[I18N] *: export saas-15.2 translations
closes odoo/documentation#6979
X-original-commit: fd2da98f0e
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This commit is contained in:
Martin Trigaux
parent
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@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-15.2\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-09-12 05:05+0000\n"
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"POT-Creation-Date: 2023-12-19 07:46+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@ -2168,7 +2168,7 @@ msgid "Alert blocks (admonitions)"
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msgstr ""
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#: ../../content/contributing/documentation/rst_cheat_sheet.rst:470
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msgid "Seealso"
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msgid "See also"
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msgstr ""
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#: ../../content/contributing/documentation/rst_cheat_sheet.rst:476
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@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-15.2\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-10-26 13:30+0000\n"
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"POT-Creation-Date: 2023-12-19 07:46+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@ -2361,7 +2361,7 @@ msgid "In-App Purchase (IAP)"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:5
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msgid "In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you to send SMS Text Messages or to send Invoices by post directly from my database."
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msgid "In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you to send SMS Text Messages or to send Invoices by post directly from your database."
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:9
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@ -2369,11 +2369,11 @@ msgid "Buying Credits"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:11
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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`."
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msgid "Each IAP Service relies on prepaid credits to work and has its own pricing. To consult your current balance or to recharge your account, go to :menuselection:`Settings --> Odoo IAP --> View my Services`."
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:19
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msgid "If I am on Odoo Online and have the Enterprise version, I benefit from free credits to test our IAP features."
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msgid "If you are on Odoo Online and have the Enterprise version, you benefit from free credits to test our IAP features."
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:23
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@ -2393,7 +2393,7 @@ msgid "IAP Portal"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:40
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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."
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msgid "The IAP Portal is a platform regrouping your IAP Services. It is accessible from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, you can view your current balance, recharge your credits and set a reminder when your balance falls below a threshold."
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:48
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@ -2401,31 +2401,7 @@ msgid "Get notified when credits are low"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:50
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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!"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:60
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msgid "IAP services available"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:62
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msgid "Different services are available depending on the hosting type of your Database:"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:64
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msgid "*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail, Reveal and Partner Autocomplete features);"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:66
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msgid "*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party apps can be used."
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:70
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msgid "Offering my own services"
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msgstr ""
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#: ../../content/applications/general/in_app_purchase.rst:72
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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: :doc:`/developer/howtos/provide_iap_services`."
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msgid "To be notified when it’s time to recharge your credits, you can go to your IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and check the Receive threshold warning option. Then, you can provide a minimum amount of credits and email addresses. Now, every time that the limit is reached, an automatic reminder will be sent by email!"
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msgstr ""
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#: ../../content/applications/general/users.rst:5
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@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-15.2\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-10-26 13:30+0000\n"
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"POT-Creation-Date: 2023-12-19 07:46+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@ -334,42 +334,38 @@ msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Out
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:106
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msgid "After one user syncs their Outlook calendar to the Odoo database, unwanted email notifications are unavoidable because the first synchronized user's events will be in the Odoo Calendar. If the Odoo database is shared amongst multiple users, and another user wants to sync their Outlook calendar with Odoo Calendar, Outlook will again pull the existing Odoo Calendar events during the sync and treat them as new events, causing Outlook to send email invitations to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:113
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msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:115
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#: ../../content/applications/productivity/calendar/outlook.rst:108
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msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:116
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#: ../../content/applications/productivity/calendar/outlook.rst:109
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msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:117
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#: ../../content/applications/productivity/calendar/outlook.rst:110
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msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:118
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#: ../../content/applications/productivity/calendar/outlook.rst:111
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msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:119
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#: ../../content/applications/productivity/calendar/outlook.rst:112
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msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:120
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#: ../../content/applications/productivity/calendar/outlook.rst:113
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msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:123
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#: ../../content/applications/productivity/calendar/outlook.rst:116
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msgid "Sync Odoo Calendar and Outlook"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:125
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#: ../../content/applications/productivity/calendar/outlook.rst:118
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msgid "In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync button. The page will redirect to a Microsoft login page, and the user is asked to log in to their account, if they are not already, and grant the required permissions."
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msgstr ""
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@ -377,19 +373,19 @@ msgstr ""
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msgid "The \"Outlook\" sync button in Odoo Calendar."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:133
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#: ../../content/applications/productivity/calendar/outlook.rst:126
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msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (Outlook and Odoo)."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:137
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#: ../../content/applications/productivity/calendar/outlook.rst:130
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msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook <outlook/sync>`. The configuration of Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and represent an organization that helps the user to manage a specific instance of Microsoft cloud services for their internal and external users."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:144
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#: ../../content/applications/productivity/calendar/outlook.rst:137
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msgid ":doc:`../mail_plugins/outlook`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:145
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#: ../../content/applications/productivity/calendar/outlook.rst:138
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msgid ":doc:`google`"
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msgstr ""
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@ -623,7 +619,7 @@ msgid "View of the contacts’ status for Odoo Discuss"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/get_started.rst:97
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250
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msgid ":doc:`team_communication`"
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msgstr ""
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@ -632,76 +628,302 @@ msgid ":doc:`/applications/general/email_communication/email_servers`"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3
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msgid "Get Organized by Planning Activities"
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msgid "Activities"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5
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msgid "When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team members."
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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."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10
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msgid "Where do I see my schedule activities?"
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msgid "Schedule activities"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12
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msgid "Access and manage your activities wherever you are in Odoo by the *Activities* menu."
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msgid "One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located at the top of the *chatter* on any record. On the pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17
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msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21
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msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24
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msgid "To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the activity is automatically assigned."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27
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msgid "Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30
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msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34
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msgid "Lastly, click one of the following buttons:"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36
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msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37
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msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39
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msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41
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msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
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msgid "View of crm leads page emphasizing the activities menu for Odoo Discuss"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20
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msgid "Plan activities"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22
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msgid "Activities can be planned and managed from the chatter by clicking on *Schedule activity*, or through Kanban views."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
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msgid "View of crm leads and the option to schedule an activity for Odoo Discuss"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31
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msgid "Set your activity types"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33
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msgid "A number of activities types are available by default in Odoo (call, email, meeting, etc.). However, you can set new ones going to :menuselection:`Settings --> Activity types`."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
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msgid "View of the settings page emphasizing the menu activity types for Odoo Discuss"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42
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msgid "If you need to create an activity type with an available calendar, make sure to create it with an *Action to Perform* set as *Meeting*."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46
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msgid "Recommend next activities"
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48
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msgid "Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*."
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msgid "Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` button."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51
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msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57
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msgid "Activities can also be scheduled from the kanban, list, or activities view of an application."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61
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msgid "Kanban view"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63
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msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
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msgid "Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70
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msgid "List view"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72
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msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80
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msgid "Activity view"
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82
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msgid "To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the menu bar anywhere in the database. Select any application from the drop-down menu, and click the :guilabel:`🕘 (clock)` icon for the desired app."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
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msgid "Activity menu drop down with focus on where to open activity view for CRM."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90
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msgid "Select a record on which to schedule an activity. Move across the row to find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0
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msgid "Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98
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msgid "Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101
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msgid "Activities that appear in **green** indicate a due date sometime in the future."
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msgstr ""
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#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102
|
||||
msgid "**Yellow** indicates that the activity's due date is today."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103
|
||||
msgid "**Red** indicates that the activity is overdue and the due date has passed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105
|
||||
msgid "For example, if an activity is created for a phone call, and the due date passes, the activity appears with a red phone in list view, and a red clock on the kanban view."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109
|
||||
msgid "View scheduled activities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111
|
||||
msgid "To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114
|
||||
msgid "Doing so opens the activities menu, showcasing all the scheduled activities for the user, by default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118
|
||||
msgid "To view a consolidated list of activities separated by the application where they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that specific application in a drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122
|
||||
msgid "The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||||
msgid "View of an activity type form emphasizing the field recommended next activities for Odoo\n"
|
||||
"Discuss"
|
||||
msgid "View of CRM leads page emphasizing the activities menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55
|
||||
msgid "Once the respective activity is completed, select *Done & Schedule Next* and next steps are suggested to you."
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130
|
||||
msgid "Configure activity types"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132
|
||||
msgid "To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||||
msgid "View of an activity being schedule emphasizing the recommended activities field being\n"
|
||||
"shown for Odoo Discuss"
|
||||
msgid "View of the settings page emphasizing the menu activity types."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139
|
||||
msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141
|
||||
msgid "To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144
|
||||
msgid "At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity type."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||||
msgid "New activity type form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152
|
||||
msgid "Activity settings"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155
|
||||
#: ../../content/applications/productivity/studio/automated_actions.rst:134
|
||||
msgid "Action"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157
|
||||
msgid "The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors after an activity is scheduled."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160
|
||||
msgid "If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the planned activity in the chatter."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162
|
||||
msgid "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open their calendar to schedule a time for this activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164
|
||||
msgid "If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the chatter that opens a signature request pop-up window."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168
|
||||
msgid "The actions available to select on an activity type vary, depending on the applications currently installed in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172
|
||||
msgid "Default user"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174
|
||||
msgid "To automatically assign this activity to a specific user when this activity type is scheduled, choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the activity is assigned to the user who creates the activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179
|
||||
msgid "Default summary"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181
|
||||
msgid "To include notes whenever this activity type is created, enter them into the :guilabel:`Default Summary` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185
|
||||
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190
|
||||
msgid "Next activity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192
|
||||
msgid "To automatically suggest, or trigger, a new activity after an activity has been marked complete, the :guilabel:`Chaining Type` must be set."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196
|
||||
msgid "Suggest next activity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198
|
||||
msgid "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to select any activities to recommend as follow-up tasks to this activity type."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230
|
||||
msgid "In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity deadline`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235
|
||||
msgid "This :guilabel:`Schedule` field information can be altered before the activity is scheduled."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237
|
||||
msgid "When all configurations are complete, click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||||
msgid "Schedule activity popup with emphasis on recommended activities."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216
|
||||
msgid "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations for activities as next steps."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221
|
||||
msgid "Trigger next activity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223
|
||||
msgid "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the next activity once the previous one is completed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226
|
||||
msgid "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select the activity that should be launched once this activity is completed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:-1
|
||||
msgid "Schedule new activity popup with emphasis on Done and launch next button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244
|
||||
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/productivity/discuss/overview/plan_activities.rst:249
|
||||
#: ../../content/applications/productivity/discuss/overview/team_communication.rst:98
|
||||
msgid ":doc:`get_started`"
|
||||
msgstr ""
|
||||
@ -806,8 +1028,12 @@ msgstr ""
|
||||
msgid "Internet of Things (IoT)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/iot.rst:17
|
||||
msgid "The Open Platform Communications (OPC) Unified Architecture (UA) protocol is now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open Platform Communications)` :abbr:`UA (United Architecture)` is an open standard that specifies information exchange for industrial communication on devices, between machines and between systems. This includes communication between information technology and operational technology. :abbr:`OPC (Open Platform Communications)` :abbr:`UA (United Architecture)` can be used with any software platform, on a wide variety of devices, and deployed securely. The :abbr:`IoT (Internet of Things)` box has entered the world of the Industry 4.0 standard and can be utilized in a wide variety of industries, and for things like building automation, packaging, utilities, etc."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/iot/config.rst:5
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:6
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:10
|
||||
msgid "Configuration"
|
||||
msgstr ""
|
||||
|
||||
@ -2733,160 +2959,160 @@ msgstr ""
|
||||
msgid "Outlook Plugin"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:8
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:5
|
||||
msgid "Outlook allows for third-party applications to connect in order to execute database actions from emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email panel."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:12
|
||||
msgid "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Outlook."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:13
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:17
|
||||
msgid "Enable Mail Plugin"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:15
|
||||
msgid "First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings --> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:21
|
||||
msgid "Install the Outlook Plugin"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:23
|
||||
msgid "Open your Outlook mailbox and select any email."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:19
|
||||
msgid "First, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:25
|
||||
msgid "Click on the *More actions* button and select *Get Add-ins*."
|
||||
msgid "Install the Outlook Plugin"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
msgid "More actions button in Outlook"
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:27
|
||||
msgid "Download (:menuselection:`Save Page As --> Web Page XML only`) the following XML file to upload later: `https://download.odoocdn.com/plugins/outlook/manifest.xml <https://download.odoocdn.com/plugins/outlook/manifest.xml>`_."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:31
|
||||
msgid "Select the *My add-ins* tab."
|
||||
msgid "Next, open the Outlook mailbox, and select any email. After completing this, click on the :guilabel:`More actions` button in the upper right-side and select :guilabel:`Get Add-ins`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "More actions button in Outlook"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:38
|
||||
msgid "Following this step, select the :guilabel:`My add-ins` tab on the left-side."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "My add-ins in Outlook"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:37
|
||||
msgid "Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...*"
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:44
|
||||
msgid "Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and then on :guilabel:`Add from file...`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Custom add-ins in Outlook"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:43
|
||||
msgid "Enter the following URL `https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press *OK*."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:51
|
||||
msgid "For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next, read the warning and click on :guilabel:`Install`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
msgid "Entering the add-in URL in Outlook"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:50
|
||||
msgid "Read the warning and click on *Install*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Custom add-in installation warning in Outlook"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:59
|
||||
msgid "Connect your database"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:61
|
||||
msgid "Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for Outlook*."
|
||||
msgid "Connect the database"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:63
|
||||
msgid "Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox, click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for Outlook`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Odoo for Outlook add-in button"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:68
|
||||
msgid "The right-side panel can now display **Company Insights**. At the bottom, click on *Login*."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:71
|
||||
msgid "The right-side panel can now display **Company Insights**. At the bottom, click on :guilabel:`Login`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
msgid "Logging in your Odoo database"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:75
|
||||
msgid "Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Logging in the Odoo database"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:79
|
||||
msgid "If, after a short while, the panel is still empty, it is possible that your browser cookie settings prevented it from loading. Note that these settings also change if you are in \"Incognito\" mode on your browser."
|
||||
msgid "Only a limited amount of **Company Insights** (*Lead Enrichment*) requests are available as a trial database. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:84
|
||||
msgid "To fix this issue, configure your browser to always allow cookies on Odoo's plugin page."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:83
|
||||
msgid "If, after a short while, the panel is still empty, it is possible that the browser cookie settings prevented it from loading. Note that these settings also change if the browser is in \"Incognito\" mode."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:86
|
||||
msgid "For Google Chrome, you can do so by following the guide at: `https://support.google.com/chrome/answer/95647 <https://support.google.com/chrome/answer/95647#:~:text=Allow%20or%20block%20cookies%20for%20a%20specific%20site>`_ and adding `download.odoo.com` to the list of `Sites that can always use cookies`."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:87
|
||||
msgid "To fix this issue, configure the browser to always allow cookies on Odoo's plugin page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:90
|
||||
msgid "Once done, the Outlook panel needs to be opened again."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:89
|
||||
msgid "For Google Chrome, change the browser cookie settings by following the guide at: `https://support.google.com/chrome/answer/95647 <https://support.google.com/chrome/answer/95647>`_ and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:93
|
||||
msgid "Enter your Odoo database URL and click on *Login*."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:94
|
||||
msgid "Once this is complete, the Outlook panel needs to be opened again."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
msgid "Entering your Odoo database URL"
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:96
|
||||
msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:99
|
||||
msgid "Click on *Allow* to open the pop-up window."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Entering the Odoo database URL"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:102
|
||||
msgid "Next, click on :guilabel:`Allow` to open the pop-up window."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "New window pop-up warning"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:105
|
||||
msgid "If you aren't logged into your database, enter your credentials."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:108
|
||||
msgid "If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let the Outlook Plugin connect to the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:107
|
||||
msgid "Click on *Allow* to let the Outlook Plugin connect to your database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Allowing the Outlook Plugin to connect to a database"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:116
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:118
|
||||
msgid "Add a shortcut to the plugin"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:118
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:120
|
||||
msgid "By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save time, it's possible to add it next to the other default actions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:121
|
||||
msgid "In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:123
|
||||
msgid "In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook settings`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Viewing all Outlook settings"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:127
|
||||
msgid "Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and then *Save*."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:130
|
||||
msgid "Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for Outlook`, and then :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:0
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:-1
|
||||
msgid "Odoo for Outlook customized action"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:133
|
||||
msgid "Open any email; the shortcut should be displayed."
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:137
|
||||
msgid "Following this step, open any email; the shortcut should be displayed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:144
|
||||
msgid "Using the plugin"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/mail_plugins/outlook.rst:146
|
||||
msgid "Now that the plug-in is installed and operational, all that needs to be done to create a lead is to click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities` click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will populate."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/studio.rst:6
|
||||
@ -3069,10 +3295,6 @@ msgstr ""
|
||||
msgid "Define on which records of the model the automated action should be applied. It works the same way as when you apply filters on a model."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/studio/automated_actions.rst:134
|
||||
msgid "Action"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/studio/automated_actions.rst:136
|
||||
msgid "Determine what the automated action should do (server action). There are eight types of action to choose from."
|
||||
msgstr ""
|
||||
|
||||
@ -8,7 +8,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo saas-15.2\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-10-26 13:30+0000\n"
|
||||
"POT-Creation-Date: 2023-12-19 07:46+0000\n"
|
||||
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"Language-Team: LANGUAGE <LL@li.org>\n"
|
||||
@ -61,7 +61,7 @@ msgstr ""
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12
|
||||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
|
||||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
|
||||
@ -737,7 +737,7 @@ msgid "Manage lost opportunities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
|
||||
msgid "While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future."
|
||||
msgid "Not all opportunities result in successful sales. In order to keep the pipeline up to date, lost opportunities need to be identified. Specifying the reason why an opportunity was lost provides additional insight that can prove useful for future opportunities."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
|
||||
@ -745,66 +745,126 @@ msgid "Mark a lead as lost"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
|
||||
msgid "While in your pipeline, select any opportunity you want and you will see a *Mark Lost* button."
|
||||
msgid "To mark a lead as lost, open the :menuselection:`CRM` application, and select a lead from the pipeline, by clicking on its corresponding kanban card. Doing so reveals that lead's detail form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
|
||||
msgid "You can then select an existing *Lost Reason* or create a new one right there."
|
||||
msgid "Then, click :guilabel:`Lost`, located at the top of the lead's detail form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
|
||||
msgid "Manage & create lost reasons"
|
||||
#: ../../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:24
|
||||
msgid "You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`."
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21
|
||||
msgid "This opens the :guilabel:`Lost Reason` popup. From the drop-down, 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 "You can select & rename any of them as well as create a new one from there."
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25
|
||||
msgid "Additional notes and comments can be added below the lost reason designated in the :guilabel:`Lost Reason` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
|
||||
msgid "Retrieve lost opportunities"
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28
|
||||
msgid "When all the desired information has been entered in the :guilabel:`Lost Reason` pop-up window, click :guilabel:`Submit`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32
|
||||
msgid "To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the *Lost* filter in the search bar."
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1
|
||||
msgid "Lost reasons popup with sample reasons."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35
|
||||
msgid "Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo returns to the lead detail form, where a new red :guilabel:`Lost` banner is now present in the upper-right corner of the lead."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
|
||||
msgid "You will then see all your lost opportunities."
|
||||
msgid "Create/edit lost reasons"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
||||
msgid "If you want to refine them further, you can add a filter on the *Lost Reason*."
|
||||
msgid "To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app --> Configuration --> Lost Reasons`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
|
||||
msgid "For Example, *Too Expensive*."
|
||||
msgid "To edit an existing reason, click on the reason that should be modified. When clicked, that reason becomes highlighted. Once highlighted, change the description of the selected lost reason by editing the :guilabel:`Description` field. When done, click :guilabel:`Save` in the upper-left corner."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50
|
||||
msgid "Restore lost opportunities"
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48
|
||||
msgid "To create a new lost reason, click :guilabel:`Create` in the upper-left corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank line in the :guilabel:`Description` field. Then, proceed to type in the new lost reason in that new line. Once ready, click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52
|
||||
msgid "From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on *Archived*."
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54
|
||||
msgid "Retrieve lost opportunities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59
|
||||
msgid "You can also restore items in batch from the Kanban view when they belong to the same stage. Select *Restore Records* in the column options. You can also archive the same way."
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56
|
||||
msgid "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app` to the main :guilabel:`Pipeline` dashboard. Then, click the :guilabel:`Filters` drop-down menu, located beneath the search bar."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
|
||||
msgid "To select specific opportunities, you should switch to the list view."
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1
|
||||
msgid "Search bar with lost filter emphasized."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64
|
||||
msgid "From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` option. Upon selecting :guilabel:`Lost`, only the leads that have been marked as `Lost` appear on the :guilabel:`Pipeline` page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68
|
||||
msgid "To filter leads by a specific lost reason, select :menuselection:`Filters --> Add Custom Filter`. Doing so reveals another drop-down menu with three fields."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
|
||||
msgid "Then you can select as many or all opportunities and select the actions you want to take."
|
||||
msgid "In the top field drop-down menu, select :guilabel:`Lost Reason`. In the second field drop-down menu, select :guilabel:`Contains`. Then, in the third field of the :guilabel:`Add Custom Field` sub menu, type in the specific keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking :guilabel:`Apply`, Odoo reveals all the lost leads with a reason that contains that specified keyword(s)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1
|
||||
msgid "Search bar with custom filter added for lost reason."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81
|
||||
msgid "Restore lost opportunities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83
|
||||
msgid "To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Doing so reveals all the lost opportunities on the :guilabel:`Pipeline` page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87
|
||||
msgid "Then, click on the kanban card of the desired lost opportunity to restore, which opens that lead's detail form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90
|
||||
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 ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1
|
||||
msgid "Lost opportunity with emphasis on the Restore button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98
|
||||
msgid "Restore multiple opportunities at once"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100
|
||||
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 ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103
|
||||
msgid "Next, select the list view option, which is represented by the three-line :guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the leads from the :guilabel:`Pipeline` page in a list form. With the list form chosen, select the checkbox to the left of each desired opportunity/lead to be restored."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108
|
||||
msgid "Once the desired opportunities/leads have been selected, click the :guilabel:`⚙️ Action (gear)` drop-down menu at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down menu, select :guilabel:`Unarchive`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112
|
||||
msgid "Doing so removes those selected lost opportunities from the :guilabel:`Pipeline` page because they no longer fit into the `Lost` filter criteria. To reveal these newly-restored leads, delete the `Lost` filter from the search bar."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1
|
||||
msgid "Action button from list view with the Unarchive option emphasized."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121
|
||||
msgid ":doc:`../performance/win_loss`"
|
||||
msgstr ""
|
||||
|
||||
@ -2171,7 +2231,7 @@ msgid "Even though Worldline has recently acquired SIX Payment Services and both
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20
|
||||
msgid "Configure the Payment Method"
|
||||
msgstr ""
|
||||
|
||||
@ -2192,7 +2252,7 @@ msgid "Create a new payment method for the SIX payment terminal."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44
|
||||
msgid "Pay with a Payment Terminal"
|
||||
msgstr ""
|
||||
|
||||
@ -2228,19 +2288,23 @@ msgstr ""
|
||||
msgid "Please note MercuryPay only operates with US and Canadian banks, making this procedure only suitable for North American businesses."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18
|
||||
#: ../../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 ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22
|
||||
msgid "First, go in the general settings of the POS app, and activate the Vantiv setting."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28
|
||||
msgid "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the payments section and access your payment methods. Create a new payment method for Vantiv, select the payment terminal option Vantiv, and create new Vantiv credentials."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36
|
||||
msgid "To create new Vantiv credentials, fill in your merchant ID and password, then save. Make sure the credentials you just created are selected, then save the payment method."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46
|
||||
msgid "In your PoS interface, at the moment of the payment, select your Vantiv payment method and… that’s all."
|
||||
msgstr ""
|
||||
|
||||
@ -5731,63 +5795,75 @@ msgid "If any changes are made on a form in Odoo, include *Contacts* forms, reme
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
||||
msgid "Get paid to confirm an order"
|
||||
msgid "Online payment order confirmation"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
||||
msgid "In general, online payments are considered as a fast and secure alternative to traditional payment methods. It is generally cheaper, easier and faster than other payment methods. It is particularly useful and efficient for international transactions. With Odoo Sales, you can use online payments to get automatic orders confirmation. Online payments are made instantly, so it's very convenient and saves lots of time in a basic sales process."
|
||||
msgid "With Odoo *Sales*, online payments can be used to get automatic confirmation on orders."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8
|
||||
msgid "Enable online payment"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14
|
||||
msgid "Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Payment** feature."
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10
|
||||
msgid "Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& Orders` heading, and activate the :guilabel:`Online Payment` feature by checking the box next to it, and clicking :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:-1
|
||||
msgid "How to enable online payment on Odoo Sales?"
|
||||
msgid "How to enable online payment on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22
|
||||
msgid "There, you will have direct access to the **Payment Acquirers** page. It will allow you to select and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to check out our documentation about how to be paid with payment acquirers such as :doc:`/applications/finance/payment_acquirers/paypal`, :doc:`/applications/finance/payment_acquirers/authorize`, and others in the :doc:`/applications/finance/payment_acquirers` documentation."
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18
|
||||
msgid "After checking the box beside the :guilabel:`Online Payment` feature, a link to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to reveal the entire :guilabel:`Payment Acquirers` page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:-1
|
||||
msgid "Payment acquirers page in the Odoo Sales application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26
|
||||
msgid "On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected and configured. Before creating (or modifying) a payment acquirer, be sure to review the documentation related to the ways payment acquirers can be used with Odoo, such as:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30
|
||||
msgid "If you are familiar with this documentation: :doc:`quote_template`; you can activate or not the **Online Payment** feature for each template you use, under their confirmation tab."
|
||||
msgid ":doc:`../../../finance/payment_acquirers/paypal`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31
|
||||
msgid ":doc:`../../../finance/payment_acquirers/authorize`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32
|
||||
msgid ":doc:`../../../finance/payment_acquirers`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
|
||||
msgid "On quotation templates, the :guilabel:`Online Payment` feature is located under the :guilabel:`Confirmation` tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38
|
||||
msgid "On standard quotations, the :guilabel:`Online Payment` feature is located under the :guilabel:`Other Info` tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42
|
||||
msgid "Register a payment"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37
|
||||
msgid "After opening quotations from their received email, your customers will have different possibilities to make their online payments. For example:"
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44
|
||||
msgid "After opening quotations from the email they receive, customers are presented with different options 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 Odoo Sales?"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46
|
||||
msgid "By clicking on the **Customer Preview** button, you will be able to see what your customers will have to choose when it comes to payment."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50
|
||||
msgid ":doc:`quote_template`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51
|
||||
msgid ":doc:`/applications/finance/payment_acquirers`"
|
||||
msgid "How to register a payment on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52
|
||||
msgid ":doc:`/applications/finance/payment_acquirers/paypal`"
|
||||
msgid "Clicking the :guilabel:`Customer Preview` smart button on the quotation form provides a preview of the quotation as the customer sees it, along with the various online payment options they can choose from."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53
|
||||
msgid ":doc:`/applications/finance/payment_acquirers/authorize`"
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57
|
||||
msgid ":doc:`quote_template`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
|
||||
@ -5935,15 +6011,15 @@ msgid "How to add optional products to your quotation templates on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
|
||||
msgid "Use product variants on quotations and sales orders"
|
||||
msgid "Product variants on quotations and sales orders"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
|
||||
msgid "Product variants can be added to quotations and sales orders using the Product Configurator, Variant Grid Entry, or both."
|
||||
msgid "Product variants can be added to quotations and sales orders using the *product configurator*, *variant grid entry*, or both."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11
|
||||
msgid "To enable product variants on quotations and sales orders, go to :menuselection:`Sales --> Configuration --> Settings --> Product Catalog` and activate one or both of the :guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to apply the settings."
|
||||
msgid "To enable product variants on quotations and sales orders, go to :menuselection:`Sales app --> Configuration --> Settings`, and under the :guilabel:`Product Catalog` heading, activate one (or both) of the :guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to apply the settings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1
|
||||
@ -5951,55 +6027,111 @@ msgid "Activating entry type settings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20
|
||||
msgid "After saving the settings, configure the product form. Head over to :menuselection:`Sales --> Products --> Products` and select any product (or click :guilabel:`Create` to create a new one). On the product form, click :guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or :guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to quotations or sales orders. Finally, click :guilabel:`Save` to apply the setting."
|
||||
msgid "After saving the settings, it's time to configure the product form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22
|
||||
msgid "To do that, navigate to :menuselection:`Sales app --> Products --> Products`, and select the desired product to configure (or click :guilabel:`Create` to open a blank product form, and create a new one)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26
|
||||
msgid "On the product form, click :guilabel:`Edit`, and select the :guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute in the :guilabel:`Attribute` column, like `Color` or `Size`, for example."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30
|
||||
msgid "Once the attribute is chosen, select the desired values to apply to that attribute in the :guilabel:`Values` column. To select the desired values, click into the blank field beneath the :guilabel:`Values` column."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34
|
||||
msgid "Then, select an option from the drop-down menu that appears. Or, create a new value by typing in the new value, and click :guilabel:`Create` from the drop-down menu that appears beneath the new value."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
||||
msgid "When a product has *at least* two variants (one attribute with two values), the :guilabel:`Sales Variant Selection` option appears at the bottom of the :guilabel:`Variants` tab. That is the **only** way to make that option appear, so keep that in mind."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41
|
||||
msgid "Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or :guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to quotations or sales orders."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45
|
||||
msgid ":guilabel:`Product Configurator`: choose attribute values to add the matching product variant to the order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47
|
||||
msgid ":guilabel:`Order Grid Entry`: add several variants at once from the grid of attribute values."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49
|
||||
msgid "Once a selection is made, click :guilabel:`Save` on the product form to apply the setting."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1
|
||||
msgid "Sales variant selection."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32
|
||||
msgid "The product must have at least two variants (one attribute with two values) created in order for the :guilabel:`Sales Variant Selection` option to appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add attributes and values to this product and create product variants."
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56
|
||||
msgid "Product configurator"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
||||
msgid "Use the Product Configurator"
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58
|
||||
msgid "The *product configurator* appears on a quotation or sales order when products that have **both** variants configured are added, and the :guilabel:`Product Configurator` option is selected on the product form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
|
||||
msgid "The :guilabel:`Product Configurator` appears on a quotation or sales order when products are added that have both variants configured and the :guilabel:`Product Configurator` option selected."
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62
|
||||
msgid "The product configurator lets salespeople choose exactly which product variant to add to the quotation or sales order, using a format similar to online shopping. Color options display any HTML color codes set up in the :guilabel:`Color` attribute."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
|
||||
msgid "The :guilabel:`Product Configurator` lets salespeople choose exactly which product variant to add to the quotation or sales order using a format similar to online shopping. Color options display any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost will display the additional cost next to their name. Once the desired product variant attributes are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order."
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66
|
||||
msgid "Features with an additional cost display the additional cost next to their name. Once the desired product variant attributes are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1
|
||||
msgid "Product Configurator and Price Extras."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52
|
||||
msgid "By default, the product variant attributes are displayed on the quotation or sales order in the :guilabel:`Description` column, but the :guilabel:`Product Variant` column can be added through the additional options menu (3 vertical dots icon)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57
|
||||
msgid "Use Variant Grid Entries"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59
|
||||
msgid ":guilabel:`Variant Grid Entries` appear on a quotation or sales order when products are added that have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can streamline the process of creating large, varied quotations by letting salespeople enter exact quantities of each product variant all at once."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64
|
||||
msgid ":guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product. Choose the exact quantities of each product variant for a quotation or sales order by typing in the number or using the arrows. :guilabel:`Not Available` is displayed when a particular variant has been deactivated in the database. Once all the product variants and their quantities have been set, click :guilabel:`Confirm` to add them to the quotation or sales order."
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
||||
msgid "By default, the product variant attributes are displayed on the quotation or sales order in the :guilabel:`Description` column, but a dedicated :guilabel:`Product Variant` column can be added, via the additional options menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-right side of the columns, in the :guilabel:`Order Lines` tab)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1
|
||||
msgid "Variant Grid Entry pop-up."
|
||||
msgid "Product variant column option in order lines tab of quotation."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
||||
msgid "Each product variant appears as an individual line item on the quotation or sales order, because each of these items has its own stock."
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83
|
||||
msgid "Just click the checkbox next to :guilabel:`Product Variant`, and that column appears in the :guilabel:`Order Lines` tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87
|
||||
msgid "Variant grid entries"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89
|
||||
msgid "*Variant grid entries* appear on a quotation or sales order when products that have both variants configured are added, and the :guilabel:`Order Grid Entry` option is selected on the product form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92
|
||||
msgid "The grid entry feature streamlines the process of creating large, varied quotations by letting salespeople enter exact quantities of each product variant all at once."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95
|
||||
msgid "The :guilabel:`Choose Product Variants` pop-up form that appears, displays a grid of every variant available for that specific product."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98
|
||||
msgid "From the :guilabel:`Choose Product Variants` pop-up form, choose the exact quantities of each product variant for a quotation or sales order by typing in the number or using the arrows in each column. The :guilabel:`Not Available` warning is displayed when a particular variant has been deactivated in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103
|
||||
msgid "Once all the product variants and their quantities have been set in the pop-up form, click :guilabel:`Confirm` to add them to the quotation or sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1
|
||||
msgid "Variant Grid Entry pop-up form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110
|
||||
msgid "Each product variant appears as an individual line item on the quotation or sales order with the chosen quantity from the :guilabel:`Choose Product Variants` pop-up form, because each of these items has its own stock."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1
|
||||
|
||||
@ -8,7 +8,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo saas-15.2\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-10-26 13:30+0000\n"
|
||||
"POT-Creation-Date: 2023-12-19 07:46+0000\n"
|
||||
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"Language-Team: LANGUAGE <LL@li.org>\n"
|
||||
@ -1583,6 +1583,162 @@ msgstr ""
|
||||
msgid "**As a non-Odoo Online 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."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:3
|
||||
msgid "Mail groups"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:5
|
||||
msgid "The **mail groups** feature allows website visitors to have a public discussion by email. They can join a group to receive emails from other group members (i.e., website users who have subscribed to the group) and send new ones to all group members."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:9
|
||||
msgid "To activate the feature, :ref:`install <general/install>` the :guilabel:`Website Mail Group` (`website_mail_group`) module."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:13
|
||||
msgid "The **mail groups** feature is not to be confused with the :doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:19
|
||||
msgid "Configuring mail groups"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:21
|
||||
msgid "To configure mail groups, proceed as follows:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:23
|
||||
msgid "Configure a custom email alias domain by accessing the **General settings**, scrolling down to the :guilabel:`Discuss` section, enabling the :guilabel:`Custom Email Server` feature, and entering the :guilabel:`Alias domain` (e.g., `@mycompany.com`)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:26
|
||||
msgid "Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then click :guilabel:`Create`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:27
|
||||
msgid "Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a :guilabel:`Description`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:28
|
||||
msgid "Enable :guilabel:`Moderate this group` and specify the :guilabel:`Moderators` if you wish to :ref:`moderate messages <website/mailing_lists/moderate>` from this group. Alternatively, if the group is not moderated, you can define :guilabel:`Responsible users` who can manage the messages in the group."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:32
|
||||
msgid "In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:34
|
||||
msgid ":guilabel:`Everyone`: to make the mail group public so anyone can subscribe to it;"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:35
|
||||
msgid ":guilabel:`Members only`: to only allow users defined as members to subscribe to the mail group;"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:36
|
||||
msgid ":guilabel:`Selected group of users`: to only allow users from the :guilabel:`Authorized group` to subscribe to the mail group."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:39
|
||||
msgid "If the mail group is moderated, you can automatically notify authors when their message is pending moderation by enabling :guilabel:`Automatic notification` in the :guilabel:`Notify Members` tab and writing the :guilabel:`Notification message`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:42
|
||||
msgid "If you wish to send out guidelines to new subscribers, enable :guilabel:`Send guidelines to new subscribers` and write them in the :guilabel:`Guidelines` tab. This is particularly useful when the mail group is moderated."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:47
|
||||
msgid "Using mail groups"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:50
|
||||
msgid "Subscribing/unsubscribing"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:52
|
||||
msgid "Based on the :ref:`configuration of the mail group <website/mailing_lists/configure_groups>`, users can subscribe to and unsubscribe from mail groups from the website page (`/groups` by default)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:-1
|
||||
msgid "Mail group web page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:58
|
||||
msgid "Internal users can also do this from :menuselection:`Website --> Groups --> Mailing List Groups`, using the :guilabel:`Join` and :guilabel:`Leave` buttons."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:62
|
||||
msgid "Sending messages"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:64
|
||||
msgid "To send messages to a mail group, website users can email the :ref:`mail group's email address <website/mailing_lists/configure_groups>`. Internal users can also create messages directly from Odoo. To do so, go to :menuselection:`Website --> Groups --> Mailing List Groups`, select the mail group, click the :guilabel:`Emails` smart button, and click :guilabel:`Create`. Then, fill in the fields and click :guilabel:`Send`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:71
|
||||
msgid "The list of messages can also be accessed by selecting the group from the `/groups` website page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:73
|
||||
msgid "Group members can also unsubscribe from the group, access the mail group page, and send emails to the group using the URLs in the footer of any group email they have received."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:0
|
||||
msgid "URLs in the footer of a group email."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:82
|
||||
msgid "Moderating mail group messages"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:84
|
||||
msgid "If the :guilabel:`Moderate this group` feature has been enabled for the :ref:`mail group <website/mailing_lists/configure_groups>`, one of the :guilabel:`Moderators` must approve the group's messages before they are dispatched to the other members."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:88
|
||||
msgid "To moderate messages, go to :menuselection:`Website --> Groups --> Mailing List Groups`, select the mail group, and click the :guilabel:`To review` smart button. You can moderate messages using the buttons at the end of the message line or select a message to view its content and moderate it accordingly."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:0
|
||||
msgid "Moderation buttons in the message line."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:96
|
||||
msgid "The following actions are available:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:98
|
||||
msgid ":guilabel:`Accept`: to accept the email and send it to the mail group members."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:99
|
||||
msgid ":guilabel:`Reject`: to reject the email. In the pop-up window that opens, click :guilabel:`Reject Silently` to reject the email without notifying the author, or specify an explanation for rejecting the message, then click :guilabel:`Send & Reject` to reject the message and send the explanation to the author."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:103
|
||||
msgid ":guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept all of their emails. As a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for the author's email address with the status :guilabel:`Always allow`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:106
|
||||
msgid ":guilabel:`Ban`: to blacklist the author, i.e. automatically discard all their emails. In the pop-up window that opens, click :guilabel:`Ban` to ban the author without notifying them, or specify an explanation, then click :guilabel:`Send & Ban` to ban the author and send them the explanation. As a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for the author's email address with the status :guilabel:`Permanent ban`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:113
|
||||
msgid "Messages can also be moderated from the group's list of messages. Go to :menuselection:`Website --> Groups --> Mailing List Groups`, select the mail group and click the :guilabel:`Emails` smart button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:120
|
||||
msgid "Whitelisting/Blacklisting authors"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:122
|
||||
msgid "You can whitelist or blacklist an author either directly :ref:`from a mail group message <website/mailing_lists/moderate>`, or by creating a moderation rule. To do so, go to :menuselection:`Website --> Groups --> List Moderation Rulings` and click :guilabel:`Create`. Then, select the :guilabel:`Group`, specify the author's :guilabel:`Email` and set the :guilabel:`Status` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/mail_groups.rst:129
|
||||
msgid "You can also access the mail group's moderation rules by going to :menuselection:`Website --> Groups --> Mailing List Groups`, selecting the group, then clicking the :guilabel:`Moderations` smart button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/website/pages.rst:5
|
||||
msgid "Pages"
|
||||
msgstr ""
|
||||
|
||||
Loading…
Reference in New Issue
Block a user