation window appears, as well."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254
msgid ""
":guilabel:`Analytic Account`: Select an analytic account to apply to this "
"customer/quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257
msgid "Tracking section"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259
msgid ""
"In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there"
" are tracking specific fields that can be configured."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Tracking section of the Other Info tab of a quotation form in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266
msgid ""
":guilabel:`Source Document`: Enter the reference of the document that "
"generated the quotation/sales order, if applicable."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268
msgid ""
":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** "
"app) related to this quotation, if applicable."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270
msgid ""
":guilabel:`Campaign`: Select the marketing campaign related to this "
"quotation, if applicable."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271
msgid ""
":guilabel:`Medium`: Select the method by which this quotation originated "
"(e.g. *Email*), if applicable."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273
msgid ""
":guilabel:`Source`: Select the source of the link used to generate this "
"quotation (e.g. *Facebook*), if applicable."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277
msgid ":doc:`../../../websites/website/reporting/link_tracker`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280
msgid "Notes tab"
msgstr "备注选项卡"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282
msgid ""
"In the :guilabel:`Notes` tab of the quotation form, enter any specific "
"internal notes about the quotation and/or customer, if desired."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286
msgid "Sending and confirming quotations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288
msgid ""
"Once all the necessary fields and tabs have been configured, it is time to "
"send the quotation to the customer for confirmation. Upon confirmation, the "
"quotation turns into an official sales order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291
msgid "At the top of the form, there is a series of buttons:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293
msgid ""
":guilabel:`Send by Email`: When clicked, a pop-up window appears with the "
"customer's name and email address in the :guilabel:`Recipients` field, the "
"quotation (and reference ID) in the :guilabel:`Subject` field, and a brief "
"default message in the body of the email, which can be modified, if needed."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306
msgid ""
"Below that, a PDF copy of the quotation is attached. When ready, click "
":guilabel:`Send` to send the quotation, via email, to the customer, so they "
"can review and confirm it."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300
msgid ""
":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the "
"*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window "
"appears with the customer's name and email address in the "
":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in "
"the :guilabel:`Subject` field, and a brief default message in the body of "
"the email, which can be modified, if needed."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308
msgid ""
":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the "
"status changes to :guilabel:`Sales Order`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310
msgid ""
":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation "
"the customer sees when they log into their customer portal. Click the "
":icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the "
"preview page, in the blue banner, to return to the quotation form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313
msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316
msgid ""
"If the *Lock Confirmed Sales* setting is enabled, the sales order becomes "
":guilabel:`Locked`, and is indicated as such on the sales order form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319
msgid ""
"At this point, the quotation has been confirmed, turned into a sales order, "
"and is now ready to be invoiced and paid for."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322
msgid ""
"For more information about invoicing, refer to the :doc:`Invoice based on "
"delivered or ordered quantities <../invoicing/invoicing_policy>`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99
msgid ":doc:`quote_template`"
msgstr ":doc:`quote_template`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327
msgid ":doc:`deadline`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:282
msgid ":doc:`get_signature_to_validate`"
msgstr ":doc:`get_signature_to_validate`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:283
msgid ":doc:`get_paid_to_validate`"
msgstr ":doc:`get_paid_to_validate`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:330
msgid ":doc:`pdf_quote_builder`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:331
msgid ":doc:`../invoicing/proforma`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
msgid "Quotation deadlines"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
msgid ""
"In the Odoo *Sales* application, it is possible to set deadlines on sales "
"quotations. Doing so encourages customers to act quickly during sales "
"negotiations, for they might fear for missing out on a good deal. As well, "
"deadlines also can also act as protection for a company in case an order has"
" to be fulfilled at a price that is no longer profitable for the business."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
msgid "Quotation expiration"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
msgid ""
"In Odoo *Sales*, there's the option to add an expiration date to a "
"quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:15
msgid ""
"To add an expiration date to a quotation, navigate to :menuselection:`Sales "
"app`, and select a desired quotation, or create a new one by clicking "
":guilabel:`New`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:18
msgid ""
"On the quotation form, click the :guilabel:`Expiration` field to reveal a "
"pop-up calendar. From this pop-up calendar, select the desired month and "
"date as the expiration date for the quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
msgid "The expiration field on a standard quotation form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:26
msgid ""
"By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly "
"displays when that specific offer expires."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
msgid "How customers will see deadlines on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
msgid "Quotation template expiration"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:36
msgid ""
"The Odoo *Sales* application also makes it possible to add a deadline "
"expiration date to quotation templates."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:39
msgid ""
"To add a deadline expiration date to a quotation template, navigate to "
":menuselection:`Sales app --> Configuration --> Quotation Templates`, and "
"either select the desired quotation template to which a deadline should be "
"added, or click :guilabel:`New` to build a new quotation template from "
"scratch."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:43
msgid ""
"On the quotation template form, add a specific number of days to the "
":guilabel:`Quotation expires after` field, located beneath the quotation "
"template name. The number of days represents how long the quotation will be "
"valid for, before it expires."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
msgid ""
"The quotation expires after field on a quotation template form in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:51
msgid ""
"Then, whenever that specific quotation template is used in a quote, an "
"expiration date is automatically calculated, based on the number of days "
"designated above. However, this date can be overwritten before sending the "
"quotation to the customer."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:56
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:227
msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
msgid "Deliveries and invoices to different addresses"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
msgid ""
"People and businesses often use separate addresses for billing (invoicing) "
"and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can "
"have different specified addresses for delivery and invoicing."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
msgid ""
"To properly utilize multiple addresses in Odoo, go to "
":menuselection:`Accounting app --> Configuration --> Settings`, and scroll "
"down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Activate the Customer Addresses setting."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
msgid "Contact form configuration"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:25
msgid ""
"To add multiple addresses to a contact, go to :menuselection:`Sales app --> "
"Orders --> Customers`, and clear any default filters from the search bar. "
"Then, click on the desired customer to open their contact form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30
msgid "Contact forms can be accessed in the *Contacts* application, as well."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32
msgid ""
"From the contact form, click :guilabel:`Edit`, and then select "
":guilabel:`Add`, which is located under 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/sales/sales/send_quotations/different_addresses.rst-1
msgid "Add a contact/address to the contact form."
2024-07-20 09:37:50 +07:00
msgstr "在联系表单中添加联系人/地址。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40
msgid ""
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
" :guilabel:`Other Address` field to reveal a drop-down menu of address-"
"related options."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43
msgid "Select any of the following options:"
2024-07-20 09:37:50 +07:00
msgstr "选择以下任一选项:"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45
msgid ""
":guilabel:`Contact`: adds another contact to the existing contact form."
2024-07-20 09:37:50 +07:00
msgstr ":guilabel:`联系人`:在现有联系表单中添加另一个联系人。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46
msgid ""
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
" contact form."
2024-07-20 09:37:50 +07:00
msgstr ":guilabel:`发票地址`:在现有联系表单中添加特定发票地址。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47
msgid ""
":guilabel:`Delivery Address`: adds a specific delivery address to the "
"existing contact form."
2024-07-20 09:37:50 +07:00
msgstr ":guilabel:`送货地址`:在现有联系表单中添加特定送货地址。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:48
msgid ""
":guilabel:`Other Address`: adds an alternate address to the existing contact"
" form."
2024-07-20 09:37:50 +07:00
msgstr ":guilabel:`其他地址`:在现有联系表单中添加备用地址。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49
msgid ""
":guilabel:`Private Address`: adds a private address to the existing contact "
"form."
2024-07-20 09:37:50 +07:00
msgstr ":guilabel:`私人地址`:在现有联系表单中添加私人地址。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:51
msgid ""
"Once an option is selected, proceed to enter the corresponding contact "
"information that should be used for the specified address type."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Create a new contact/address on a contact form."
2024-07-20 09:37:50 +07:00
msgstr "在联系表单上创建新的联系人/地址。"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:58
msgid ""
"Then, click :guilabel:`Save & Close` to save the address and close the "
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
"the address and immediately input another one."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62
msgid "Address added to quotations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:64
msgid ""
"When a customer is added to a quotation, the :guilabel:`Invoice Address` and"
" :guilabel:`Delivery Address` fields autopopulate with the corresponding "
"addresses specified on the customer's contact form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Invoice and Delivery Addresses autopopulate on a quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:72
msgid ""
"The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be"
" edited directly from the quotation by clicking the :guilabel:`Edit` button,"
" and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons "
"next to each address line."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:76
msgid ""
"These addresses can be updated at any time to ensure accurate invoicing and "
"delivery."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:79
msgid ""
"If any changes are made on a form in Odoo, include *Contacts* forms, "
"remember to click :guilabel:`Save` to save the changes to the database."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
msgid "Online payment order confirmation"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
msgid ""
"The Odoo *Sales* application provides customers with the ability to confirm "
"orders, via an online payment, directly on a sales order. Once the sales "
"order is electronically paid for by the customer, the salesperson attached "
"to the sales order is instantly notified that the order is confirmed."
msgstr ""
"Odoo *销售* "
"应用程序为客户提供了通过在线支付直接在销售订单上确认订单的功能。一旦客户以电子方式支付了销售订单,销售订单上的销售人员就会立即收到订单已确认的通知。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10
msgid "Activate online payments"
msgstr "启动在线支付"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
msgid ""
"In order to have customers confirm orders with an online payment, the "
"*Online Payment* setting **must** be activated."
msgstr "要让客户通过在线支付确认订单,必须启动 *在线支付* 设置。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15
msgid ""
"To activate the *Online Payment* feature, go to :menuselection:`Sales app "
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
"Orders` heading, check the box next to the :guilabel:`Online Payment` "
"feature, and click :guilabel:`Save`."
msgstr ""
"要激活 *在线支付* 功能,请进入 :menuselection:`销售应用程序 --> 配置 --> 设置`,滚动到 "
":guilabel:`报价和订单` 标题,选中 :guilabel:`在线支付` 功能旁边的方框,然后点击 :guilabel:`保存`。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The online payment setting in the Odoo Sales application."
msgstr "Odoo 销售应用程序中的在线支付设置。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23
msgid ""
"Beneath the :guilabel:`Online Payment` option on the *Sales* "
":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` "
"field. In this field, there's the option to add a specific number of days "
"for quotations to remain valid by default."
msgstr ""
"在 *销售* :guilabel:`设置` 页面的 :guilabel:`在线支付` 选项下,有一个 :guilabel:`报价单默认有效期` "
"字段。在该字段中,可选择添加报价默认有效的具体天数。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27
msgid ""
"To enable this feature on a standard quotation, click the checkbox for the "
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
"confirmation` field, on the :guilabel:`Other Info` tab."
msgstr ""
"要在标准报价单上启用此功能,请点击 :guilabel:`其他信息` 选项卡上 :guilabel:`在线确认` 字段中的 :guilabel:`付款`"
" 功能选项复选框。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The online payment setting on a standard quotation in Odoo Sales."
msgstr "Odoo 销售中标准报价单上的在线支付设置。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
msgid ""
"To enable this feature on a quotation template, click the checkbox for the "
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
"confirmation` field of the quotation template form."
msgstr ""
"要在报价单模板上启用此功能,请点击报价单模板表单中 :guilabel:`在线确认` 字段的 :guilabel:`付款` 功能选项的复选框。"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The online payment setting on quotation template forms in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43
#: ../../content/applications/sales/subscriptions/payment_providers.rst:5
msgid "Payment providers"
msgstr "支付提供商"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45
msgid ""
"After activating the :guilabel:`Online Payment` feature, a link to configure"
" :guilabel:`Payment Providers` appears beneath it."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48
msgid ""
"Clicking that link reveals a separate :guilabel:`Payment Providers` page, in"
" which a large variety of payment providers can be enabled, customized, and "
"published."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "Payment providers page in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91
msgid ":doc:`../../../finance/payment_providers`"
msgstr ":doc:`../../../finance/payment_providers`"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59
msgid "Register a payment"
msgstr "登记付款"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61
msgid ""
"After opening quotations in their customer portal, customers can click "
":guilabel:`Accept \\& Pay` to confirm their order with an online payment."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The accept and pay button on an online quotation in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68
msgid ""
"After clicking :guilabel:`Accept \\& Pay`, customers are presented with "
":guilabel:`Validate Order` pop-up window containing different options for "
"them to make online payments, in the :guilabel:`Pay with` section."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid ""
"How to register a payment on a validate order pop-up window in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77
msgid ""
"Odoo will **only** offer payment options on the :guilabel:`Validate Order` "
"pop-up window that have been published and configured on the "
":guilabel:`Payment Providers` page."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80
msgid ""
"Once the customer selects their desired method of payment, they will click "
"the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo "
"instantly notifies the assigned salesperson upon order confirmation with an "
"online payment."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid ""
"Sample of notification that appears in the chatter when an online payment is"
" made."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
msgid "Online signatures for order confirmations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
msgid ""
"The Odoo *Sales* application provides customers with the ability to confirm "
"orders, via an online signature, directly on the sales order. Once the sales"
" order is electronically signed by the customer, the salesperson attached to"
" the sales order is instantly notified that the order is confirmed."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11
msgid "Activate online signatures"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13
msgid ""
"In order to have customers confirm orders with an online signature, the "
"*Online Signature* feature **must** be activated."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16
msgid ""
"To activate the *Online Signature* feature, go to :menuselection:`Sales app "
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
"Orders` heading, and activate the :guilabel:`Online Signature` feature by "
"checking the box beside it."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
msgid ""
"The Online Signature feature option in the Settings of the Odoo Sales "
"application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24
msgid "Then, click the :guilabel:`Save` button in the top-left corner."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27
msgid ""
"When making a quotation template, the online signature feature is the "
":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`"
" field of the quotation template form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
msgid ""
"The Online confirmation signature option found on every quotation template "
"in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34
msgid ""
"On standard quotations, the online signature feature is the "
":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab "
"of the quotation form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
msgid ""
"The online signature feature option in the Other Info tab of a quotation "
"form in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42
msgid "Order confirmations with online signatures"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44
msgid ""
"When clients access quotations online through their customer portal, there's"
" a :guilabel:`Sign \\& Pay` button directly on the quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
msgid "The Sign and Pay button present on online quotations in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
msgid ""
"When clicked, a :guilabel:`Validate Order` pop-up window appears. In this "
"pop-up window, the :guilabel:`Full Name` field is auto-populated, based on "
"the contact information in the database."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
msgid "The Validate Order pop-up window for online signatures in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58
msgid ""
"Then, customers have the option to enter an online signature with any of the"
" following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61
msgid ""
":guilabel:`Auto` lets Odoo automatically generate an online signature based "
"on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets"
" the customer use the cursor to create a custom signature directly on the "
"pop-up window. And :guilabel:`Load` lets the customer upload a previously-"
"created signature file from their computer."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66
msgid ""
"After the customer has chosen any of the three previously mentioned "
"signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`),"
" they will click the :guilabel:`Accept \\& Sign` button."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70
msgid ""
"When :guilabel:`Accept \\& Sign` is clicked, the various payment method "
"options become available for them to choose from (if the *online payment* "
"option applies to this quotation)."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73
msgid ""
"Then, when the quotation is paid and confirmed, a delivery order is "
"automatically created (if the Odoo *Inventory* app is installed)."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
msgid "Optional products"
msgstr "可选产品"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
msgid ""
"The use of optional products is a marketing strategy that involves the "
"cross-selling of products along with a core product. The aim is to offer "
"useful and related products to customers, which may result in an increased "
"sale."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166
msgid ""
"For instance, if a customer wants to buy a car, they have the choice to "
"order massaging seats, as well, or ignore the offer and simply buy the car. "
"Presenting the choice to purchase optional products enhances the customer "
"experience."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14
msgid "Optional products on quotations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16
msgid ""
"With the Odoo *Sales* application, it is possible to add or modify optional "
"products directly on quotations by navigating to the :guilabel:`Optional "
"Products` tab on a quotation form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
msgid "How to add optional products to your quotations on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23
msgid ""
"To add an optional product(s) to a quotation, click :guilabel:`Add a "
"product` in the :guilabel:`Optional Products` tab of a quotation. Doing so "
"reveals a blank field in the :guilabel:`Product` column."
msgstr ""
"要在报价单中添加可选产品,请点击报价单的 :guilabel:`可选产品` 选项卡中的 "
":guilabel:`添加产品`。这样,:guilabel:`产品` 列中就会出现一个空白字段。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183
msgid ""
"When clicked, a drop-down menu with products from the database appear. "
"Select the desired product from the drop-down menu to add it as an optional "
"product to the quotation template."
msgstr "点击后,会出现一个包含数据库中产品的下拉菜单。从下拉菜单中选择所需的产品,将其作为可选产品添加到报价模板中。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31
msgid ""
"If the desired product isn't readily visible, type the name of the desired "
"product in the field, and the option appears in the drop-down menu. Then, "
"select that desired product to add it to the quotation."
msgstr "如果所需产品未显示,请在字段中输入所需产品的名称,该选项就会出现在下拉菜单中。然后,选择所需产品,将其添加到报价单中。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36
msgid ""
"When a product is added, the default :guilabel:`Quantity` is `1`, but that "
"can be edited at any time."
msgstr "添加产品时,默认 :guilabel:`数量` 为 `1`,但可以随时编辑。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186
msgid ""
"To delete any line item from the :guilabel:`Optional Products` tab, click "
"the :guilabel:`🗑️ (trash can)` icon."
msgstr "要从 :guilabel:`可选产品` 选项卡中删除任何行项目,请点击 :guilabel:`️🗑️(垃圾桶)`图标。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42
msgid ""
"Click the :guilabel:`Preview` button, located in the upper-left corner of "
"the quotation, to reveal a preview of the quotation customers would receive,"
" via email, along with the optional products they can potentially add to "
"their order, located in the :guilabel:`Options` section."
msgstr ""
"点击报价单左上角的 :guilabel:`预览` 按钮,可显示客户通过电子邮件收到的报价单预览,以及他们可能添加到订单中的可选产品(位于 "
":guilabel:`选项` 部分)。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
msgid "Preview your quotations on Odoo Sales."
msgstr "在 Odoo 销售应用程序预览报价单。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50
msgid ""
"Customers are able to add different optional products to an order by "
"clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the"
" optional product line."
msgstr "客户可以点击可选产品系列右侧的 :guilabel:`🛒(购物车)` 图标,将不同的可选产品添加到订单中。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53
msgid ""
"If a customer selects optional products, these are automatically added to "
"the quotation managed by the salesperson."
msgstr "如果客户选择了可选产品,这些产品会自动添加到销售人员管理的报价单中。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56
msgid ""
"When the customer adds an optional product(s) to an order, the salesperson "
"is instantly notified about the change, along with any other change the "
"customer makes to an order. This allows salespeople to stay up-to-date with "
"everything related to an order in the backend of the *Sales* application."
msgstr ""
"当客户在订单中添加可选产品时,销售人员会立即收到有关更改的通知,以及客户对订单所做的任何其他更改。这样,销售人员就可以在 *销售* "
"应用程序的后台随时了解与订单有关的所有最新情况。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
msgid "Optional products on quotation templates"
msgstr "报价模板上的可选产品"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
msgid ""
"Be sure to review the :doc:`quote_template` documentation to better "
"understand how quotation templates work before reading the following "
"information."
msgstr "在阅读以下信息之前,请务必查看 :doc:`quote_template` 文档,以便更好地理解报价模板的工作方式。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68
msgid ""
"For quotation templates, just like a typical quotation form, there is also "
"an :guilabel:`Optional Products` tab, wherein related products or services "
"can be added to a quotation template."
msgstr "报价模板就像普通报价表一样,也有一个 :guilabel:`可选产品` 选项卡,可将相关产品或服务添加到报价模板中。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71
msgid ""
"To add optional products to a quotation template, navigate to "
":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, "
"either select an existing quotation template to edit, or create a new one by"
" clicking :guilabel:`New`."
msgstr ""
"要在报价模板中添加可选产品,请访问 :menuselection:`销售应用程序 --> 配置--> "
"报价模板`。然后,选择一个现有报价模板进行编辑,或点击 :guilabel:`新建` 创建一个新模板。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75
msgid ""
"On the quotation template form, click the :guilabel:`Optional Products` tab."
" Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, "
"and select the desired product to add as an optional product to the "
"quotation template."
msgstr ""
"在报价模板表单中,点击 :guilabel:` 可选产品` 选项卡。在 :guilabel:`可选产品` 选项卡下,点击 "
":guilabel:`添加一行`,然后选择要添加到报价模板中作为可选产品的所需产品。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83
msgid ""
"The products added in the :guilabel:`Optional Products` tab are present in "
"the quotation, by default, whenever that particular quotation template is "
"used. These products can be removed, and additional products can be added, "
"before the quotation is sent to a customer."
msgstr ""
"只要使用特定报价单模板,在 :guilabel:`可选产品` "
"选项卡中添加的产品就会默认出现在报价单中。在向客户发送报价单之前,可以删除这些产品并添加其他产品。"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88
msgid ""
"It's best to offer optional products that would encourage a customer to add "
"additional items to their order, or entice them to purchase a more expensive"
" version of their initially selected product."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92
msgid ""
"For example, if a customer purchases a wooden chair, some optional products "
"could be: a warranty on that chair and/or a wooden chair with leather seats."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96
msgid ""
"There is no limit to how many optional products can be added to a quotation "
"template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
msgid "Product variants on quotations and sales orders"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
msgid ""
"Before getting into detail about how to use product variants on quotations "
"and sales orders, it's recommended to learn about "
":doc:`../products_prices/products/variants` in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8
msgid ""
"Once familiarized with the basics surrounding product variants, the "
"following covers how product variants can be added to quotations and sales "
"orders using the *product configurator* or *order grid entry*."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13
msgid ""
"It should be noted that the setting is titled, *Variant Grid Entry* on the "
"*Sales* app settings page, and titled, *Order Grid Entry* on product forms. "
"So, be sure to keep that in mind."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19
msgid ""
"When working with product variants, Odoo uses the product configurator, by "
"default. To add the variant grid entry option, that feature **must** be "
"enabled in the Odoo *Sales* application. The variant grid entry option "
"provides a pop-up window on the quotation/sales order to simplify the "
"variant selection process."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24
msgid ""
"To enable that setting, go to :menuselection:`Sales app --> Configuration "
"--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, "
"check the box next to the :guilabel:`Variant Grid Entry` option, and click "
":guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid "The variant grid entry setting in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33
msgid ""
"Of course, the :guilabel:`Variants` feature **must** also be activated, in "
"order to use product variants on quotations and sales orders."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
msgid "Product configuration"
msgstr "产品配置"
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
msgid ""
"Once the :guilabel:`Variant Grid Entry` setting is enabled, both options "
"(*Product Configurator* and *Order Grid Entry*) become available on every "
"product form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
msgid ""
"To configure a product form to use either a product configurator or variant "
"grid entry, start by navigating to :menuselection:`Sales app --> Products "
"--> Products` to view all the products in the database."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46
msgid ""
"Then, select the desired product to configure, or click :guilabel:`New`, to "
"create a new product from scratch. Once on the product form, click into the "
":guilabel:`Attributes \\& Variants` tab, where product variants can be "
"viewed, modified, and added."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50
msgid ""
"At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a "
":guilabel:`Sales Variant Selection` section with two options: "
":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55
msgid ""
"It should be noted that these options **only** appear if at least two values"
" of an attribute have been added to the record."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"Sales variant selection options on the attributes and variants tab on "
"product form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62
msgid ""
"These options determine which method is used when adding product variants to"
" quotations or sales orders."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65
msgid ""
"The :guilabel:`Product Configurator` provides a pop-up window that neatly "
"displays all the available product variants for that particular product when"
" it's added to a quotation. However, only one variant can be selected/added "
"at a time."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69
msgid ""
"The :guilabel:`Order Grid Entry` provides the same information as the "
":guilabel:`Product Configurator` in a table layout, allowing the user to "
"select larger numbers of unique product variants, and add them to a "
"quotation/sales order, in a single view."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
msgid "Product configurator"
msgstr "产品配置器"
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76
msgid ""
"The product configurator feature appears as a :guilabel:`Configure` pop-up "
"window, as soon as a product with (at least two) variants is added to a "
"quotation or sales order, but **only** if the :guilabel:`Product "
"Configurator` option is selected on its product form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"The product configurator pop-up window that appears on a quotation or sales "
"order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85
msgid ""
"This :guilabel:`Configure` pop-up window also appears if the "
":guilabel:`Order Grid Entry` setting is **not** activated, as it is the "
"default option Odoo uses when dealing with product variants on quotations "
"and/or sales orders."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89
msgid ""
"The :guilabel:`Product Configurator` option lets salespeople choose exactly "
"which product variant to add to the quotation or sales order using a format "
"similar to online shopping."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93
msgid "Order grid entry"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95
msgid ""
"The order grid entry feature appears as a :guilabel:`Choose Product "
"Variants` pop-up window, as soon as a product with (at least two) variants "
"is added to a quotation or sales order, but **only** if the :guilabel:`Order"
" Grid Entry` option is selected on its product form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"The choose product variants pop-up window that appears on a quotation in "
"Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103
msgid ""
"The :guilabel:`Choose Product Variants` pop-up window features all the "
"variant options for that particular product. From this pop-up window, the "
"salesperson can designate how many of each variant they'd like to add to the"
" quotation/sales order at once."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107
msgid ""
"When all the desired quantities and variants have been selected, the "
"salesperson simply clicks :guilabel:`Confirm`, and those orders are "
"instantly added to the quotation/sales order in the :guilabel:`Order Lines` "
"tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"Populated order lines tab after order grid entry has been chosen to select "
"products."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116
msgid ":doc:`../products_prices/products/variants`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3
msgid "PDF quote builder"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5
msgid ""
"The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send "
"customers a fully customized PDF file for quotes, showcasing the company and"
" products, with various information and design elements, instead of just "
"showing the price and total."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9
msgid ""
"The PDF Quote Builder groups header pages, product descriptions, the "
"price(s), and footer pages to create a detailed quote. It can also inject "
"dynamic texts in the PDF to personalize the offer for the customer."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13
msgid ""
"Having a customized PDF in quotes provides a heightened conclusion to the "
"shopping experience for customers, and adds an elegant level of "
"professionalism to a company."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17
msgid ""
"`Odoo Quick Tips - Create a PDF quote [video] "
"<https://www.youtube.com/watch?v=tQNydBZt-VI>`_"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20
msgid ""
"It is recommended to edit PDF forms with Adobe software. The form fields on "
"the header and footer PDF templates are necessary to get dynamic values with"
" Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26
msgid ""
"In order to add custom PDF files for quotes, the :guilabel:`PDF Quote "
"builder` feature *must* be configured."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29
msgid ""
"To do that, navigate to :menuselection:`Sales app --> Configuration --> "
"Settings`. Then, on the :guilabel:`Settings` page, scroll to the "
":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote"
" builder` feature."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid ""
"The PDF Quote Builder feature located on the Settings page of the Sales "
"application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:37
msgid ""
"Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be "
"uploaded. To upload either, click the :guilabel:`Upload your file` button, "
"or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and "
"proceed to locate, select, and upload the desired PDF file."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:42
msgid ""
"Headers and footers can also be added directly in a quotation template, so "
"it's possible to have different variations per template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:45
msgid ""
"Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and "
"replaces the blank field with an :guilabel:`Upload your file` button."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48
msgid ""
"Once the desired PDF file(s) are uploaded in the appropriate fields in the "
":guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` "
"page, be sure to click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:51
msgid "The files uploaded here will be the default PDF used for all quotes."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54
msgid "Values set in the PDF Quote Builder settings are company-specific."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57
msgid "Dynamic text in PDFs"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59
msgid ""
"While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-"
"fill the PDF content with information related to the quote from the Odoo "
"database, like names, prices, etc."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62
msgid ""
"Dynamic text values are form components (text inputs) that can be added in a"
" PDF file, and Odoo automatically fills those values in with information "
"related to the quote."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66
msgid "Dynamic text values"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68
msgid ""
"Below are common dynamic text values used in custom PDFs, and what they "
"represent:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70
msgid ":guilabel:`name`: Sales Order Reference"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71
msgid ":guilabel:`partner_id__name`: Customer Name"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72
msgid ":guilabel:`user_id__name`: Salesperson Name"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73
msgid ":guilabel:`amount_untaxed`: Untaxed Amount"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74
msgid ":guilabel:`amount_total`: Total Amount"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75
msgid ":guilabel:`delivery_date`: Delivery Date"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76
msgid ":guilabel:`validity_date`: Expiration Date"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77
msgid ":guilabel:`client_order_ref`: Customer Reference"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80
msgid ""
"Double underscore notation for :guilabel:`partner_id__name` and "
":guilabel:`user_id__name` values are used in place of the typically used `.`"
" symbol because the library currently does not support the `.` symbol."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84
msgid "Product-specific dynamic text values are as follows:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86
msgid ":guilabel:`description`: Product Description"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87
msgid ":guilabel:`quantity`: Quantity"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88
msgid ":guilabel:`uom`: Unit of Measure (UoM)"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89
msgid ":guilabel:`price_unit`: Price Unit"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90
msgid ":guilabel:`discount`: Discount"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91
msgid ":guilabel:`product_sale_price`: Product List Price"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92
msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93
msgid ":guilabel:`tax_excl_price`: Tax Excluded Price"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94
msgid ":guilabel:`tax_incl_price`: Tax Included Price"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97
msgid ""
"When a PDF is built, it's best practice to use common dynamic text values "
"(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the "
"database, Odoo auto-populates those fields with the information from their "
"respective fields."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101
msgid ""
"In this case, Odoo would auto-populate the Sales Order Reference in the "
":guilabel:`name` dynamic text field, and the Customer Name in the "
":guilabel:`partner_id_name` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
msgid "PDF quote being built using common dynamic placeholders."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108
msgid ""
"Once the PDF file(s) are complete, save them to the computer's hard drive, "
"and proceed to upload them to Odoo via :menuselection:`Sales app --> "
"Configuration --> Settings --> PDF Quote builder`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111
msgid ""
"Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer "
"pages` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113
msgid "Once the upload(s) are complete, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116
msgid "Add PDF to product"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118
msgid ""
"In Odoo *Sales*, it's also possible to add a custom PDF to a product form. "
"When a PDF is added to a product, and that product is used in a quotation, "
"that PDF is also inserted in the final PDF."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121
msgid ""
"To add a custom PDF to a product, start by navigating to "
":menuselection:`Sales app --> Products --> Products`, and select the desired"
" product to which a custom PDF should be added."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125
msgid ""
"A document could also be added to a product variant, instead of a product. "
"If there are documents on a product *and* on its variant, **only** the "
"documents in the variant are shown."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128
msgid ""
"To add a custom document to a product variant, navigate to "
":menuselection:`Sales app --> Products --> Product Variants`. Select the "
"desired variant, click the :guilabel:`Documents` smart button, and proceed "
"to upload the custom document(s) to the specific product variant."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:132
msgid ""
"On the product page, click the :guilabel:`Documents` smart button at the top"
" of the page."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid "The Documents smart button on a product form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138
msgid ""
"Doing so reveals a separate :guilabel:`Documents` page for that product, "
"wherein files related to that product can be uploaded. From this page, "
"either click :guilabel:`New` or :guilabel:`Upload`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141
msgid ""
"Clicking :guilabel:`Upload` instantly provides the opportunity to upload the"
" desired document. Then, the document can be further configured on the "
"document card, or by clicking the three dots icon in the top right corner of"
" the document card, and then clicking :guilabel:`Edit`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:145
msgid ""
"Clicking :guilabel:`New` reveals a blank documents form, in which the "
"desired PDF can be uploaded via the :guilabel:`Upload your file` button on "
"the form, located in the :guilabel:`File Content` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid ""
"A standard document form with various fields for a specific product in Odoo "
"Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153
msgid ""
"Various information and configurations related to the uploaded document can "
"be modified here."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155
msgid ""
"The first field on the documents form is for the :guilabel:`Name` of the "
"document, and it is grayed-out (not clickable) until a document is uploaded."
" Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated "
"with the name of the PDF, and it can then be edited."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:159
msgid ""
"Prior to uploading a document, there's the option to designate whether the "
"document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` "
"drop-down field menu."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid "A standard document form with an uploaded pdf in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167
msgid ""
"If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to "
":guilabel:`File`, and it cannot be modified."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170
msgid ""
"Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field,"
" click the drop-down menu, and select either: :guilabel:`Quotation`, "
":guilabel:`Confirmed order`, or :guilabel:`Inside quote`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:174
msgid ""
":guilabel:`Quotation`: the document is sent to (and accessible by) customers"
" at any time."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176
msgid ""
":guilabel:`Confirmed order`: the document is sent to customers upon the "
"confirmation of an order. This is best for user manuals and other "
"supplemental documents."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179
msgid ""
":guilabel:`Inside quote`: the document is included in the PDF of the "
"quotation, between the header pages and the :guilabel:`Pricing` section of "
"the quote."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:183
msgid ""
"When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` "
"field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, "
"the PDF is visible on the quotation the in the *customer portal* under the "
":guilabel:`Documents` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
msgid ""
"Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191
msgid ""
"Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to "
":guilabel:`Show on product page` on the front-end (in the online store)."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:195
msgid ""
"When the :guilabel:`Show on product page` option is enabled, a link to the "
"uploaded document, `Sample Builder.pdf`, appears on the product's page, "
"located on the frontend in the online store."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:198
msgid ""
"It appears beneath a :guilabel:`Documents` heading, with a link showcasing "
"the name of the uploaded document."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
msgid ""
"Showing a link to an uploaded document on a product page using Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206
msgid "PDF quote"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208
msgid ""
"Once a quote with a pre-configured PDF has been confirmed, Odoo provides the"
" option to print the confirmed quote to check for errors, or to keep for "
"records."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211
msgid ""
"To print the PDF quote, navigate to the confirmed quote, and click the "
":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down "
"menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid ""
"Print pdf quote option on drop-down menu located on confirmed sales order in"
" Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219
msgid ""
"Doing so instantly downloads the PDF quote. When opened, the PDF quote, "
"along with the configured product PDF that was set to be visible inside the "
"quote, can be viewed and printed."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223
msgid ""
"Download these :download:`PDF quote builder examples "
"<pdf_quote_builder/pdfquotebuilderexamples.zip>` for added reference."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
msgid "Quotation templates"
msgstr "报价模板"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
msgid ""
"In Odoo *Sales*, salespeople have the ability to create reusable quotation "
"templates for common products or services that the business offers."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8
msgid ""
"By using these templates, quotations can be tailored and sent to customers "
"at a much faster pace, without having to create new quotations from scratch "
"every time a sales negotiation occurs."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16
msgid ""
"Begin by activating the setting in :menuselection:`Sales app --> "
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& "
"Orders` heading."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
msgid ""
"In that section, check the box beside the :guilabel:`Quotation Templates` "
"option. Doing so reveals a new :guilabel:`Default Template` field, in which "
"a default quotation template can be chosen from a drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "How to enable quotation templates on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27
msgid ""
"Also, upon activating the :guilabel:`Quotation Template` feature, an "
"internal :guilabel:`➡️ Quotation Templates` link appears beneath the "
":guilabel:`Default Template` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30
msgid ""
"Clicking that link reveals the :guilabel:`Quotation Templates` page, from "
"which templates can be created, viewed, and edited."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
msgid ""
"Before leaving the :guilabel:`Settings` page, don't forget to click the "
":guilabel:`Save` button to save all changes made during the session."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37
msgid "Create quotation templates"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39
msgid ""
"Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` "
"page, or navigate to :menuselection:`Sales app --> Configuration --> "
"Quotation Templates`. Both options reveal the :guilabel:`Quotation "
"Templates` page, where quotation templates can be created, viewed, and "
"edited."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Quotation templates page in the Odoo Sales application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47
msgid ""
"To create a new quotation template, click the :guilabel:`New` button, "
"located in the upper-left corner. Doing so reveals a blank quotation "
"template form that can be customized in a number of ways."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Create a new quotation template on Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
msgid ""
"Start by entering a name for the template in the :guilabel:`Quotation "
"Template` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56
msgid ""
"Then, in the :guilabel:`Quotation Validity` field, designate how many days "
"the quotation template will remain valid for, or leave the field on the "
"default `0` to keep the template valid indefinitely."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60
msgid ""
"Next, in the :guilabel:`Confirmation Mail` field, click the blank field to "
"reveal a drop-down menu. From the drop-down menu, select a pre-configured "
"email template to be sent to customers upon confirmation of an order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65
msgid ""
"To create a new email template directly from the :guilabel:`Confirmation "
"Mail` field, start typing the name of the new email template in the field, "
"and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from"
" the drop-down menu that appears."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
msgid ""
"Selecting :guilabel:`Create` creates the email template, which can be edited"
" later."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71
msgid ""
"Selecting :guilabel:`Create and edit...` creates the email template, and a "
":guilabel:`Create Confirmation Mail` pop-up window appears, in which the "
"email template can be customized and configured right away."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid ""
"Create confirmation mail pop-up window from the quotation template form in "
"Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79
msgid ""
"When all modifications are complete, click :guilabel:`Save \\& Close` to "
"save the email template and return to the quotation form."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82
msgid ""
"If working in a multi-company environment, use the :guilabel:`Company` field"
" to designate to which company this quotation template applies."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85
msgid ""
"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales "
"orders with this template will invoice in that specified journal. If no "
"journal is set in this field, the sales journal with the lowest sequence is "
"used."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89
msgid ""
"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` "
"features are activated in the :guilabel:`Settings` (:menuselection:`Sales "
"app --> Configuration --> Settings`), those options are available on "
"quotation template forms."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93
msgid ""
"Check the box beside :guilabel:`Online Signature` to request an online "
"signature from the customer to confirm an order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96
msgid ""
"Check the box beside :guilabel:`Online Payment` to request an online payment"
" from the customer to confirm an order. When :guilabel:`Online Payment` is "
"checked, a new percentage field appears, in which a specific percentage of "
"payment can be entered."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100
msgid ""
"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` "
"can be enabled simultaneously, in which case the customer must provide "
"**both** a signature **and** a payment to confirm an order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
msgid ""
"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-"
"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`,"
" etc.) to designate how often this quotation template should occur."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109
msgid ""
"The :guilabel:`Recurring Plan` field **only** applies to subscription plans."
" For more information, check out the documentation on "
":doc:`../../subscriptions/plans`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113
msgid "Lines tab"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
msgid ""
"In the :guilabel:`Lines` tab, products can be added to the quotation "
"template by clicking :guilabel:`Add a product`, organized by clicking "
":guilabel:`Add a section` (and dragging/dropping section headers), and "
"further explained with discretionary information (such as warranty details, "
"terms, etc.) by clicking :guilabel:`Add a note`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120
msgid ""
"To add a product to a quotation template, click :guilabel:`Add a product` in"
" the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a "
"blank field in the :guilabel:`Product` column."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123
msgid ""
"When clicked, a drop-down menu with existing products in the database "
"appear. Select the desired product from the drop-down menu to add it to the "
"quotation template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126
msgid ""
"If the desired product isn't readily visible, type the name of the desired "
"product in the :guilabel:`Product` field, and the option appears in the "
"drop-down menu. Products can also be found by clicking :guilabel:`Search "
"More...` from the drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131
msgid ""
"In Odoo 17, it is now possible to add event-related products (booths and "
"registrations) to quotation templates. To do so, click the "
":guilabel:`Product` field, type in `Event`, and select the desired event-"
"related product from the resulting drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136
msgid ""
"When a product is added to a quotation template, the default "
":guilabel:`Quantity` is `1`, but that can be edited at any time."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139
msgid ""
"Then, drag-and-drop the product to the desired position, via the "
":guilabel:`six squares` icon, located to the left of each line item."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142
msgid ""
"To add a *section*, which serves as a header to organize the lines of a "
"sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. "
"When clicked, a blank field appears, in which the desired name of the "
"section can be typed. When the name has been entered, click away to secure "
"the section name."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147
msgid ""
"Then, drag-and-drop the section name to the desired position, via the "
":guilabel:`six squares` icon, located to the left of each line item."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150
msgid ""
"To add a note, which would appear as a piece of text for the customer on the"
" quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When "
"clicked, a blank field appears, in which the desired note can be typed. When"
" the note has been entered, click away to secure the note."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154
msgid ""
"Then, drag-and-drop the note to the desired position, via the :guilabel:`six"
" squares` icon."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156
msgid ""
"To delete any line item from the :guilabel:`Lines` tab (product, section, "
"and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right "
"side of the line."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162
msgid ""
"The use of *optional products* is a marketing strategy that involves the "
"cross-selling of products along with a core product. The aim is to offer "
"useful and related products to customers, which may result in an increased "
"sale."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170
msgid ""
"Optional products appear as a section on the bottom of sales orders and "
"eCommerce pages. Customers can immediately add them to their online sales "
"orders themselves, if desired."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Optional products appearing on a typical sales order with Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177
msgid ""
"In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each "
"cross-selling product related to the original items in the :guilabel:`Lines`"
" tab, if applicable. The products added here ideally complement the original"
" offering as added value for the prospective buyer."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181
msgid ""
"Clicking :guilabel:`Add a line` reveals a blank field in the "
":guilabel:`Product` column."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190
msgid "Optional products are **not** required to create a quotation template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193
msgid "Terms \\& Conditions tab"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195
msgid ""
"The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add "
"terms and conditions to the quotation template. To add terms and conditions,"
" simply type (or copy/paste) the desired terms and conditions in this tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200
msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203
msgid ""
"Terms and conditions are **not** required to create a quotation template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206
msgid "PDF Quote Builder tab"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208
msgid ""
"The :guilabel:`PDF Quote Builder` tab provides options to compose an "
"attractive quotation, with more information and visually-pleasing elements, "
"to highlight products and/or services."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211
msgid ""
"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, "
"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages."
" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216
msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219
msgid "Use quotation templates"
msgstr "使用报价模板"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221
msgid ""
"When creating a quotation (:menuselection:`Sales app --> New`), choose a "
"pre-configured template in the :guilabel:`Quotation Template` field."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Quotation templates field on a standard quotation form in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228
msgid ""
"To view what the customer will see, click the :guilabel:`Preview` button at "
"the top of the page to see how the quotation template appears on the front-"
"end of the website through Odoo's customer portal."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Customer preview of a quotation template in Odoo Sales."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237
msgid ""
"Quotation template design uses the same methodology and functionality with "
"design building blocks as a typical web page design with Odoo *Website*. Be "
"sure to check out the :doc:`../../../websites/website` documentation to "
"learn more."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241
msgid ""
"When all blocks and customizations are complete, click the :guilabel:`Save` "
"button to put those configurations into place."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244
msgid ""
"There is also a blue banner at the top of the quotation template design with"
" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo "
"returns to the quotation form in the back-end of the *Sales* application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249
msgid "Mass cancel quotations/sales orders"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:251
msgid ""
"Cancel multiple quotations (or sales orders) by navigating to the "
":menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by "
"default, in the list view. Then, on the left side of the table, tick the "
"preferred checkboxes for removal."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256
msgid ""
"Select all records in the table by selecting the checkbox column header at "
"the top-left of the table; the total number of selected items are displayed "
"at the top of the page."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259
msgid ""
"Then, with the desired quotations (or sales orders) selected from the list "
"view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` "
":guilabel:`Actions` button to reveal a drop-down menu."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263
msgid "From this drop-down menu, select :guilabel:`Cancel quotations`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid ""
"The Cancel quotations option on the Actions drop-down menu in the Odoo Sales"
" application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:270
msgid ""
"This action can be performed for quotations in *any* stage, even if it is "
"confirmed as a sales order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273
msgid ""
"Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel"
" quotations` confirmation pop-up window appears. To complete the "
"cancellation, click the :guilabel:`Cancel quotations` button."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:278
msgid ""
"An error pop-up message appears when attempting to cancel an order for an "
"ongoing subscription that has an invoice."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:5
msgid "Subscriptions"
msgstr "订阅"
#: ../../content/applications/sales/subscriptions.rst:7
msgid ""
"Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new "
"contracts <subscriptions/quotations>`, :doc:`upsell customers "
"</applications/sales/subscriptions/upselling>`, keep the churn under "
"control, and :doc:`generate reports "
"</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key "
"Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, "
":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:15
msgid ""
"`Odoo Tutorials: Subscriptions "
"<https://www.odoo.com/slides/subscription-20>`_"
msgstr "`Odoo 教程: 订阅 <https://www.odoo.com/slides/subscription-20>`_"
#: ../../content/applications/sales/subscriptions.rst:16
msgid ":doc:`/applications/sales/subscriptions/products`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:17
msgid ":doc:`/applications/sales/subscriptions/ecommerce`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:18
msgid ":doc:`/applications/sales/subscriptions/plans`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:19
msgid ":doc:`/applications/sales/subscriptions/upselling`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:20
msgid ":doc:`/applications/sales/subscriptions/renewals`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:21
msgid ":doc:`/applications/sales/subscriptions/closing`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:22
msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:23
msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:24
msgid ":doc:`/applications/sales/subscriptions/reports`"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:29
msgid "Subscription quotations"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:32
msgid "Sales orders with a defined recurrence become subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:34
msgid ""
"To create a new subscription, click on :guilabel:`New` from the "
"*Subscription* or the :doc:`Sales </applications/sales>` app. You can "
"either:"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:37
msgid ""
"Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` "
"to prefill the quotation instantly, or"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:39
msgid ""
"Fill out the quotation normally, making sure to select a recurrence and an "
"end date if necessary and adding :doc:`recurrent products "
"</applications/sales/subscriptions/products>`."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:43
msgid ""
"You can define different invoice and delivery addresses by enabling the "
":doc:`Customer Addresses "
"</applications/finance/accounting/customer_invoices/customer_addresses>` "
"feature."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:49
msgid "Confirmation"
msgstr "确认"
#: ../../content/applications/sales/subscriptions.rst:51
msgid ""
"Send the quotation to the customer for confirmation by clicking on "
":guilabel:`Send by email`, or confirm it immediately by clicking on "
":guilabel:`Confirm`."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:55
msgid ""
"Click on :guilabel:`Customer Preview` to preview the customer portal where "
"the customer can view their quotation, sign and pay it, and communicate with"
" you."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:61
msgid "Automatic payments"
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:63
msgid ""
"You can require the customer to set an automatic payment method and pre-pay "
"the subscription's first occurrence before they can confirm their quotation."
" To do so, go to the :guilabel:`Other Info` tab of the quotation and check "
"the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:68
msgid ""
"If you leave :guilabel:`Payment` unchecked, the customer doesn't have to "
"pre-pay to start the subscription. This means that the payment is not "
"automatic and that the customer must pay each invoice manually."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:73
msgid ""
"If the online confirmation requires a pre-payment, your customer can select "
"only the :ref:`payment providers <payment_providers/supported_providers>` "
"that have the :ref:`tokenization feature <payment_providers/tokenization>`. "
"This ensures that the customer is automatically charged at each new period."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3
msgid "Automation rules"
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5
2016-04-26 15:19:17 +07:00
msgid ""
"With subscriptions up-and-running, it is important to stay up-to-date with "
"customers. It is efficient to use automation to avoid having to manually go "
"through the list of subscribers to see how things are going. That is where "
"Odoo's *automation rules* feature comes into play."
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9
msgid ""
"The Odoo *Subscriptions* application allows users to set up automatic "
"emails, create tasks for salespeople, and even send satisfaction surveys for"
" subscribers to evaluate their experience."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13
msgid "Create automation rules"
msgstr "创建自动化规则"
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15
msgid ""
"To create an automated rule, start by navigating to "
":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. "
"This is where all the automation rules for subscriptions can be found."
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19
msgid ""
"The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, "
":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger "
"On`, and the :guilabel:`Company` to which the rule applies."
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23
2016-04-26 15:19:17 +07:00
msgid ""
"To view or modify any existing automation rule, simply click the desired "
"rule from this page."
2017-03-24 16:44:24 +07:00
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26
msgid ""
"When modifying an existing automation rule, Odoo \"grays-out\" the "
":guilabel:`Action` section of the form, and provides the following warning: "
"*Action data can not be updated to avoid unexpected behaviors. Create a new "
"action instead.*"
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30
msgid "To create a new automation rule, click :guilabel:`New`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
msgid "The Automation Rules page in the Odoo Subscriptions application."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36
msgid ""
"Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form "
"with numerous fields to configure."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
msgid "A sample Automation Rules form in the Odoo Subscriptions application."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44
msgid "Automation rule form fields"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46
msgid ":guilabel:`Action Name`: title of the automated action rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49
msgid "Apply On section"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51
msgid ""
"The :guilabel:`Apply On` section dictates which subscription "
"orders/customers this automated action applies to."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54
msgid ""
":guilabel:`MRR Between`: designate a range of monthly recurring revenue to "
"target."
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55
msgid ""
":guilabel:`MRR Change More`: designate a change of monthly recurring revenue"
" to target, in either percentage or unit of currency."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57
2016-04-26 15:19:17 +07:00
msgid ""
":guilabel:`Over`: choose a period of time over which the designated KPIs "
"(Key Performance Indicators) are calculated."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59
2016-04-26 15:19:17 +07:00
msgid ""
":guilabel:`Rating Satisfaction`: designate satisfaction as "
":guilabel:`greater than` or :guilabel:`less than` a percentage."
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61
msgid ""
":guilabel:`Status`: select the status of the subscriptions to be included in"
" this automation rule. The options are: :guilabel:`Quotation`, "
":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and "
":guilabel:`Cancelled`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64
msgid ""
":guilabel:`Stage goes from`: designate when the automation rule should be "
"activated using two fields that represent two different stages of the "
"subscription."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66
2016-04-26 15:19:17 +07:00
msgid ""
":guilabel:`Subscription Plans`: choose specific subscription plans to target"
" with the automation rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68
msgid ""
":guilabel:`Products`: select specific product(s) to target with the "
"automation rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69
msgid ""
":guilabel:`Customers`: select specific customer(s) to target with the "
"automation rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70
msgid ""
":guilabel:`Company`: in a multi-company environment, select a specific "
"company's subscription data to target with the automation rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72
msgid ""
":guilabel:`Sales Team`: select the data of specific sales team(s) to target "
"with the automation rule."
msgstr ""
2016-04-26 15:19:17 +07:00
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76
2016-04-26 15:19:17 +07:00
msgid ""
"If any field is left blank, the rule applies to every subscription without "
"that specific designation."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80
msgid ""
"The number of subscriptions that match the configured criteria of the "
"customized automation rule are displayed at the bottom of the "
":guilabel:`Apply On` field."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83
msgid ""
"If that green subscriptions link is clicked, Odoo reveals a separate page "
"showcasing all the subscriptions that meet that automation rule's criteria."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87
msgid "Action section"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89
msgid ""
"The :guilabel:`Action` section dictates what action occurs when an automated"
" rule is triggered."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91
msgid ""
"In the :guilabel:`Action To Do` field, choose the action that will occur "
"once the automated rule is triggered. When clicked, the following options "
"become available on a drop-down menu:"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94
msgid ""
":guilabel:`Create next activity`: creates the next activity to occur, which "
"is configured in the :guilabel:`Activity` section that appears at the bottom"
" of the automation rule form."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96
msgid ""
":guilabel:`Send an email to the customer`: sends an email to the customer(s)"
" who fit the specified criteria of the automation rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98
msgid ""
":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message "
"to the customer(s) who fit the specified criteria of the automation rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100
msgid ""
":guilabel:`Set Contract Health value`: set the health value of the "
"subscription contract."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102
msgid ""
"If :guilabel:`Send an email to the customer` is selected in the "
":guilabel:`Action To Do` field, the following field appears:"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105
msgid ""
":guilabel:`Email Template`: create (and edit) a new email template *or* "
"select from a list of pre-configured email templates to send to the "
"customer(s)."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108
msgid ""
"If :guilabel:`Send an SMS Text Message to the customer` is selected in the "
":guilabel:`Action To Do` field, the following field appears:"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111
msgid ""
":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select "
"from a list of pre-configured SMS templates to send to the customer(s)."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114
msgid ""
"If :guilabel:`Set Contract Health value` is selected in the "
":guilabel:`Action To Do` field, the following field appears:"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117
msgid ""
":guilabel:`Health`: designate the health of the subscription by choosing one"
" of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or "
":guilabel:`Bad`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120
msgid ""
"In the :guilabel:`Trigger On` field, decide whether the automated rule "
"should be triggered on a :guilabel:`Modification` or :guilabel:`Timed "
"Condition`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124
msgid ""
"A :guilabel:`Trigger Now` button appears at the top of the automation rule "
"form *only* when a trigger has been configured for the rule."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128
msgid ""
"When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the "
"action on *all* linked subscriptions, regardless of possible timed "
"conditions."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132
msgid ""
"Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or "
"tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit "
":doc:`../../essentials/in_app_purchase`. For more information on sending SMS"
" messages, visit :doc:`../../marketing/sms_marketing`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137
msgid ""
"If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` "
"field, the following fields appear:"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140
msgid ""
":guilabel:`Trigger Date`: represents when the condition should be triggered."
" If left blank, the action is created upon subscription creation *and* "
"updates."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142
msgid ""
":guilabel:`Delay After Trigger`: select a delayed amount of time "
"(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or "
":guilabel:`Months`) for Odoo to wait before triggering the configured "
"action. If a negative number is entered, the \"delay\" will occur *before* "
"the :guilabel:`Trigger Date`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148
msgid "Activity section"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150
msgid ""
"If :guilabel:`Create next activity` is selected in the :guilabel:`Action To "
"Do` field, an :guilabel:`Activity` section appears at the bottom of the "
":guilabel:`Automation Rules` form."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153
msgid ""
":guilabel:`Activity Type`: select an pre-configured activity type from the "
"drop-down menu."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154
msgid ":guilabel:`Title`: enter a custom title for the chosen activity."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155
msgid ""
":guilabel:`Note`: leave a note for the employee to whom the activity is "
"assigned."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156
msgid ""
":guilabel:`Due Date In`: enter an amount of days within which the activity "
"should be completed."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157
msgid ""
":guilabel:`Assign To`: choose to assign the specified activity to either: "
":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or "
":guilabel:`Specific Users`."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161
msgid ""
"If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` "
"option, a new :guilabel:`Specific Users` field appears beneath it, where a "
"specific employee(s) can be chosen as the assignee(s) for the configured "
"activity."
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166
#: ../../content/applications/sales/subscriptions/closing.rst:105
#: ../../content/applications/sales/subscriptions/renewals.rst:128
#: ../../content/applications/sales/subscriptions/reports.rst:403
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186
#: ../../content/applications/sales/subscriptions/upselling.rst:107
msgid ":doc:`../subscriptions`"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167
#: ../../content/applications/sales/subscriptions/closing.rst:106
#: ../../content/applications/sales/subscriptions/renewals.rst:129
#: ../../content/applications/sales/subscriptions/reports.rst:404
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187
#: ../../content/applications/sales/subscriptions/upselling.rst:108
msgid ":doc:`plans`"
msgstr ""
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168
#: ../../content/applications/sales/subscriptions/closing.rst:107
#: ../../content/applications/sales/subscriptions/renewals.rst:130
#: ../../content/applications/sales/subscriptions/reports.rst:405
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188
#: ../../content/applications/sales/subscriptions/upselling.rst:109
msgid ":doc:`products`"
msgstr ":doc:`products`"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169
msgid ":doc:`../../essentials/in_app_purchase`"
msgstr ":doc:`../../essentials/in_app_purchase`"
#: ../../content/applications/sales/subscriptions/closing.rst:3
msgid "Close subscriptions"
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:5
msgid ""
"Odoo *Subscriptions* provides flexibility for businesses to decide whether "
"customers can self-manage their subscriptions, or restrict that ability "
"entirely."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:11
msgid ""
"Start by navigating to :menuselection:`Subscriptions app --> Configuration "
"--> Recurring Plans`. From there, either create a new plan by clicking "
":guilabel:`New` or select an existing one to modify it."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:15
msgid ""
"Once on the :guilabel:`Recurring Plans` form, enable the "
":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to "
"allow customers to close their own subscriptions using the customer portal."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid "The Closable option on a recurring plan form in Odoo Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:24
msgid ":doc:`Configure recurring plans <plans>`"
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/closing.rst:27
msgid "Close a subscription"
msgstr "关闭订阅"
#: ../../content/applications/sales/subscriptions/closing.rst:30
msgid "Administrator view"
msgstr "管理员视图"
#: ../../content/applications/sales/subscriptions/closing.rst:32
msgid ""
"After a quotation for a subscription product has been confirmed, it becomes "
"a sales order, and the subscription status changes to :guilabel:`In "
"Progress`."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:35
msgid ""
"At that point, the ability to close the subscription becomes available, via "
"the :guilabel:`Close` button at the top of the subscription order, near the "
"row that contains :guilabel:`In Progress` and other stages. This option is "
"also available after the order has been invoiced and the payment has been "
"registered."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"Close subscription from an administration point of view with Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:44
2016-03-03 22:13:26 +07:00
msgid ""
"Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` "
"pop-up window to appear, allowing administrators to input the reason for "
"closing the subscription, or choose from the drop-down menu of options in "
"the :guilabel:`Reason` field."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"The Close Reason pop-up when the Close button is clicked in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:52
msgid ""
"When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`"
" button."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:54
msgid ""
"Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window "
"updates the subscription sales order to show :guilabel:`Churned` status tag,"
" along with the specified :guilabel:`Close Reason`."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid "A churned sales order for a closed subscription in Odoo Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:62
msgid ""
"That same close reason can be found in the *Chatter* of the sales order, as "
"well."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"The chatter of a churned sales order for a closed subscription in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:69
msgid "Customer view"
msgstr "客户视图"
#: ../../content/applications/sales/subscriptions/closing.rst:72
msgid ""
"As an administrator, the ability to visualize what customers see when "
"managing their subscriptions is accessible via the :guilabel:`Preview` "
"button, located at the top of the subscription sales order."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:76
msgid ""
"From the customer's point of view, in the customer portal, the "
":guilabel:`Close Subscription` button is located on the left side of the "
"sales order."
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/closing.rst-1
2016-03-03 22:13:26 +07:00
msgid ""
"Close subscription button on a customer's view of a sales order in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:83
msgid ""
"When the customer clicks the :guilabel:`Close Subscription` button, a "
":guilabel:`Close Subscription` pop-up window appears, in which the customer "
"has to choose from a select list of reasons why they are choosing to close "
"the subscription."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"The close subscription pop-up window customers see when closing a "
"subscription."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:92
msgid ""
"Customers can *only* chose a pre-configured reason why the subscription is "
"being closed. They can *not* enter a custom reason from the customer portal."
" These selections can be adjusted by navigating to "
":menuselection:`Subscriptions --> Configuration --> Close Reasons`."
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/closing.rst:96
msgid ""
"Once the customer has chosen a close reason, they would click the "
":guilabel:`Submit` button on the pop-up window."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:99
msgid ""
"Upon closure, the subscription order in the customer portal is tagged as "
":guilabel:`Closed`."
msgstr ""
#: ../../content/applications/sales/subscriptions/closing.rst:101
msgid ""
"In addition, the specified :guilabel:`Close Reason` appears on the "
"subscription order in the *Subscriptions* app in the backend "
"(Administrator's view)."
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/ecommerce.rst:3
msgid "Subscriptions in the eCommerce shop"
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:5
2016-03-03 22:13:26 +07:00
msgid ""
"Subscription products can be sold in the Odoo *eCommerce* shop just like "
"regular sales products."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:7
msgid ""
"However, by default, the eCommerce product page **only** displays the "
"shortest recurrence period listed in the :guilabel:`Recurring Prices` tab of"
" the product form."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:10
msgid ""
"For example, if a subscription product has *monthly* and *annaul* recurrence"
" periods configured, then *only* the monthly price appears on the eCommerce "
"page for that product, by default."
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/ecommerce.rst:13
2016-03-03 22:13:26 +07:00
msgid ""
"To add more recurrence periods to the eCommerce product page, create a "
"*product variant* for each recurrence period."
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/ecommerce.rst:17
2016-03-03 22:13:26 +07:00
msgid ""
":doc:`Configure subscription products "
"</applications/sales/subscriptions/products>`"
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/ecommerce.rst:18
msgid ""
":doc:`Product variants "
"</applications/sales/sales/products_prices/products/variants>`"
msgstr ""
2016-03-03 22:13:26 +07:00
#: ../../content/applications/sales/subscriptions/ecommerce.rst:21
msgid "Create recurrence periods as product variants"
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:23
msgid ""
"To set up each recurrence period as a product variant, go to "
":menuselection:`Subscriptions app --> Products --> Products`, and select a "
"product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add "
"a line`."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:27
msgid ""
"Then proceed to create an :guilabel:`Attribute` called `Billing Period` (or "
"something similar), by typing in the name, and clicking :guilabel:`Create` "
"from the mini drop-down menu that appears. This attribute name appears as "
"option heading on the product page of the eCommerce shop."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:31
msgid ""
"Next, create :guilabel:`Values` that correspond to the recurrence periods "
"that are configured in the :guilabel:`Recurring Prices` tab of the product "
"form."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:34
msgid ""
"To do that, type in the name of the recurrence period in the "
":guilabel:`Values` column, on the same :guilabel:`Attribute` line, in the "
":guilabel:`Attributes & Variants` tab. Then, click :guilabel:`Create` from "
"the mini drop-down menu that appears."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:38
msgid ""
"These value names appear as selectable options on the product page of the "
"eCommerce shop."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
msgid ""
"Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n"
"the product form."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:45
msgid ""
"With those configurations in place and saved, a :guilabel:`Product Variants`"
" column appears in the :guilabel:`Recurring Prices` tab. Proceed to assign "
"the different :guilabel:`Product Variants` to their corresponding recurrence"
" :guilabel:`Period` and :guilabel:`Price`."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
msgid "Product variants on the \"Time-based pricing\" tab of the product form."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst:53
msgid ""
"After following those aforementioned steps, the product variants are "
"available for selection on the eCommerce product page."
msgstr ""
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
msgid ""
"Recurrence periods configured as product variants on the eCommerce product "
"page."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:3
msgid "SEPA Direct Debit"
msgstr "SEPA 直接借记"
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:7
msgid ""
"*SEPA*, or Single Euro Payments Area, is a payment-integration initiative of"
" the European Union for simplifying bank transfers denominated in euros."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:10
msgid ""
"*SEPA Direct Debit (|sdd|)* is a payment provider that allows future "
"payments to be collected from customers' bank accounts by signing a mandate."
" This allows recurring payments to be automatically gathered and processed "
"using |sdd|."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:15
msgid ""
"To create :ref:`direct debit mandates <subscriptions/sepa-sdd-payment>`, the"
" **Accounting** app **must** be installed."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:24
msgid ""
"Before using |sdd|, the database must be configured to allow the use of "
"Euros on sales orders. To do so, a :doc:`pricelist "
"<../../point_of_sale/pricing/pricelists>` must be created for Euros."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:27
msgid ""
"This can be done using the **Sales** or **Point of Sales** apps. From either"
" app, navigate to :menuselection:`Configuration --> Settings`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:30
msgid ""
"In the :guilabel:`Pricing` section, underneath the :guilabel:`Pricelists` "
"feature, click :icon:`fa-arrow-right` :guilabel:`Pricelists`. Then, click "
"the :guilabel:`New` button to open a new pricelist form. Add a name for the "
"pricelist in the top field, then set the drop-down menu next to "
":guilabel:`Currency` to :guilabel:`EUR`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:35
msgid ""
"To use the wire transfer payment method, first ensure the |sdd| payment "
"method is enabled. To do so, navigate to :menuselection:`Accounting app --> "
"Configuration --> Settings`, scroll to the :guilabel:`Customer Payments` "
"section, and tick the :guilabel:`SEPA Direct Deposit (SDD)` checkbox. Then, "
"set a creditor identifier number in the field labeled, :guilabel:`Creditor "
"Identifier`. Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:42
msgid ""
"The company using |sdd| must have a creditor identifier to issue a SEPA "
"Direct Debit payment request. If using :ref:`test mode <subscriptions/sepa-"
"sdd-test-mode>`, use the test creditor identifier number: "
"`DE98ZZZ09999999999`, and click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:46
msgid ""
"Next, enable SEPA Direct Debit from the *Payment Providers* page in either "
"the **Accounting**, **Website**, or **Sales** apps."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:49
msgid ""
"For example, navigate to :menuselection:`Accounting app --> Configuration "
"--> Payment Providers`, then click the :guilabel:`SEPA Direct Debit` card."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:53
msgid ""
"The *SEPA Direct Debit* form can also be reached by navigating to "
":menuselection:`Website app --> Configuration --> Payment Providers`, or "
":menuselection:`Sales app --> Configuration --> Payment Providers`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:57
msgid ""
"Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable |sdd|. Use "
"the drop-down menus next to the :guilabel:`Company` and :guilabel:`Website` "
"fields to set where |sdd| can be used."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:60
msgid ""
"The options in the :guilabel:`Configuration` tab can be configured to "
"customize how |sdd| is used. Optionally, tick the checkbox next to "
":guilabel:`Enable QR Codes` to enable the use of QR codes when paying by "
"|sdd|, if desired."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:64
msgid ""
"Use the drop-down menu next to the :guilabel:`Communication` field to select"
" the communication type used on sales orders. Choose :guilabel:`Based on "
"Document Reference` to use the sales order (or invoice number), or "
":guilabel:`Based on Customer ID` to use the customer identifier. With either"
" method selected, communication is given to the customer, once they choose "
"the |sdd| payment method."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:69
msgid ""
"The configuration options listed under the :guilabel:`Availability` section "
"are used to set payment restrictions, and are optional. Use the "
":guilabel:`Maximum Amount` field to set a maximum payment value, and the "
":guilabel:`Countries` field to restrict payment from any particular "
"countries, if desired."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:75
msgid ""
"The :guilabel:`Currencies` field should be left with the default "
":guilabel:`EUR` tag to ensure |sdd| is only accessible when customers pay "
"with Euros."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:78
msgid ""
"The :guilabel:`Payment Journal` field in the :guilabel:`Payment followup` "
"section can be used to select the journal in which the successful "
"transactions are posted."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:81
msgid ""
"In the :guilabel:`Messages` tab, the :guilabel:`Pending Message` field can "
"be used to add a message that is displayed, if the order remains pending "
"after the payment is processed. By default, this field contains the message:"
" :guilabel:`Please make an unique payment transfer to confirm the SEPA "
"mandate.`"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst-1
msgid "The SEPA Direct Debit Payment Provider form."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:90
msgid ""
"Once all necessary configuration settings are complete, the :icon:`fa-eye-"
"slash` :guilabel:`Unpublished` smart button, located at the top of the page "
"automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the "
"|sdd| payment option is now visible to customers. Only keep the payment "
"method published if payments are ready to be received."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:96
msgid ""
"It is possible to keep the payment method enabled, but **not** visible to "
"customers, until payments are ready to be received. To do this, set the "
"smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting "
"the :guilabel:`State` to :guilabel:`Enabled`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:101
msgid ""
"The |sdd| configuration menu can also be accessed by navigating to "
":menuselection:`Settings app --> Website`, and in the :guilabel:`Shop - "
"Payment` section, click the :icon:`fa-arrow-right` :guilabel:`View other "
"providers` button. Then, click the |sdd| card. Alternatively, navigate to "
":menuselection:`Website app --> Configuration --> Settings` to access the "
"same button."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:109
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75
msgid "Test mode"
msgstr "测试模式"
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:111
msgid ""
"The |sdd| payment method can be tested before it is accessed by customers. "
"First, ensure the test creditor identifier is :ref:`configured "
"<subscriptions/sepa-sdd-configuration>` before continuing."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:115
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91
msgid ""
"It is recommended to use the :guilabel:`Test Mode` setting on a duplicate "
"(or test) database to avoid potential issues with invoice numbering."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:118
msgid ""
"Next, select the :guilabel:`Test Mode` option in the :guilabel:`State` field"
" on the form. Upon selecting :guilabel:`Test Mode`, an orange "
":guilabel:`Test mode` banner appears in the upper-right corner of the form."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:123
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87
msgid ""
"By default, the payment provider remains :guilabel:`Unpublished` in "
":guilabel:`Test Mode`, so it is not visible to visitors."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:126
msgid ""
"Navigate to :menuselection:`Sales app --> Orders --> Quotations`, and click "
"the :guilabel:`New` button to create a new sales order."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:129
msgid ""
"Select a :guilabel:`Customer`. Select any pay period in the drop-down menu "
"next to :guilabel:`Recurring Plan` and select the pricelist using EUR in the"
" drop-down menu next to :guilabel:`Pricelist`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:133
msgid ""
"Finally, select a subscription product in the :guilabel:`Order Lines` tab of"
" the sales order."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:135
msgid ""
"Next, confirm the sales order by clicking the :guilabel:`Confirm` button, "
"then click the :guilabel:`Preview` button to open a preview of the customer "
"invoice. Scroll down to the :guilabel:`Anticipate payment` section to find "
"the SEPA Direct Debit payment method."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:140
msgid ""
"It can be confirmed that test mode is still enabled if the :icon:`fa-eye-"
"slash` (unpublished) and :icon:`fa-exclamation-triangle` (test mode) icons "
"are present next to SEPA Direct Debit."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:0
msgid ""
"The view of the SEPA Direct Debit payment method presented to customers at "
"checkout."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:147
msgid ""
"Next, enter a test IBAN number, such as `GB33BUKB20201555555555`, and click "
":guilabel:`Pay`. Return to the sales order in the **Sales** app, and confirm"
" the :guilabel:`In Progress` tag is present on the sales order form. At this"
" point, the flow is complete."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:151
msgid ""
"To re-enable normal function after testing, navigate back to the *SEPA "
"Direct Debit* form, and change the *State* setting to :guilabel:`Enabled`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:157
msgid "Pay by SEPA Direct Debit"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:159
msgid ""
"Once |sdd| has been :ref:`configured <subscriptions/sepa-sdd-configuration>`"
" and enabled, |sdd| appears as a payment method during checkout in "
"**eCommerce**, and as a payment method on invoices in the **Sales** app. The"
" option is presented to customers, and prompts them to enter their IBAN "
"number."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:164
msgid ""
"Once a customer clicks *Pay*, the sales order is marked with a *In Progress*"
" tag until the mandate has been closed."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:167
msgid ""
"Mandates automatically close after the end date is reached. If the *End "
"date* field is not set, the mandate remains in an *Active* state until it is"
" *Closed* or *Revoked*."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:170
msgid ""
"|sdd| payments can also be registered manually by navigating to the desired "
"invoice and clicking the :guilabel:`Register Payment` button. Next, select "
":guilabel:`SEPA Direct Debit` as the :guilabel:`Payment Method` and click "
"the :guilabel:`Create Payment` button. The invoice now displays a green "
":guilabel:`In Payment` banner."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:176
msgid ""
"To validate a successful |sdd| payment, navigate to "
":menuselection:`Accounting app --> Customers --> Payments`, and look for the"
" entry in the list, along with a :guilabel:`Posted` tag in the "
":guilabel:`Status` column."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:181
msgid "Submit payments"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:183
msgid ""
"All |sdd| payments can be processed at once by uploading an `.xml` file "
"containing a batch of all posted |sdd| payments to an online banking "
"interface. To generate this file, navigate to :menuselection:`Accounting app"
" --> Customers --> Batch Payments`. A list of all posted |sdd| payments "
"appears. Tick the checkbox next to every payment to be included in the "
"batch, or tick the checkbox at the top of the list to select all entries at "
"once."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:189
msgid ""
"Next, click :guilabel:`Create Batch`. A new batch payment form appears with "
"the selected payments added to the list in the :guilabel:`Batch Content` "
"tab."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst-1
msgid "The batch payment form containing the selected payments."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:196
msgid ""
"This form also contains optional fields to customize the batch payment:"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:198
msgid ":guilabel:`Bank`: Select the bank the payment is sent to."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:199
msgid ":guilabel:`Date`: Set the current date."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:200
msgid ":guilabel:`Reference`: Set a custom reference number for the payment."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:201
msgid ""
":guilabel:`Required collection date`: Set a date when the company expects to"
" receive the payment of this batch."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:203
msgid ""
":guilabel:`Batch Booking`: Request batch booking from the bank for the "
"related bank statements."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:204
msgid ""
":guilabel:`SDD Scheme`: The B2B scheme is an optional scheme, offered "
"exclusively to business payers. Some banks/businesses might not accept B2B "
"|sdd|."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:207
msgid ""
"Once the payment is configured, click :guilabel:`Validate` to generate the "
"`.xml` file, which appears in the chatter. Finally, click the :icon:`fa-"
"download` :guilabel:`(download)` icon next to the file in the chatter to "
"download the file."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:211
msgid ""
"This file can now be uploaded to the desired online banking interface to "
"process the payments."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:214
msgid ""
"The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**"
" specifications, as required by the SEPA customer-to-bank `implementation "
"guidelines <https://www.europeanpaymentscouncil.eu/document-"
"library/implementation-guidelines/sepa-credit-transfer-customer-psp-"
"implementation>`_, which ensures compatibility with the banks."
msgstr ""
"Odoo 生成的文件遵循 SEPA 直接付款 PAIN.008.001.02 规范,符合 SEPA 客户到银行的实施指南要求,详情请参阅实施指南 "
"<https://www.europeanpaymentscouncil.eu/document-library/implementation-"
"guidelines/sepa-credit-transfer-customer-psp-implementation>_以确保与银行的兼容性。"
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:220
msgid ":doc:`../../../finance/accounting/payments/batch_sdd`"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:221
msgid ":doc:`../../../finance/accounting/payments/online`"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3
msgid "Wire transfer"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5
msgid ""
"The *wire transfer* payment method allows for payment instructions to be "
"shared with a customer after purchasing a product. With a subscription, "
"these payment instructions are shared every time the payment is renewed."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10
msgid ""
"The wire transfer payment method requires minimal setup, but in most cases, "
"it is inefficient compared to other online payment providers. It is "
"recommended to use another payment provider with subscriptions, due to wire "
"transfers requiring manual confirmation for each payment."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19
msgid ""
"To use the wire transfer payment method, first ensure the *Wire Transfer* "
"payment method is enabled."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21
msgid ""
"To do so, begin by navigating to the *Payment Providers* page in either the "
"**Accounting**, **Website**, or **Sales** apps."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24
msgid ""
"For example, navigate to :menuselection:`Accounting app --> Configuration "
"--> Online Payments: Payment Providers`, then click the :guilabel:`Wire "
"Transfer` card."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28
msgid ""
"If the **Accounting** app is not installed, the *Payment Providers* page can"
" also be reached by navigating to :menuselection:`Website app --> "
"Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales "
"app --> Configuration --> Online Payments: Payment Providers`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32
msgid ""
"Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire "
"transfers. Use the drop-down menus next to the :guilabel:`Company` and "
":guilabel:`Website` fields to set where wire transfers can be used."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36
msgid ""
"The options in the :guilabel:`Configuration` tab can be used to customize "
"the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR"
" Codes` to enable the use of QR codes when paying by wire transfer, if "
"desired."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40
msgid ""
"Use the drop-down menu next to the :guilabel:`Communication` field to select"
" the communication type used on sales orders. Choose :guilabel:`Based on "
"Document Reference` to use the sales order (or invoice number), or "
":guilabel:`Based on Customer ID` to use the customer identifier. With either"
" method selected, communication is given to the customer, once they choose "
"the wire transfer payment method."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46
msgid ""
"The configuration options listed under the :guilabel:`Availability` section "
"are used to set payment restrictions, and are optional. Use the "
":guilabel:`Maximum Amount` field to set a maximum payment value, the "
":guilabel:`Currencies` field to restrict any currencies from being used for "
"payment, and the :guilabel:`Countries` field to restrict payment from any "
"particular countries, if desired."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51
msgid ""
"In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field "
"to add a message containing wire transfer information. This message is "
"displayed to the customer after confirming their order, as well as if the "
"order is marked as pending after the payment is processed."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55
msgid ""
"If :doc:`a bank account <../../../finance/accounting/bank>` has already been"
" defined, the account number is automatically added to the default message "
"generated by Odoo. A bank account can also be added afterwards, and the "
"message updates with the appropriate bank information by clicking :icon:`fa-"
"refresh` :guilabel:`Reload pending message`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60
msgid ""
"Once all necessary configuration settings are complete, the :icon:`fa-eye-"
"slash` :guilabel:`Unpublished` smart button located at the top of the page "
"automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the "
"wire transfer payment option is now visible to customers. Only keep the "
"payment method published if payments are ready to be received."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66
msgid ""
"It is possible to keep the payment method enabled, but **not** visible to "
"customers, until payments are ready to be received. To do that, set the "
"smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting "
"the :guilabel:`State` to :guilabel:`Enabled`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The wire transfer card enabled and published."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77
msgid ""
"The wire transfer payment method can be tested before it is accessed by "
"customers by selecting the :guilabel:`Test Mode` option in the "
":guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, "
"an orange :guilabel:`Test mode` banner appears in the upper-right corner of "
"the form."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82
msgid ""
"Next, enter the credentials for a bank account with accessible transactions "
"in the :guilabel:`Messages` tab. To re-enable normal function after testing,"
" change the :guilabel:`State` setting to :guilabel:`Enabled`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97
msgid "Pay by wire transfer"
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99
msgid ""
"With wire transfers :ref:`enabled and published <subscriptions/wire-"
"transfer-configuration>`, customers see wire transfers as an available "
"payment method at checkout when purchasing a product."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102
msgid ""
"When this method is selected by a customer, they are shown the *Pending "
"Message* set in the :ref:`wire transfer configuration page "
"<subscriptions/wire-transfer-configuration>`, after confirming their "
"purchase. Once the purchase is confirmed, a sales order is created."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The wire transfer pending message shown to customers."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111
msgid ""
"Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until"
" both the payment is received, *and* the order is confirmed manually, using "
"the :guilabel:`Confirm` button on the sales order."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115
msgid ""
"To begin processing the payment, navigate to :menuselection:`Sales app --> "
"Orders --> Orders`, and click the corresponding sales order. Ensure the "
"sales order is correct, then click :guilabel:`Confirm` to confirm the sales "
"order."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119
msgid ""
"Next, click the new :guilabel:`Create Invoice` button, then choose "
":guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A "
"draft of the invoice appears. Click :guilabel:`Confirm` to validate the "
"invoice."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123
msgid ""
"To send this invoice to the customer, click the :guilabel:`Send & Print` "
"button. A :guilabel:`Send` pop-up window appears, with an email template "
"configured, and a PDF invoice attached."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126
msgid ""
"Ensure the information is correct, then click :guilabel:`Send & Print`. The "
"pop-up window disappears, and the :guilabel:`Send & Print` button turns gray"
" to show the invoice has been sent."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130
msgid ""
"The default template for sending an invoice can be modified by navigating to"
" :menuselection:`Settings app --> Companies --> Email Templates --> Review "
"All Templates --> Invoice: Sending`."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134
msgid ""
"Next, click the :guilabel:`Register payment` button on the invoice page. A "
"pop-up window titled, :guilabel:`Register Payment`, appears with options for"
" selecting the type of payment. In the :guilabel:`Journal` field, select "
":guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment "
"Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and "
":guilabel:`Payment Date` are correct, then click the :guilabel:`Create "
"Payment` button."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The register payment pop-up window."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144
msgid ""
"The customer invoice is revealed with a green :guilabel:`In Payment` banner "
"in the upper-right corner. At this point, the flow is now complete."
msgstr ""
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The green in payment banner displayed on the invoice."
msgstr "发票上显示的绿色付款横幅。"
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152
msgid ""
"If payment has been received before sending the invoice, such as in cash, "
"the payment can still be registered in Odoo by clicking the "
":guilabel:`Register Payment` button, and creating the payment *before* "
"clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the "
":guilabel:`Send & Print` button, a new line is automatically added to the "
"invoice message, stating the invoice is already paid."
msgstr ""
"如果在发送发票前已收到付款(如现金),仍可通过点击 :guilabel:`注册付款` 按钮在 Odoo 中注册付款,并在点击 "
":guilabel:`发送和打印` 之前创建付款。现在,当使用 :guilabel:`发送和打印` "
"按钮发送发票时,发票信息中会自动添加一行新内容,表示发票已支付。"
#: ../../content/applications/sales/subscriptions/plans.rst:3
msgid "Subscription plans"
msgstr "订阅计划"
#: ../../content/applications/sales/subscriptions/plans.rst:5
msgid ""
"*Subscription plans* are :doc:`quotation templates "
"</applications/sales/sales/send_quotations/quote_template>` used to "
"preconfigure quotations with subscription products. Use subscription plans "
"to quickly create subscription orders."
msgstr ""
"*订阅计划* 是 "
":doc:`报价模板</applications/sales/sales/send_quotations/quote_template>` "
"用来预先配置带有订阅产品的报价单。使用订阅计划可快速创建订阅订单。"
#: ../../content/applications/sales/subscriptions/plans.rst:10
msgid "Configure subscription plans"
msgstr "配置订阅计划"
#: ../../content/applications/sales/subscriptions/plans.rst:12
msgid ""
"To configure subscription plans, go to :menuselection:`Subscriptions --> "
"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
"or select an existing plan to edit it."
msgstr ""
"配置要配置订阅计划,请转到 :menuselection:`订阅 --> 配置 --> 计划`。然后,点击 "
":guilabel:`新建`,创建新计划,或选择现有计划进行编辑。"
#: ../../content/applications/sales/subscriptions/plans.rst:15
msgid ""
"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
"app, subscription plans use the same form as quotation templates."
msgstr "由于 Odoo *订阅* 应用程序与 *销售* 应用程序紧密整合,因此订阅计划与报价模板使用相同的表单。"
#: ../../content/applications/sales/subscriptions/plans.rst-1
msgid "Subscription plan (quotation template) configuration form."
msgstr "订阅计划(报价模板)配置表。"
#: ../../content/applications/sales/subscriptions/plans.rst:22
msgid "The subscription plan form contains the following options:"
msgstr "订购计划表包含以下选项:"
#: ../../content/applications/sales/subscriptions/plans.rst:24
msgid ""
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
"page."
msgstr ":guilabel:`名称`:在页面顶部输入订阅计划的名称。"
#: ../../content/applications/sales/subscriptions/plans.rst:25
msgid ""
":guilabel:`Quotation expires after`: Enter the number of days after which "
"the quotation expires, starting from the day the quotation is sent to the "
"customer. Leave this field at zero for the quotation to never expire."
msgstr ":guilabel:`报价单过期时限`:输入报价单过期的天数,从报价单发送给客户之日算起。将此字段保留为零,则报价永不过期。"
#: ../../content/applications/sales/subscriptions/plans.rst:28
msgid ""
":guilabel:`Online Confirmation`: Check the boxes next to "
":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
"confirm their subscription order by signing or paying for the quotation. "
"Enable both to leave the choice to the customer. Enable neither to only "
"confirm the quotation in the backend."
msgstr ""
":guilabel:`在线确认`:选中 :guilabel:`签名` 或 :guilabel:`付款` "
"旁边的复选框,使客户能够通过签署或支付报价确认订阅订单。同时启用这两个选项,让客户自行选择。若两者都不启用,则只能在后台确认报价。"
#: ../../content/applications/sales/subscriptions/plans.rst:32
msgid ""
":guilabel:`Confirmation Mail`: Select an :doc:`email template "
"</applications/general/companies/email_template>` for the confirmation email"
" that is automatically sent to the customer after the quotation is "
"confirmed. Leave this field blank to send nothing."
msgstr ""
":guilabel:`确认邮件`:为确认报价后自动发送给客户的确认电子邮件选择 "
":doc:`电子邮件模板</applications/general/companies/email_template>`。留空此字段表示不发送任何内容。"
#: ../../content/applications/sales/subscriptions/plans.rst:37
msgid ""
"To create a new email template, enter a name for the template, then click "
":guilabel:`Create and edit`."
msgstr "要创建新的电子邮件模板,请输入模板名称,然后点击 :guilabel:`创建和编辑`。"
#: ../../content/applications/sales/subscriptions/plans.rst:39
msgid ""
"To edit an existing email template, select one from the drop-down menu, then"
" click on the :guilabel:`Internal link` arrow at the end of the line."
msgstr "要编辑现有电子邮件模板,请从下拉菜单中选择一个模板,然后点击行尾的 :guilabel:`内部链接` 箭头。"
#: ../../content/applications/sales/subscriptions/plans.rst:42
msgid ""
":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
"recurrence periods available here are the same ones that are configured in "
":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
msgstr ""
":guilabel:`重复周期`:选择该计划使用的重复周期。此处可用的重复周期,与 :menuselection:`订阅 --> 配置 --> "
"重复周期` 中配置的相同。"
#: ../../content/applications/sales/subscriptions/plans.rst:46
msgid ""
"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
"subscription plan and enables the following additional options:"
msgstr "选择 :guilabel:`重复周期` 后,会将报价模板转换为订阅计划,并启用以下附加选项:"
#: ../../content/applications/sales/subscriptions/plans.rst:49
msgid ""
":guilabel:`Duration`: Choose whether the subscription plan has no end date "
"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
msgstr ""
":guilabel:`持续时间`:选择订阅计划有无结束日期。:guilabel:`永久` 表示没有期限 :guilabel:`固定` "
"表示有特定持续时间。"
#: ../../content/applications/sales/subscriptions/plans.rst:52
msgid ""
"If the duration is :guilabel:`Forever`, then the subscription plan will "
"continually renew until either the customer or the company manually ends the"
" subscription."
msgstr "如果持续时间为 :guilabel:`永久`,则订阅计划将持续更新,直到客户或公司手动终止订阅。"
#: ../../content/applications/sales/subscriptions/plans.rst:54
msgid ""
"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
"date, which determines the amount of time after which the subscription will "
"automatically end."
msgstr "如果持续时间为 :guilabel:`Fixed`,则输入 :guilabel:`结束时限` 日期,该日期决定订阅自动结束的时间。"
#: ../../content/applications/sales/subscriptions/plans.rst:57
msgid ""
":guilabel:`Self Closable`: Check this box to enable the customer to "
"terminate their subscription from the :doc:`customer portal "
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
msgstr ""
":guilabel:`可自行关闭`:选中此框可使客户能够从 "
":doc:`客户门户网站</applications/websites/ecommerce/ecommerce_management/customer_accounts>`"
" 自行终止订阅。"
#: ../../content/applications/sales/subscriptions/plans.rst:60
msgid ""
":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
" subscriptions *past* the due date are automatically closed."
msgstr ":guilabel:`自动关闭`:输入天数,在到期日之后*未付费*订阅将自动关闭。"
#: ../../content/applications/sales/subscriptions/plans.rst:62
msgid ""
":guilabel:`Invoicing Journal`: Select the accounting journal in which "
"invoices for this subscription plan are recorded. Leave this field blank to "
"use the sales journal with the lowest sequence."
msgstr ":guilabel:`发票日记账`:选择记录此订阅计划发票的会计日记账。留空此字段,表示使用顺序最低的销售日记账。"
#: ../../content/applications/sales/subscriptions/plans.rst-1
msgid "Subscription plan with Recurrence selected."
msgstr "选择了 “重复周期” 的订阅计划。"
#: ../../content/applications/sales/subscriptions/plans.rst:70
msgid ""
"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
"Click :guilabel:`Add a product`, select a product to include in the plan, "
"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
" as many products as desired to the order lines."
msgstr ""
"在 :guilabel:`资料行` 选项卡中,创建报价单的订单行。点击 :guilabel:`添加产品`,选择要包含在计划中的产品,然后输入 "
":guilabel:`数量` 和 :guilabel:`计量单位`。根据需要在订单行中添加任意数量的产品。"
#: ../../content/applications/sales/subscriptions/plans.rst:74
msgid ""
"In the :guilabel:`Optional Products` tab, enter any optional products that "
"the customer can add to their quotation before confirming the order."
msgstr "在 :guilabel:`可选产品` 选项卡中,输入客户可在确认订单前添加到报价单中的任何可选产品。"
#: ../../content/applications/sales/subscriptions/plans.rst:77
msgid ""
"If the subscription plan has unique :doc:`terms and conditions "
"</applications/finance/accounting/customer_invoices/terms_conditions>`, add "
"them in the :guilabel:`Terms & Conditions` tab. If terms conditions are "
"specified on a plan, these will be used instead of the default terms and "
"conditions set up in the *Sales* app settings."
msgstr ""
"如果订阅计划有唯一的 "
":doc:`条款和条件</applications/finance/accounting/customer_invoices/terms_conditions>`,请在"
" :guilabel:`条款和条件` 选项卡中添加。如果在计划中指定了条款条件,则将使用这些条款条件,而不是在 *销售* "
"应用程序设置中设置的默认条款条件。"
#: ../../content/applications/sales/subscriptions/plans.rst-1
msgid "Subscription plan Terms & Conditions tab."
msgstr "订阅计划 “条款和条件” 选项卡。"
#: ../../content/applications/sales/subscriptions/plans.rst:87
msgid "Use subscription plans on quotations"
msgstr "在报价中使用订阅计划"
#: ../../content/applications/sales/subscriptions/plans.rst:89
msgid ""
"Quotations for subscription products can be created in both the "
"*Subscriptions* app and the *Sales* app."
msgstr "订阅产品的报价单可在 *订阅* 应用程序和 *销售* 应用程序中创建。"
#: ../../content/applications/sales/subscriptions/plans.rst:92
msgid ""
"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
"create a new quotation. Then, select a subscription plan in the "
":guilabel:`Subscription Plan` field."
msgstr ""
"从 :guilabel:`订阅` 仪表板,点击 :guilabel:`新建` 创建新报价。然后,在 :guilabel:`订阅计划` "
"字段中选择订阅计划。"
#: ../../content/applications/sales/subscriptions/plans.rst:95
msgid ""
"The :guilabel:`Recurrence`, products, and other information from the plan "
"are automatically filled in. The quotation can then be modified further as "
"needed."
msgstr "计划中的 :guilabel:`重复周期`、产品和其他信息会自动填入。然后可以根据需要进一步修改报价。"
#: ../../content/applications/sales/subscriptions/plans.rst:98
msgid ""
"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
"Template` field."
msgstr ""
"从 :guilabel:`销售` 仪表板,点击 :guilabel:`新建` 创建新报价。然后,在 :guilabel:`报价模板` "
"字段中选择订阅计划。"
#: ../../content/applications/sales/subscriptions/plans.rst:101
msgid ""
"All subscription orders will appear on the :guilabel:`Subscriptions` "
"dashboard regardless of whether they were created in the *Subscriptions* app"
" or the *Sales* app."
msgstr "所有订阅订单都将显示在 :guilabel:`订阅` 仪表板上,无论是在 *订阅* 应用程序还是 *销售* 应用程序中创建。"
#: ../../content/applications/sales/subscriptions/products.rst:3
msgid "Subscription products"
msgstr "订阅产品"
#: ../../content/applications/sales/subscriptions/products.rst:5
msgid ""
"By closely integrating with the Odoo *Sales* app, the *Subscriptions* app "
"enables users to sell subscription products alongside regular sales "
"products. While regular products are sold on a one-time basis, subscription "
"products are sold on a renewing basis, generating recurring revenue."
msgstr ""
"通过与 Odoo *销售* 应用程序紧密整合,*订阅* "
"应用程序使用户能够在销售常规产品的同时销售订阅产品。常规产品是一次性销售,而订阅产品则是续订销售,从而产生经常性收入。"
#: ../../content/applications/sales/subscriptions/products.rst:9
msgid "In Odoo, subscription products are also called *recurring* products."
msgstr "在 Odoo 中,订购产品也被称为 *经常性* 产品。"
#: ../../content/applications/sales/subscriptions/products.rst:12
msgid "Configure recurrence periods"
msgstr "配置重复周期"
#: ../../content/applications/sales/subscriptions/products.rst:14
msgid ""
"To get started with subscriptions, the *recurrence periods* must be properly"
" configured, as needed."
msgstr "要开始使用订阅产品前,必须根据需要正确配置 *重复周期*。"
#: ../../content/applications/sales/subscriptions/products.rst:16
msgid ""
"Recurrence periods are the time periods in which subscriptions renew. They "
"designate how often the customer pays for (and receives) subscription "
"products."
msgstr "重复周期是订阅产品续订的时间段。此周期会决定客户支付和接收订阅产品的频率。"
#: ../../content/applications/sales/subscriptions/products.rst:19
msgid ""
"To configure recurrence periods, go to :menuselection:`Subscriptions app -->"
" Configuration --> Recurrence periods`."
msgstr "要配置重复周期,请访问 :menuselection:`订阅应用程序 --> 配置 --> 重复周期`。"
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "The recurrence periods page in Odoo Subscriptions application."
msgstr "Odoo 订阅应用程序中的重复周期页面。"
#: ../../content/applications/sales/subscriptions/products.rst:26
msgid ""
"The *Subscriptions* app comes with some basic recurrence periods already "
"configured:"
msgstr "订阅*应用程序已经配置了一些基本的重复周期:"
#: ../../content/applications/sales/subscriptions/products.rst:28
msgid ":guilabel:`Monthly`"
msgstr ":guilabel:`每月`"
#: ../../content/applications/sales/subscriptions/products.rst:29
msgid ":guilabel:`Quarterly`"
msgstr ":guilabel:`每季`"
#: ../../content/applications/sales/subscriptions/products.rst:30
msgid ":guilabel:`Weekly`"
msgstr ":guilabel:`每周`"
#: ../../content/applications/sales/subscriptions/products.rst:31
msgid ":guilabel:`2 Weeks`"
msgstr ":guilabel:`2 周`"
#: ../../content/applications/sales/subscriptions/products.rst:32
msgid ":guilabel:`Yearly`"
msgstr ":guilabel:`每年`"
#: ../../content/applications/sales/subscriptions/products.rst:33
msgid ":guilabel:`3 Years`"
msgstr ":guilabel:`3 年`"
#: ../../content/applications/sales/subscriptions/products.rst:34
msgid ":guilabel:`5 Years`"
msgstr ":guilabel:`5 年`"
#: ../../content/applications/sales/subscriptions/products.rst:36
msgid "New recurrence periods can be added and/or edited at any time."
msgstr "可以随时添加和/或编辑新的重复周期。"
#: ../../content/applications/sales/subscriptions/products.rst:38
msgid ""
"To create a new recurrence period, click :guilabel:`New` on the "
":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence "
"period form."
msgstr "要创建新的重复周期,请在 :guilabel:`重复周期` 页面上点击:guilabel:`新建`。这样会显示一个空白的重复周期表格。"
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "A recurrence period form in Odoo Subscriptions application."
msgstr "Odoo 订阅应用程序中的重复周期表单。"
#: ../../content/applications/sales/subscriptions/products.rst:45
msgid ""
"Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the "
"recurrence period, and select the :guilabel:`Unit` that defines the "
"duration."
msgstr ""
"然后,输入重复周期的 :guilabel:`名称` 和 :guilabel:`持续时间`,并选择定义持续时间的 :guilabel:`单位`。"
#: ../../content/applications/sales/subscriptions/products.rst:49
msgid ""
"The unit :guilabel:`Days` *cannot* be used as a recurrence period on "
"subscriptions. The daily recurrence is meant for rentals, and **cannot** be "
"added on recurring subscription sales orders."
msgstr "订阅的重复周期 **不可** 设置为 :guilabel:`天`。“每日” 重复周期只适用于租赁, **不可** 加入至定期订阅销售订单。"
#: ../../content/applications/sales/subscriptions/products.rst:52
msgid ""
"This limitation is there to avoid sales orders that would generate daily "
"invoices."
msgstr "此限制是为了避免销售订单每日生成发票。"
#: ../../content/applications/sales/subscriptions/products.rst:55
msgid "Product form configuration"
msgstr "产品表格配置"
#: ../../content/applications/sales/subscriptions/products.rst:57
msgid ""
"To create a new subscription product, navigate to "
":menuselection:`Subscriptions app --> Products --> Products`, and click "
":guilabel:`New`."
msgstr ""
"要创建新的订阅产品,请导航至 :menuselection:`订阅应用程序 --> 产品 --> 产品`,然后单击 :guilabel:`新建`。"
#: ../../content/applications/sales/subscriptions/products.rst:60
msgid ""
"Doing so reveals a blank product form, which can be configured and "
"customized in a number of ways."
msgstr "这样就会显示一个空白的产品表单,该表单可以通过多种方式进行配置和定制。"
#: ../../content/applications/sales/subscriptions/products.rst:63
msgid ""
"By default, the :guilabel:`Recurring` option is already enabled, prompting "
"Odoo to recognize it as a subscription product. Be sure to leave the "
":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled."
msgstr ""
"默认情况下,:guilabel:`经常性` 选项已启用,提示 Odoo 将其识别为订阅产品。请确保启用 :guilabel:`经常性` 和 "
":guilabel:`可以出售` 选项。"
#: ../../content/applications/sales/subscriptions/products.rst:67
msgid ""
"The :guilabel:`Product Type` field is set to :guilabel:`Service` by default,"
" as well. However, subscription products *can* be set to other types, if "
"needed."
msgstr "默认情况下,:guilabel:`产品类型` 字段也设置为:guilabel:`服务`。不过,订阅产品 *可以* 根据需要设置为其他类型。"
#: ../../content/applications/sales/subscriptions/products.rst:71
msgid ""
"When creating a physical subscription product in the Odoo **Sales** "
"application, the :guilabel:`Invoicing Policy` must be set to "
":guilabel:`Ordered quantities`."
msgstr "在 Odoo **销售** 应用程序中创建实物订购产品时,:guilabel:`发票政策` 必须设置为:guilabel:`订购数量`。"
#: ../../content/applications/sales/subscriptions/products.rst:74
msgid ""
"Setting it to :guilabel:`Delivered quantities` causes issues with invoice "
"creation, and disrupts the subscription process."
msgstr "将其设置为 :guilabel:`交付数量`,会导致发票创建问题,并扰乱订阅流程。"
#: ../../content/applications/sales/subscriptions/products.rst:77
msgid ""
"Similarly, when creating a physical subscription product in the Odoo "
"**Subscriptions** application, the :guilabel:`Invoicing Policy` must **not**"
" be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same "
"reasons."
msgstr ""
"同样,在 Odoo **订阅** 应用程序中创建实物订阅产品时,出于同样的原因,:guilabel:`开票策略` 必须 **不** 设置为 "
":guilabel:`基于交付数量(手动)`。"
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "A basic subscription product form in Odoo Subscriptions application."
msgstr "Odoo 订阅应用程序中的基本订阅产品表单。"
#: ../../content/applications/sales/subscriptions/products.rst:86
msgid "Time-based pricing"
msgstr "按时间定价"
#: ../../content/applications/sales/subscriptions/products.rst:88
msgid ""
"Once the desired fields in the :guilabel:`General Information` tab have been"
" entered, click the :guilabel:`Time-based pricing` tab on the product form."
msgstr "输入 :guilabel:`一般信息` 选项卡中的所需字段后,点击产品表单上的 :guilabel:`按时间定价` 选项卡。"
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid ""
"The time-based pricing tab on a subscription product form in Odoo "
"Subscriptions."
msgstr "Odoo 订阅中订阅产品表单上的按时间定价选项卡。"
#: ../../content/applications/sales/subscriptions/products.rst:95
msgid ""
"From here, click :guilabel:`Add a price` to begin defining recurring prices."
msgstr "在这里,点击 :guilabel:`新增价格`,开始定义经常性价格。"
#: ../../content/applications/sales/subscriptions/products.rst:97
msgid ""
"In the :guilabel:`Period` column, select a desired recurrence period. In the"
" :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the "
":guilabel:`Price` column, enter the price for that recurrence period."
msgstr ""
"在 :guilabel:`周期` 栏中,选择所需的重复周期。在:guilabel:`价目表` 栏中,根据需要选择价目表。然后在 "
":guilabel:`价格` 栏中输入该重复周期的价格。"
#: ../../content/applications/sales/subscriptions/products.rst:102
msgid ""
":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on "
"recurring products."
msgstr ":guilabel:`每日` 和 :guilabel:`每小时` 周期 **不能** 用于经常性产品。"
#: ../../content/applications/sales/subscriptions/products.rst:0
msgid "The validation error pop-up window that appears in Odoo Subscriptions."
msgstr "Odoo 订阅中显示的验证错误弹出窗口。"
#: ../../content/applications/sales/subscriptions/products.rst:109
msgid ""
"There is *no limit* to how many lines can be added to the :guilabel:`Time-"
"based pricing` table."
msgstr "在 :guilabel:`按时间定价` 表中,可以新增的行数 *没有限制*。"
#: ../../content/applications/sales/subscriptions/products.rst:112
msgid ""
"An existing product can be made into a subscription product, simply by "
"marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based "
"pricing` on the product form."
msgstr "只需将现有产品标记为 :guilabel:`经常性`,并在产品表单中配置 :guilabel:`按时间定价`,即可将其制作成订阅产品。"
#: ../../content/applications/sales/subscriptions/products.rst:118
msgid ""
":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with"
" subscription products to give special pricing to customers included in "
"pricelists."
msgstr ""
":doc:`价目表 <.../sales/products_prices/prices/pricing>` "
"可以与订阅产品一起使用,为包含在定价列表中的客户提供特别定价。"
#: ../../content/applications/sales/subscriptions/products.rst:121
msgid ""
"This can be configured either in the :guilabel:`Time-based pricing` tab of "
"the product form, or on the pricelist form in the *Sales* application."
msgstr "可以在产品表单的 :guilabel:`按时间定价` 选项卡中,或在 *销售* 应用程序的价目表表单中进行配置。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/products.rst:124
2016-04-04 18:50:49 +07:00
msgid ""
"To create recurring price rules for specific pricelists in the "
":guilabel:`Time-based pricing` tab of the product form, select a pricelist "
"in the :guilabel:`Pricelist` column."
msgstr ""
"要在产品表单的 :guilabel:`按时间定价` 选项卡中为特定价格表创建周期性价格规则,请在 :guilabel:`价目表` 列中选择价目表。"
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "Pricelists in the \"Time-based pricing\" tab of the product form."
msgstr "产品表单 “按时间定价” 选项卡中的价目表。"
#: ../../content/applications/sales/subscriptions/products.rst:131
msgid ""
"When pricelists are added to the :guilabel:`Time-based pricing` tab, the "
"pricelist form in the *Sales* app is automatically updated."
msgstr "在 :guilabel:`按时间定价` 标签中添加价目表时,*销售* 应用程序中的价目表表单会自动更新。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/products.rst:134
msgid ""
"Time-based pricing rules can also be configured directly on the pricelist "
"form."
msgstr "按时间的定价规则,也可直接在价目表表单上配置。"
#: ../../content/applications/sales/subscriptions/products.rst:136
msgid ""
"To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, "
"and select a pricelist (or click :guilabel:`New` to create a new pricelist)."
msgstr ""
"要执行此操作,前往 :menuselection:`销售应用程序 --> 产品 --> 价目表`,选择一个价目表(或点击 :guilabel:`新建` "
"创建一个新的价目表)。"
#: ../../content/applications/sales/subscriptions/products.rst:140
msgid ""
"Pricelists are also accessible through the Odoo *Subscriptions* app by "
"following the same menu steps."
msgstr "价目表也可通过 Odoo *订阅* 应用程序按照相同的菜单步骤进行访问。"
#: ../../content/applications/sales/subscriptions/products.rst:143
msgid ""
"Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, "
"click :guilabel:`Add a line`."
msgstr "然后,在价目表表单的 :guilabel:`基于时间的规则` 选项卡下,点击 :guilabel:`添加行`。"
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "The time-based rules tab on a pricelist form in Odoo Sales."
msgstr "Odoo 销售中价格表表单上的基于时间的规则选项卡。"
#: ../../content/applications/sales/subscriptions/products.rst:150
msgid ""
"Then, select a subscription product in the :guilabel:`Products` column, and "
"select a recurrence period in the :guilabel:`Period` column. Lastly, enter a"
" :guilabel:`Price` for that particular product and period. Add as many lines"
" as needed."
msgstr ""
"然后,在:guilabel:`产品` 栏中选择订阅产品,在 :guilabel:`周期` 栏中选择重复周期。最后,输入特定产品和周期的 "
":guilabel:`价格`。根据需要添加行数。"
#: ../../content/applications/sales/subscriptions/products.rst:154
msgid ""
"When :guilabel:`Time-based rules` are added to the pricelist form, the "
":guilabel:`Time-based pricing` tab of the product form is automatically "
"updated."
msgstr "当 :guilabel:`基于时间的规则` 被添加到价格表表单时,产品表单的 :guilabel:`按时间定价` 标签会自动更新。"
#: ../../content/applications/sales/subscriptions/products.rst:158
msgid ":doc:`ecommerce`"
msgstr ":doc:`电子商务`"
#: ../../content/applications/sales/subscriptions/renewals.rst:3
msgid "Renew subscriptions"
msgstr "续订"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/renewals.rst:5
2016-04-04 18:50:49 +07:00
msgid ""
"The foundation of any subscription business model is recurring payments. "
"This is when customers reliably pay a regular amount at specific intervals, "
"in exchange for access to a subscription product or service."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:9
msgid ""
"Subscription renewal is the process customers follow when they willingly "
"choose to continue participating in, and paying for, a subscription product "
"or service."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:12
msgid ""
"Subscribers experience the renewal process at different intervals -- weekly,"
" monthly, annually, etc. -- depending on the duration of the agreed-upon "
"contract."
msgstr "用户会根据约定的合同期限,在不同的时间间隔(每周、每月、每年等)进行续订。-- 取决于商定的合同期限。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/renewals.rst:15
2016-04-04 18:50:49 +07:00
msgid ""
"Most companies that offer subscriptions prefer to automate the renewal "
"process for customers. However, manual subscription renewals are still used "
"in some cases."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:18
msgid ""
"With the Odoo **Subscriptions** application, a company can manage all of its"
" subscriptions in one place. Renewals can be processed automatically, or "
"manually, include additional products or upsells per renewal order, and be "
"filtered in batch views to quickly locate customers who need to renew their "
"subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:24
msgid "Subscription renewals"
msgstr "续订"
#: ../../content/applications/sales/subscriptions/renewals.rst:26
msgid ""
"In order to renew a subscription, a quotation with a subscription product "
"**must** be confirmed, with a configured *Recurring Plan* selected."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:29
msgid ""
"To open a subscription quotation, navigate to :menuselection:`Subscriptions "
"app --> Subscriptions --> Quotations`, and select the desired quotation from"
" the list. Or, create a new one by clicking :guilabel:`New` to open a new "
"quotation form."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:34
msgid "Only a singular product is required."
msgstr "只需要一个单一产品。"
#: ../../content/applications/sales/subscriptions/renewals.rst:35
msgid ""
"A subscription service counts as a product, as it is considered a recurring "
"product."
msgstr ""
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/renewals.rst:37
msgid ""
"Subscription quotations **must** be confirmed, and payment from the customer"
" for the initial subscription **must** be invoiced and registered in order "
"to successfully open a *Renewal Quotation*."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:42
2016-04-04 18:50:49 +07:00
msgid ""
"For more information on the above process of confirming quotations and "
"invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations`"
" - :doc:`../sales/send_quotations/get_paid_to_validate`"
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:47
msgid ""
"Once the payment from the subscription quotation is confirmed, the quotation"
" turns into a sales order. An :guilabel:`In Progress` tag is applied to the "
"sales order form, and a series of buttons also appear at the top of the "
"sales order, including a :guilabel:`Renew` button."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "Renew button on subscription sales order with Odoo Subscriptions."
msgstr "使用 Odoo 订阅应用程序,在订阅销售订单上添加续订按钮。"
#: ../../content/applications/sales/subscriptions/renewals.rst:55
msgid ""
"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new "
"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag."
msgstr "点击 :guilabel:`续订` 按钮后Odoo 会立即显示新的续订报价单,并带有 :guilabel:`续订报价` 标签。"
#: ../../content/applications/sales/subscriptions/renewals.rst-1
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "Renewal quotation in the Odoo Subscriptions application."
msgstr "Odoo 订阅应用程序中的续订报价。"
#: ../../content/applications/sales/subscriptions/renewals.rst:62
msgid ""
"From here, a standard sales flow can occur to confirm the quotation. This "
"typically begins by clicking :guilabel:`Send by Email`, which sends a copy "
"of the quotation to the customer, by email, for them to confirm, and "
"eventually, pay for."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:67
msgid ""
"In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that "
"this subscription is the renewal of the subscription from the original sales"
" order."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:70
msgid ""
"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales "
"order, and a :guilabel:`Sales History` smart button appears at the top of "
"the page."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "Sales History smart button in the Odoo Subscriptions application."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:77
msgid ""
"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a "
"separate page, showcasing the different sales orders attached to this "
"subscription, along with their individual :guilabel:`Subscription Status`."
msgstr ""
"当点击 :guilabel:`销售历史` 智能按钮时Odoo 会显示一个单独的页面,展示该订阅附加的不同销售订单,以及它们各自的 "
":guilabel:`订阅状态`。"
#: ../../content/applications/sales/subscriptions/renewals.rst:85
msgid ""
"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an "
":guilabel:`MRR` smart button also appears at the top of the sales order."
msgstr "此外,一旦确认了 :guilabel:` 续订报价单',销售订单顶部也会出现一个 :guilabel:`MRR` 智能按钮。"
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "MRR smart button in the Odoo Subscriptions application."
msgstr "Odoo 订阅应用程序中的 MRR 智能按钮。"
#: ../../content/applications/sales/subscriptions/renewals.rst:92
msgid ""
"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the "
"monthly recurring revenue related to this specific subscription."
msgstr "点击后Odoo 会显示一个 :guilabel:`MRR 分析` 页面,详细说明与此特定订阅相关的每月经常性收入。"
#: ../../content/applications/sales/subscriptions/renewals.rst:96
msgid ""
"On rare occasions, automatic payment can fail, which results in a *Payment "
"Failure* tag on the top-right of the sales order, if there is an error in "
"the payment method."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:99
msgid ""
"This is done to prevent the system from charging the customer again the next"
" time a scheduled action is run. Because the status of the payment is "
"unknown, Odoo requests a manual operation to check if the payment has been "
"made, before the payment can be used again."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:103
msgid ""
"To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions "
"--> Quotations`. Click into the desired subscription, then check the "
"*Chatter* to see if the payment was made."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:106
msgid ""
"If the payment was **not** made, first enter :doc:`debug mode "
"<../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab,"
" and untick the checkbox next to :guilabel:`Contract in exception`. Reload "
"the sales order, and the :guilabel:`Payment Failure` tag is gone."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:110
msgid ""
"If the payment **was** made, a new invoice must be made and posted manually."
" This automatically updates the next invoice date of the subscription. Once "
"created, enter :doc:`debug mode <../../general/developer_mode>`, and "
"navigate to the new sales order. Click the :guilabel:`Other Info` tab, and "
"untick the checkbox next to :guilabel:`Contract in exception`. Reload the "
"sales order, and the :guilabel:`Payment Failure` tag is gone."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:0
msgid ""
"The \"contract in exception\" option selected with the \"payment failure\" "
"tag shown."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:120
msgid ""
"The :guilabel:`contract in exception`` option selected with the "
":guilabel:`payment failure` tag shown."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:123
msgid ""
"In both cases, once the :guilabel:`Contract in exception` option is no "
"longer selected, Odoo handles renewals automatically again. If the "
"subscription remains in *payment failure*, it is skipped by Odoo until the "
"sales order is closed."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:3
msgid "Subscription reports"
msgstr "订阅报告"
#: ../../content/applications/sales/subscriptions/reports.rst:8
msgid ""
"The Odoo **Subscriptions** app provides a series of reporting pages to help "
"companies analyze how subscriptions are performing."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:11
msgid ""
"On the *Subscriptions Analysis* reporting page, users can view specific data"
" related to recurring subscriptions, quantity of subscriptions, in-progress "
"or paused subscriptions, and more."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:14
msgid ""
"The *Retention Analysis* reporting page provides an organized table of "
"subscription retention percentages over any period of time."
msgstr "*留存率分析*报告页面提供了一个详尽表格,显示任意时间段内的订阅留存率。"
#: ../../content/applications/sales/subscriptions/reports.rst:17
msgid ""
"The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics "
"for subscriptions into various graphs, lists, and charts."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:20
msgid ""
"And the *MRR Analysis* reporting page offers a time-based collection of "
"analytics showcasing how subscription |MRR| and |ARR| have changed over the "
"course of any given period of time."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:24
msgid "Reporting page elements"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:26
msgid ""
"All subscriptions-based reporting pages can be accessed via the "
":guilabel:`Reporting` header menu in the **Subscriptions** app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:29
msgid "The following sections describe elements found on each reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:32
msgid "Filters and Group By"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:34
msgid ""
"*Filters* are used to narrow down metrics to show specific analytics, "
"whereas groupings (via the *Group By* option) are used to gather the data "
"from specific sections into groups for more organized analysis."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:38
msgid ""
"This section refers to both filters and groupings, as a combination of the "
"two can be saved in the *Favorites* section."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:41
msgid ""
"To modify the results being shown on any reporting page, click the "
":icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the "
"search bar. Doing so reveals a drop-down menu of detailed filter and "
"grouping options."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:45
msgid ""
"If desired, a filter or grouping (or combination of filters and/or "
"groupings) can be saved in the :guilabel:`Favorites` section of that drop-"
"down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down "
"arrow)` icon beside :guilabel:`Save current search`, located beneath the "
":guilabel:`Favorites` section."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:50
msgid ""
"This reveals a field to assign a title to the favorite filter. Two options "
"are also found beneath the title field: :guilabel:`Default filter` and "
":guilabel:`Shared`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:53
msgid ""
"Ticking the checkbox beside :guilabel:`Default filter` makes the newly-"
"favorited filter the default option for that reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:56
msgid ""
"Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited "
"filter available to other users in the database."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:60
msgid ""
"The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** "
"required, and only *one* of these options can be selected at a time."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:63
msgid ""
"To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` "
"section of the drop-down filter menu."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:66
msgid ""
"When clicked, that saved filter appears beneath the :guilabel:`Favorites` "
"column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold "
"star)` icon appears beside the favorite filter's name in the search bar."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:71
msgid "Views"
msgstr "查看"
#: ../../content/applications/sales/subscriptions/reports.rst:73
msgid ""
"On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and "
":guilabel:`MRR Analysis` reporting pages, three different view options are "
"located in the upper-right corner."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:77
msgid ""
"There are *no* other view options available on the :guilabel:`Retention "
"Analysis` reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:79
msgid "The available view options, from left to right, are:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:81
msgid ":guilabel:`Graph`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:82
msgid ":guilabel:`List`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:83
msgid ":guilabel:`Pivot`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The different view options available on the Subscriptions Analysis page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:89
msgid "Each view has its own series of related view-specific visual options."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:94
msgid ""
"With the graph view selected, the following options appear between the "
"search bar and visual representation of the data. These graph-specific "
"options are located to the right of the :guilabel:`Measures` and "
":guilabel:`Insert in Spreadsheet` buttons."
msgstr ""
"选择图表视图后,搜索栏和数据可视化表示之间会出现以下选项。这些特定于图表的选项位于 :guilabel:`计量方式` 和 "
":guilabel:`插入电子表格` 按钮的右侧。"
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The different graph view options in the Odoo Subscriptions app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:102
msgid ""
"The first three options, from left to right, represent different graph-"
"related views. The remaining options represent different ways to organize "
"and visualize that specific graph-related data."
msgstr "前三个选项(从左到右)代表不同的图表相关视图。其余选项表示组织和可视化特定图表相关数据的不同方法。"
#: ../../content/applications/sales/subscriptions/reports.rst:105
msgid "From left to right, the specific graph-related view options are:"
msgstr "从左到右,与图表相关的具体视图选项为:"
#: ../../content/applications/sales/subscriptions/reports.rst:107
msgid ""
":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar "
"chart format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:108
msgid ""
":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line "
"chart format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:109
msgid ""
":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie "
"chart format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:111
msgid ""
"Each graph view option has its own series of specific visual options, which "
"are represented by the available buttons that appear to the right of the "
"selected graph-related view option."
msgstr "每个图表视图选项都有自己的一系列特定可视化选项,这些选项由所选图表相关视图选项右侧的可用按钮表示。"
#: ../../content/applications/sales/subscriptions/reports.rst:114
msgid ""
"When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, "
"the following visual options are available:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:117
#: ../../content/applications/sales/subscriptions/reports.rst:123
msgid ""
":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked "
"visual format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:118
#: ../../content/applications/sales/subscriptions/reports.rst:125
msgid ""
":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in "
"descending order."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:119
#: ../../content/applications/sales/subscriptions/reports.rst:126
msgid ""
":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in "
"ascending order."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:121
msgid ""
"When the :guilabel:`Line Chart` graph view is selected, the following visual"
" options are available:"
msgstr "选择 :guilabel:`折线图` 图形视图时,可使用以下可视化选项:"
#: ../../content/applications/sales/subscriptions/reports.rst:124
msgid ""
":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated,"
" increasing format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:128
msgid ""
"When the :guilabel:`Pie Chart` graph view is selected, there are no "
"additional visual options."
msgstr "选择 :guilabel:`饼状图` 图表视图时,没有其他可视化选项。"
#: ../../content/applications/sales/subscriptions/reports.rst:133
msgid ""
"With the list view selected, the subscription metrics being analyzed are "
"displayed in a simple list, which can be fully customized by using any of "
"the available filters or groupings in the drop-down filter menu (accessible "
"via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of "
"the search bar)."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:139
msgid ""
"With list view selected, the :guilabel:`Measures` drop-down menu and "
":guilabel:`Insert in Spreadsheet` button are *not* available."
msgstr "选择列表视图后,:guilabel:`计量` 下拉菜单和 :guilabel:`插入电子表格` 按钮**不**可用。"
#: ../../content/applications/sales/subscriptions/reports.rst:145
msgid ""
"With the pivot view selected, the subscription metrics are displayed in a "
"data table, which can be fully customized."
msgstr "选择数据透视后,订阅指标将显示在一个数据表中,该表可以完全自定义。"
#: ../../content/applications/sales/subscriptions/reports.rst:148
msgid ""
"The pivot data table can be customized using the options available in the "
":guilabel:`Measures` drop-down menu, and/or the filter grouping options "
"available in the filter drop-down menu (accessible via the :icon:`fa-caret-"
"down` :guilabel:`(down arrow)` icon to the right of the search bar)."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:153
msgid ""
"Three pivot-specific options are available, located to the right of the "
":guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` "
"button."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The pivot-specific view options available in the Odoo Subscriptions app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:160
msgid "From left to right, those pivot-specific view options are:"
msgstr "从左到右,这些与数据透视图相关的视图选项是:"
#: ../../content/applications/sales/subscriptions/reports.rst:162
msgid ""
":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot"
" data table flip."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:163
msgid ""
":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns"
" of the pivot data table expand fully."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:165
msgid ""
":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is "
"downloaded as an :file:`.xlsx` file."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:169
msgid "Measures"
msgstr "计量"
#: ../../content/applications/sales/subscriptions/reports.rst:171
msgid ""
"The graph and pivot reporting pages have their own metric-specific "
":guilabel:`Measures` drop-down menu of data-related options to choose from, "
"located in the upper-left corner, above the visual representation of "
"metrics."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The standard measures drop-down menu in the Odoo Subscriptions app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:179
msgid ""
"When the :guilabel:`Measures` button is clicked, a series of selectable "
"measures becomes available, via a drop-down menu. When any of the options "
"are selected from the :guilabel:`Measures` drop-down menu, the chosen "
"metrics related to that specific measure appear on the reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:184
msgid ""
"For more information on the different measures that can be utilized on each "
"reporting page, refer to the :ref:`specific reporting page breakdowns "
"<subscriptions/reports/reporting>` found below in this documentation."
msgstr ""
"有关每个报告页面可使用的不同措施的更多信息,请参阅本文档下面的 "
":ref:`具体报告页面细分<subscriptions/reports/reporting>` 。"
#: ../../content/applications/sales/subscriptions/reports.rst:189
msgid "Insert in spreadsheet"
msgstr "插入电子表格"
#: ../../content/applications/sales/subscriptions/reports.rst:191
msgid ""
"Beside the :guilabel:`Measures` drop-down menu, there is an "
":guilabel:`Insert in Spreadsheet` button."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:194
msgid ""
"When clicked, the ability to add the configured data currently being "
"showcased on the reporting page into a new or pre-existing spreadsheet or "
"dashboard becomes available, via a pop-up window."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The spreadsheet pop-up window of the Subscriptions Analysis page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:201
msgid ""
"Select the desired option from this pop-up window, then click "
":guilabel:`Confirm`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:206
msgid "Reporting pages"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:208
msgid ""
"In the Odoo **Subscriptions** app, there are four different reporting pages "
"available."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:210
msgid ""
"To access, analyze, and customize various reports related to subscriptions, "
"navigate to :menuselection:`Subscriptions app`, and click the "
":guilabel:`Reporting` drop-down menu in the header to reveal the following "
"reporting pages:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:214
msgid ":guilabel:`Subscriptions`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:215
msgid ":guilabel:`Retention`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:216
msgid ":guilabel:`MRR Breakdown`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:217
msgid ":guilabel:`MRR Timeline`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:219
msgid ""
"Clicking any of those options reveals a separate, fully-customizable "
"reporting page focusing on that particular aspect of subscription data."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:222
msgid "The following is a breakdown of those four specific reporting pages."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:225
msgid "Subscriptions analysis"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:227
msgid ""
"To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to"
" :menuselection:`Subscriptions app --> Reporting --> Subscriptions`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:230
msgid ""
"By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view,"
" is selected on the :guilabel:`Subscriptions Analysis` reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:233
msgid ""
"The following filters are also present in the search bar: :guilabel:`In "
"Progress or Paused` and :guilabel:`Recurring`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default view of the Subscriptions Analysis reporting page in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:240
msgid ""
"When the :guilabel:`Measures` button on the :guilabel:`Subscriptions "
"Analysis` page is clicked, a series of metric-related options becomes "
"available as a drop-down menu."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The measures drop-down menu of the Subscriptions Analysis page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:247
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`Subscriptions Analysis` page are:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:250
msgid ":guilabel:`Monthly Recurring`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:251
msgid ":guilabel:`Quantity`"
2025-02-14 18:12:51 +07:00
msgstr ":guilabel:`数量`"
#: ../../content/applications/sales/subscriptions/reports.rst:252
msgid ":guilabel:`Recurring Revenue`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:253
msgid ":guilabel:`Untaxed Total`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:254
msgid ":guilabel:`Yearly Recurring`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:255
#: ../../content/applications/sales/subscriptions/reports.rst:293
#: ../../content/applications/sales/subscriptions/reports.rst:349
#: ../../content/applications/sales/subscriptions/reports.rst:397
msgid ":guilabel:`Count`"
msgstr ":guilabel:`计数`"
#: ../../content/applications/sales/subscriptions/reports.rst:258
msgid ""
"The :guilabel:`Monthly Recurring` measure option is selected by default."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:260
msgid ""
"When any of those available measures are clicked, Odoo displays that "
"selected data on the reporting page for further analysis."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:264
msgid "Retention analysis"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:266
msgid ""
"To access the :guilabel:`Retention Analysis` reporting page, navigate to "
":menuselection:`Subscriptions app --> Reporting --> Retention`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:269
msgid ""
"The :guilabel:`Retention Analysis` reporting page differs from the other "
"**Subscriptions** app reporting pages, in that it does **not** provide any "
"additional view options. The data on this page is only presented in a "
"customizable data chart."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default view of the Retention Analysis reporting page in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:277
msgid ""
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention "
"Analysis` reporting page is clicked, a series of metric-related options "
"become available."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The measures drop-down menu of the Retention Analysis page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:284
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`Retention Analysis` reporting page are:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:287
msgid ":guilabel:`Amount to invoice`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:288
msgid ":guilabel:`Margin`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:289
msgid ":guilabel:`Margin (%)`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:290
msgid ":guilabel:`Prepayment percentage`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:291
msgid ":guilabel:`Shipping Weight`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:292
msgid ":guilabel:`Unpaid Amount`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:296
msgid "The :guilabel:`Count` measure option is selected by default."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:298
msgid ""
"To the right of the :guilabel:`Measures` drop-down menu on the "
":guilabel:`Retention Analysis` page is an additional drop-down menu "
"containing different time periods. The default time period is "
":guilabel:`Month`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:302
msgid ""
"When clicked, a drop-down menu of various time period options become "
"available."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The time period drop-down menu of the Retention Analysis page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:308
msgid "The time period options are:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:310
msgid ":guilabel:`Day`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:311
msgid ":guilabel:`Week`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:312
msgid ":guilabel:`Month`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:313
msgid ":guilabel:`Year`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:315
msgid ""
"When a time period option from this drop-down menu is selected, the "
":guilabel:`Retention Analysis` reporting page showcases data for the "
"configured measures and filters within that time period."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:318
msgid ""
"To the right of the time period drop-down menu, there is a download button, "
"which allows the user to download the data presented on the "
":guilabel:`Retention Analysis` page as an Excel file."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:322
msgid "MRR breakdown"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:324
msgid ""
"To access the :guilabel:`MRR Breakdown` reporting page, navigate to "
":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:327
msgid ""
"By default, the data displayed on the :guilabel:`MRR Breakdown` reporting "
"page is in graph view, with the :guilabel:`Bar Chart` option and "
":guilabel:`Stacked` option selected."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:330
msgid ""
"A default filter is also available in the search bar for :guilabel:`Event "
"Date: Month > Event Type`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default appearance of the MRR Breakdown reporting page in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:336
msgid ""
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR "
"Breakdown` reporting page is clicked, a series of metric-related options "
"become available."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:343
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`MRR Breakdown` reporting page are:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:346
#: ../../content/applications/sales/subscriptions/reports.rst:394
msgid ":guilabel:`Active Subscriptions Change`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:347
#: ../../content/applications/sales/subscriptions/reports.rst:395
msgid ":guilabel:`ARR Change`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:348
#: ../../content/applications/sales/subscriptions/reports.rst:396
msgid ":guilabel:`MRR Change`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:352
#: ../../content/applications/sales/subscriptions/reports.rst:400
msgid "The :guilabel:`MRR Change` measure option is selected by default."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:355
msgid ""
"To make a different measure option the default, first, select the desired "
"measure from the :guilabel:`Measures` drop-down menu. Then, click the "
":icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to "
"open the mega menu of filters and groupings."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:359
msgid ""
"In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` "
":guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to "
"reveal a field, where a title can be entered, along with two "
"checkboxes::guilabel:`Default filter` and :guilabel:`Shared`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:363
msgid ""
"Tick the checkbox for :guilabel:`Default filter`, and click "
":guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:365
msgid ""
"That newly-chosen measure option is now the default option that appears when"
" this reporting page is accessed."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:369
msgid "MRR analysis"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:371
msgid ""
"To access the :guilabel:`MRR Analysis` reporting page, navigate to "
":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:374
msgid ""
"By default, the data displayed on the :guilabel:`MRR Analysis` reporting "
"page is in graph view, with the :guilabel:`Line Chart` option, "
":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:378
msgid ""
"A default filter is also found in the search bar for :guilabel:`Event Date: "
"Month`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default appearance of the MRR Analysis reporting page in Odoo "
"Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:384
msgid ""
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`"
" reporting page is clicked, a series of metric-related options become "
"available."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:391
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`MRR Analysis` reporting page are:"
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3
msgid "Scheduled actions"
msgstr "预订操作"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5
msgid ""
"*Scheduled actions* are pre-configured processes that allow users to "
"automate certain tasks within a database, based on a designated schedule or "
"number of occurrences. These tasks can include sending emails, generating "
"invoices, data clean-up, and so much more."
msgstr ""
"*预订操作* 是预先配置的流程,允许用户根据指定的时间表或发生次数,自动执行数据库中的某些任务。这些任务包括发送电子邮件、生成发票、数据清理等。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9
msgid ""
"In Odoo, some scheduled actions are active, by default, to ensure that "
"certain functions are triggered automatically, however there are *also* many"
" scheduled action options that appear in the database that are **not** "
"activated by default."
msgstr ""
"在 Odoo 中,某些预定操作在默认情况下处于激活状态,以确保自动触发某些功能,但数据库中还有许多预定操作选项在默认情况下**未**被激活。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13
msgid ""
"In Odoo *Subscriptions*, there are two scheduled actions that initiate the "
"billing process for active recurring subscriptions, as well as when billing "
"should stop due to subscription expiration."
msgstr "在 Odoo *订阅* 中,有两个预定操作可启动活动定期订阅的计费流程,以及在订阅到期时停止计费。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16
msgid ""
"They are turned on, by default and can be deactivated at any time in order "
"to manage subscriptions manually."
msgstr "默认情况下,这些操作是开启的;但可以随时停用,以便手动管理订阅。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20
msgid "Access scheduled actions"
msgstr "访问预订操作"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23
msgid ""
"In order to access scheduled actions, :ref:`developer mode <developer-mode>`"
" **must** be activated."
msgstr "要访问预订操作,**必须** 激活 :ref:`开发者模式<developer-mode>`。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26
msgid ""
"With developer mode activated, navigate to :menuselection:`Settings app --> "
"Technical --> Scheduled Actions`."
msgstr "激活开发者模式后,导航至 :menuselection:`设置应用程序 --> 技术 --> 预订操作`。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The scheduled actions option under the technical menu in the Odoo Settings "
"application."
msgstr "Odoo 设置应用程序技术菜单下的预订操作选项。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33
msgid ""
"Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On "
"this page, there is a complete list of scheduled actions for the entire "
"database."
msgstr "执行此操作后,系统会显示一个专门的 :guilabel:`预订操作` 仪表板。在该页面上,有整个数据库的预定操作的完整列表。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36
msgid ""
"From here, enter `Subscription` in the search bar. Doing so provides three "
"subscription-specific results. The following documentation focuses on the "
"last two results in the list:"
msgstr "在此处,在搜索栏中输入 “订阅”。这样做会提供三个特定于订阅的结果。以下文档重点介绍列表中的最后两个结果:"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39
msgid ""
":guilabel:`Sale Subscription: generate recurring invoices and payments`"
msgstr ":guilabel:`销售订阅:生成定期发票和付款`"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40
msgid ":guilabel:`Sale Subscription: subscriptions expiration`"
msgstr ":guilabel:`销售订阅:订阅过期`"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The subscription-related results on the scheduled actions page in Odoo "
"Settings."
msgstr "Odoo 设置中,预订操作页面上的订阅相关结果。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46
msgid ""
"Determine if a scheduled action is active by looking under the "
":guilabel:`Active` column, in the it's corresponding row on the "
":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the "
"checkbox is green with a check mark, the scheduled action is active."
msgstr ""
"在 :guilabel:`预订操作` 仪表板的相应行中,通过查看 :guilabel:`生效` "
"列下是否有勾选复选框,以确定预订操作是否处于生效状态;如果复选框为绿色并已勾选,则表示该预订操作处于生效状态。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50
msgid ""
"If a scheduled action needs to be activated, click into the desired "
"scheduled action from the list."
msgstr "如果需要激活预订操作,请从列表中点击所需的预订操作。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid "The scheduled action form in the Odoo Settings application."
msgstr "Odoo 设置应用程序中的预订操作表单。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55
msgid ""
"Then, from the scheduled action form, toggle the switch in the "
":guilabel:`Active` field to the right. Doing so turns the switch green, "
"indicating that the scheduled action is now `Active`."
msgstr ""
"然后,在预订操作表单中,将 :guilabel:`生效` 字段的开关按钮切换至右侧。执行此操作后,会使开关变成绿色,表明预订操作现在已 `生效`。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58
msgid ""
"The ability to set up how often the scheduled action runs is also available "
"on the scheduled action form, in the :guilabel:`Execute Every` field."
msgstr "在预订操作表单的 :guilabel:`执行频率` 字段中,还可以设置预订操作的运行频率。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62
msgid ""
"The scheduled action does **not** function correctly if the execution time "
"is less than five minutes. This is a general rule for all scheduled actions."
msgstr "如果执行时间少于五分钟,预订操作将 **无法** 正常运行。这是所有预订操作的一般规则。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65
msgid ""
"For more information, read the :doc:`Frequent Technical Questions "
"</administration/odoo_sh/advanced/frequent_technical_questions>` "
"documentation."
msgstr ""
"有关更多信息,请阅读:doc:`常见技术问题</administration/odoo_sh/advanced/frequent_technical_questions>`"
" 文档。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69
msgid "Generate recurring invoices and payments"
msgstr "生成周期性发票和付款"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71
msgid ""
"In order for the :guilabel:`Sale Subscription: generate recurring invoices "
"and payments` scheduled action to properly generate recurring invoices and "
"payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* "
"accounts **must** be set up, in order for Odoo to process various invoices "
"and payments related to subscriptions."
msgstr ""
"为了使 :guilabel:`销售订阅:生成周期性发票和付款` 预订操作正确生成订阅的周期性发票和付款,**必须** 设置*递延开支* 和*递延收入* "
"账户,以便 Odoo 处理与订阅相关的发票和付款。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76
msgid ""
"To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to "
":menuselection:`Accounting app --> Configuration --> Settings`. Both "
"accounts can be configured in the :guilabel:`Default Accounts` section."
msgstr ""
"要设置 *递延开支* 和 *递延收入* 账户,请导航至 :menuselection:`会计应用程序 --> 配置 --> 设置`。这两个账户可在 "
":guilabel:`默认账户` 部分进行配置。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The necessary deferred account settings in the Odoo Accounting app's "
"settings page."
msgstr "Odoo 会计应用程序的设置页面中必要递延帐户设置。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84
msgid ""
"Once the correct accounts are entered in the :guilabel:`Deferred Expense` "
"and :guilabel:`Deferred Revenue` drop-down menu fields, click "
":guilabel:`Save` in the upper-left corner."
msgstr ""
"在 :guilabel:`递延支出` 和:guilabel:`递延收入` 下拉菜单字段中输入正确的账户后,点击左上角的:guilabel:`保存`。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88
msgid "Create invoice"
msgstr "创建结算单"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90
msgid ""
"Elements related to the :guilabel:`Sale Subscription: generate recurring "
"invoices and payments` scheduled action can be found on confirmed "
"subscription sales orders."
msgstr "与 :guilabel:`销售订购:生成周期性发票和付款` 计划操作相关的元素可在已确认的订阅销售订单中找到。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93
msgid ""
"To examine these elements, open any confirmed sales order in the "
"*Subscriptions* application to reveal the subscription sales order form."
msgstr "要检查这些要素,请在 *订阅* 应用程序中打开任何已确认的销售订单,以显示订阅销售订单表。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96
msgid ""
"On a confirmed subscription sales order form, focus on the "
":guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields."
msgstr "在已确认的订购销售订单表单中,请重点关注 :guilabel:`续订计划` 和 :guilabel:`下一张发票日期` 字段。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"A confirmed subscription sales order in the Odoo Subscriptions application."
msgstr "Odoo 订阅应用程序中已确认的订阅销售订单。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103
msgid ""
"The scheduled action creates an invoice when today's date is the same date "
"as the :guilabel:`Date of Next Invoice`."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106
msgid ""
"Odoo uses the information in the :guilabel:`Recurring Plan` field to update "
"the next invoice date accordingly."
2025-02-14 18:12:51 +07:00
msgstr "Odoo 会使用 :guilabel:`经常性计划` 字段中的信息,相应地更新下一张发票日期。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110
msgid ""
"If the product invoicing policy is set to *Based on Delivered Quantities "
"(Manual)*, and the delivered quantity is `0`, Odoo does **not** create an "
"invoice, and the customer is not charged."
2025-02-14 18:12:51 +07:00
msgstr "如果产品开票策略设置为*基于交付数量(手动)*,且交付数量为 `0`,则 Odoo **不会**创建发票,也不会向客户收取费用。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113
msgid ""
"Instead, the subscription is processed as a free recurring product, and is "
"reflected as such in the *chatter* of the subscription sales order."
2025-02-14 18:12:51 +07:00
msgstr "相反,订阅会作为免费的定期产品处理,并反映在订阅销售订单的*沟通栏*中。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116
msgid ""
"When this occurs, the following message appears: `Automatic renewal "
"succeeded. Free subscription. Next invoice:[date]. No email sent.`"
2025-02-14 18:12:51 +07:00
msgstr "出现这种情况时,会出现以下信息:`自动续订成功。免费订阅。下一张发票:[日期]。未发送电子邮件`。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119
msgid ""
"Once the invoice for the subscription sales order is created, the invoice "
"can be viewed by clicking the :guilabel:`Invoices` smart button that appears"
" at the top of the subscription sales order."
2025-02-14 18:12:51 +07:00
msgstr "为订购销售订单创建发票后,可点击订购销售订单顶部的 :guilabel:`发票` 智能按钮查看发票。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122
msgid ""
"An email is sent to the customer notifying them of the recurring "
"subscription charge, *if* there is a :guilabel:`Payment Token` on the "
"account."
2025-02-14 18:12:51 +07:00
msgstr "*如果*账户中有 :guilabel:`支付令牌`,则会向客户发送一封电子邮件,通知他们周期性订购费用。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125
msgid ""
"To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other "
"Info` tab, and look at the :guilabel:`Payment Token` field, under the "
":guilabel:`Subscription` section."
msgstr ""
2025-02-14 18:12:51 +07:00
"要检查是否有 :guilabel:`支付令牌` 字段,请打开 :guilabel:`其他信息` 标签,查看 :guilabel:`订阅` 部分下的 "
":guilabel:`支付令牌` 字段。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The Payment Token field under the Other Info tab on a subscription sales "
"order form."
2025-02-14 18:12:51 +07:00
msgstr "订阅销售订单表 “其他信息” 选项卡下的支付令牌字段。 "
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132
msgid ""
"If there is no :guilabel:`Payment Token`, the invoice is created, and sent "
"to the customer. The payment **must** be registered manually in this case."
2025-02-14 18:12:51 +07:00
msgstr "如果没有 :guilabel:`支付令牌`,则会创建发票并发送给客户。在这种情况下,**必须**手动注册付款。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136
msgid "Closing invoices"
2025-02-14 18:12:51 +07:00
msgstr "关闭发票"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138
msgid ""
"The :guilabel:`Sale Subscription: generate recurring invoices and payments` "
"scheduled action also has the ability to close a subscription, if the "
"following conditions are met:"
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141
msgid ""
"If the subscription has no :guilabel:`Payment Token`, create and post the "
"invoice."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142
msgid "If the subscription has a :guilabel:`Payment Token`, try to charge."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144
msgid "If the charge is successful, create and post the invoice."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145
msgid "If the charge fails, send reminders periodically."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147
msgid ""
"Close the subscription if it continues to fail for more than fourteen days."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150
msgid "Subscriptions expiration"
msgstr "订阅到期"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152
msgid ""
"The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action"
" checks for all other conditions that may cause a subscription to close "
"automatically. If certain conditions are met, the scheduled action closes "
"that subscription."
msgstr ":guilabel:`销售订阅:订阅到期` 计划的操作会检查所有可能导致订阅自动关闭的其他条件。如果满足特定条件,计划的操作将关闭该订阅。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156
msgid ""
"First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled"
" action checks to see if the end date has passed, which is configured on the"
" subscription sales order."
msgstr "首先,:guilabel:`销售订阅:订阅到期` 计划操作会检查订阅销售订单上配置的结束日期是否已过。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The expiration date on a subscription sales order in Odoo Subscriptions."
msgstr "Odoo 订阅中订阅销售订单的到期日期。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163
msgid ""
"Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled "
"action checks if the invoice has not been paid within the payment terms "
"deadline."
msgstr "然后, :guilabel:`销售订阅:订阅到期` 计划操作会检查发票是否在付款条件截止日期内未支付。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166
msgid ""
"To access the invoices attached to a subscription, access the sales order "
"for the subscription product, and click the :guilabel:`Invoices` smart "
"button. Then, look at the :guilabel:`Invoice Date` column."
msgstr ""
"要访问订阅产品的发票,请访问订阅产品的销售订单,然后点击 :guilabel:`发票` 智能按钮。然后查看 :guilabel:`发票日期` 列。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The Invoice Date column on subscriptions invoice page in Odoo Subscriptions "
"app."
msgstr "Odoo 订阅应用程序订阅发票页面上的发票日期栏。"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174
msgid ""
"Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the "
"determined number of days in the :guilabel:`Automatic Closing` field of a "
":guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale "
"Subscription: subscriptions expiration` scheduled action."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182
msgid ""
"For example, if the next invoice date is July 1st, and the "
":guilabel:`Automatic Closing` is set to '30 Days', the scheduled action "
"would close the subscription on August 1st."
msgstr ""
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189
msgid ":doc:`automatic_alerts`"
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:3
#: ../../content/applications/sales/subscriptions/upselling.rst:44
msgid "Upsell subscriptions"
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:5
msgid ""
"Subscriptions are recurrent, and go on indefinitely. As time passes, "
"customers may want to modify them. With that in mind, it's imperative to "
"have the ability to adapt prices, or change quantities, to accommodate any "
"need. That's where the opportunity to upsell a subscription can come into "
"play."
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:9
msgid "Upselling may prove beneficial to the following customer types:"
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid "*Loyal Customers*"
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid ""
"These are customers who already trust the company/brand, and because they "
"have established a pattern of paying for products/services, there's more "
"confidence behind the attempt to sell them a more expensive product/service."
msgstr ""
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid "*New Customers*"
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:0
2016-04-04 18:50:49 +07:00
msgid ""
"For brand new customers unfamiliar with the company/brand, a new, attractive"
" tactic must be employed to entice them to purchase a more expensive "
"product/service."
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:19
msgid ""
"In these instances, discounts can be useful. Typically, subscriptions end "
"after a certain period of time."
msgstr ""
#: ../../content/applications/sales/subscriptions/upselling.rst:22
msgid ""
"So, if these more expensive products/services are offered to new customers "
"at a discount, it can result in a sale, while establishing a strong sense of"
" trust between the customer and the company/brand. In turn, this can "
"increase customer retention, as they'll grow more comfortable and "
"trustworthy over time."
msgstr ""
2025-02-14 18:12:51 +07:00
"因此,如果以折扣价向新客户提供这些较昂贵的产品/服务,就能促成销售,同时在客户与公司/品牌之间建立起强烈的信任感。这也能增加客户的留存率,久而久之,客户对品牌的认可度和忠诚度都会不断提升。"
#: ../../content/applications/sales/subscriptions/upselling.rst:28
msgid "Discount configuration"
2025-02-14 18:12:51 +07:00
msgstr "折扣配置"
#: ../../content/applications/sales/subscriptions/upselling.rst:30
msgid ""
"In order to have the ability to upsell a subscription to a new customer, "
"with the aid of a discount, the *Discounts* feature **must** be activated."
msgstr "若要借助折扣向新客户追加订购,**必须** 激活 *折扣* 功能。"
#: ../../content/applications/sales/subscriptions/upselling.rst:33
msgid ""
"To activate the *Discounts* feature, navigate to :menuselection:`Sales app "
"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, "
"and tick the checkbox beside :guilabel:`Discounts`. Then, click "
":guilabel:`Save`."
msgstr ""
"要激活 *折扣* 功能,请导航到 :menuselection:`销售应用程序 --> 配置 --> 设置`,滚动到 :guilabel:`定价` "
"部分,并勾选 :guilabel:`折扣` 旁边的复选框。然后,点击 :guilabel:`保存`。"
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid "Activation of the discount option in Odoo Sales."
msgstr "激活 Odoo 销售中的折扣选项。"
#: ../../content/applications/sales/subscriptions/upselling.rst:41
msgid ""
"With that feature activated, the ability to grant discounts on sales order "
"lines."
msgstr "激活该功能后,就能为销售订单项目提供折扣。"
#: ../../content/applications/sales/subscriptions/upselling.rst:46
msgid ""
"Before upselling a subscription, check out our documentation on how to "
":doc:`Create a quotation <../subscriptions>` using subscription products."
msgstr "在订阅计划进行追加销售之前,请查看我们的文档,了解如何 :doc:`使用订阅产品创建 <.../subscriptions>` 报价。"
#: ../../content/applications/sales/subscriptions/upselling.rst:49
msgid ""
"When a quotation with a subscription is confirmed, it officially becomes a "
"sales order, and a new subscription is created in the Odoo *Subscriptions* "
"application."
msgstr "附带订阅的报价单确认后,就正式成为销售订单,并在 Odoo *订阅* 应用程序中创建新的订阅计划。"
#: ../../content/applications/sales/subscriptions/upselling.rst:53
msgid ""
"The subscription sales order **must** be invoiced *before* an upsell can "
"occur."
msgstr "在进行追加销售 *之前*,订阅销售订单 **必须** 开具发票。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst:55
msgid ""
"When the subscription sales order is opened, either in the *Sales* or "
"*Subscriptions* application, the ability to upsell that subscription is "
"available, via the :guilabel:`Upsell` button at the top of the sales order."
msgstr "在 *销售* 或 *订阅* 应用程序中打开订阅销售订单时,可通过销售订单顶部的 :guilabel:`追加销售` 按钮,追加销售该订阅。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid "Upsell button for subscription sales orders with Odoo Subscriptions."
msgstr "使用 Odoo 订阅应用程序,为订阅销售订单提供追加销售按钮。"
#: ../../content/applications/sales/subscriptions/upselling.rst:63
msgid ""
"When the :guilabel:`Upsell` button is clicked, a new quotation form appears,"
" with an :guilabel:`Upsell` status banner in the upper-right corner. The "
"initial subscription product is already in the :guilabel:`Order Lines` tab."
msgstr ""
"点击 :guilabel:`追加销售` 按钮后,会出现一个新的报价单,右上角有一个 :guilabel:`追加销售` 状态横幅。初始订购产品已在 "
":guilabel:`订单资料行` 选项卡中。"
#: ../../content/applications/sales/subscriptions/upselling.rst:67
2016-04-04 18:50:49 +07:00
msgid ""
"There is also a warning reminding the user that the recurring products are "
"discounted, according to the prorated period of time, located beneath the "
"initial subscription product in the :guilabel:`Order Lines` tab."
msgstr "在 :guilabel:`订单资料行` 选项卡的初始订购产品下方,还有一则警告,提醒用户定期订阅产品会根据按比例计算的时间段打折。"
#: ../../content/applications/sales/subscriptions/upselling.rst:72
msgid ""
"The prorated amount is **only** applied to *Service* product types. It is "
"**not** applied to *Consumable* or *Storable* product types, even if the "
"message appears."
msgstr "按比例分摊的金额 **只** 适用于 *服务* 产品类型。即使出现该信息,也 **不适用** 于 *可消费* 或 *可存储* 产品类型。"
#: ../../content/applications/sales/subscriptions/upselling.rst:75
msgid ""
"From this new upsell quotation form, add new subscription products in the "
":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and "
"selecting the desired subscription product."
msgstr ""
"在这个新的追加销售报价单中,点击 :guilabel:`添加产品` 并选择所需的订购产品,在 :guilabel:`订单行` 标签中添加新的订购产品。"
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid ""
"Adding products to your subscription via the upsell option in Odoo "
"Subscriptions"
msgstr "通过 Odoo 订阅中的追加销售选项,将产品新增至订阅计划"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst:82
2016-04-04 18:50:49 +07:00
msgid ""
"Once the desired upsell subscription product(s) have been added, it can be "
"sent to the customer for approval by clicking the :guilabel:`Send by Email` "
"button."
msgstr "添加所需的追加销售订购产品后,可点击 :guilabel:`通过电子邮件发送` 按钮将其发送给客户审批。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst:86
msgid ""
"When the quotation is confirmed by the customer, the upsell products are "
"added to the initial subscription. Quotation prices are then prorated to the"
" remaining time of the current invoicing period."
msgstr "客户确认报价后,追加销售的产品将添加到初始订购中。然后,报价将根据当前发票期的剩余时间按比例计算。"
2016-04-04 18:50:49 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst:91
msgid ""
"Before sending the new quotation to the customer, the unit price, taxes, and"
" even discount can be applied."
msgstr "在向客户发送新的报价单之前,可以应用单价、税金甚至折扣。"
#: ../../content/applications/sales/subscriptions/upselling.rst:94
2016-04-04 18:50:49 +07:00
msgid ""
"Once the customer approves, click the :guilabel:`Confirm` button on the "
"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales "
"History` smart button appears, displaying how many sales orders are attached"
" to this initial subscription order."
msgstr ""
"客户批准后,点击报价单上的 :guilabel:`确认` 按钮,使其成为销售订单。点击后,会出现 :guilabel:`销售历史` "
"智能按钮,显示初始订购单上有多少销售订单。"
2016-03-07 16:31:40 +07:00
#: ../../content/applications/sales/subscriptions/upselling.rst:98
msgid ""
"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a "
"separate page containing a list of the related sales orders, clearly "
"showcasing their individual :guilabel:`Subscription Status`."
msgstr ""
"点击 :guilabel:`销售历史` 智能按钮后Odoo 会显示一个单独的页面,其中包含相关销售订单的列表,并清楚地显示其各自的 "
":guilabel:`订阅状态`。"
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid ""
"The related sales order viewable from the Sales History smart button in Odoo"
" Subscriptions."
msgstr "可从 Odoo 订阅中的销售历史智能按钮查看相关销售订单。"