From 0cdacfbaeb68726db76baddbb7b03ce476c4ae75 Mon Sep 17 00:00:00 2001 From: Martin Trigaux Date: Tue, 24 Nov 2015 11:14:35 +0100 Subject: [PATCH] [I18N] export source terms and add project resource --- locale/sources/accounting.pot | 72 +-- locale/sources/crm.pot | 171 ++++++- locale/sources/inventory.pot | 194 ++++++- locale/sources/point_of_sale.pot | 845 ++++++++++++++++++++++++++++--- locale/sources/project.pot | 731 ++++++++++++++++++++++++++ locale/sources/purchase.pot | 39 +- locale/sources/sales.pot | 611 +++++++++++++++++++++- 7 files changed, 2534 insertions(+), 129 deletions(-) create mode 100644 locale/sources/project.pot diff --git a/locale/sources/accounting.pot b/locale/sources/accounting.pot index 1e1a8095f..c38fbebf1 100644 --- a/locale/sources/accounting.pot +++ b/locale/sources/accounting.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Business \n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2015-11-17 09:56+0100\n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2259,7 +2259,7 @@ msgid "Prepayments" msgstr "" #: ../../accounting/others/configuration/account_type.rst:39 -#: ../../accounting/overview/main_concepts/terminologies.rst:72 +#: ../../accounting/overview/main_concepts/terminologies.rst:77 msgid "Fixed Assets" msgstr "" @@ -3987,7 +3987,7 @@ msgstr "" #: ../../accounting/overview/main_concepts/memento.rst:216 #: ../../accounting/overview/main_concepts/memento.rst:226 #: ../../accounting/overview/main_concepts/memento.rst:242 -#: ../../accounting/overview/main_concepts/terminologies.rst:25 +#: ../../accounting/overview/main_concepts/terminologies.rst:26 msgid "Reconciliation" msgstr "" @@ -4259,83 +4259,83 @@ msgid "Payment Terms" msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:16 -msgid "Payment terms describe how and when a customer invoice (or supplier bill) should be pay over the time. Example: 30% direct payment, balance in two months." +msgid "Payment terms describe how and when a customer invoice (or supplier bill) should be paid over the time. Example: 30% direct payment, balance due in two months." msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:22 -msgid "Bank reconciliation is the process of matching your payment lines with existing journal items or creating new journal items on the fly." +msgid "Bank reconciliation is the process of matching transactions from your bank records with existing journal items or creating new journal items on the fly. It is a process of verification to ensure that your bank and your records in Odoo say the same thing." msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:28 -msgid "Journal items reconciliation is the process of linking several journal items together like an invoice and a payment. This allows to mark invoices as paid." +#: ../../accounting/overview/main_concepts/terminologies.rst:29 +msgid "Journal items reconciliation is the process of linking several journal items together like an invoice and a payment. This allows you to mark invoices as paid. It is also useful when comparing values of 'goods received not invoiced' and 'goods shipped not billed' accounts." msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:31 +#: ../../accounting/overview/main_concepts/terminologies.rst:33 msgid "Deposit Ticket" msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:34 -msgid "Deposit tickets group several payment orders (usually checks) that are deposited together at the bank. This allows an easy reconciliation with the bank statement line if the line has one line per deposit." +#: ../../accounting/overview/main_concepts/terminologies.rst:36 +msgid "Deposit tickets group several payment orders (usually checks) that are deposited together at the bank at the same time. This allows an easy reconciliation with the bank statement line if the line has one line per deposit." msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:38 +#: ../../accounting/overview/main_concepts/terminologies.rst:40 msgid "Journal Entry" msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:41 -msgid "A journal entry is an accounting transaction, usually related to a financial document: invoice, payment, receipt, etc. A journal entry always consists of at least two lines. The sum of the credits of all journal items of a journal entry is equal to the sum of their debits." +#: ../../accounting/overview/main_concepts/terminologies.rst:43 +msgid "A journal entry is an accounting transaction, usually related to a financial document: invoice, payment, receipt, etc. A journal entry always consists of at least two lines, described here as journal items, which credit or debit specific accounts. The sum of the credits of all journal items of a journal entry must be equal to the sum of their debits for the entry to be valid." msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:46 +#: ../../accounting/overview/main_concepts/terminologies.rst:50 msgid "Journal Item" msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:49 -msgid "A line of a journal entry, with a debit or credit associated to an account." +#: ../../accounting/overview/main_concepts/terminologies.rst:53 +msgid "A line of a journal entry, with a monetary debit or credit associated with a specific account." msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:51 +#: ../../accounting/overview/main_concepts/terminologies.rst:55 msgid "Analytic Accounts" msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:54 -msgid "Sometimes called **Cost Accounts**, are accounts that are not part of the chart of account and that allows to track costs and revenues. Analytic account are usually structured by projects, departments, etc. Every journal item is posted in a regular account in the chart of account and can be posted to an analytic accounting for reporting purposes." -msgstr "" - -#: ../../accounting/overview/main_concepts/terminologies.rst:60 -msgid "Analytic Entries" -msgstr "" - -#: ../../accounting/overview/main_concepts/terminologies.rst:63 -msgid "Cost or revenues posted to analytic accounts, usually related to journal entries." +#: ../../accounting/overview/main_concepts/terminologies.rst:58 +msgid "Sometimes called **Cost Accounts**, are accounts that are not part of the chart of accounts and that allow you to track costs and revenues. Analytic accounts are usually grouped by projects, departments, etc. for analysis of a company's expenditures. Every journal item is posted in a regular account in the chart of account and can be posted to an analytic account for the purpose of reporting or analysis." msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:65 -msgid "Sales Receipt" +msgid "Analytic Entries" msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:68 -msgid "A receipt or other slip of paper issued by a store or other vendor showing where a purchase was made and also the amount, date, department, etc. Sales receipt are usually used instead of invoices if the sale is paid in cash in the store." +msgid "Costs or revenues posted to analytic accounts, usually related to journal entries." msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:75 -msgid "Property owned by the company. Odoo Asset management is used to manage the depreciation / amortization of the asset over the time." +#: ../../accounting/overview/main_concepts/terminologies.rst:70 +msgid "Sales Receipt" msgstr "" -#: ../../accounting/overview/main_concepts/terminologies.rst:77 -msgid "Deferred Revenues" +#: ../../accounting/overview/main_concepts/terminologies.rst:73 +msgid "A receipt or other slip of paper issued by a store or other vendor describing the details of a purchase (amount, date, department, etc.). Sales receipt are usually used instead of invoices if the sale is paid in cash in a store." msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:80 -msgid "Are used to recognize revenues of sales of services that are provided over a long period of time. If you sell a 3 years maintenance contract, you can use the deferred revenue mechanism to recognize 1/36 of the revenue every month." +msgid "Property owned by the company, usually with a useful life greater than one reporting period. Odoo Asset management is used to manage the depreciation / amortization of the asset over the time. Typical examples would be capital equipment, vehicles, and real estate." msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:84 -msgid "Fiscal Position" +msgid "Deferred Revenues" msgstr "" #: ../../accounting/overview/main_concepts/terminologies.rst:87 -msgid "Define the taxes that should be applied for a specific customer/vendor or invoice. Example: If some customers benefit for specific taxes (government, construction companies, EU companies that are VAT subjected,…), you can assign a fiscal position to them and the right tax will be selected according to the products they buy." +msgid "Are used to recognize revenues for sales of services that are provided over a long period of time. If you sell a 3 year maintenance contract, you can use the deferred revenue mechanism to recognize 1/36 of the revenue every month until the contract expires, rather than taking it all initially or at the end." +msgstr "" + +#: ../../accounting/overview/main_concepts/terminologies.rst:93 +msgid "Fiscal Position" +msgstr "" + +#: ../../accounting/overview/main_concepts/terminologies.rst:96 +msgid "Define the taxes that should be applied for a specific customer/vendor or invoice. Example: If some customers benefit from specific taxes (government, construction companies, EU companies that are VAT subjected,…), you can assign a fiscal position to them and the right tax will be selected according to the products they buy." msgstr "" #: ../../accounting/overview/process_overview.rst:3 diff --git a/locale/sources/crm.pot b/locale/sources/crm.pot index f494ef447..06ce8d633 100644 --- a/locale/sources/crm.pot +++ b/locale/sources/crm.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Business \n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2015-11-10 08:54+0100\n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -41,6 +41,7 @@ msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:30 #: ../../crm/leads/manage/lead_scoring.rst:19 #: ../../crm/overview/started/setup.rst:10 +#: ../../crm/salesteam/manage/reward.rst:12 msgid "Configuration" msgstr "" @@ -528,6 +529,74 @@ msgstr "" msgid "Main Concepts" msgstr "" +#: ../../crm/overview/main_concepts/introduction.rst:3 +msgid "Introduction to Odoo CRM" +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:11 +msgid "Transcript" +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:13 +msgid "Hi, my name is Nicholas, I'm a business manager in the textile industry. I sell accessories to retailers. Do you know the difference between a good salesperson and an excellent salesperson? The key is to be productive and organized to do the job. That's where Odoo comes in. Thanks to a well structured organization you'll change a good team into an exceptional team." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:21 +msgid "With Odoo CRM, the job is much easier for me and my entire team. When I log in into Odoo CRM, I have a direct overview of my ongoing performance. But also the activity of the next 7 days and the performance of the last month. I see that I overachieved last month when compared to my invoicing target of $200,000. I have a structured approach of my performance." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:28 +msgid "If I want to have a deeper look into the details, I click on next actions and I can see that today I have planned a call with Think Big Systems. Once I have done my daily review, I usually go to my pipeline. The process is the same for everyone in the team. Our job is to find resellers and before closing any deal we have to go through different stages. We usually have a first contact to qualify the opportunity, then move into offer & negotiation stage, and closing by a 'won'..Well, that's if all goes well." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:38 +msgid "The user interface is really smooth, I can drag and drop any business opportunity from one stage to another in just a few clicks." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:42 +msgid "Now I'd like to go further with an interesting contact: a department store. I highlighted their file by changing the color. For each contact, I have a form view where I can access to all necessary information about the contact. I see here my opportunity Macy's has an estimated revenue of $50,000 and a success rate of 10%. I need to discuss about this partnership, so I will schedule a meeting straight from the contact form: Macy's partnership meeting. It's super easy to create a new meeting with any contact. I can as well send an email straight from the opportunity form and the answer from the prospect will simply pop up in the system too. Now, let's assume that the meeting took place, therefore I can mark it as done. And the system automatically suggests a next activity. Actually, we configured Odoo with a set of typical activities we follow for every opportunity, and it's great to have a thorough followup. The next activity will be a follow-up email. Browsing from one screen to the other is really simple and adapting to the view too! I can see my opportunitities as a to-do list of next activities for example." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:62 +msgid "With Odoo CRM I have a sales management tool that is really efficient and me and my team can be well organized. I have a clear overview of my sales pipeline, meetings, revenues, and more." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:67 +msgid "I go back to my pipeline. Macy's got qualified successfully, which mean I can move their file to the next step and I will dapt the expected revenue as discussed. Once I have performed the qualification process, I will create a new quotation based on the feedback I received from my contact. For my existing customers, I can as well quickly discover the activity around them for any Odoo module I use, and continue to discuss about them. It's that simple." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:76 +msgid "We have seen how I can manage my daily job as business manager or salesperson. At the end of the journey I would like to have a concrete view of my customer relationships and expected revenues. If I go into the reports in Odoo CRM, I have the possibility to know exactly what's the evolution of the leads over the past months, or have a look at the potential revenues and the performance of the different teams in terms of conversions from leads to opportunities for instance. So with Odoo I can have a clear reporting of every activity based on predefined metrics or favorites. I can search for other filters too and adapt the view. If I want to go in the details, I choose the list view and can click on any item" +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:90 +msgid "Odoo CRM is not only a powerful tool to achieve our sales goals with structured activities, performance dashboard, next acitivities and more, but also allows me to:" +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:94 +msgid "Use leads to get in the system unqualified but targeted contacts I may have gathered in a conference or through a contact form on my website. Those leads can then be converted into opportunities." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:99 +msgid "Manage phone calls from Odoo CRM by using the VoIP app. Call customers, manage a call queue, log calls, schedule calls and next actions to perform." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:103 +msgid "Integrate with Odoo Sales to create beautiful online or PDF quotations and turn them into sales orders." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:106 +msgid "Use email marketing for marketing campaigns to my customers and prospects." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:109 +msgid "Manage my business seamlessly, even on the go. Indeed, Odoo offers a mobile app that lets every business organize key sales activities from leads to quotes." +msgstr "" + +#: ../../crm/overview/main_concepts/introduction.rst:113 +msgid "Odoo CRM is a powerful, yet easy-to-use app. I firstly used the sales planner to clearly state my objectives and set up our CRM. It will help you getting started quickly too." +msgstr "" + #: ../../crm/overview/main_concepts/terminologies.rst:3 msgid "Odoo CRM Terminologies" msgstr "" @@ -981,6 +1050,106 @@ msgstr "" msgid ":doc:`../setup/create_team`" msgstr "" +#: ../../crm/salesteam/manage/reward.rst:3 +msgid "How to motivate and reward my salespeople?" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:5 +msgid "Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople productivity. The **Gamification** app of Odoo gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:14 +msgid "From the **Apps** menu, search and install the **Gamification** module. You can also install the **CRM gamification** app, which will add some useful data (goals and challenges) that can be used related to the usage of the **CRM/Sale** modules." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:23 +msgid "Create a challenge" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:25 +msgid "You will now be able to create your first challenge from the menu :menuselection:`Settings --> Gamification Tools --> Challenges`." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:29 +msgid "As the gamification tool is a one-time technical setup, you will need to activate the technical features in order to access the configuration. In order to do so, click on the interrogation mark available from any app (upper-right) and click on **About** and then **Activate the developer mode**." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:38 +msgid "A challenge is a mission that you will send to your salespeople. It can include one or several goals and is set up for a specific period of time. Configure your challenge as follows:" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:42 +msgid "Assign the salespeople to be challenged" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:44 +msgid "Assign a responsible" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:46 +msgid "Set up the periodicity along with the start and the end date" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:48 +msgid "Select your goals" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:50 +msgid "Set up your rewards (badges)" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:53 +msgid "Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity is set) or when the challenge is manually closed." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:58 +msgid "For example, on the screenshot below, I have challenged 2 employees with a **Monthly Sales Target**. The challenge will be based on 2 goals: the total amount invoiced and the number of new leads generated. At the end of the month, the winner will be granted with a badge." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:67 +msgid "Set up goals" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:69 +msgid "The users can be evaluated using goals and numerical objectives to reach. **Goals** are assigned through **challenges** to evaluate (see here above) and compare members of a team with each others and through time." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:74 +msgid "You can create a new goal on the fly from a **Challenge**, by clicking on **Add new item** under **Goals**. You can select any business object as a goal, according to your company's needs, such as :" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:78 +msgid "number of new leads," +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:80 +msgid "time to qualify a lead or" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:82 +msgid "total amount invoiced in a specific week, month or any other time frame based on your management preferences." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:89 +msgid "Goals may include your database setup as well (e.g. set your company data and a timezone, create new users, etc.)." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:93 +msgid "Set up rewards" +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:95 +msgid "For non-numerical achievements, **badges** can be granted to users. From a simple *thank you* to an exceptional achievement, a badge is an easy way to exprimate gratitude to a user for their good work." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:99 +msgid "You can easily create a grant badges to your employees based on their performance under :menuselection:`Gamification Tools --> Badges`." +msgstr "" + +#: ../../crm/salesteam/manage/reward.rst:106 +msgid ":doc:`../../reporting/analysis`" +msgstr "" + #: ../../crm/salesteam/setup/create_team.rst:3 msgid "How to create a new team?" msgstr "" diff --git a/locale/sources/inventory.pot b/locale/sources/inventory.pot index 4a2a6dedd..b14e240fa 100644 --- a/locale/sources/inventory.pot +++ b/locale/sources/inventory.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Business \n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2015-11-17 09:56+0100\n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -490,6 +490,7 @@ msgstr "" #: ../../inventory/routes/concepts/use_routes.rst:22 #: ../../inventory/routes/costing/landed_costs.rst:18 #: ../../inventory/routes/strategies/putaway.rst:23 +#: ../../inventory/routes/strategies/removal.rst:18 #: ../../inventory/settings/products/packages.rst:17 #: ../../inventory/settings/products/packages.rst:66 #: ../../inventory/settings/products/uom.rst:17 @@ -704,6 +705,7 @@ msgstr "" #: ../../inventory/routes/concepts/use_routes.rst:6 #: ../../inventory/routes/costing/landed_costs.rst:6 #: ../../inventory/routes/strategies/putaway.rst:6 +#: ../../inventory/routes/strategies/removal.rst:6 #: ../../inventory/settings/products/packages.rst:6 #: ../../inventory/settings/products/uom.rst:6 #: ../../inventory/shipping/operation/cancel.rst:6 @@ -3101,15 +3103,15 @@ msgid "How to setup Odoo inventory?" msgstr "" #: ../../inventory/overview/start/setup.rst:5 -msgid "The Odoo Inventory application has an implementation guide that you should follow to configure it. It's a step-by-step manual with links to the different screens you will need." +msgid "The Odoo Inventory application has an implementation guide that you should follow to configure it. It's a step-by-step manual with links to the different screens you need." msgstr "" #: ../../inventory/overview/start/setup.rst:9 -msgid "Once you have installed the **Inventory** application, you should click on the top-right progressbar to get access to the implementation guide." +msgid "Once you have installed the **Inventory** application, click on the top-right progress bar to get access to the implementation guide." msgstr "" #: ../../inventory/overview/start/setup.rst:15 -msgid "The implementation guide will help you through the following steps:" +msgid "The implementation guide helps you through the following steps:" msgstr "" #: ../../inventory/overview/start/setup.rst:17 @@ -3141,7 +3143,7 @@ msgid "Configure advanced features like package, traceability, routes and invent msgstr "" #: ../../inventory/overview/start/setup.rst:37 -msgid "If you want to set up operations with barcode scanner in your warehouse, you should install the **Barcode** application that will add features on top of the inventory application. The barcode application will guide you to configure and use your scanner optimally." +msgid "If you want to set up operations with barcode scanner in your warehouse, you should install the **Barcode** application that adds features on top of the inventory application. The barcode application will guide you to configure and use your scanner optimally." msgstr "" #: ../../inventory/routes.rst:3 @@ -3752,16 +3754,186 @@ msgstr "" msgid "There you can see current inventory by location." msgstr "" -#: ../../inventory/routes/strategies/putaway.rst:73 -msgid ":doc:`storage`" -msgstr "" - #: ../../inventory/routes/strategies/removal.rst:3 msgid "What is a removal strategy (FIFO, LIFO, FEFO, Specific Indentification)?" msgstr "" -#: ../../inventory/routes/strategies/storage.rst:3 -msgid "How to store specific products to specific locations?" +#: ../../inventory/routes/strategies/removal.rst:8 +msgid "Removal strategies are usually in picking operations to select the best products in order to optimize the distance for the worker, for quality control purpose or due to reason of product expiration." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:12 +msgid "When a product movement needs to be done, Odoo will find available products that can be assigned to shipping. The way Odoo assign these products depend on the **removal strategy** that is defined on the **product category** or on the **location**." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:20 +msgid "In the **Inventory** application, go to :menuselection:`Configuration --> Settings`:" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:29 +msgid "Check **Track lots or serial numbers**, **Manage several location per warehouse** and **Advanced routing of products using rules**, then click on **Apply**." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:33 +msgid "Then, open :menuselection:`Configuration --> Locations` and open the location on which you want to apply a removal strategy." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:40 +msgid "Types of removal strategy" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:43 +msgid "FIFO ( First In First Out )" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:45 +msgid "A **First In First Out** strategy implies that the products that were stocked first will move out first. Companies should use FIFO method if they are selling perishable goods. Companies selling products with relatively short demand cycles, such as clothes, also may have to pick FIFO to ensure they are not stuck with outdated styles in inventory." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:51 +msgid "Go to :menuselection:`Inventory --> Configuration --> Locations`, open the stock location and set **FIFO** removal strategy." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:54 +msgid "Let's take one example of FIFO removal strategy." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:56 +msgid "In your warehouse stock (``WH/Stock``) location, there are ``3`` lots of ``iPod 32 Gb`` available." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:59 +msgid "You can find details of available inventory in inventory valuation report." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:65 +msgid "Create one sales order ``25`` unit of ``iPod 32 GB`` and confirm it." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:67 +msgid "You can see in the outgoing shipment product that the ``Ipod 32 Gb`` are assigned with the **oldest** lots, using the FIFO removal strategy." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:75 +msgid "LIFO (Last In First Out)" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:77 +msgid "In this warehouse management, the products which are brought in the last, moves out the first. LIFO is used in case of products which do not have a shelf life." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:81 +msgid "Go to :menuselection:`Inventory --> Configuration --> Locations`, open the stock location and set **LIFO** removal strategy." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:84 +msgid "In our example, let's check the current available stock of ``Ipod 32 Gb`` on ``WH/Stock`` location." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:90 +msgid "Create a sale order with ``10`` units of ``Ipod 32 Gb``." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:92 +msgid "You can see in the outgoing shipment product that the ``Ipod 32 Gb`` are assigned with the **newest** lots, using the LIFO removal strategy." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:100 +msgid "FEFO ( First Expiry First Out )" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:102 +msgid "In FEFO warehouse management, the products are dispatched from the warehouse according to their expiration date." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:105 +msgid "Go to :menuselection:`Inventory --> Configuration --> Setting`. Check the option **Define Expiration date on serial numbers**. Then click on **Apply** to save changes." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:112 +msgid "It will allow you to set **best before date**, **end of life date**, **alert date** and **removal date** on the serial number. Go to :menuselection:`Inventory Control --> Serial Numbers/Lots`." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:119 +msgid "**Best Before Date**: This is the date on which the goods with this serial number start deteriorating, without being dangerous yet." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:122 +msgid "**End of Life Date:** This is the date on which the goods with this serial number may become dangerous and must not be consumed." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:125 +msgid "**Removal Date:** This is the date on which the goods with this serial Number should be removed from the stock." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:128 +msgid "**Alert Date:** This is the date on which an alert should be notified about the goods with this serial number." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:131 +msgid "Products will pick first with expiry date (removal date), So you have to set removal date on lot/serial numbers." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:134 +msgid "To set the removal strategy on location, go to :menuselection:`Configuration --> Locations` and choose FEFO." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:140 +msgid "Let's take an example, there are ``3`` lots of ``ice cream`` available in ``WH/Stock`` location: ``LOT0001``, ``LOT0002``, ``LOT0003`` with different expiration date." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:145 +msgid "**Lot / Serial No**" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:145 +msgid "**Product**" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:145 +msgid "**Expiration Date**" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:147 +msgid "LOT0001" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:147 +#: ../../inventory/routes/strategies/removal.rst:149 +#: ../../inventory/routes/strategies/removal.rst:151 +msgid "Ice Cream" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:147 +msgid "08/20/2015" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:149 +msgid "LOT0002" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:149 +msgid "08/10/2015" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:151 +msgid "LOT0003" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:151 +msgid "08/15/2015" +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:154 +msgid "We will create a sale order with ``15kg`` of ``ice cream`` and confirm it." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:156 +msgid "The outgoing shipment related to sale order will make the move based on removal strategy **FEFO**." +msgstr "" + +#: ../../inventory/routes/strategies/removal.rst:159 +msgid "It will take ``10kg`` from ``LOT0002`` and ``5kg`` from ``LOT0003`` based on the removal dates." msgstr "" #: ../../inventory/settings.rst:3 diff --git a/locale/sources/point_of_sale.pot b/locale/sources/point_of_sale.pot index d2a424af3..23c326567 100644 --- a/locale/sources/point_of_sale.pot +++ b/locale/sources/point_of_sale.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Business \n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2015-11-17 09:56+0100\n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -28,30 +28,573 @@ msgstr "" msgid "How to use discount tags on products?" msgstr "" +#: ../../point_of_sale/advanced/discount_tags.rst:5 +msgid "This tutorial will describe how to use discount tags on products." +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:8 +msgid "Barcode Nomenclature" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:10 +msgid "To start using discounts tags, let's first have a look at the **barcode nomenclature** in order to print our correct discounts tags." +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:13 +msgid "I want to have a discount for the product with the following barcode." +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:18 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`. In the default nomenclature, you can see that to set a discount, you have to start you barcode with ``22`` and the add the percentage you want to set for the product." +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:26 +msgid "For instance if you want ``50%`` discount on a product you have to start you barcode with ``2250`` and then add the product barcode. In our example, the barcode will be:" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:34 +msgid "Scanning your products" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:36 +msgid "If you go back to the **dashboard** and start a **new session**" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:41 +msgid "You have to scan:" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:43 +msgid "the product" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:45 +msgid "the discount tag" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:47 +msgid "When the product is scanned, it appears on the ticket" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:52 +msgid "Then when you scan the discount tag, ``50%`` discount is applied on the product." +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:58 +msgid "That's it, this how you can use discount tag on products with Odoo." +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:61 +#: ../../point_of_sale/advanced/loyalty.rst:114 +#: ../../point_of_sale/advanced/manual_discount.rst:83 +#: ../../point_of_sale/advanced/mercury.rst:94 +#: ../../point_of_sale/advanced/multi_cashiers.rst:171 +#: ../../point_of_sale/advanced/register.rst:57 +#: ../../point_of_sale/advanced/reprint.rst:41 +#: ../../point_of_sale/overview/start.rst:155 +msgid ":doc:`../shop/cash_control`" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:62 +#: ../../point_of_sale/advanced/loyalty.rst:115 +#: ../../point_of_sale/advanced/manual_discount.rst:84 +#: ../../point_of_sale/advanced/mercury.rst:95 +#: ../../point_of_sale/advanced/multi_cashiers.rst:172 +#: ../../point_of_sale/advanced/register.rst:58 +#: ../../point_of_sale/advanced/reprint.rst:42 +#: ../../point_of_sale/overview/start.rst:156 +msgid ":doc:`../shop/invoice`" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:63 +#: ../../point_of_sale/advanced/loyalty.rst:116 +#: ../../point_of_sale/advanced/manual_discount.rst:85 +#: ../../point_of_sale/advanced/mercury.rst:96 +#: ../../point_of_sale/advanced/multi_cashiers.rst:173 +#: ../../point_of_sale/advanced/register.rst:59 +#: ../../point_of_sale/advanced/reprint.rst:43 +#: ../../point_of_sale/overview/start.rst:157 +msgid ":doc:`../shop/refund`" +msgstr "" + +#: ../../point_of_sale/advanced/discount_tags.rst:64 +#: ../../point_of_sale/advanced/loyalty.rst:117 +#: ../../point_of_sale/advanced/manual_discount.rst:86 +#: ../../point_of_sale/advanced/mercury.rst:97 +#: ../../point_of_sale/advanced/multi_cashiers.rst:174 +#: ../../point_of_sale/advanced/register.rst:60 +#: ../../point_of_sale/advanced/reprint.rst:44 +#: ../../point_of_sale/overview/start.rst:158 +msgid ":doc:`../shop/seasonal_discount`" +msgstr "" + #: ../../point_of_sale/advanced/loyalty.rst:3 msgid "How to create & run a loyalty & reward system" msgstr "" +#: ../../point_of_sale/advanced/loyalty.rst:6 +#: ../../point_of_sale/advanced/manual_discount.rst:41 +#: ../../point_of_sale/advanced/multi_cashiers.rst:37 +#: ../../point_of_sale/advanced/multi_cashiers.rst:88 +#: ../../point_of_sale/advanced/reprint.rst:6 +#: ../../point_of_sale/overview/start.rst:22 +#: ../../point_of_sale/shop/seasonal_discount.rst:6 +msgid "Configuration" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:8 +msgid "In the **Point of Sale** application, go to :menuselection:`Configuration --> Settings`." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:14 +msgid "You can tick **Manage loyalty program with point and reward for customers**." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:21 +msgid "Create a loyalty program" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:23 +msgid "After you apply, go to :menuselection:`Configuration --> Loyalty Programs` and click on **Create**." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:29 +msgid "Set a **name** and an **amount** of points given **by currency**, **by order** or **by product**. Extra rules can also be added such as **extra points** on a product." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:33 +msgid "To do this click on **Add an item** under **Rules**." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:38 +msgid "You can configure any rule by setting some configuration values." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:40 +msgid "**Name**: An internal identification for this loyalty program rule" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:41 +msgid "**Type**: Does this rule affects products, or a category of products?" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:42 +msgid "**Target Product**: The product affected by the rule" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:43 +msgid "**Target Category**: The category affected by the rule" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:44 +msgid "**Cumulative**: The points won from this rule will be won in addition to other rules" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:45 +msgid "**Points per product**: How many points the product will earn per product ordered" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:46 +msgid "**Points per currency**: How many points the product will earn per value sold" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:51 +msgid "Your new rule is now created and rewards can be added by clicking on **Add an Item** under **Rewards**." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:57 +msgid "Three types of reward can be given:" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:59 +msgid "**Resale**: convert your points into money. Set a product that represents the value of 1 point." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:64 +msgid "**Discount**: give a discount for an amount of points. Set a product with a price of ``0 €`` and without any taxes." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:69 +msgid "**Gift**: give a gift for an amount of points" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:77 +msgid "Applying your loyalty program to a point of sale" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:79 +msgid "On the **Dashboard**, click on :menuselection:`More --> Settings`." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:84 +msgid "Next to loyalty program, set the program you want to set." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:90 +msgid "Gathering and consuming points" +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:92 +msgid "To start gathering points you need to set a customer on the order." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:94 +msgid "Click on **Customer** and select the right one." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:96 +msgid "Loyalty points will appear on screen." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:101 +msgid "The next time the customer comes to your shop and has enough points to get a reward, the **Rewards** button is highlighted and gifts can be given." +msgstr "" + +#: ../../point_of_sale/advanced/loyalty.rst:108 +msgid "The reward is added and of course points are subtracted from the total." +msgstr "" + #: ../../point_of_sale/advanced/manual_discount.rst:3 msgid "How to apply manual discounts?" msgstr "" +#: ../../point_of_sale/advanced/manual_discount.rst:6 +#: ../../point_of_sale/advanced/mercury.rst:6 +#: ../../point_of_sale/overview.rst:3 +#: ../../point_of_sale/overview/start.rst:6 +msgid "Overview" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:8 +msgid "You can apply manual discounts in two different ways. You can directly set a discount on the product or you can set a global discount on the whole cart." +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:13 +msgid "Discount on the product" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:15 +#: ../../point_of_sale/advanced/register.rst:8 +msgid "On the dashboard, click on **New Session**:" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:20 +msgid "You will get into the main point of sale interface :" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:25 +#: ../../point_of_sale/advanced/mercury.rst:76 +#: ../../point_of_sale/shop/cash_control.rst:53 +msgid "On the right you can see the list of your products with the categories on the top. If you click on a product, it will be added in the cart. You can directly set the correct quantity or weight by typing it on the keyboard." +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:30 +msgid "The same way you insert a quantity, Click on **Disc** and then type the discount (in percent). This is how you insert a manual discount on a specific product." +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:38 +msgid "Global discount" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:43 +msgid "If you want to set a global discount, you need to go to :menuselection:`Configuration --> Settings` and tick **Allow global discounts**" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:50 +msgid "Then from the dashboard, click on :menuselection:`More --> Settings`" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:55 +msgid "You have to activate **Order Discounts** and create a product that will be added as a product with a negative price to deduct the discount." +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:61 +msgid "On the product used to create the discount, set the price to ``0`` and do not forget to remove all the **taxes**, that can make the calculation wrong." +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:68 +msgid "Set a global discount" +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:70 +msgid "Now when you come back to the **dashboard** and start a **new session**, a **Discount** button appears and by clicking on it you can set a **discount**." +msgstr "" + +#: ../../point_of_sale/advanced/manual_discount.rst:76 +msgid "When it's validated, the discount line appears on the order and you can now process to the payment." +msgstr "" + #: ../../point_of_sale/advanced/mercury.rst:3 msgid "How to accept credit card payments in Odoo POS using Mercury?" msgstr "" +#: ../../point_of_sale/advanced/mercury.rst:8 +msgid "A **MercuryPay** account (see `MercuryPay website `__.) is required to accept credit card payments in Odoo 9 POS with an integrated card reader. MercuryPay only operates with US and Canadian banks making this procedure only suitable for North American businesses. An alternative to an integrated card reader is to work with a standalone card reader, copy the transaction total from the Odoo POS screen into the card reader, and record the transaction in Odoo POS." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:18 +msgid "Module installation" +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:20 +msgid "Go to **Apps** and install the **Mercury Payment Services** application." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:26 +msgid "Mercury Configuration" +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:28 +msgid "In the **Point of Sale** application, click on :menuselection:`Configuration --> Mercury Configurations` and then on **Create**." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:35 +msgid "Introduce your **credentials** and then save them." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:40 +msgid "Then go to :menuselection:`Configuration --> Payment methods` and click on **Create**. Under the **Point of Sale** tab you can set a **Mercury configuration** to the **Payment method**." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:47 +msgid "Finally, go to :menuselection:`Configuration --> Point of Sale` and add a new payment method on the point of sale by editing it." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:54 +msgid "Then select the payment method corresponding to your mercury configuration." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:60 +msgid "Save the modifications." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:63 +#: ../../point_of_sale/shop/cash_control.rst:48 +msgid "Register a sale" +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:65 +msgid "On the dashboard, you can see your point(s) of sales, click on **New Session**:" +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:71 +#: ../../point_of_sale/overview/start.rst:114 +msgid "You will get the main point of sale interface:" +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:82 +msgid "Payment with credit cards" +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:84 +msgid "Once the order is completed, click on **Payment**. You can choose the credit card **Payment Method**." +msgstr "" + +#: ../../point_of_sale/advanced/mercury.rst:90 +msgid "Type in the **Amount** to be paid with the credit card. Now you can swipe the card and validate the payment." +msgstr "" + #: ../../point_of_sale/advanced/multi_cashiers.rst:3 msgid "How to manage multiple cashiers?" msgstr "" +#: ../../point_of_sale/advanced/multi_cashiers.rst:5 +msgid "This tutorial will describe how to manage multiple cashiers. There are four differents ways to manage several cashiers." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:9 +msgid "Switch cashier without any security" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:11 +msgid "As prerequisite, you just need to have a second user with the **Point of Sale User** rights (Under the :menuselection:`General Settings --> Users` menu). On the **Dashboard** click on **New Session** as the main user." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:18 +#: ../../point_of_sale/advanced/multi_cashiers.rst:64 +#: ../../point_of_sale/advanced/multi_cashiers.rst:123 +msgid "On the top of the screen click on the **user name**." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:23 +msgid "And switch to another cashier." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:28 +msgid "The name on the top has changed which means you have changed the cashier." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:34 +msgid "Switch cashier with pin code" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:39 +msgid "If you want your cashiers to need a pin code to be able to use it, you can set it up in by clicking on **Settings**." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:45 +msgid "Then click on **Manage access rights**." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:50 +msgid "**Edit** the cashier and add a security pin code on the **Point of Sale** tab." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:57 +msgid "Change cashier" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:59 +#: ../../point_of_sale/advanced/multi_cashiers.rst:118 +msgid "On the **Dashboard** click on **New Session**." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:69 +msgid "Choose your **cashier**:" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:74 +msgid "You will have to insert the user's **pin code** to be able to continue." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:79 +msgid "Now you can see that the cashier has changed." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:85 +msgid "Switch cashier with cashier barcode badge" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:90 +msgid "If you want your cashiers to scan its badge, you can set it up in by clicking on **Settings**." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:96 +msgid "Then click on **Manage access rights**" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:101 +msgid "**Edit** the cashier and add a **security pin code** on the **Point of Sale** tab." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:108 +msgid "Be careful of the barcode nomenclature, the default one forced you to use a barcode starting with ``041`` for cashier barcodes. To change that go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:116 +msgid "Change Cashier" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:128 +msgid "When the cashier scans his own badge, you can see on the top that the cashier has changed." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:132 +msgid "Assign session to a user" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:134 +msgid "Click on the menu :menuselection:`Point of Sale --> Orders --> Sessions`." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:139 +msgid "Then, click on **New** and assign as **Responsible** the correct cashier to the point of sale." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:145 +msgid "When the cashier logs in he is able to open the session" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:151 +msgid "Assign a default point of sale to a cashier" +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:153 +msgid "If you want your cashiers to be assigned to a point of sale, go to :menuselection:`Point of Sales --> Configuration --> Settings`." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:159 +msgid "Then click on **Manage Access Rights**." +msgstr "" + +#: ../../point_of_sale/advanced/multi_cashiers.rst:164 +msgid "**Edit** the cashier and add a **Default Point of Sale** under the **Point of Sale** tab." +msgstr "" + #: ../../point_of_sale/advanced/register.rst:3 msgid "How to register customers?" msgstr "" +#: ../../point_of_sale/advanced/register.rst:6 +#: ../../point_of_sale/shop/invoice.rst:6 +#: ../../point_of_sale/shop/seasonal_discount.rst:78 +msgid "Register an order" +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:13 +msgid "You arrive now on the main view :" +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:18 +msgid "On the right you can see the list of your products with the categories on the top. If you click on a product, it will be added in the cart. You can directly set the quantity or weight by typing it on the keyboard." +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:23 +msgid "Record a customer" +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:25 +msgid "On the main view, click on **Customer**:" +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:30 +msgid "Register a new customer by clicking on the button." +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:35 +msgid "The following form appear. Fill in the relevant information:" +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:40 +msgid "When it's done click on the **floppy disk** icon" +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:45 +msgid "You just registered a new customer. To set this customer to the current order, just tap on **Set Customer**." +msgstr "" + +#: ../../point_of_sale/advanced/register.rst:51 +msgid "The customer is now set on the order." +msgstr "" + #: ../../point_of_sale/advanced/reprint.rst:3 msgid "How to reprint receipts?" msgstr "" +#: ../../point_of_sale/advanced/reprint.rst:8 +msgid "If you want to allow a cashier to reprint a ticket, go to :menuselection:`Configuration --> Settings` and tick the option **Allow cashier to reprint receipts**." +msgstr "" + +#: ../../point_of_sale/advanced/reprint.rst:15 +msgid "You also need to allow the reprinting on the point of sale. Go to :menuselection:`Configuration --> Point of Sale`, open the one you want to configure and and tick the option **Reprinting**." +msgstr "" + +#: ../../point_of_sale/advanced/reprint.rst:23 +msgid "How to reprint a receipt?" +msgstr "" + +#: ../../point_of_sale/advanced/reprint.rst:25 +msgid "On the **Dashboard**, click on **More** and then on **Sales Orders**." +msgstr "" + +#: ../../point_of_sale/advanced/reprint.rst:30 +msgid "On the orders list, search and click on the order you want to reprint." +msgstr "" + +#: ../../point_of_sale/advanced/reprint.rst:35 +msgid "On the order, click on reprint." +msgstr "" + #: ../../point_of_sale/analyze.rst:3 msgid "Analyze sales" msgstr "" @@ -60,11 +603,6 @@ msgstr "" msgid "Getting daily sales statistics" msgstr "" -#: ../../point_of_sale/overview.rst:3 -#: ../../point_of_sale/overview/start.rst:6 -msgid "Overview" -msgstr "" - #: ../../point_of_sale/overview/setup.rst:3 msgid "Point of Sale Hardware Setup" msgstr "" @@ -693,11 +1231,6 @@ msgstr "" msgid "You will be able to run real time statistics and consolidations across all your shops without the hassle of integrating several external applications." msgstr "" -#: ../../point_of_sale/overview/start.rst:22 -#: ../../point_of_sale/shop/seasonal_discount.rst:6 -msgid "Configuration" -msgstr "" - #: ../../point_of_sale/overview/start.rst:25 msgid "Install the Point of Sale Application" msgstr "" @@ -782,15 +1315,12 @@ msgstr "" msgid "On the dashboard, you can see your points of sales, click on **New session**:" msgstr "" -#: ../../point_of_sale/overview/start.rst:114 -msgid "You will get the main point of sale interface:" -msgstr "" - #: ../../point_of_sale/overview/start.rst:119 msgid "On the right you can see the products list with the categories on the top. If you click on a product, it will be added in the cart. You can directly set the correct quantity or weight by typing it on the keyboard." msgstr "" #: ../../point_of_sale/overview/start.rst:125 +#: ../../point_of_sale/shop/cash_control.rst:59 msgid "Payment" msgstr "" @@ -799,10 +1329,12 @@ msgid "Once the order is completed, click on **Payment**. You can choose the cus msgstr "" #: ../../point_of_sale/overview/start.rst:134 +#: ../../point_of_sale/shop/cash_control.rst:68 msgid "Your ticket is printed and you are now ready to make your second order." msgstr "" #: ../../point_of_sale/overview/start.rst:137 +#: ../../point_of_sale/shop/cash_control.rst:71 msgid "Closing a session" msgstr "" @@ -818,22 +1350,6 @@ msgstr "" msgid "Now, you only have to validate and close the session." msgstr "" -#: ../../point_of_sale/overview/start.rst:155 -msgid ":doc:`../shop/cash_control`" -msgstr "" - -#: ../../point_of_sale/overview/start.rst:156 -msgid ":doc:`../shop/invoice`" -msgstr "" - -#: ../../point_of_sale/overview/start.rst:157 -msgid ":doc:`../shop/refund`" -msgstr "" - -#: ../../point_of_sale/overview/start.rst:158 -msgid ":doc:`../shop/seasonal_discount`" -msgstr "" - #: ../../point_of_sale/restaurant.rst:3 msgid "Advanced Restaurant Features" msgstr "" @@ -842,6 +1358,38 @@ msgstr "" msgid "How to handle kitchen & bar order printing?" msgstr "" +#: ../../point_of_sale/restaurant/setup.rst:3 +msgid "How to setup Point of Sale Restaurant?" +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:5 +msgid "Go to the **Point of Sale** application, :menuselection:`Configuration --> Settings`" +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:11 +msgid "Enable the option **Restaurant: activate table management** and click on **Apply**." +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:17 +msgid "Then go back to the **Dashboard**, on the point of sale you want to use in restaurant mode, click on :menuselection:`More --> Settings`." +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:23 +msgid "Under the **Restaurant Floors** section, click on **add an item** to insert a floor and to set your PoS in restaurant mode." +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:29 +msgid "Insert a floor name and assign the floor to your point of sale." +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:34 +msgid "Click on **Save & Close** and then on **Save**. Congratulations, your point of sale is now in Restaurant mode. The first time you start a session, you will arrive on an empty map." +msgstr "" + +#: ../../point_of_sale/restaurant/setup.rst:40 +msgid ":doc:`table`" +msgstr "" + #: ../../point_of_sale/restaurant/split.rst:3 msgid "How to handle split bills?" msgstr "" @@ -850,6 +1398,74 @@ msgstr "" msgid "How to configure your table map?" msgstr "" +#: ../../point_of_sale/restaurant/table.rst:6 +msgid "Make your table map" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:8 +msgid "Once your point of sale has been configured for restaurant usage, click on **New Session**:" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:14 +msgid "This is your main floor, it is empty for now. Click on the **+** icon to add a table." +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:20 +msgid "Drag and drop the table to change its position. Once you click on it, you can edit it." +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:23 +msgid "Click on the corners to change the size." +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:28 +msgid "The number of seats can be set by clicking on this icon:" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:33 +msgid "The table name can be edited by clicking on this icon:" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:38 +msgid "You can switch from round to square table by clicking on this icon:" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:43 +msgid "The color of the table can modify by clicking on this icon :" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:48 +msgid "This icon allows you to duplicate the table:" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:53 +msgid "To drop a table click on this icon:" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:58 +msgid "Once your plan is done click on the pencil to leave the edit mode. The plan is automatically saved." +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:65 +msgid "Register your orders" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:67 +msgid "Now you are ready to make your first order. You just have to click on a table to start registering an order." +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:70 +msgid "You can come back at any time to the map by clicking on the floor name :" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:76 +msgid "Edit a table map" +msgstr "" + +#: ../../point_of_sale/restaurant/table.rst:78 +msgid "On your map, click on the pencil icon to go in edit mode :" +msgstr "" + #: ../../point_of_sale/restaurant/tips.rst:3 msgid "How to handle tips?" msgstr "" @@ -862,13 +1478,82 @@ msgstr "" msgid "How to set up cash control?" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:3 -msgid "How to invoice from the POS interface?" +#: ../../point_of_sale/shop/cash_control.rst:5 +msgid "Cash control permits you to check the amount of the cashbox at the opening and closing." msgstr "" -#: ../../point_of_sale/shop/invoice.rst:6 -#: ../../point_of_sale/shop/seasonal_discount.rst:78 -msgid "Register an order" +#: ../../point_of_sale/shop/cash_control.rst:9 +msgid "Configuring cash control" +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:11 +msgid "On the **Point of Sale** dashboard, click on :menuselection:`More --> Settings`." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:17 +msgid "On this page, scroll and tick the the option **Cash Control**." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:23 +msgid "Starting a session" +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:25 +msgid "On your point of sale dashboard click on **new session**:" +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:30 +msgid "Before launching the point of sale interface, you get the open control view. Click on set an opening balance to introduce the amount in the cashbox." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:37 +msgid "Here you can insert the value of the coin or bill, and the amount present in the cashbox. The system sums up the total, in this example we have ``86,85€`` in the cashbox. Click on **confirm**." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:44 +msgid "You can see that the opening balance has changed and when you click on **Open Session** you will get the main point of sale interface." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:61 +msgid "Once the order is completed, click on **Payment**. You can choose the customer payment method. In this example, the customer owes you ``10.84€`` and pays with a ``20€`` note. When it's done, click on **Validate**." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:73 +msgid "At the time of closing the session, click on the **Close** button on the top right. Click again on the **Close** button to exit the point of sale interface. On this page, you will see a summary of the transactions. At this moment you can take the money out." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:81 +msgid "For instance you want to take your daily transactions out of your cashbox." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:87 +msgid "Now you can see that the theoretical closing balance has been updated and it only remains you to count your cashbox to set a closing balance." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:93 +msgid "You can now validate the closing." +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:96 +#: ../../point_of_sale/shop/refund.rst:20 +#: ../../point_of_sale/shop/seasonal_discount.rst:92 +msgid ":doc:`invoice`" +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:97 +#: ../../point_of_sale/shop/invoice.rst:116 +#: ../../point_of_sale/shop/seasonal_discount.rst:93 +msgid ":doc:`refund`" +msgstr "" + +#: ../../point_of_sale/shop/cash_control.rst:98 +#: ../../point_of_sale/shop/invoice.rst:117 +#: ../../point_of_sale/shop/refund.rst:21 +msgid ":doc:`seasonal_discount`" +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:3 +msgid "How to invoice from the POS interface?" msgstr "" #: ../../point_of_sale/shop/invoice.rst:8 @@ -891,74 +1576,89 @@ msgstr "" msgid "Add a customer" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:28 +#: ../../point_of_sale/shop/invoice.rst:29 +msgid "By selecting in the customer list" +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:31 +#: ../../point_of_sale/shop/invoice.rst:54 msgid "On the main view, click on **Customer** (above **Payment**):" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:33 +#: ../../point_of_sale/shop/invoice.rst:36 msgid "You must set a customer in order to be able to issue an invoice." msgstr "" -#: ../../point_of_sale/shop/invoice.rst:38 +#: ../../point_of_sale/shop/invoice.rst:41 msgid "You can search in the list of your customers or create new ones by clicking on the icon." msgstr "" -#: ../../point_of_sale/shop/invoice.rst:45 +#: ../../point_of_sale/shop/invoice.rst:48 msgid "For more explanation about adding a new customer. Please read the document :doc:`../advanced/register`." msgstr "" -#: ../../point_of_sale/shop/invoice.rst:49 -msgid "Payment and invoicing" +#: ../../point_of_sale/shop/invoice.rst:52 +msgid "By using a barcode for customer" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:51 -msgid "Once the cart is processed, click on **Payment**. You can choose the customer payment method. In this example, the customer owes you ``10.84 €`` and pays with by a ``VISA``." -msgstr "" - -#: ../../point_of_sale/shop/invoice.rst:55 -msgid "Before clicking on **Validate**, you have to click on **Invoice** in order to create an invoice from this order." -msgstr "" - -#: ../../point_of_sale/shop/invoice.rst:61 -msgid "Your invoice is printed and you can continue to make orders." +#: ../../point_of_sale/shop/invoice.rst:59 +msgid "Select a customer and click on the pencil to edit." msgstr "" #: ../../point_of_sale/shop/invoice.rst:64 -msgid "Retrieve invoices of a specific customer" -msgstr "" - -#: ../../point_of_sale/shop/invoice.rst:66 -msgid "To retrieve the customer’s invoices, go to the **Sale** application, click on :menuselection:`Sales --> Customers`." +msgid "Set a the barcode for customer by scanning it." msgstr "" #: ../../point_of_sale/shop/invoice.rst:69 +msgid "Save modifications and now when you scan the customer's barcode, he is assigned to the order" +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:73 +msgid "Be careful with the **Barcode Nomenclature**. By default, customers' barcodes have to begin with 042. To check the default barcode nomenclature, go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`." +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:82 +msgid "Payment and invoicing" +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:84 +msgid "Once the cart is processed, click on **Payment**. You can choose the customer payment method. In this example, the customer owes you ``10.84 €`` and pays with by a ``VISA``." +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:88 +msgid "Before clicking on **Validate**, you have to click on **Invoice** in order to create an invoice from this order." +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:94 +msgid "Your invoice is printed and you can continue to make orders." +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:97 +msgid "Retrieve invoices of a specific customer" +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:99 +msgid "To retrieve the customer's invoices, go to the **Sale** application, click on :menuselection:`Sales --> Customers`." +msgstr "" + +#: ../../point_of_sale/shop/invoice.rst:102 msgid "On the customer information view, click on the **Invoiced** button :" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:74 +#: ../../point_of_sale/shop/invoice.rst:107 msgid "You will get the list all his invoices. Click on the invoice to get the details." msgstr "" -#: ../../point_of_sale/shop/invoice.rst:81 +#: ../../point_of_sale/shop/invoice.rst:114 #: ../../point_of_sale/shop/refund.rst:19 #: ../../point_of_sale/shop/seasonal_discount.rst:91 msgid ":doc:`cash_control`" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:82 +#: ../../point_of_sale/shop/invoice.rst:115 msgid ":doc:`../advanced/register`" msgstr "" -#: ../../point_of_sale/shop/invoice.rst:83 -#: ../../point_of_sale/shop/seasonal_discount.rst:93 -msgid ":doc:`refund`" -msgstr "" - -#: ../../point_of_sale/shop/invoice.rst:84 -#: ../../point_of_sale/shop/refund.rst:21 -msgid ":doc:`seasonal_discount`" -msgstr "" - #: ../../point_of_sale/shop/refund.rst:3 msgid "How to return and refund products?" msgstr "" @@ -971,11 +1671,6 @@ msgstr "" msgid "You can see that the total is negative, to end the refund, you only have to process the payment." msgstr "" -#: ../../point_of_sale/shop/refund.rst:20 -#: ../../point_of_sale/shop/seasonal_discount.rst:92 -msgid ":doc:`invoice`" -msgstr "" - #: ../../point_of_sale/shop/seasonal_discount.rst:3 msgid "How to apply Time-limited or seasonal discounts?" msgstr "" diff --git a/locale/sources/project.pot b/locale/sources/project.pot new file mode 100644 index 000000000..67e06a2ad --- /dev/null +++ b/locale/sources/project.pot @@ -0,0 +1,731 @@ +# SOME DESCRIPTIVE TITLE. +# Copyright (C) 2015, Odoo S.A. +# This file is distributed under the same license as the Odoo Business package. +# FIRST AUTHOR , YEAR. +# +#, fuzzy +msgid "" +msgstr "" +"Project-Id-Version: Odoo Business \n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" +"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" +"Last-Translator: FULL NAME \n" +"Language-Team: LANGUAGE \n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: 8bit\n" + +#: ../../project.rst:5 +msgid "Project" +msgstr "" + +#: ../../project/advanced.rst:3 +msgid "Advanced" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:3 +msgid "How to use projects to handle claims/issues?" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:5 +msgid "A company selling support services often has to deal with problems occurring during the implementation of the project. These issues have to be solved and followed up as fast as possible in order to ensure the deliverability of the project and a positive customer satisfaction." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:10 +msgid "For example, as an IT company offering the implementation of your software, you might have to deal with customers emails experiencing technical problems. Odoo offers the opportunity to create dedicated support projects which automatically generate tasks upon receiving an customer support email. This way, the issue can then be assigned directly to an employee and can be closed more quickly." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:18 +#: ../../project/advanced/so_to_task.rst:24 +#: ../../project/configuration/time_record.rst:12 +#: ../../project/configuration/visualization.rst:15 +#: ../../project/planning/assignments.rst:10 +msgid "Configuration" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:20 +msgid "The following configuration are needed to be able to use projects for support and issues. You need to install the **Project management** and the **Issue Tracking** modules." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:31 +msgid "Create a project" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:33 +msgid "The first step in order to set up a claim/issue management system is to create a project related to those claims. Let's start by simply creating a **support project**. Enter the Project application dashboard, click on create and name your project **Support**. Tick the **Issues** box and rename the field if you want to customize the Issues label (e.g. **Bugs** or **Cases**). As issues are customer-oriented tasks, you might want to set the Privacy/Visibility settings to **Customer project** (therefore your client will be able to follow his claim in his portal)." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:43 +msgid "You can link the project to a customer if the project has been created to handle a specific client issues, otherwise you can leave the field empty." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:51 +msgid "Invite followers" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:53 +msgid "You can decide to notify your employees as soon as a new issue will be created. On the **Chatter** (bottom of the screen), you will notice two buttons on the right : **Follow** (green) and **No follower** (white). Click on the first to receive personally notifications and on the second to add others employees as follower of the project (see screenshot below)." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:63 +msgid "Set up your workflow" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:65 +msgid "You can easily personalize your project stages to suit your workflow by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column** (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also edit, fold or unfold anytime your stages by using the **setting** icon on your desired stage." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:77 +msgid "Generate issues from emails" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:79 +msgid "When your project is correctly set up and saved, you will see it appearing in your dashboard. Note that an email address for that project is automatically generated, with the name of the project as alias." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:87 +msgid "If you cannot see the email address on your project, go to the menu :menuselection:`Settings --> General Settings` and configure your alias domain. Hit **Apply** and go back to your **Projects** dashboard where you will now see the email address under the name of your project." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:92 +msgid "Every time one of your client will send an email to that email address, a new issue will be created." +msgstr "" + +#: ../../project/advanced/claim_issue.rst:96 +#: ../../project/advanced/so_to_task.rst:113 +#: ../../project/planning/assignments.rst:137 +msgid ":doc:`../configuration/setup`" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:97 +msgid ":doc:`../configuration/collaboration`" +msgstr "" + +#: ../../project/advanced/claim_issue.rst:98 +#: ../../project/advanced/feedback.rst:113 +msgid ":doc:`external`" +msgstr "" + +#: ../../project/advanced/external.rst:3 +msgid "How to collaborate with external people?" +msgstr "" + +#: ../../project/advanced/feedback.rst:3 +msgid "How to gather feedback from customers?" +msgstr "" + +#: ../../project/advanced/feedback.rst:6 +#: ../../project/configuration/setup.rst:6 +#: ../../project/configuration/time_record.rst:6 +#: ../../project/overview.rst:3 +#: ../../project/overview/main_concepts.rst:3 +msgid "Overview" +msgstr "" + +#: ../../project/advanced/feedback.rst:8 +msgid "As a manager, it's not always simple to follow everything your teams do. Having a simple customer feedback can be very interesting to evaluate the performances of your temas. You can very easily gather feedbacks from your customers using Odoo." +msgstr "" + +#: ../../project/advanced/feedback.rst:13 +msgid "An e-mail can be sent during the project to get the customer feedbacks. He just has to choose between 3 smileys to assess your work (Smile, Neutral or Sad)." +msgstr "" + +#: ../../project/advanced/feedback.rst:18 +msgid "How to gather feedbacks from customers" +msgstr "" + +#: ../../project/advanced/feedback.rst:20 +msgid "Before getting started some configuration is necessary. First of all it's necessary to install the **Project** application. To do so simply go to the apps module and install it." +msgstr "" + +#: ../../project/advanced/feedback.rst:27 +msgid "Moreover, in the same menu, you have to install the **Project Rating** module." +msgstr "" + +#: ../../project/advanced/feedback.rst:33 +msgid "Next, go back into the back-end and enter the project module. Select the **Configuration** button and click on **Settings** in the dropdown menu. Next select **Allow activating customer rating on projects, at issue completion**. Don't forget to apply your changes." +msgstr "" + +#: ../../project/advanced/feedback.rst:42 +msgid "How to get a Customer feedback?" +msgstr "" + +#: ../../project/advanced/feedback.rst:44 +msgid "A e-mail can be sent to the customers at each stage of the ongoing projects." +msgstr "" + +#: ../../project/advanced/feedback.rst:47 +msgid "First, you need to choose for which projects you want to get a feedback." +msgstr "" + +#: ../../project/advanced/feedback.rst:50 +msgid "Project configuration" +msgstr "" + +#: ../../project/advanced/feedback.rst:52 +msgid "Go to the **Project** application, in the project settings select the **Customer satisfaction** option." +msgstr "" + +#: ../../project/advanced/feedback.rst:59 +msgid "Email Template" +msgstr "" + +#: ../../project/advanced/feedback.rst:61 +msgid "Go to the stage settings (click on the gear icon on the top of the stage column, then select **Edit**). Choose the e-mail template that will be used. You can directly edit it from there." +msgstr "" + +#: ../../project/advanced/feedback.rst:68 +msgid "Here is an email example that a customer can receive :" +msgstr "" + +#: ../../project/advanced/feedback.rst:74 +msgid "The customer just has to click on a smiley (Smile, Neutral or Sad) to assess your work. The customer can reply to the email to add more information. It will be added to the chatter of the task." +msgstr "" + +#: ../../project/advanced/feedback.rst:79 +msgid "Reporting" +msgstr "" + +#: ../../project/advanced/feedback.rst:81 +msgid "You have a brief summary on the satisfaction in the upper right corner of the project." +msgstr "" + +#: ../../project/advanced/feedback.rst:88 +msgid "How to display the ratings on your website?" +msgstr "" + +#: ../../project/advanced/feedback.rst:90 +msgid "First of all it's necessary to install the **Website Builder** application. To do so simply go to the apps module and search for the website builder." +msgstr "" + +#: ../../project/advanced/feedback.rst:97 +msgid "Moreover, in the same menu, you have to install the **Website Rating Project Issue** module." +msgstr "" + +#: ../../project/advanced/feedback.rst:103 +msgid "Then, you will be able to publish your result on your website by clicking on the website button in the upper right corner and confirming it in the front end of the website." +msgstr "" + +#: ../../project/advanced/feedback.rst:111 +msgid ":doc:`claim_issue`" +msgstr "" + +#: ../../project/advanced/feedback.rst:112 +msgid ":doc:`invoicing`" +msgstr "" + +#: ../../project/advanced/invoicing.rst:3 +msgid "How to invoice time spent?" +msgstr "" + +#: ../../project/advanced/publication.rst:3 +msgid "How to publish the project externally?" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:3 +msgid "How to create tasks from sales orders?" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:5 +msgid "In this section, we will see the integration between Odoo's **Project management** and **Sales** modules and more precisely how to generate tasks from sales order lines." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:9 +msgid "In project management, a task is an activity that needs to be accomplished within a defined period of time. For a company selling services, the task typically represents the service that has been sold to the customer and that needs to be delivered. This is why it is useful to be able to generate a task from a sale order in order to streamline the process between the Sales and Services departments." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:16 +msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer. On the sale order, the service will trigger the creation of a task from which the consultant will record timesheets and, if needed, reinvoice the client according to the overtime spent on the project." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:27 +msgid "Install the required applications" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:29 +msgid "In order to be able to generate a task from a sale order you will need to install the **Sales Management** and **Project** application. Simply go into the application module and install the following:" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:39 +msgid "Moreover if you wish to be able to invoice your customers based on time spent on the task, it is also necessary to install the **Timesheet** module. Simply go into the application module and install the following:" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:47 +msgid "Create and set up a product" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:49 +msgid "You need to configure your service on the product form itself in order to generate a task every time it will be sold. From the **Sales** module, use the menu :menuselection:`Sales --> Products` and create a new product with the`following setup:" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:54 +msgid "**Name**: Technical Support" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:56 +msgid "**Product Type**: Service" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:58 +msgid "**Unit of Measure**: Hours (go to :menuselection:`Configuration --> Settings` and, under **Unit of measures**, check the **Some products may be sold/purchased in different unit of measures (advanced)** radio button)" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:63 +msgid "**Invoicing policy**: You can set up your invoice policy either on ordered quantity or on delivered quantity. You can easily follow the amount of hours that were delivered and/or invoiced to your client." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:68 +msgid "**Track Service**: Create a task and track hours, as your product is a service invoiceable by hours you have to set the units of measures of the product to hours as well." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:76 +msgid "Link your task to an existing project or create a new one on the fly if the product is specific to one project. Otherwise, you can leave it blank, odoo will then create a project per SO." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:81 +msgid "Create the Sales Order" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:83 +msgid "Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:91 +msgid "Access the task generated from the sale order" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:93 +msgid "On the Project module, your new task will appear :" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:95 +msgid "either on a related project if you have selected one in the product form" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:98 +msgid "either on a new project with the name of related the sale order as title (you can easily change the name of the project by clicking on :menuselection:`More --> Settings`)" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:105 +msgid "On the task itself, you will now be able to record timesheets and to invoice your customers based on your invoicing policy." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:109 +msgid "On Odoo, the central document is the sales order, which means that the source document of the task is the related sales order." +msgstr "" + +#: ../../project/advanced/so_to_task.rst:114 +msgid ":doc:`../../sales/invoicing/services/reinvoice`" +msgstr "" + +#: ../../project/advanced/so_to_task.rst:115 +msgid ":doc:`../../sales/invoicing/services/support`" +msgstr "" + +#: ../../project/configuration.rst:3 +msgid "Configuration and basic usage" +msgstr "" + +#: ../../project/configuration/collaboration.rst:3 +msgid "How to manage & collaborate on tasks?" +msgstr "" + +#: ../../project/configuration/setup.rst:3 +msgid "How to set up & configure a project?" +msgstr "" + +#: ../../project/configuration/setup.rst:8 +msgid "Odoo Project allows you to manage a project together with your whole team, and to communicate with any member for each project and task." +msgstr "" + +#: ../../project/configuration/setup.rst:11 +msgid "It works with projects containing tasks following customizable stages. A can be internal or customer-oriented. A task is something to perform as part of a project. You will be able to give different tasks to several employees working on this project." +msgstr "" + +#: ../../project/configuration/setup.rst:17 +msgid "Installing the Project module" +msgstr "" + +#: ../../project/configuration/setup.rst:19 +msgid "Open the **Apps** module, search for **Project Management**, and click on **Install**." +msgstr "" + +#: ../../project/configuration/setup.rst:26 +msgid "Creating a new project" +msgstr "" + +#: ../../project/configuration/setup.rst:28 +msgid "Open the **Project** application, and click on **Create**. From this window, you can specify the name of the project and set up the privacy of the project." +msgstr "" + +#: ../../project/configuration/setup.rst:32 +msgid "The privacy setting works as:" +msgstr "" + +#: ../../project/configuration/setup.rst:34 +msgid "**Customer Project**: visible in portal if the customer is a follower." +msgstr "" + +#: ../../project/configuration/setup.rst:37 +msgid "**All Employees**: employees see all tasks or issues." +msgstr "" + +#: ../../project/configuration/setup.rst:39 +msgid "**Private Project**: followers can see only the followed tasks or issues" +msgstr "" + +#: ../../project/configuration/setup.rst:42 +msgid "You can also specify if the project is destined to a customer, or leave the **Customer** field empty if not." +msgstr "" + +#: ../../project/configuration/setup.rst:48 +msgid "When you have entered all the required details, click on **Save**." +msgstr "" + +#: ../../project/configuration/setup.rst:51 +msgid "Manage your project's stages" +msgstr "" + +#: ../../project/configuration/setup.rst:54 +msgid "Add your project's stages" +msgstr "" + +#: ../../project/configuration/setup.rst:56 +msgid "On your project's dashboard. Click on **# Tasks**." +msgstr "" + +#: ../../project/configuration/setup.rst:61 +msgid "In the new window, add a new column and name it according to the first stage of your project, then add as many columns as there are stages in your project." +msgstr "" + +#: ../../project/configuration/setup.rst:68 +msgid "For each stage, there are markers for the status of tasks within a stage, that you can personalize to fit your needs." +msgstr "" + +#: ../../project/configuration/setup.rst:71 +msgid "Drag your mouse pointer over a stage name, and click on the appearing bearing, and on the opening menu, click on **Edit**." +msgstr "" + +#: ../../project/configuration/setup.rst:77 +msgid "A new window will open. The color dots and star icon correspond to customizable markers applied on tasks, making it easier to know what task requires attention. You can give them any signification you like." +msgstr "" + +#: ../../project/configuration/setup.rst:84 +msgid "Click on **Save** when you are done." +msgstr "" + +#: ../../project/configuration/setup.rst:87 +msgid "Rearrange stages" +msgstr "" + +#: ../../project/configuration/setup.rst:89 +msgid "You can easily personalize this view to better suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column**. If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the **Setting** icon on your desired stage." +msgstr "" + +#: ../../project/configuration/setup.rst:100 +msgid ":doc:`visualization`" +msgstr "" + +#: ../../project/configuration/setup.rst:101 +msgid ":doc:`collaboration`" +msgstr "" + +#: ../../project/configuration/setup.rst:102 +msgid ":doc:`time_record`" +msgstr "" + +#: ../../project/configuration/time_record.rst:3 +msgid "How to record time spent?" +msgstr "" + +#: ../../project/configuration/time_record.rst:8 +msgid "Odoo allows you to record the time spent per employee and per project, for simple reports as well as for direct invoicing to the customer." +msgstr "" + +#: ../../project/configuration/time_record.rst:14 +msgid "In order to record the time spent on projects, you must first activate the invoicing of timesheets. Into the **Project** application, open :menuselection:`Configuration --> Settings`. In the **Timesheets** section of the page, tick **Activate timesheets on issues**." +msgstr "" + +#: ../../project/configuration/time_record.rst:23 +msgid "Activating the option will install the Sales, Invoicing, Issue Tracking, Employee and Timesheet apps." +msgstr "" + +#: ../../project/configuration/time_record.rst:27 +msgid "Recording timesheets" +msgstr "" + +#: ../../project/configuration/time_record.rst:29 +msgid "You can record the time spent in projects straight from the projects application. You can either record timesheets in a project, or in a task." +msgstr "" + +#: ../../project/configuration/time_record.rst:34 +msgid "Recording in a project" +msgstr "" + +#: ../../project/configuration/time_record.rst:36 +msgid "In the **Project** application dashboard, open the **More** menu of the project you want to record timesheets for, and click on **Timesheets**." +msgstr "" + +#: ../../project/configuration/time_record.rst:42 +msgid "In the new window, click on **Create** and insert the required details, then click on **Save**." +msgstr "" + +#: ../../project/configuration/time_record.rst:49 +msgid "Recording in a task" +msgstr "" + +#: ../../project/configuration/time_record.rst:51 +msgid "In the **Project** app, open the project you want to record timesheets for, and open the task on which you have been working." +msgstr "" + +#: ../../project/configuration/time_record.rst:54 +msgid "In the task, click on **Edit**, open the **Timesheets** tab and click on **Add an item**. Insert the required details, then click on **Save**." +msgstr "" + +#: ../../project/configuration/visualization.rst:3 +msgid "How to visualize a project's tasks?" +msgstr "" + +#: ../../project/configuration/visualization.rst:5 +msgid "How to visualize a project's tasks" +msgstr "" + +#: ../../project/configuration/visualization.rst:7 +msgid "Tasks are assignments that members of your organisations have to fulfill as part of a project. In day to day business, your company might struggle due to the important amount of tasks to fulfill. Those task are already complex enough. Having to remember them all and follow up on them can be a real burden. Luckily, Odoo enables you to efficiently visualize and organize the different tasks you have to cope with." +msgstr "" + +#: ../../project/configuration/visualization.rst:17 +msgid "The only configuration needed is to install the project module in the module application." +msgstr "" + +#: ../../project/configuration/visualization.rst:24 +msgid "Creating Tasks" +msgstr "" + +#: ../../project/configuration/visualization.rst:26 +msgid "Once you created a project, you can easily generate tasks for it. Simply open the project and click on create a task." +msgstr "" + +#: ../../project/configuration/visualization.rst:32 +msgid "You then first give a name to your task, the related project will automatically be filled in, assign the project to someone, and select a deadline if there is one." +msgstr "" + +#: ../../project/configuration/visualization.rst:40 +#: ../../project/planning/assignments.rst:47 +msgid "Get an overview of activities with the kanban view" +msgstr "" + +#: ../../project/configuration/visualization.rst:42 +msgid "Once you created several tasks, they can be managed and followed up thanks to the Kanban view." +msgstr "" + +#: ../../project/configuration/visualization.rst:45 +msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and which one have the higher priorities." +msgstr "" + +#: ../../project/configuration/visualization.rst:49 +#: ../../project/planning/assignments.rst:53 +msgid "The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner" +msgstr "" + +#: ../../project/configuration/visualization.rst:57 +msgid "How to nototify your collegues about the status of a task?" +msgstr "" + +#: ../../project/configuration/visualization.rst:63 +#: ../../project/planning/assignments.rst:80 +msgid "Sort tasks by priority" +msgstr "" + +#: ../../project/configuration/visualization.rst:65 +msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will be automatically moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines." +msgstr "" + +#: ../../project/configuration/visualization.rst:72 +msgid "Note that dates that passed their deadlines will appear in red (in the list view too) so you can easily follow up the progression of different tasks." +msgstr "" + +#: ../../project/configuration/visualization.rst:80 +#: ../../project/planning/assignments.rst:119 +msgid "Keep an eye on deadlines with the Calendar view" +msgstr "" + +#: ../../project/configuration/visualization.rst:82 +msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadline in a single window." +msgstr "" + +#: ../../project/configuration/visualization.rst:89 +#: ../../project/planning/assignments.rst:128 +msgid "All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view." +msgstr "" + +#: ../../project/configuration/visualization.rst:94 +#: ../../project/planning/assignments.rst:133 +msgid "You can easily change the deadline from the Calendar view by dragging and dropping the task to another case." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:3 +msgid "Introduction to Odoo Project" +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:11 +msgid "Transcript" +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:13 +msgid "As a business manager, I have a varied job involving multiple stakeholders. To manage every task seamlessly, Odoo Projects is of great help." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:17 +msgid "With Odoo Projects, our project team members can easily plan and execute the launching of a new product line in Canada. I organized this project by creating different stages. It allows us to clearly identify the status of any task at any time, and for any user. It is convenient for any other project manager too." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:24 +msgid "These well-structured project stages are fully customizable. Here I identify one missing stage, I can easily add it in just a click. In our project management process, I proceed to a final review, so I add this stage. Odoo projects is designed to work for any kind of business." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:30 +msgid "Once a task is done, each colleague can highlight it by changing its status. That will help the project manager to review the task before changing the stage with a simple drag and drop. Easy, right?" +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:35 +msgid "We can also organize the different tasks by adapting the view. Here, I select the list view, which shows other information such as the working time progress. If I click on my task, I land on the form view where I can edit the planned hours and enter my timesheets. This is a great tool for any project manager. Controlling the working time progress and the time spent for each team member is essential. I set the time for the sales team training to 24 hours. Today, I prepared the material, so I will log 4 hours in the timesheet. The working time progress updates automatically. Thanks to this timesheet integration, the project manager has a thorough follow-up on the progress of each task." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:49 +msgid "Another great feature in Odoo projects is the forecast tool. When it is activated, I can plan resources per project and the workload. Therefore, the time allocation for other projects is much easier. For this project, I have to train members of the sales team. It will require 50% of my time until the end of the week. As project manager, I can do this resource allocation for any user and adapt it according to their other projects. This will prevent any form of time overlap. I can reassign a task or adapt the deadline. Odoo projects is the perfect app for strategic and executive planning." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:61 +msgid "Plus, every aspect of any project can be analyzed, thanks to the reports. For example, We can have a report of effective hours spent in comparison with the planned hours. I can assess the profitability of any project, any task, or any team member. I can also look at the number of hours assigned to each team member." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:68 +msgid "Another element of an excellent project management is communication. This is a key factor for the success of any project. While dealing with multiple stakeholders, being able to share documents directly in the task is very helpful. With Odoo projects, I can discuss through the chat feature that is always one-click away. I can also start a new conversation with anyone in my team." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:76 +msgid "In addition to being a powerful app for managing projects seamlessy, Odoo projects is also an effective customer service or after-sales app. With it, I can follow any customer issue, even create a dedicated support project. The app also automatically creates an invoice of time spent on tasks or issues." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:83 +msgid "Odoo projects is a powerful, yet easy-to-use app. At first, I used the planner to clearly state my objectives and set up the project app. Get this app, it will help you get started quickly too." +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:88 +msgid "Start your free trial now and better manage your projects with Odoo!" +msgstr "" + +#: ../../project/overview/main_concepts/introduction.rst:91 +msgid "Start your free trial now with the CRM sales people love" +msgstr "" + +#: ../../project/overview/main_concepts/terminology.rst:3 +msgid "Terminology" +msgstr "" + +#: ../../project/planning.rst:3 +msgid "Planning your project" +msgstr "" + +#: ../../project/planning/assignments.rst:3 +msgid "How to plan and track employees' assignments?" +msgstr "" + +#: ../../project/planning/assignments.rst:5 +msgid "Following and planning your employees' assignments can be a heavy challenge especially when you manage several people. Luckily, using Odoo Project, you can handle it in only a couple of clicks." +msgstr "" + +#: ../../project/planning/assignments.rst:12 +msgid "The only necessary configuration is to install the **Project Management** module. To do so, go in the application module, search for project and install the application." +msgstr "" + +#: ../../project/planning/assignments.rst:19 +msgid "If you wish to manage time estimation, you will need to enable timesheets on tasks. From the **Project** application, go to :menuselection:`Configuration --> Settings` in the dropdown menu. Then, under **Time Work Estimation**, select the **manage time estimation on tasks** option. Do not forget to apply your changes." +msgstr "" + +#: ../../project/planning/assignments.rst:28 +msgid "This feature will create a progress bar in the form view of your tasks. Every time your salesperson will add working time in his timesheet, the bar will be updated accordingly, based on the initially planned hours." +msgstr "" + +#: ../../project/planning/assignments.rst:36 +msgid "Manage tasks with views" +msgstr "" + +#: ../../project/planning/assignments.rst:38 +msgid "You can have an overview of your different task thanks to the multiple views available with Odoo. Three main views will help you to plan and follow up on your employees' tasks: the kanban view, the list view (using timesheets) and the calendar view." +msgstr "" + +#: ../../project/planning/assignments.rst:43 +msgid "Create and edit tasks in order to fill up your pipeline. Don't forget to fill in a responsible person and an estimated time if you have one." +msgstr "" + +#: ../../project/planning/assignments.rst:49 +msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities." +msgstr "" + +#: ../../project/planning/assignments.rst:61 +msgid "Add/rearrange stages" +msgstr "" + +#: ../../project/planning/assignments.rst:63 +msgid "You can easily personalize your project to suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column** (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the **setting** icon on your desired stage." +msgstr "" + +#: ../../project/planning/assignments.rst:75 +msgid "Create one column per stage in your working process. For example, in a development project, stages might be: Specifications, Development, Test, Done." +msgstr "" + +#: ../../project/planning/assignments.rst:82 +msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will automatically be moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines." +msgstr "" + +#: ../../project/planning/assignments.rst:89 +msgid "Note that dates that passed their deadlines will appear in red( in the list view too) so you can easily follow up the progression of different tasks." +msgstr "" + +#: ../../project/planning/assignments.rst:97 +msgid "Don't forget you can filter your tasks with the filter menu." +msgstr "" + +#: ../../project/planning/assignments.rst:100 +msgid "Track the progress of each task with the list view" +msgstr "" + +#: ../../project/planning/assignments.rst:102 +msgid "If you enabled the **Manage Time Estimation on Tasks**, your employees will be able to log their activities on tasks under the **Timesheets** sub-menu along with their duration. The **Working Time Progress** bar will be updated each time the employee will add an activity." +msgstr "" + +#: ../../project/planning/assignments.rst:110 +msgid "As a manager, you can easily overview the time spent on tasks for all employees by using the list view. To do so, access the project of your choice and click on the List view icon (see below). The last column will show you the progression of each task." +msgstr "" + +#: ../../project/planning/assignments.rst:121 +msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadlines in a single window." +msgstr "" + +#: ../../project/planning/assignments.rst:138 +msgid ":doc:`forecast`" +msgstr "" + +#: ../../project/planning/forecast.rst:3 +msgid "How to forecast tasks?" +msgstr "" + +#: ../../project/reporting.rst:3 +msgid "Reporting & Analysis" +msgstr "" + +#: ../../project/reporting/close_issue.rst:3 +msgid "How to track velocity to close issues?" +msgstr "" + +#: ../../project/reporting/efficiency.rst:3 +msgid "How to report project efficiency?" +msgstr "" + +#: ../../project/reporting/workload.rst:3 +msgid "How to analyze workload?" +msgstr "" + diff --git a/locale/sources/purchase.pot b/locale/sources/purchase.pot index b0b9526a9..7deb2e100 100644 --- a/locale/sources/purchase.pot +++ b/locale/sources/purchase.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Business \n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2015-11-17 09:56+0100\n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -21,6 +21,7 @@ msgid "Purchase" msgstr "" #: ../../purchase/overview.rst:3 +#: ../../purchase/replenishment/flows/dropshipping.rst:6 msgid "Overview" msgstr "" @@ -44,7 +45,6 @@ msgstr "" #: ../../purchase/purchases/rfq/approvals.rst:5 #: ../../purchase/purchases/rfq/currency.rst:5 #: ../../purchase/purchases/rfq/subcontracting.rst:5 -#: ../../purchase/replenishment/flows/dropshipping.rst:5 #: ../../purchase/replenishment/flows/purchase_triggering.rst:5 #: ../../purchase/replenishment/flows/replenishment_methods.rst:5 #: ../../purchase/replenishment/flows/warning_triggering.rst:5 @@ -133,6 +133,7 @@ msgstr "" #: ../../purchase/purchases/rfq/reception.rst:14 #: ../../purchase/purchases/tender/manage_multiple_offers.rst:16 #: ../../purchase/purchases/tender/partial_purchase.rst:14 +#: ../../purchase/replenishment/flows/dropshipping.rst:13 #: ../../purchase/replenishment/flows/setup_stock_rule.rst:58 msgid "Configuration" msgstr "" @@ -522,7 +523,7 @@ msgid "How to analyze the performance of my vendors?" msgstr "" #: ../../purchase/purchases/rfq/analyze.rst:5 -msgid "If your company regularly buys products from several suppliers, it would be useful to get statistics on your purchases. There are several reasons to track and analyze your vendor’s performance :" +msgid "If your company regularly buys products from several suppliers, it would be useful to get statistics on your purchases. There are several reasons to track and analyze your vendor's performance :" msgstr "" #: ../../purchase/purchases/rfq/analyze.rst:9 @@ -850,7 +851,7 @@ msgid "Cancel your Purchase Order" msgstr "" #: ../../purchase/purchases/rfq/cancel.rst:33 -msgid "Use case 1 : you didn’t receive your goods yet" +msgid "Use case 1 : you didn't receive your goods yet" msgstr "" #: ../../purchase/purchases/rfq/cancel.rst:35 @@ -1008,7 +1009,7 @@ msgid "**Services & Digital Products** (only when the **eCommerce** app is insta msgstr "" #: ../../purchase/purchases/rfq/reception.rst:45 -msgid "It's always good to create a **Miscellaneous** product for all the products you purchased rarely and for which you don’t want to manage the stocks or have purchase/sale statistics. If you create such a product, we recommend to set his product type field as **Service**." +msgid "It's always good to create a **Miscellaneous** product for all the products you purchased rarely and for which you don't want to manage the stocks or have purchase/sale statistics. If you create such a product, we recommend to set his product type field as **Service**." msgstr "" #: ../../purchase/purchases/rfq/reception.rst:52 @@ -1395,6 +1396,34 @@ msgstr "" msgid "How to setup drop-shipping?" msgstr "" +#: ../../purchase/replenishment/flows/dropshipping.rst:8 +msgid "Drop shipping allows to deliver the goods directly from the supplier to the customer. It means that the products does not transit through your stock." +msgstr "" + +#: ../../purchase/replenishment/flows/dropshipping.rst:15 +msgid "First, configure the **Routes** and **Dropshipping**. Go to :menuselection:`Inventory --> Configuration --> Settings`. Check **Advanced routing of products using rules** in the **Routes** section and **Allow suppliers to deliver directly to your customers** in the **Drop Shipping** section." +msgstr "" + +#: ../../purchase/replenishment/flows/dropshipping.rst:24 +msgid "You have to allow the choice of the route on the sale order. Go to the **Sales** application, :menuselection:`Configuration --> Settings` and tick **Choose specific routes on sales order lines (advanced)**." +msgstr "" + +#: ../../purchase/replenishment/flows/dropshipping.rst:32 +msgid "How to use drop-shipping?" +msgstr "" + +#: ../../purchase/replenishment/flows/dropshipping.rst:34 +msgid "Create the sale order and select the route as **Dropshipping** on the concerned order lines." +msgstr "" + +#: ../../purchase/replenishment/flows/dropshipping.rst:40 +msgid "Once the order has been confirmed, no move will be created from your stock. The goods will be delivered directly from your vendor to your customer." +msgstr "" + +#: ../../purchase/replenishment/flows/dropshipping.rst:45 +msgid "In order to be able to invoice the delivery, you must set the invoice policy of your product on **Ordered quantities**." +msgstr "" + #: ../../purchase/replenishment/flows/purchase_triggering.rst:3 msgid "How to trigger the purchase of products based on sales?" msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index ffcb3d8eb..631a6c68e 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Business \n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2015-11-10 16:15+0100\n" +"POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -68,6 +68,144 @@ msgstr "" msgid "How to invoice milestones of a project?" msgstr "" +#: ../../sales/invoicing/services/milestones.rst:5 +msgid "There are different kind of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) or a fixed price contract (e.g. a project)." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:9 +msgid "In this section, we will have a look at how to invoice milestones of a project." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:12 +msgid "Milestone invoicing can be used for expensive or large scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. For example, a marketing agency hired for a new product launch could break down a project into the following milestones, each of them considered as one service with a fixed price on the sale order :" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:19 +msgid "Milestone 1 : Marketing strategy audit - 5 000 euros" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:21 +msgid "Milestone 2 : Brand Identity - 10 000 euros" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:23 +msgid "Milestone 3 : Campaign launch & PR - 8 500 euros" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:25 +msgid "In this case, an invoice will be sent to the customer each time a milestone will be successfully reached. That invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several times." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:32 +msgid "You can also use milestones to invoice percentages of the entire project. For example, for a million euros project, your company might require a 15% upfront payment, 30% at the midpoint and the balance at the contract conclusion. In that case, each payment will be considered as one milestone." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:39 +#: ../../sales/invoicing/services/reinvoice.rst:26 +#: ../../sales/invoicing/services/reinvoice.rst:95 +#: ../../sales/invoicing/services/support.rst:17 +#: ../../sales/quotation/setup/first_quote.rst:21 +msgid "Configuration" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:42 +msgid "Install the Sales application" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:44 +#: ../../sales/invoicing/services/reinvoice.rst:28 +msgid "In order to sell services and to send invoices, you need to install the **Sales** application, from the **Apps** icon." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:51 +msgid "Create products" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:53 +msgid "In Odoo, each milestone of your project is considered as a product. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:57 +msgid "**Name**: Strategy audit" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:59 +#: ../../sales/invoicing/services/support.rst:50 +msgid "**Product Type**: Service" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:61 +msgid "**Invoicing Policy**: Delivered Quantities, since you will invoice your milestone after it has been delivered" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:64 +msgid "**Track Service**: Manually set quantities on order, as you complete each milestone, you will manually update their quantity from the **Delivered** tab on your sale order" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:72 +msgid "Apply the same configuration for the others milestones." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:75 +msgid "Managing your project" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:78 +msgid "Quotations and sale orders" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:80 +msgid "Now that your milestones (or products) are created, you can create a quotation or a sale order with each line corresponding to one milestone. For each line, set the **Ordered Quantity** to ``1`` as each milestone is completed once. Once the quotation is confirmed and transformed into a sale order, you will be able to change the delivered quantities when the corresponding milestone has been achieved." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:91 +msgid "Invoice milestones" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:93 +msgid "Let's assume that your first milestone (the strategy audit) has been successfully delivered and you want to invoice it to your customer. On the sale order, click on **Edit** and set the **Delivered Quantity** of the related product to ``1``." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:99 +msgid "As soon as the above modification has been saved, you will notice that the color of the line has changed to blue, meaning that the service can now be invoiced. In the same time, the invoice status of the SO has changed from **Nothing To Invoice** to **To Invoice**" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:104 +msgid "Click on **Create invoice** and, in the new window that pops up, select **Invoiceable lines** and validate. It will create a new invoice (in draft status) with only the **strategy audit** product as invoiceable." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:112 +msgid "In order to be able to invoice a product, you need to set up the **Accounting** application and to configure an accounting journal and a chart of account. Click on the following link to learn more: :doc:`../../../accounting/overview/getting_started/setup`" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:117 +msgid "Back on your sale order, you will notice that the **Invoiced** column of your order line has been updated accordingly and that the **Invoice Status** is back to **Nothing to Invoice**." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:121 +msgid "Follow the same workflow to invoice your remaining milestones." +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:124 +#: ../../sales/quotation/setup/first_quote.rst:127 +msgid ":doc:`recurring`" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:125 +#: ../../sales/invoicing/services/reinvoice.rst:186 +#: ../../sales/invoicing/services/support.rst:159 +msgid ":doc:`time_materials`" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:126 +msgid ":doc:`reinvoice`" +msgstr "" + +#: ../../sales/invoicing/services/milestones.rst:127 +#: ../../sales/invoicing/services/reinvoice.rst:185 +msgid ":doc:`support`" +msgstr "" + #: ../../sales/invoicing/services/recurring.rst:3 msgid "How to manage recurring invoices (through contracts)?" msgstr "" @@ -76,15 +214,318 @@ msgstr "" msgid "How to re-invoice expenses to your customers?" msgstr "" +#: ../../sales/invoicing/services/reinvoice.rst:5 +msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an employee paying a parking spot for a meeting with your client. As a company, you would like to be able to invoice that expense to your client." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:11 +msgid "In this documentation we will see two use cases. The first, very basic, consists of invoicing a simple expense to your client like you would do for a product. The second, more advanced, will consist of invoicing expenses entered in your expense system by your employees directly to your customer." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:18 +msgid "Use case 1: Simple expense invoicing" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:20 +msgid "Let's take the following example. You are working on a promotion campaign for one of your customers (``Agrolait``) and you have to print a lot of copies. Those copies are an expense for your company and you would like to invoice them." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:35 +msgid "Create product to be expensed" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:37 +msgid "You will need now to create a product called ``Copies``." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:39 +#: ../../sales/invoicing/services/reinvoice.rst:112 +msgid "From your **Sales** module, go to :menuselection:`Sales --> Products` and create a product as follows:" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:42 +msgid "**Product type**: consumable" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:44 +msgid "**Invoicing policy**: on delivered quantities (you will manually set the quantities to invoice on the sale order)" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:51 +msgid "Create a sale order" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:53 +msgid "Now that your product is correctly set up, you can create a sale order for that product (from the menu :menuselection:`Sales --> Sales Orders`) with the ordered quantities set to 0. Click on **Confirm the Sale** to create the sale order. You will be able then to manually change the delivered quantities on the sale order to reinvoice the copies to your customer." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:64 +#: ../../sales/invoicing/services/reinvoice.rst:177 +msgid "Invoice expense to your client" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:66 +msgid "At the end of the month, you have printed ``1000`` copies on behalf of your client and you want to re-invoice them. From the related sale order, click on **Delivered Quantities**, manually enter the correct amount of copies and click on **Save**. Your order line will turn blue, meaning that it is ready to be invoiced. Click on **Create invoice**." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:73 +msgid "The total amount on your sale order will be of 0 as it is computed on the ordered quantities. It is your invoice which will compute the correct amount due by your customer." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:77 +msgid "The invoice generated is in draft, so you can always control the quantities and change the amount if needed. You will notice that the amount to be invoiced is based here on the delivered quantities." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:84 +msgid "Click on validate to issue the payment to your customer." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:87 +msgid "Use case 2: Invoice expenses via the expense module" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:89 +msgid "To illustrate this case, let's imagine that your company sells some consultancy service to your customer ``Agrolait`` and both parties agreed that the distance covered by your consultant will be re-invoiced at cost." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:97 +msgid "Here, you will need to install two more modules:" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:99 +msgid "Expense Tracker" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:101 +msgid "Accounting, where you will need to activate the analytic accounting from the settings" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:108 +msgid "Create a product to be expensed" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:110 +msgid "You will now need to create a product called ``Kilometers``." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:115 +msgid "Product can be expensed" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:117 +msgid "Product type: Service" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:119 +msgid "Invoicing policy: invoice based on time and material" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:121 +msgid "Expense invoicing policy: At cost" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:123 +msgid "Track service: manually set quantities on order" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:129 +msgid "Create a sales order" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:131 +msgid "Still from the Sales module, go to :menuselection:`Sales --> Sales Orders` and add your product **Consultancy** on the order line." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:135 +msgid "If your product doesn't exist yet, you can configure it on the fly from the SO. Just type the name on the **product** field and click on **Create and edit** to configure it." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:139 +msgid "Depending on your product configuration, an **Analytic Account** may have been generated automatically. If not, you can easily create one in order to link your expenses to the sale order. Do not forget to confirm the sale order." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:148 +msgid "Refer to the documentation :doc:`../../../accounting/others/analytic/usage` to learn more about that concept." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:152 +msgid "Create expense and link it to SO" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:154 +msgid "Let's assume that your consultant covered ``1.000km`` in October as part of his consultancy project. We will create a expense for it and link it to the related sales order thanks to the analytic account." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:158 +msgid "Go to the **Expenses** module and click on **Create**. Record your expense as follows:" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:161 +msgid "**Expense description**: Kilometers October 2015" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:163 +msgid "**Product**: Kilometers" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:165 +msgid "**Quantity**: 1.000" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:167 +msgid "**Analytic account**: SO0019 - Agrolait" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:172 +msgid "Click on **Submit to manager**. As soon as the expense has been validated and posted to the journal entries, a new line corresponding to the expense will automatically be generated on the sale order." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:179 +msgid "You can now invoice the invoiceable lines to your customer." +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:187 +msgid ":doc:`milestones`" +msgstr "" + +#: ../../sales/invoicing/services/reinvoice.rst:188 +msgid ":doc:`../products/delivery`" +msgstr "" + #: ../../sales/invoicing/services/support.rst:3 msgid "How to invoice a support contract (prepaid hours)?" msgstr "" +#: ../../sales/invoicing/services/support.rst:5 +msgid "There are different kinds of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) and a fixed price contract (e.g. a project)." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:9 +msgid "In this section, we will have a look at how to sell and keep track of a pre-paid support contract." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:12 +msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:20 +msgid "Install the Sales and Timesheet applications" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:22 +msgid "In order to sell services, you need to install the **Sales** application, from the **Apps** icon. Install also the **Timesheets** application if you want to track support services you worked on every contract." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:33 +msgid "Create Products" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:35 +msgid "By default, products are sold by number of units. In order to sell services ``per hour``, you must allow using multiple unit of measures. From the **Sales** application, go to the menu :menuselection:`Configuration --> Settings`. From this screen, activate the multiple **Unit of Measures** option." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:44 +msgid "In order to sell a support contract, you must create a product for every support contract you sell. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:48 +msgid "**Name**: Technical Support" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:52 +msgid "**Unit of Measure**: Hours" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:54 +msgid "**Invoicing Policy**: Ordered Quantities, since the service is prepaid, we will invoice the service based on what has been ordered, not based on delivered quantities." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:58 +msgid "**Track Service**: Timesheet on contracts. An analytic account will automatically be created for every order containing this service so that you can track hours in the related account." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:66 +msgid "There are different ways to track the service related to a sale order or product sold. With the above configuration, you can only sell one support contract per order. If your customer orders several service contracts on timesheet, you will have to split the quotation into several orders." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:72 +msgid "Note that you can sell in different unit of measure than hours, example: days, pack of 40h, etc. To do that, just create a new unit of measure in the **Unit of Measure** category and set a conversion ratio compared to **Hours** (example: ``1 day = 8 hours``)." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:78 +msgid "Managing support contract" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:81 +msgid "Quotations and Sale Orders" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:83 +msgid "Once the product is created, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, your users will be able to record services related to this support contract using the timesheet application." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:93 +msgid "Timesheets" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:95 +msgid "To track the service you do on a specific contract, you should use the timesheet application. An analytic account related to the sale order has been automatically created (``SO009 - Agrolait`` on the screenshot here above), so you can start tracking services as soon as it has been sold." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:104 +msgid "Control delivered support on the sale order" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:106 +msgid "From the **Sales** application, use the menu :menuselection:`Sales --> Sales Orders` to control the progress of every order. On the sales order line related to the support contract, you should see the **Delivered Quantities** that are updated automatically, based on the number of hours in the timesheet." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:116 +msgid "Upselling and renewal" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:118 +msgid "If the number of hours you performed on the support contract is bigger or equal to the number of hours the customer purchased, the sale order **Invoicing Status** is automatically set to **Upselling**. This means you have an opportunity to sell an extra contract to the customer since he used all his quota of service." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:124 +msgid "Periodically (ideally once every two weeks), you should check the sales order that are in an upselling status. To do this, go to the :menuselection:`Sales --> Sales Order` menu and use the **Upselling** filter to get all orders that are in upselling." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:130 +msgid "If you use Odoo CRM, a good practice is to create an opportunity for every sale order in upselling invoice status so that you easily track your upselling effort." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:134 +msgid "If you sell an extra support contract, you can either add a new line on the existing sale order (thus, you continue to timesheet on the same order) or create a new order (thus, people will timesheet their hours on the new contract). To unmark the sale order as **Upselling**, you can set the sale order as done and it will disappear from your upselling list." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:141 +msgid "Special Configuration" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:143 +msgid "When creating the product form, you may set a different approach to track the service:" +msgstr "" + +#: ../../sales/invoicing/services/support.rst:146 +msgid "**Create task and track hours**: in this mode, a task is created for every sale order line. Then when you do the timesheet, you don't record hours on a sale order/contract, but you record hours on a task (that represents the contract). The advantage of this solution is that it allows to sell several service contracts within the same sale order." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:153 +msgid "**Manually**: you can use this mode if you don't record timesheets in Odoo. The number of hours you worked on a specific contract can be recorded manually on the sale order line directly, in the delivered quantity field." +msgstr "" + +#: ../../sales/invoicing/services/support.rst:160 +msgid ":doc:`../../../inventory/settings/products/uom`" +msgstr "" + #: ../../sales/invoicing/services/time_materials.rst:3 msgid "How to invoice based on time and material?" msgstr "" #: ../../sales/overview.rst:3 +#: ../../sales/quotation/setup/first_quote.rst:6 msgid "Overview" msgstr "" @@ -92,6 +533,70 @@ msgstr "" msgid "Main Concepts" msgstr "" +#: ../../sales/overview/main_concepts/introduction.rst:3 +msgid "Introduction to Odoo Sales" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:11 +msgid "Transcript" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:13 +msgid "As a sales manager, closing opportunities with Odoo Sales is really simple." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:16 +msgid "I selected a predefined quotation for a new product line offer. The products, the service details are already in the quotation. Of course, I can adapt the offer to fit my clients needs." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:20 +msgid "The interface is really smooth. I can add references, some catchy phrases such as closing triggers (*here, you save $500 if you sign the quote within 15 days*). I have a beautiful and modern design. This will help me close my opportunities more easily." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:26 +msgid "Plus, reviewing the offer from a mobile phone is easy. Really easy. The customer got a clear quotation with a table of content. We can communicate easily. I identified an upselling opportunity. So, I adapt the offer by adding more products. When the offer is ready, the customer just need to sign it online in just a few clicks. Odoo Sales is integrated with major shipping services: UPS, Fedex, USPS and more. The signed offer creates a delivery order automatically." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:35 +msgid "That's it, I sucesfully sold my products in just a few clicks." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:37 +msgid "Oh, I also have the transaction and communication history at my fingertips. It's easy for every stakeholder to know clearly the past interaction. And any information related to the transaction." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:42 +msgid "If you want to show information, I would do it from a customer form, something like:" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:45 +msgid "Kanban of customers, click on one customer" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:47 +msgid "Click on opportunities, click on quotation" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:49 +msgid "Come back to customers (breadcrum)" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:51 +msgid "Click on customer statement letter" +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:53 +msgid "Anytime, I can get an in-depth report of my sales activity. Revenue by salespeople or department. Revenue by category of product, drill-down to specific products, by quarter or month,... I like this report: I can add it to my dashboard in just a click." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:58 +msgid "Odoo Sales is a powerful, yet easy-to-use app. At first, I used the sales planner. Thanks to it, I got tips and tricks to boost my sales performance." +msgstr "" + +#: ../../sales/overview/main_concepts/introduction.rst:62 +msgid "Try Odoo Sales now and get beautiful quotations, amazing dashboards and increase your success rate." +msgstr "" + #: ../../sales/overview/main_concepts/invoicing.rst:3 msgid "Overview of the invoicing process" msgstr "" @@ -176,6 +681,110 @@ msgstr "" msgid "How to create my first quotation?" msgstr "" +#: ../../sales/quotation/setup/first_quote.rst:8 +msgid "Quotations are documents sent to customers to offer an estimated cost for a particular set of goods or services. The customer can accept the quotation, in which case the seller will have to issue a sales order, or refuse it." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:13 +msgid "For example, my company sells electronic products and my client Agrolait showed interest in buying ``3 iPads`` to facilitate their operations. I would like to send them a quotation for those iPads with a sales price of ``320 USD`` by iPad with a ``5%`` discount." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:18 +msgid "This section will show you how to proceed." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:24 +msgid "Install the Sales Management module" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:26 +msgid "In order to be able to issue your first quotation, you'll need to install the **Sales Management** module from the app module in the Odoo backend." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:34 +msgid "Allow discounts on sales order line" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:36 +msgid "Allowing discounts on quotations is a common sales practice to improve the chances to convert the prospect into a client." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:39 +msgid "In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on the sale price. To enable the feature, go into the **Sales** application, select :menuselection:`Configuration --> Settings` and, under **Quotations and Sales**, tick **Allow discounts on sales order line** (see picture below) and apply your changes." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:49 +msgid "Create your quotation" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:51 +msgid "To create your first quotation, click on :menuselection:`Sales --> Quotations` and click on **Create**. Then, complete your quotation as follows:" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:55 +msgid "Customer and Products" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:57 +msgid "The basic elements to add to any quotation are the customer (the person you will send your quotation to) and the products you want to sell. From the quotation view, choose the prospect from the **Customer** drop-down list and under **Order Lines**, click on **Add an item** and select your product. Do not forget to manually add the number of items under **Ordered Quantity** and the discount if applicable." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:67 +msgid "If you don't have any customer or product recorded on your Odoo environment yet, you can create them on the fly directly from your quotations :" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:71 +msgid "To add a new customer, click on the **Customer** drop-down menu and click on **Create and edit**. In this new window, you will be able to record all the customer details, such as the address, website, phone number and person of contact." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:76 +msgid "To add a new product, under **Order line**, click on add an item and on **Create and Edit** from the drop-down list. You will be able to record your product information (product type, cost, sale price, invoicing policy, etc.) along with a picture." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:82 +msgid "Taxes" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:84 +msgid "To parameter taxes, simply go on the taxes section of the product line and click on **Create and Edit**. Fill in the details (for example if you are subject to a ``21%`` taxe on your sales, simply fill in the right amount in percentage) and save." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:93 +msgid "Terms and conditions" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:95 +msgid "You can select the expiration date of your quotation and add your company's terms and conditions directly in your quotation (see picture below)." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:103 +msgid "Preview and send quotation" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:105 +msgid "If you want to see what your quotation looks like before sending it, click on the **Print** button (upper left corner). It will give you a printable PDF version with all your quotation details." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:113 +msgid "Update your company's details (address, website, logo, etc) appearing on your quotation from the the **Settings** menu on the app switcher, and on click on the link :menuselection:`Settings --> General settings --> Configure company data`." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:118 +msgid "Click on **Send by email** to automatically send an email to your customer with the quotation as an attachment. You can adjust the email body before sending it and even save it as a template if you wish to reuse it." +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:128 +msgid ":doc:`../online/creation`" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:129 +msgid ":doc:`optional`" +msgstr "" + +#: ../../sales/quotation/setup/first_quote.rst:130 +msgid ":doc:`terms_conditions`" +msgstr "" + #: ../../sales/quotation/setup/optional.rst:3 msgid "How to display optional products on a quotation?" msgstr ""