msgid "To achieve this, complete the field **Authorized redirect URIs**. Copy paste the following link in the box: http://mydomain.odoo.com/auth_oauth/signin. Then click on **Create**"
msgid "How to use Google Spreadsheet in Addition to my Data?"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:5
msgid "Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required."
msgid "From the *General Settings*, active *Google Drive* and *Google Spreadsheet*. The options *Authorization Code* and *Get Authorization Code* are now available."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:19
msgid "Now, link your Google account with Odoo going to :menuselection:`Get Authorization Code --> select your Google account --> enter your password --> copy the code --> paste it into the Authorization Code field`."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:24
msgid "Create a new Spreadsheet"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:26
msgid "From the *CRM* app, for example, go to *Favorites* and click on *Add to Google Spreadsheet*."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:32
msgid "A new spreadsheet will be automatically created in your Google Drive."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:35
msgid "When you opening this new file, a second sheet is created automatically by Odoo with a tutorial/documentation on *How to use Google Spreadsheet*."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:39
msgid "Link a Spreadsheet with Odoo"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:41
msgid "From this new file, configure your database."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:42
msgid "Go to :menuselection:`Odoo --> Server Settings --> Database Name --> Username --> Password`."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:49
msgid "Applications"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:51
msgid "You have 2 different formulas of using Google Spreadsheet in Odoo: retrieve data and retrieve grouped sums."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:55
msgid "Google Drive limits the execution time of scripts; if the data you requested takes too long to be delivered, you might get an error. There is no specific size limit, since the time for Odoo to respond depends on several factors - although reading data regarding several thousand records is usually fine."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:62
msgid "Retrieve Data"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:66
msgid "The theoretical formula is :command:`= oe_browse (table;columns;filters;orderby:limit)`. Used it if you want to display the information without grouping it (e.g.: each sales order in the database)."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:67
msgid "Find some the arguments in the table below."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:74
msgid "Retrieve Grouped Sums"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:77
msgid "The theoretical formula is :command:`= oe_read_group (table;columns;group_by;filters;orderby:limit)`. Use it when you want to display a sum of data (e.g.: total invoiced)."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:78
msgid "Find some arguments in the table below."
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:85
msgid "Other uses"
msgstr ""
#: ../../general/auth/google_spreadsheets.rst:87
msgid "Mix Odoo data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs."
msgid "Install the LDAP module in General Settings."
msgstr ""
#: ../../general/auth/ldap.rst:7
msgid "Click on **Create** in Setup your LDAP Server."
msgstr ""
#: ../../general/auth/ldap.rst:15
msgid "Choose the company about to use the LDAP."
msgstr ""
#: ../../general/auth/ldap.rst:20
msgid "In **Server Information**, enter the IP address of your server and the port it listens to."
msgstr ""
#: ../../general/auth/ldap.rst:22
msgid "Tick **User TLS** if your server is compatible."
msgstr ""
#: ../../general/auth/ldap.rst:27
msgid "In **Login Information**, enter ID and password of the account used to query the server. If left empty, the server will be queried anonymously."
msgstr ""
#: ../../general/auth/ldap.rst:32
msgid "In **Process Parameter**, enter the domain name of your LDAP server in LDAP nomenclature (e.g. ``dc=example,dc=com``)."
msgstr ""
#: ../../general/auth/ldap.rst:34
msgid "In **LDAP filter**, enter ``uid=%s``"
msgstr ""
#: ../../general/auth/ldap.rst:39
msgid "In **User Information**, tick *Create User* if you want Odoo to create a User profile the first time someone log in with LDAP."
msgstr ""
#: ../../general/auth/ldap.rst:41
msgid "In **Template User**, indicate a template for the new profiles created. If left blanked, the admin profile will be used as template."
msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, etc.)."
msgid "When you add a new column, Odoo might not be able to map it automatically if its label doesn't fit any field of the system. If so, find the corresponding field using the search."
msgid "The **ID** (External ID) is an unique identifier for the line item. Feel free to use the one of your previous software to ease the transition to Odoo."
msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations you need to import the records of the related object first from their own list menu."
msgid "You can do it using either the name of the related record or its ID. The ID is expected when two records have the same name. In such a case add \" / ID\" at the end of the column title (e.g. for product attributes: Product Attributes / Attribute / ID)."
msgid "You can import data on any Odoo's business object using either Excel (.xlsx) or CSV (.csv) formats: contacts, products, bank statements, journal entries and even orders!"
msgid "There you are provided with templates you can easily populate with your own data. Such templates can be imported in one click; The data mapping is already done."
msgid "When you add a new column, Odoo might not be able to map it automatically if its label doesn't fit any field in Odoo. Don't worry! You can map new columns manually when you test the import. Search the list for the corresponding field."
msgid "In order to re-create relationships between different records, you should use the unique identifier from the original application and map it to the **ID** (External ID) column in Odoo. When you import another record that links to the first one, use **XXX/ID** (XXX/External ID) to the original unique identifier. You can also find this record using its name but you will be stuck if at least 2 records have the same name."
msgid "The **ID** will also be used to update the original import if you need to re-import modified data later, it's thus good practice to specify it whenever possible."
msgid "Odoo tries to find with some heuristic, based on the first ten lines of the files, the type of field for each column inside your file. For example if you have a column only containing numbers, only the fields that are of type *Integer* will be displayed for you to choose from. While this behavior might be good and easy for most cases, it is also possible that it goes wrong or that you want to map your column to a field that is not proposed by default."
msgid "If that happens, you just have to check the ** Show fields of relation fields (advanced)** option, you will then be able to choose from the complete list of fields for each column."
msgid "Odoo can automatically detect if a column is a date, and it will try to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats will not be recognized. This can cause confusion due to day-month inversions; it is difficult to guess which part of a date format is the day and which part is the month in a date such as '01-03-2016'."
msgid "To view which date format Odoo has found from your file you can check the **Date Format** that is shown when clicking on **Options** under the file selector. If this format is incorrect you can change it to your liking using the *ISO 8601* to define the format."
msgid "If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the display of dates in excel is different from the way it is stored. That way you will be sure that the date format is correct in Odoo whatever your locale date format is."
msgid "Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you use (you can change those under **options**). If you use a currency symbol that is not known to Odoo, it might not be recognized as a number though and it will crash."
msgid "By default the Import preview is set on commas as field separators and quotation marks as text delimiters. If your csv file does not have these settings, you can modify the File Format Options (displayed under the Browse CSV file bar after you select your file)."
msgid "Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You will need to change the file format options in your spreadsheet application. See the following question."
msgid "If you edit and save CSV files in spreadsheet applications, your computer's regional settings will be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)."
msgid "Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As' dialog box --> click 'Tools' dropdown list --> Encoding tab`)."
msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When you want to import such fields, Odoo will have to recreate links between the different records. To help you import such fields, Odoo provides three mechanisms. You must use one and only one mechanism per field you want to import."
msgid "According to your need, you should use one of these 3 ways to reference records in relations. Here is when you should use one or the other, according to your need:"
msgid "Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as it's main advantage is to never have conflicts (you may have several records with the same name, but they always have a unique Database ID)"
msgid "When you use External IDs, you can import CSV files with the \"External ID\" column to define the External ID of each record you import. Then, you will be able to make a reference to that record with columns like \"Field/External ID\". The following two CSV files give you an example for Products and their Categories."
msgid "If for example you have two product categories with the child name \"Sellable\" (ie. \"Misc. Products/Sellable\" & \"Other Products/Sellable\"), your validation is halted but you may still import your data. However, we recommend you do not import the data because they will all be linked to the first 'Sellable' category found in the Product Category list (\"Misc. Products/Sellable\"). We recommend you modify one of the duplicates' values or your product category hierarchy."
msgid "However if you do not wish to change your configuration of product categories, we recommend you use make use of the external ID for this field 'Category'."
msgid "The tags should be separated by a comma without any spacing. For example, if you want your customer to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode \"Manufacturer,Retailer\" in the same column of your CSV file."
msgid "If you want to import sales order having several order lines; for each order line, you need to reserve a specific row in the CSV file. The first order line will be imported on the same row as the information relative to order. Any additional lines will need an additional row that does not have any information in the fields relative to the order. As an example, here is ``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import, based on demo data."
msgid "If you import a file that contains one of the column \"External ID\" or \"Database ID\", records that have already been imported will be modified instead of being created. This is very usefull as it allows you to import several times the same CSV file while having made some changes in between two imports. Odoo will take care of creating or modifying each record depending if it's new or not."
msgid "If you do not set all fields in your CSV file, Odoo will assign the default value for every non defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY value in the field, instead of assigning the default value."
msgid "If you need to import data from different tables, you will have to recreate relations between records belonging to different tables. (e.g. if you import companies and persons, you will have to recreate the link between each person and the company they work for)."
msgid "To manage relations between tables, you can use the \"External ID\" facilities of Odoo. The \"External ID\" of a record is the unique identifier of this record in another application. This \"External ID\" must be unique across all the records of all objects, so it's a good practice to prefix this \"External ID\" with the name of the application or table. (like 'company_1', 'person_1' instead of '1')"
msgid "As an example, suppose you have a SQL database with two tables you want to import: companies and persons. Each person belong to one company, so you will have to recreate the link between a person and the company he work for. (If you want to test this example, here is a :download:`dump of such a PostgreSQL database <../../_static/example_files/database_import_test.sql>`)"
msgid "As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and Eric is working for the Organi company. The relation between persons and companies is done using the External ID of the companies. We had to prefix the \"External ID\" by the name of the table to avoid a conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the original database)."
msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are linked to the first company). You must first import the companies and then the persons."
msgid "The Developer or Debug Mode gives you access to extra and advanced tools."
msgstr ""
#: ../../general/developer_mode/activate.rst:8
msgid "Through the Settings application"
msgstr ""
#: ../../general/developer_mode/activate.rst:10
msgid "Go to :menuselection:`Settings --> Activate the developer mode`."
msgstr ""
#: ../../general/developer_mode/activate.rst:17
msgid "*Activate the developer mode (with assets)* is used by developers; *Activate the developer mode (with tests assets)* is used by developers and testers."
msgstr ""
#: ../../general/developer_mode/activate.rst:20
msgid "Once activated, the *Deactivate the developer mode* option becomes available."
msgstr ""
#: ../../general/developer_mode/activate.rst:23
msgid "Through a browser extension"
msgstr ""
#: ../../general/developer_mode/activate.rst:26
msgid "Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the extension is installed, a new icon will be shown on your toolbar."
msgstr ""
#: ../../general/developer_mode/activate.rst:28
msgid "For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a double click enables it with assets. To deactivate it, use a single click."
msgstr ""
#: ../../general/developer_mode/activate.rst:35
msgid "Through the URL"
msgstr ""
#: ../../general/developer_mode/activate.rst:37
msgid "In the URL add ``?debug=1`` or ``?debug=true`` after *web*."
msgstr ""
#: ../../general/developer_mode/activate.rst:44
msgid "Developers: type ``?debug=assets`` and activate the mode with assets."
msgstr ""
#: ../../general/developer_mode/activate.rst:47
msgid "Locate the mode tools"
msgstr ""
#: ../../general/developer_mode/activate.rst:49
msgid "The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the header of your pages."
msgid "In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows me to send SMS Text Messages or to send Invoices by post directly from my database."
msgid "Each IAP Service relies on prepaid credits to work and has its own pricing. To consult my current balance or to recharge my account, go to :menuselection:`Settings --> Odoo IAP --> View my Services`."
msgid "Credits to use IAP services are stored on IAP accounts, which are specific to each service and database. By default, IAP accounts are common to all companies, but can be restricted to specific ones. Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, then go to :menuselection:`Technical Settings --> IAP Account`."
msgid "The IAP Portal is a platform regrouping my IAP Services. It is accessible from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, I can view my current balance, recharge my credits, review my consumption and set a reminder to when credits are low."
msgid "To be notified when it’s time to recharge my credits, I’ll go to my IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and mark the Receive threshold warning option. Then, I’ll provide a minimum amount of credits and email addresses. Now, every time that the limit is reached, an automatic reminder will be sent to by email!"
msgid "I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole initial purchase. Please, find more information at: `In-App Purchase <https://www.odoo.com/documentation/13.0/webservices/iap.html>`_"
msgid "A centralized management environment allows you to select multiple companies simultaneously and set their specific warehouses, customers, equipment, and contacts. It provides you the ability to generate reports of aggregated figures without switching interfaces, which facilitates daily tasks and the overall management process."
msgid "Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your company’s information. If a *Parent Company* is selected, records are shared between the two companies (as long as both environments are active)."
msgid "Activate the :doc:`Developer mode <../../general/developer_mode/activate>` to choose a *Favicon* for each of your companies, and easily identify them by the browser tabs. Set your favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted."
msgid "Switch between or select multiple companies by enabling their selection boxes to activate them. The grayed company is the one which environment is in use. To switch environments, click on the company’s name. In the example below, the user has access to three companies, two are activated, and the environment in use is of *JS Store US*."
msgid "Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific company only. To do so, on their forms, choose between:"
msgid "If a user has multiple companies *activated* on his database, and he is **editing** a record, the editing happens on the record's related company."
msgid "Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium environment, the changes are applied under JS Store US (the company from which the sale order was issued)."
msgid "To set documents' formats according to each company, *activate* and *select* the respective one and, under *Settings*, click on *Configure Document Layout*."
msgid "Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company *activated* and *selected*, choose if you would like operations between companies to be synchronized at an invoice/bills level or at a sales/purchase orders level."
msgid "*Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor bill on the JS Store US, from the JS Store Belgium."
msgid "**Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected company warehouse when a sales/purchase order is confirmed for the selected company. If instead of a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*."
msgid "*Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature was enabled)."
msgid "Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as many users as you need and, in order to restrict the type of information each user can access, rules can be applied. Users and access rights can be added and changed at any point."
msgid "Fill in the form with the needed information. Under the tab :ref:`Access Rights <general/odoo_basics/add_user/access_rights>` choose the group within each application the user can have access to."
msgid "The list of applications shown is based on the applications installed on the database."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:30
msgid "When you are done editing the page and have *Saved* it, an invitation email is automatically sent to the user. The user must click on it to accept the invitation and create a login."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:38
msgid "Remember that subscription prices follow the number of users. Refer to our `pricing page <https://www.odoo.com/pricing>`_ for more information."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:42
msgid "With the :doc:`Developer mode <../../general/developer_mode/activate>` activated, *User Types* can be selected."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:50
msgid "The *Portal* and *Public* options do not allow you to choose access rights. Members have specific ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo groups."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:57
msgid "Access Rights in detail"
msgstr ""
#: ../../general/odoo_basics/add_user.rst:59
msgid "Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, then go to :menuselection:`Settings --> Users & Companies --> Groups`."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:63
msgid "Groups"
msgstr ""
#: ../../general/odoo_basics/add_user.rst:68
msgid "When choosing the groups the user can have access under :ref:`Access Rights <general/odoo_basics/add_individual_user>`, details of the rules and inheritances of that group are not shown, so this is when the menu *Groups* comes along. *Groups* are created to define rules to models within an application."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:70
msgid "Under *Users*, have a list of the current ones. The ones with administrative rights are shown in black."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:76
msgid "*Inherited* means that users added to this application group are automatically added to the following ones. In the example below, users who have access to the group *Administrator* of *Sales* also have access to *Website/Restricted Editor* and *Sales/User: All Documents*."
msgid "*Access Rights* rules are the first level of rights. The field is composed of the object name, which is the technical name given to a model. For each model, enable the following options as appropriate:"
msgstr ""
#: ../../general/odoo_basics/add_user.rst:99
msgid "*Read*: the values of that object can be only seen by the user."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:100
msgid "*Write*: the values of that object can be edited by the user."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:101
msgid "*Create*: values for that object can be created by the user."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:102
msgid "*Delete*: the values of that object can be deleted by the user."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:109
msgid "As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite, or refine, the *Access Rights*."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:112
msgid "A record rule is written using a *Domain*. Domains are conditions used to filter or searching data. Therefore, a domain expression is a list of conditions. For each rule, choose among the following options: *Read*, *Write*, *Create* and *Delete* values."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:119
msgid "Making changes in access rights can have a big impact on the database. For this reason, we recommend you to contact your Odoo Business Analyst or our Support Team, unless you have knowledge about Domains in Odoo."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:126
msgid "The *Multi Companies* field allows you to set to which of the multiple companies database you hold the user can have access."
msgstr ""
#: ../../general/odoo_basics/add_user.rst:130
msgid "Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer to `this <https://www.odoo.com/documentation/13.0/howtos/company.html>`_ documentation."
msgid "From the general dashboard click on the **Settings** app; on the top left of the page select :menuselection:`Translations --> Load a Translation`, select a language to install and click on **LOAD.**"
msgid "You can change the language to the installed language by going to the drop-down menu at the top right side of the screen, choose **Preferences**."
msgid "To change the language for a different user, choose :menuselection:`Users --> Users` from the Settings app. Here you have a list of all users and you can choose the user who you'd like to change the language for. Select the user and click on **Edit** in the top left corner. Under Preferences you can change the Language to any previously installed language and click **SAVE.**"
msgid "When working with a database, it sometimes is necessary to export your data in a distinct file. Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy reporting tool with each available application)."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:9
msgid "With Odoo, you can export the values from any field in any record. To do so, activate the list view on the items that need to be exported, click on *Action*, and, then, on *Export*."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:17
msgid "Pretty simple, this action still comes with some specificities. In fact, when clicking on *Export*, a pop-up window appears with several options for the data to export:"
msgstr ""
#: ../../general/odoo_basics/export-data.rst:25
msgid "With the *I want to update data* option ticked, the system only shows the fields which can be imported. This is very helpful in case you want to update existing records. Basically, this works like a filter. Leaving the box unticked gives way more field options because it shows all the fields, not just the ones which can be imported."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:31
msgid "When exporting, you can choose between two formats: .csv and .xls. With .csv, items are separated with a comma, while .xls holds information about all the worksheets in a file, including both content and formatting."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:34
msgid "Those are the items you may want to export. Use the arrows to display more sub-field options. Of course, you can use the search bar to find specific fields more easily. To use the search option more efficiently, display all the fields by clicking on all the arrows!"
msgstr ""
#: ../../general/odoo_basics/export-data.rst:39
msgid "The + button is there to add fields to the “to export” list."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:40
msgid "The “handles” next to the selected fields allow you to move the fields up and down to change the order in which they must be displayed in the exported file."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:43
msgid "The trashcan is there if you need to remove fields."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:44
msgid "For recurring reports, it might be interesting to save export presets. Select all the needed ones and click on the template bar. There, click on *New template* and give a name to yours. The next time you need to export the same list, simply select the related template."
msgstr ""
#: ../../general/odoo_basics/export-data.rst:51
msgid "It’s good to keep the field’s external identifier in mind. For example, *Related Company* is equal to *parent_id*. Doing so helps export only what you would like to import next."
msgid "`Authorize.Net <https://www.authorize.net>`__ is a United States-based online payment solution provider, allowing businesses to accept **credit cards**."
msgid "This Payment Acquirer offers additional options that are not available for other :doc:`Payment Acquirers <payment_acquirers>`, such as the ability to process your customer's payment after delivery."
msgid "To retrieve them, log into your Authorize.Net account, go to :menuselection:`Account --> Security Settings --> General Security Settings --> API Credentials & Keys`, and generate your **Transaction Key** and **Signature Key**."
msgid "To configure Authorize.Net as Payment Acquirer in Odoo, go to :menuselection:`Accounting --> Configuration --> Payment Acquirers`, open **Authorize.Net**, and change the **State** to *Enabled*. Don't forget to click on *Save* once you've set everything up."
msgid "Copy your credentials from your Authorize.Net account (API Login Id, API Transaction Key, and API Signature Key), paste them in the related fields under the **Credentials** tab, then click on **Generate Client Key**."
msgid "If you are trying Authorize.Net as a test, with a *sandbox account*, change the **State** to *Test Mode*. We recommend doing this on a test Odoo database, rather than on your main database."
msgid "The **Payment Flow** lets you decide if to redirect the user to the payment acquirer's portal to authenticate the payment, or if to stay on the current page and authenticate the payment from Odoo. This field is under the **Configuration** tab."
msgid "If you select *Redirection to the acquirer website*, make sure you add a **Default Receipt URL** and a **Default Relay Response URL** to your Authorize.net account."
msgid "To do so, log into your Authorize.Net account, go to :menuselection:`Account --> Transaction Format Settings --> Transaction Response Settings --> Response/Receipt URLs`, and set the default links:"
msgid "The **Capture Amount Manually** field is under the **Configuration** tab. If enabled, the funds are reserved for 30 days on the customer's card, but not charged yet."
msgid "To capture the payment, go to the related Sales Order and click on *Capture Transaction*. If the order is canceled, you can click on *Void Transaction* to unlock the funds from the customer's card."
msgid "Odoo embeds several **payment methods** that allow your customers to pay on their *Customer Portals* or your *eCommerce website*. They can pay Sales Orders, invoices, or subscriptions with recurring payments with their favorite payment acquirers, including **online payment providers** that accept **Credit Cards**."
msgid "Having several payment methods increases the chances of getting paid in time, or even immediately, as you make it more convenient for your customers to pay with the payment method they prefer and trust."
msgid "Odoo does not keep Credit Card numbers or credentials on its servers, nor is it stored on Odoo databases hosted elsewhere. Instead, Odoo apps use a unique reference to the data stored in the payment acquirers' systems, where the information is safely stored. This reference is useless without your credentials for the payment acquirer."
msgid "From an accounting perspective, we can distinguish two types of payment acquirers: the payments that go directly on the bank account and follow the usual reconciliation workflow, and the payment acquirers that are third-party services and require you to follow another accounting workflow."
msgid "When selected, Odoo displays your payment information with a payment reference. You have to approve the payment manually once you have received it on your bank account."
msgid "Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged directly. :doc:`Click here <../../accounting/receivables/customer_payments/batch_sdd>` for more information about this payment method."
msgid "Some of these Online Payment Providers can also be added as :doc:`Bank Accounts <../../accounting/bank/setup/bank_accounts>`, but this is **not** the same process as adding them as Payment Acquirers. Payment Acquirers allow customers to pay online, and Bank Accounts are added and configured on your Accounting app to do a bank reconciliation, which is an accounting control process."
msgid "Some of the features described in this section are available only with some Payment Acquirers. Refer to :ref:`the table above <payment_acquirers/online_providers>` for more details."
msgid "To add a new Payment acquirer and make it available to your customers, go to :menuselection:`Accounting --> Configuration --> Payment Acquirers`, look for your payment acquirer, install the related module, and activate it. To do so, open the payment acquirer and change its state from *Disabled* to *Enabled*."
msgid "We recommend using the *Test Mode* on a duplicated database or a test database. The Test Mode is meant to be used with your test/sandbox credentials, but Odoo generates Sales Orders and Invoices as usual. It isn't always possible to cancel an invoice, and this could create some issues with your invoices numbering if you were to test your payment acquirers on your main database."
msgid "If not done yet, go to the **Online Payment Provider**'s website, create an account, and make sure to have the credentials required for third-party use. Odoo requires these credentials to communicate with the Payment Acquirer and get the confirmation of the *payment authentication*."
msgid "The form in this section is specific to the Payment Acquirer you are configuring. Please refer to the related documentation for more information."
msgid "You can change the Payment Acquirer front-end appearance by modifying its name under the **Displayed as** field and which credit card icons to display under the **Supported Payment Icons** field."
msgid "With the **Save Cards** feature, Odoo can store **Payment Tokens** in your database, which can be used for subsequent payments, without having to reenter the payment details. This is particularly useful for subscriptions' recurring payments."
msgid "If the **Capture Amount Manually** field is enabled, the funds are reserved for a few days on the customer's card, but not charged yet. You must then go to the related Sales Order and manually *capture* the funds before its automatic cancellation, or *void the transaction* to unlock the funds from the customer's card."
msgid "Choose in the **Payment Flow** field if to redirect the user to the payment acquirer's portal to authenticate the payment, or if to stay on the current page and authenticate the payment from Odoo."
msgid "Restrict the use of the Payment Acquirer to a selection of countries. Leave this field blank to make the Payment Acquirer available to all countries."
msgid "In many cases, Odoo automatically creates a new **Journal** and a new **Account** when you activate a new Payment Acquirer. Both of them are preset to work out-of-the-box, but we strongly recommend you to make sure these fields are correctly set according to your accounting needs, and adapt them if necessary."
msgid "The **Bank Payments** that go directly to one of your bank accounts follow their usual reconciliation workflows. However, payments recorded with **Online Payment Providers** require you to consider how you want to record your payments' journal entries. We recommend you to ask your accountant for advice."
msgid "Odoo default method is to record the payments on a *Current Assets Account*, on a dedicated *Bank Journal*, once the *Payment Authentication* is confirmed. At some point, you transfer the funds from the *Payment Acquirer* to your *Bank Account*."
msgid "This implies that the Journal Entry is recorded directly when your Odoo database receives the confirmation of the *Payment Authentication* from the Online Payment Provider."
msgid "In many cases, Odoo automatically creates a new **Journal** and a new **Current Asset Account** when you activate a new Payment Acquirer. You can modify them if necessary."
msgid "Paypal is available and popular worldwide. It doesn’t charge any subscription fee and creating an account is very easy. That’s why we definitely recommend it for starters in Odoo. It works as a seamless flow where the customer is routed to Paypal website to register the payment."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:12
msgid "Paypal account"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:14
msgid "A business account is needed to get paid with Paypal. Create a `Paypal Business Account <https://www.paypal.com/us/merchantsignup/ applicationChecklist?signupType=CREATE_NEW_ACCOUNT&productIntentId=wp_standard>`_ or upgrade your Personal account to a Business account. Go to the Paypal settings and click on *Upgrade to a Business account*. Then follow the few configuration steps."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:23
msgid "Settings in Paypal"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:26
msgid "First, let’s see how to set up your Paypal account in order to build a seamless customer experience with Odoo."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:28
msgid "Log in and open the settings. Go to :menuselection:`Products & Services --> Website payments` and click **Update** on **Website preferences**."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:34
msgid "Auto Return"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:36
msgid "*Auto Return* automatically redirects your customers to Odoo once the payment is processed. Check *Auto Return* and enter your domain name with the suffix ``/shop/confirmation`` as *Return URL* (e.g. ``https://yourcompany.odoo.com/shop/confirmation``)."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:41
msgid "This URL is requested in Paypal but not used in practice as Odoo transmits it at each transaction. Don’t worry if you manage several sales channels or Odoo databases."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:49
msgid "Payment Data Transfer (PDT)"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:51
msgid "*Payment Data Transfer* delivers the payment confirmation to Odoo as soon as it is processed. Without it, Odoo cannot end the sales flow. This setting must be activated as well. When saving, an *Identity Token* is generated. You will be later requested to enter it in Odoo."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:59
msgid "Paypal Account Optional"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:61
msgid "We advise you to not prompt customers to log in with a Paypal account when they get to pay. Let them pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned on."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:68
msgid "Instant Payment Notification (IPN)"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:70
msgid "PDT sends order confirmations once and only once. As a result, your site must be running when it happens; otherwise, it will never receive the message. That’s why we advise to activate the *Instant Payment Notification* (IPN) on top. With IPN, delivery of order confirmations is virtually guaranteed since IPN resends a confirmation until your site acknowledges receipt."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:77
msgid "To activate IPN, get back to *Website payments* menu and click *Update* in *Instant Payment Notification*."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:79
msgid "The *Notification URL* to set is your domain name + “payment/paypal/ipn” (e.g. ``https://yourcompany.odoo.com/payment/paypal/ipn``)."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:85
msgid "Payment Messages Format"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:87
msgid "If you use accented characters (or anything else than basic Latin characters) for your customer names, addresses... you MUST configure the encoding format of the payment request sent by Odoo to Paypal."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:93
msgid "If you don't configure this setting, some transactions fail without notice."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:95
msgid "To do so, open:"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:97
msgid "`this page for a test account <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:99
msgid "`this page for a production account <https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:101
msgid "Then, click *More Options* and set the two default encoding formats as **UTF-8**."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:109
msgid "Your Paypal account is ready!"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:112
msgid "If you want your customers to pay without creating a Paypal account, *Paypal Account Optional* needs to be turned on."
msgid "Activate *Paypal* from the config bar of Sales, Invoicing and eCommerce apps, or from the configuration menu of *Payment Acquirers*."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:135
msgid "Odoo requires three Paypal credentials:"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:137
msgid "*Email ID* is your login email address in Paypal."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:138
msgid "*Merchant ID* can be found in the settings of your Paypal account, in :menuselection:`Account Settings --> Business information`."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:140
msgid "*Paypal PDT Token* is given in *Website payments* configuration as explained here above."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:146
msgid "Transaction fees"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:148
msgid "You can charge extra fees to your customers for paying with Paypal; This to cover the transaction fees Paypal charges you. Once redirected to Paypal, your customer sees an extra applied to the order amount."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:151
msgid "To activate this, go to the Configuration tab of Paypal configuration in Odoo and check *Add Extra Fees*."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:157
msgid "You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`__ to set up fees."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:161
msgid "`Traders in the EU <https://europa.eu/youreurope/citizens/consumers/shopping/pricing-payments/ index_en.htm>`_ are not allowed to charge extra fees for paying with credit cards."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:165
msgid "Go live!"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:167
msgid "Your configuration is ready to roll. Make sure *Production* mode is on. Then publish the payment method by clicking the *Published* button right next to it."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:176
msgid "Paypal is now available in your payment form available in eCommerce, Sales and Invoicing apps. Customers are redirected to Paypal website when hitting *Pay Now*. They get back to a confirmation page in Odoo once the payment is processed."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:185
msgid "Test environment"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:187
msgid "You can test the entire payment flow in Odoo thanks to Paypal Sandbox accounts."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:189
msgid "Log in to `Paypal Developer Site <https://developer.paypal.com/>`__ with your Paypal credentials."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:191
msgid "This will create two sandbox accounts:"
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:193
msgid "A business account (to use as merchant, e.g. `pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`__)."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:195
msgid "A default personal account (to use as shopper, e.g. `pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`__)."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:197
msgid "Log in to Paypal Sandbox with the merchant account and follow the same configuration instructions. Enter your sandbox credentials in Odoo and make sure Paypal is still set on *Test Environment*. Also, make sure the automatic invoicing is not activated in your eCommerce settings, to not generate invoices when a fictitious transaction is completed."
msgstr ""
#: ../../general/payment_acquirers/paypal.rst:203
msgid "Run a test transaction from Odoo using the sandbox personal account."
msgid "`Stripe <https://stripe.com/>`_ is a United States-based online payment solution provider, allowing businesses to accept **credit cards** and other payment methods."
msgid "To enable specific Local Payment Methods with Stripe, list them as supported payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe --> Configuration` and add the desired payment methods in the **Supported Payment Icons** field. If the desired payment method is already listed, you don't have anything to do."
msgid "**Wire Transfer** is the default payment method available. The aim is providing your customers with your bank details so they can pay on their own. This is very easy to start with but slow and inefficient process-wise. Opt for payment acquirers as soon as you can!"
msgid "Whenever a customer pays by wire transfer, the order stays in an intermediary stage **Quotation Sent** (i.e. unpaid order). When you get paid, you confirm the order manually to launch the delivery."
msgid "If you manage a B2B business, you can create other manually-processed payment methods like paying by check. To do so, just rename *Wire Transfer* or duplicate it."
msgid "**As an SaaS user**, you are ready to use Unsplash. You won't need to follow this guide to set up Unsplash informations, since you will use our own Odoo Unsplash key in a transparent way."
msgid "You will be prompted to insert an **Application name** and a **Description**. Please prefix your application name by \"**Odoo:** \" so that Unsplash can recognize it as an Odoo instance. Once done, click on **Create application**."
msgid "**As a non-SaaS user**, you won't be able to register for a production Unsplash key and will be limited to your test key that has a restriction of 50 Unsplash requests per hour."
msgid "Go to your `applications dashboard <https://unsplash.com/oauth/applications>`_ and click on your newly created Unsplash application under **Your applications**."
msgid "You will be redirected to your application details page. The **application ID** will be visible in your browser's URL. The URL should be something like ``https://unsplash.com/oauth/applications/<application_id>``"
msgid "**As a non-SaaS user**, you won't be able to register for a production Unsplash key and will be limited to your test key that has a 50 Unsplash requests per hour restriction."
